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A Welcome Email sends the instructions a customer needs after buying a service. You write it once on the service, and Newie sends it to new customers who purchase that service. It can contain a booking link, intake form, location details or instructions for accessing your program.

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Add the email to your service

These controls are available on iPhone and Mac:
  1. Open Sell → Services, open the service’s ... menu and choose Edit. You can also add the email while creating a new service.
  2. Open Welcome Email and enter a subject and message.
  3. Include the links and details the customer needs for this service.
  4. Use Preview to see the layout and Send Test to receive the email yourself. Open the links in the test to confirm they lead to the intended form, booking page or access instructions.
  5. Save the email, then save the service.

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Write the instructions for this purchase

Start with what the customer can do next and include enough detail for them to do it:
  • An appointment: the booking link, or the location and arrival details if the appointment is already arranged.
  • Coaching: a link to your training app, instructions for signing in or receiving an invitation, and any intake form.
  • A program or community: how to receive or use their access, including whether an invitation arrives separately.
  • A session package: how to book included sessions and who to contact if they need help using the package.
Choose the instructions that fit how you deliver the service. A booking link in the email lets the customer make a booking; it does not reserve a time by itself. An app or portal link likewise needs to match the access you or your integration provide.

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What the New Purchase email already includes

Newie sends a separate New Purchase email containing the purchase record, the agreed terms when Terms of Service is enabled, and any configured Digital Download link. Your Welcome Email can focus on the service instructions. For a file included in the purchase, add it through Digital Downloads. Use the Welcome Email to explain how the customer should use it or where to get help.

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Connect onboarding to another app

The Welcome Email is sent after checkout. It does not confirm that a bank payment has settled, and a future billing start date does not postpone the email until that date. You can use Newie for payments and send these instructions while managing client setup and access in your usual software. If you want a purchase to also create a client profile or assign a program, you can connect your coaching app through Zapier, using the actions it supports. That guide explains when to start the automation: at purchase, when billing begins or after payment is confirmed. Last updated: 2026-09-11