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Choose how clients pay for your program or membership: a recurring price, a fixed total split across payments, or one upfront payment. The Newie service type determines how you enter the price and when billing ends.

Choose the billing arrangement

Open Sell → Services → New Service and choose the type that matches how you charge.

Ongoing coaching or membership

Choose Subscription, enter the price for each payment and select the billing period. Set Number of Payments to Unlimited to keep billing until the subscription is cancelled. Describe what the membership includes, such as access to training content, individual coaching or group sessions. If payments continue after a minimum commitment, keep Unlimited and add that commitment in Terms of Service. To stop billing automatically, use the fixed payment count below.

A program with a fixed number of recurring payments

Choose Subscription, enter the recurring price and billing period, then set Number of Payments to the number of main-price payments you intend to collect. Billing ends after that schedule. If you add Intro Pricing, the intro period runs before those main-price payments. Use the Intro Pricing guidance to set the full schedule; the intro is not included in Number of Payments.

A fixed program total paid in instalments

Choose Instalment Plan. Enter the total program price, the number of payments and the billing period. Newie splits that total across scheduled payments and pays you as they are collected. Use this when the agreement is for a total program price. The schedule does not depend on completing workouts, attending calls or reaching a training milestone. Manage delivery and attendance in your coaching or booking tools.

A program or package paid upfront

Choose One-Off Purchase and enter the full price. Use the description and terms to explain the training, sessions or access period included. This creates one purchase with no recurring billing. If clients can choose between paying upfront and paying over time, create a service for each arrangement and name them clearly. You can put them in a service group so clients can compare both through one link.

Set the start date and any joining fee

For subscriptions and instalment plans, use Billing Starts when the first regular payment should begin later. This is useful when enrolment opens before a group program starts. It sets the billing schedule; set the training start in your coaching app as well. A Setup Fee collects a separate joining or onboarding charge at checkout. It is additional to the subscription payments or instalment total and is collected even if billing starts later. Include it only when it is part of the price you intend to charge.

Add access instructions and publish the service

  1. Add Terms of Service for the commitment, cancellation rules and access period the client should accept.
  2. Add a Welcome Email with a link to your training app and explain how the client gets access. Include any first-session instructions and the program’s start date if it is not yet open; the email is sent after checkout.
  3. Add any included guide or workbook through Digital Download. Its link arrives in the separate New Purchase email.
  4. Turn on Available for Sale, save the service and share its link or group link.
Use Newie for payments and manage program access in your training software. You can handle client setup there yourself, or connect through Zapier to automate client creation or program assignment where your app supports it.

Manage changes during the program

For recurring memberships, open the client in Subscribers to pause, cancel or switch their subscription. For a fixed total paid over time, use Instalment Plans to review progress and manage the remaining schedule. An instalment plan can reach the end of its schedule while invoices are still unpaid. Check Invoice History for any outstanding payments. Set coaching-app access according to the service the client bought; finishing the payment schedule does not necessarily end that access. Last updated: 2026-09-11