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Set up a coaching service once, then use its checkout link whenever a client joins. Newie collects their scheduled payments and sends the purchase confirmation and any onboarding instructions you configure. You can use Newie for payments and manage training plans, workouts and check-ins in your usual coaching software. Connecting the two through Zapier is optional. This guide covers ongoing coaching. For a program with a fixed price or end, use Sell Fitness Programs and Memberships.

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Create the coaching subscription

  1. Open Sell → Services → New Service and choose Subscription.
  2. Name the service and describe what the client receives, such as training plans, check-ins or coaching calls. Include the level of support they are buying so the service makes sense without a separate explanation from you.
  3. Enter the price per payment and choose the billing period. Set Number of Payments to Unlimited for coaching that continues until cancelled.
  4. Choose when billing begins under Billing Starts. Clients can sign up before billing begins; use a future date when that matches the coaching arrangement.
If you charge a separate onboarding fee, add a Setup Fee. It is collected at checkout, even when regular billing starts later. If the first regular payment is due that day, the client pays both amounts.

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Add the coaching terms and welcome message

In the service editor, open Terms of Service to add the conditions the client needs to accept, such as a minimum commitment, cancellation notice or pause arrangements. A minimum commitment does not itself stop billing at the end of that period. For an automatic end, use a fixed Number of Payments. Choose whether clients can pause or cancel their own subscriptions. If you need to approve a break, leave Customers can Pause off and manage it from their subscription. Written pause conditions do not restrict the dates customers can select when self-service pausing is enabled. Open Welcome Email and add a subject and message with the client’s next step. Include a link to your training app and explain how the client signs in or receives an invitation. You can also include an intake form or instructions for arranging the first call. For a guide or workbook included in the service, add it through Digital Download. Newie includes its download link in the New Purchase email for clients who buy the service. Save the email and service, with Available for Sale turned on when clients can join. Welcome Emails & Onboarding shows the email controls, including Preview and Send Test.

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Share with clients

Open the service’s … menu and choose Share Link to copy or send the checkout link. You can put it on your website, send it in a message or share it during a conversation with a client. For an agreed price or start date that differs from the standard service, choose Custom price or start date in the same menu. Enter that arrangement and share the resulting custom pricing link. It creates a new purchase and keeps the service’s inclusions and terms. Anyone with the link can use that pricing, so share it only where you intend it to be available. The client reviews the service, accepts any enabled terms and completes checkout. Newie sends their New Purchase email and your configured Welcome Email. For a future billing start, signing up and receiving those instructions can happen before the first regular payment.

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Give the client access to their coaching

Manage the client’s access and program in your training software as usual. If you want to automate client creation or program assignment, you can connect your coaching app through Zapier, using the actions your app supports. Choose whether the action should run at sign-up, when billing begins or after payment is confirmed.

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Manage an existing client’s billing

Open Subscribers and select the client’s subscription when their coaching changes. Use Subscription Management to pause billing, change the price or payment date, cancel, or switch them to another coaching service. Sending another checkout link would create a separate purchase. If a payment becomes overdue, Newie’s Auto-Retry and Overdue Assistant can handle recovery and customer follow-up. The recovery guide explains what runs automatically and when you need to step in. Last updated: 2026-09-11