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A Newie subscription collects the recurring fee for ongoing business coaching or advisory support. Set it up once for a standard retainer, then share it with clients who want that level of support. This suits continuing coaching, group access or advisory availability. If the client is buying a program with a fixed total, use Business Coaching Program Payments.

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Set up the recurring payment

  1. Open Sell → Services → New Service → Subscription.
  2. Enter the retainer name and the price for each billing period. Choose Monthly for a monthly retainer, or the period you have agreed.
  3. Set Number of Payments to Unlimited if billing should continue until the subscription is ended.
  4. Choose Billing Starts. Leave it on On Purchase Date to begin when the client joins, or choose a later start for an agreed onboarding period.
  5. Add a Setup Fee only if there is a separate upfront charge for joining, such as an initial audit. It is charged at checkout even when regular billing begins later. If regular billing also starts immediately, the client can receive two separate charges.
A minimum commitment and a billing end are different choices. For an ongoing retainer with a minimum commitment, keep Unlimited and include the commitment in the terms. Number of Payments should be fixed only when recurring billing is meant to stop after that many main-price payments. If the initial work is a separately scoped strategy day or project, create a One-Off Purchase for it and a separate subscription for the retainer. This gives each piece of work its own payment and terms.

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Add the coaching details

In Description, explain the support included: scheduled calls, between-call feedback, resources or group access. Include response times or limits when they are part of the service, so the client can tell what the recurring fee covers. Add Terms of Service for the agreed conditions, including cancellation notice and any treatment of unused sessions. Choose whether to enable Customers can Pause or Customers can Cancel. Those controls let clients make the change themselves; a minimum commitment written in the terms does not automatically restrict them. Leave a control off if you need to handle those requests yourself. Use Welcome Email for the next step, such as completing your intake form, booking the first call or joining your coaching workspace.

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Start the client’s retainer

Open the service preview to confirm the first charge, any Setup Fee and the regular payment dates. Turn on Available for Sale, save, then use … → Share Link. If the same retainer has an agreed different price or start date for a new client, choose … → Custom price or start date. Review that arrangement and share the custom link. After checkout, Newie sends the purchase email and your configured Welcome Email. The subscription appears in Subscribers; it can be Upcoming when its billing start is in the future.

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Manage an ongoing retainer

Open Subscribers, search for the client and select their subscription. Its … menu contains the available billing actions:
  • Change the agreed fee: Use Edit Pricing to change future payments. Editing the service’s standard price affects new purchases, not this client’s subscription.
  • Take a break: Use Pause to choose the pause dates and see when billing will resume.
  • End on an agreed date: Use Schedule Cancel and review the payments due before that date.
Manage Subscriptions explains these controls in detail. For missed payments, use Auto-Retry and Overdue Assistant; a pause or cancellation needs a separate decision about any amount already overdue. Last updated: 2026-09-11