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Set up a Newie service so clients can join your coaching program, accept its terms and arrange payment through one checkout. You can collect the fee upfront or over time, and send joining instructions automatically after checkout. This guide covers programs with a defined payment term and individual sessions paid once. For coaching that continues with a recurring fee, use Ongoing Coaching Retainers.

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Choose how clients pay

The payment schedule runs independently of coaching appointments. Use your calendar or coaching platform to arrange sessions and track attendance.

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Create the program service

  1. Open Sell → Services → New Service and choose the service type above. Give it the program or session name clients will recognise.
  2. Enter the price and payment schedule. For subscriptions and instalment plans, set Billing Starts if payment should begin on a later date, such as a cohort’s start. Use Fixed Date when all buyers should start billing on that date.
  3. Describe what the client receives: the coaching format, included sessions or support, and how long the program runs. Add Terms of Service for the conditions they need to accept, such as the commitment, rescheduling and cancellation arrangements.
  4. Add a Welcome Email with the first step after joining. This might be an intake form, a booking link or instructions for accessing your coaching platform. Include only the steps your program uses.
  5. Open the service preview to confirm the amount due at checkout and the later payment dates. Turn on Available for Sale and save.
For a fixed-term subscription, Number of Payments counts the main-price payments. Any Intro Pricing runs before that count. If you use it, review the full subscription schedule so billing ends when intended.

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Enrol a client

Open the service’s … → Share Link and share checkout when the client is ready to join, including during a sales call. They can review the service, accept enabled terms and enter their payment details. For the same program at a different price or billing start date, use Custom price or start date from the service menu, or Custom price for a One-Off Purchase. A custom pricing link changes the new purchase’s pricing, while keeping the program’s description and terms. Newie sends a New Purchase email and your configured Welcome Email after checkout. A future billing date does not delay those joining instructions. If you need confirmed payment before granting access, check the payment result in Newie; a bank payment can still be processing after checkout.

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Manage payments during the program

  • The client needs a different next payment date: Open their subscription or instalment plan and use Edit Payment Date, or Edit Start Date before billing starts, where shown.
  • A payment is overdue: Review Auto-Retry and Overdue Assistant to recover the existing payment. Sending the program checkout again would create another purchase.
  • The payment arrangement changes: Use Manage Subscriptions for subscriber pricing changes. To change an existing instalment total or payment count, follow Replace an Instalment Plan.
When the program ends, check its invoice history for any unpaid amounts. Reaching the end of a schedule does not by itself confirm that every payment succeeded. Last updated: 2026-09-11