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Documentation Index

Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt

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Use this when your fitness business has several coaches, trainers, contractors, locations, or program leads selling through one Newie account. The clean setup is to use groups for team organisation and attribution. Create groups around the way you want to sell and report: by coach, location, program, audience, or service line. Then add the relevant services to each group.
Newie groups are for organisation, sharing, and reporting. They are not separate staff logins or staff permissions.

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How to Structure the Team

Choose the group structure that matches the question you need reports to answer later.
If you need to know…Group by…Example
Which coach generated the saleCoach or trainerAlex Coaching, Jess PT, Sam Nutrition
Which location generated the saleLocationCBD Studio, Northside Gym, Online
Which program is selling bestProgram or challenge8-Week Challenge, Strength Block, Online Coaching
Which audience boughtAudience or segmentBeginners, Hybrid Clients, Competition Prep
For many coaching teams, the simplest setup is one group per coach or trainer. If the business sells team-wide programs, use program groups instead. If you need both views, choose the reporting view that matters most and keep the naming very clear.

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Common Setup

  1. Create the main services customers buy, such as monthly coaching, a fixed-term challenge, a consult, a session pack, or an app-based membership
  2. Create groups for coaches, locations, programs, or audiences
  3. Add the relevant services to each group
  4. Share coach-specific group links or QR codes when the sale should be attributed to that coach or group
  5. Add selected groups to the Newie Store if customers should browse several coach, program, or location options
  6. Use Welcome Emails for onboarding links, app links, intake forms, booking links, first-week instructions, or check-in expectations
  7. Use reports to review activity by group where group detail is available

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Multi-Coach Sales Flow

1

Customer speaks to the coach

The customer enquires through Instagram, a referral, a gym conversation, a consult, a trial session, or a sales call.
2

Coach chooses the right offer

Choose the coaching membership, challenge, assessment, session pack, app-based program, or paid-upfront package.
3

Use the coach or program group

Share the relevant group link, group QR code, Store section, or service link from inside the right group.
4

Customer buys through Newie

Newie handles checkout, payment, receipts, customer records, billing, and Terms of Service where enabled.
5

Newie sends onboarding

The Welcome Email can send intake forms, app links, booking links, community links, check-in instructions, and next steps.
6

Review sales by group

Use Sales Export, Group Summary, All Transactions, or payout reports to review coach, location, program, or service-line activity where group detail is available.

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Sharing Options for Coaches

SituationBest sharing option
A coach sells their own set of servicesCoach group link or coach group QR code
A customer should buy one exact offerDirect service link or custom pricing link
A studio front desk needs quick sign-up optionsQR code, Tap to Pay, Purchase as Customer, or Store link
Customers should browse programs or coachesNewie Store with selected groups
A coach needs a negotiated price or start dateCustom pricing link from the relevant service

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Reporting and Attribution

Groups help you review performance by the structure you chose. If a service belongs to a group, group detail can appear in reports such as Sales Export, Group Summary, All Transactions, One-Off Purchase List exports, and Individual Payout Download. Use group reporting for questions like:
  • Which coach sold the most this month?
  • Which program is producing the most revenue?
  • Which location is growing fastest?
  • Which group has the most refunds, failed payments, or overdue payments?
  • Which services should be simplified, renamed, or retired?

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What Not to Overbuild

Do not create a new Newie service for every workout, check-in, class, or appointment. Create services for the offers customers buy, then use groups to organise the team view around those services. Do not treat groups as staff accounts. If each coach needs their own private login, permissions, or operational workspace, keep that process in your team tools and use Newie for payment, checkout, agreements, onboarding messages, customer records, and reporting. Last updated: 2026-06-01