Create the payment for the appointment
In Sell → Services → New Service, choose One-Off Purchase for a single appointment or a package paid upfront. Enter the price, and describe which appointment or included sessions the customer is buying. For a deposit followed by a balance, create separate One-Off services. State what the deposit covers and when the remainder is due. Calculate the balance from the agreed total and payments already made; Newie does not connect the two purchases into one outstanding balance. Add any booking, cancellation or refund conditions in Terms of Service, turn on Available for Sale and save.If the customer books first
Arrange the appointment in your booking system, then send the Newie service link when payment is due. Open the service’s … menu and choose Share Link. Explain whether the booking is confirmed already or depends on payment, according to your booking policy. When you record the payment against the booking, check its status in Newie. A completed bank-debit checkout can still have a processing payment. Note the Newie payment on the booking, using an external-payment option if your booking tool provides one. Do not collect the same appointment price again in that system. If you take payment at the appointment, use the service’s QR Code, Purchase as Customer, or Tap to Pay on a supported iPhone. The appointment can take place before or after payment, according to your arrangement.If the customer pays first
Add a Welcome Email to the Newie service with the booking link and explain what the customer should book. For a package, make clear which appointment types are included. Use a booking route that lets a prepaid customer arrange their included session without paying again. Configure that in your booking system, or arrange those appointments yourself. A Newie purchase does not automatically create a package code or session credit in another app. The customer receives the Welcome Email after checkout, then follows your booking instructions. The appointment is reserved when it is confirmed in the booking system. If you use Acuity, Newie + Acuity explains the booking-link and integration options.Book visits for an ongoing member
Create a Subscription for a recurring membership price. Enter the price per payment, choose the Billing Period and set Number of Payments to Unlimited for continuing billing. For a fixed package price paid over time, use an Instalment Plan with the total, payment count and billing period instead. Members can have a regular appointment or book each included visit as needed. Set up the booking route for members so included visits do not require another payment. Keep their bookings, membership or package details, and session use in your booking system. Payment dates can differ from appointment dates. Set Billing Starts to the agreed billing start, and use the service description and terms to explain which visits the payments cover. Attendance is not the trigger for scheduled Newie payments.When an appointment changes
Reschedule or cancel the appointment in your booking system. If billing should change too, open the customer’s existing subscription or instalment plan in Newie:- To move the next payment, choose Edit Payment Date. If billing has not begun, choose Edit Start Date instead.
- For a subscription pause or cancellation, follow Manage Subscriptions. For changes to a plan being paid off, use Manage Instalment Plans; instalment plans cannot be paused.
- If a collected payment should be returned, use Refunds. Cancelling an appointment does not itself refund the Newie payment.