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Overview

Online coaching usually moves from lead to conversation to checkout to onboarding. Newie keeps reusable services ready, lets checkout details be tailored when needed, and sends the customer into the right delivery workflow after purchase.

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Prepare the Checkout

Have the main coaching offers ready before a sales call or DM turns into a yes. Newie works best when you can choose the service, payment option, start date, terms, and onboarding steps while the customer is ready to buy. Keep delivery in your coaching app, calendar, community, or messaging tools. Use Newie for checkout, payment, agreed terms, and onboarding links.

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Common Setup

  1. Create a Subscription for ongoing coaching or membership access
  2. Create a Subscription with Number of Payments set to a fixed number for a defined program paid weekly, fortnightly, or monthly
  3. Create a One-Off Purchase for paid-upfront packages, consults, digital downloads, or workshops
  4. Add Terms of Service where the customer should agree to coaching terms, minimum terms, cancellation rules, waivers, or refund terms before checkout
  5. Add a Welcome Email with onboarding instructions, intake forms, booking links, check-in expectations, community links, or portal instructions
  6. Attach Digital Downloads if the customer should receive a file after purchase
  7. Create a custom link when the coaching offer is the same but the customer needs a tailored price, start date, setup fee, or payment detail
  8. Connect integrations when customer details need to move into a coaching app, form tool, CRM, community, email list, or spreadsheet
  9. Create groups to organize services by coach, program, audience, or offer type

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Lead to Paid Coaching Customer

1

Customer enquires

The customer sends a DM, replies to a story, fills in a form, or asks about coaching.
2

Book or run the sales call

Talk through the customer’s goal, program fit, price, payment structure, and start date.
3

Choose the Newie service

Use an existing service where it fits. Create a new service when the customer needs their own checkout, agreement, payment structure, or service setup. If the base offer is the same and only the pricing details are different, create a custom link from the existing service.
4

Attach the agreement

If the customer should accept terms before paying, enable Terms of Service on the service before sharing checkout.
5

Customer buys through Newie

Send the service link, custom link, QR code, or complete the sale with Purchase as Customer.
6

Newie sends confirmation and onboarding

The customer receives the New Purchase email. If Terms of Service is enabled, the agreed terms record is included. If a Welcome Email is configured, it can include onboarding forms, app links, booking links, community links, check-in instructions, or next steps.
Use a standard service link when the customer is buying the offer exactly as listed. Use a custom link when the offer is still based on the same coaching service, but the checkout needs to match what you agreed in the conversation. Custom links are useful when you need to set a customer-specific price, start date, setup fee, intro arrangement, or other supported checkout detail without changing the original service for everyone else. For example, you might use one main 12-week coaching program service, then create a custom link for a customer who is starting next Monday, paying a different first amount, or joining on a tailored payment arrangement. If the offer itself is meaningfully different and you expect to sell it again, create a new service instead. If only the customer-specific checkout details are different, create a Custom Pricing Link. Check the service against the promise made on the sales call:
  • Is the price right for this customer?
  • Should billing start today, on a fixed date, or after onboarding?
  • Should this be the standard service link, or a custom link for this customer?
  • Does the customer need to agree to a minimum term, refund rule, waiver, or coaching boundary?
  • Does the Welcome Email include the intake form, app invite, booking link, and first action?
  • Should the customer receive a digital guide, workbook, or template immediately after purchase?

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Useful Service Examples

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After Purchase

Use the Welcome Email to tell the customer exactly what happens next:
  • Link to onboarding form or questionnaire
  • Link to app, portal, community, booking page, or coaching platform
  • First-session instructions or check-in expectations
  • What you need from the customer before starting
  • How and when you will contact the customer
This keeps payment, customer records, invoices, receipts, subscriptions, agreed terms, and purchase history in Newie, while delivery can happen through your normal coaching tools. Last updated: 2026-06-29