Set Up Newie for In-Person Services

Set up a service once, then use it whenever a customer buys that appointment, package or membership. Customers can pay on their own phone, complete checkout with your help or tap a card on a supported iPhone. Complete the account and payout setup in Getting Set Up before taking payments. For contactless payments, also complete Tap to Pay setup on the iPhone you will use.

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Create what the customer is buying

Open Sell → Services → New Service. Choose the service type and enter the price for the whole purchase or billing period: For a subscription or instalment plan, set Billing Starts to match the agreed start of billing. Choosing a later date defers regular billing; any Setup Fee is still collected at checkout and is additional to an instalment plan’s total. Add Terms of Service for the conditions the customer needs to accept. If they need something after checkout, use Welcome Email for the relevant booking, location or preparation instructions. Payment can happen before, during or after an appointment, so include instructions that fit when you will use this service. Turn on Available for Sale and save. If you sell several related options, a service group lets the customer choose from those services. Each service can belong to one group; groups organize services for sharing and reporting.

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Let the customer use their own phone

Open the service’s … menu in Sell → Services and choose QR Code. The customer scans it to open checkout and reviews the price, payment schedule and any terms on their own device. Choose Share Link from the same menu if you want to send checkout in a message or email. You can send it before they arrive or when payment is due afterwards.

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Help the customer complete checkout

Choose Purchase as Customer from the service menu. With their permission, enter their name and email and complete checkout together. Use an existing customer match only when it is the right person, so the purchase stays with their previous records. Let the customer review the payment arrangement and any terms before agreeing. They should receive and enter any verification code themselves. Purchase as Customer explains the full assisted flow on iPhone and Mac. For a new purchase at a different agreed price, prepare a Custom Pricing Link for the same service. It retains the service’s inclusions and terms; it does not change an existing customer’s billing.

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Accept a contactless payment

On a supported iPhone, choose Tap to Pay from the service menu. Follow checkout, let the customer tap their contactless card or wallet when prompted, then complete any remaining steps. For subscriptions, setup continues after the tap, including when billing will start later. If the tap cannot complete, show the service’s QR code or send its link so the customer can use another checkout method.

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Record what the payment covers

Check the purchase and payment status in Newie before marking an appointment or package as paid in your booking records. A bank debit can still be processing after checkout. The customer receives the New Purchase email, including their accepted terms when enabled, and any Welcome Email you configured. For a membership or prepaid package, record which future visits are included in your booking or attendance system. When the customer returns for an included visit, use that record rather than starting another purchase. Use Newie with Bookings explains how to handle bookings and later appointment changes alongside Newie billing. Last updated: 2026-09-11