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Use Newie to sell a session, take payment for a pack or sign a client up for regular training. They can pay on their own phone or complete checkout with you on your iPhone. You arrange the sessions through your usual booking process.

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Create the session, pack or recurring service

Open Sell → Services → New Service and choose how the client will pay:
  • One-Off Purchase: enter the full price for a session, assessment, workshop or prepaid pack. Describe what the pack includes and any expiry or booking conditions in the service and terms.
  • Subscription: enter a recurring price and billing period for regular training. Use Unlimited for ongoing billing or set Number of Payments to a fixed count of main-price payments for a schedule that ends automatically. Any Intro Pricing runs before that count.
  • Instalment Plan: enter the total package price, number of payments and billing period when the client will pay a fixed total over time.
Subscription and instalment payments follow their billing schedule. Attending, missing or moving a session does not change that schedule automatically. For a prepaid pack, record the sessions used and remaining in your booking system or client records. Add Terms of Service for the arrangements the client must accept, and a Welcome Email if they need booking, location or preparation instructions after buying. Save the service with Available for Sale turned on.

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Take payment on the client’s phone

Open the service’s … menu in Sell → Services and display its QR Code, or share its link. The client scans or opens it, reviews the service and completes checkout on their own device. The same link works in a booking message, on your website or during a consultation. Share it when payment is due under your agreement with the client.

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Take a contactless payment on your iPhone

Set up Tap to Pay on a supported iPhone, then:
  1. Open Sell → Services and the service’s … menu.
  2. Choose Tap to Pay and follow checkout. If Newie finds an existing customer, select that record only when it is the right person.
  3. Let the client tap their card or wallet when prompted.
  4. Finish the remaining checkout steps, including the subscription setup for recurring training.
A successful tap is not the final step of every checkout. Finish the flow so Newie creates the intended purchase or subscription. For guided checkout without contactless payment, Purchase as Customer is available on iPhone and Mac.

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Use a different price or start date for a new purchase

Open the service’s … menu and choose Custom price, or Custom price or start date for a subscription or instalment plan. Enter the arrangement and use the resulting link or QR code for that purchase. This leaves the standard service price unchanged. A Custom Pricing Link can be reused by anyone who has it, and does not change an existing client’s billing.

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Find the purchase and manage future payments

After checkout, the client receives the New Purchase email and any configured Welcome Email. The purchase email includes the agreed terms record when Terms of Service is enabled. Open the client in All Customers to see the purchase and Invoice History. A bank payment can still be processing after checkout; the invoice shows its payment status. For an ongoing training subscription, use Subscription Management when you agree to pause billing, change a payment date or move the client to another service. For an unpaid invoice, Auto-Retry and Overdue Assistant can recover eligible payments and follow up with the client. Last updated: 2026-09-11