Overview
Purchase as Customer lets you start checkout from the Newie app while helping a customer buy. It fits assisted sales, bookings, phone calls, front-desk payments, and other guided purchase moments.Assisted Checkout
Purchase as Customer opens checkout from inside the Newie iOS or macOS app, so you can complete a sale while you are with the customer or speaking with them directly. It suits assisted sales: the customer wants you to handle checkout, you are taking a booking over the phone, or the in-person sale does not need Tap to Pay. Purchase as Customer requires payout setup to be complete, and the service must be Available for Sale.Start Purchase as Customer
1
Open Services
Open Sell → Services.
2
Open the service menu
Tap the
... menu next to the service.3
Choose Purchase as Customer
Tap Purchase as Customer.
4
Enter customer details
Enter the customer name and email address.
5
Complete the sale
Review and complete checkout while you are with the customer or speaking with them.