Decide how customers get booking access
- Prepaid sessions: create an Acuity package for the sessions included in the Newie service. The Zap issues a package code the customer uses to book.
- A free booking page: send the booking link after purchase. Anyone with that link may be able to book; Acuity does not independently check that they paid in Newie.
Prepare the service and classes
Create the Newie subscription, one-off service or fixed-term program, and set up the corresponding Acuity classes. For group classes, create the class type in Acuity, save it, then use Offer Class to add the dates and times. Review availability and scheduling limits and check the class appears on the booking page. For prepaid sessions, open Packages, Gifts, & Subscriptions and create a package with the correct session count. Link it to the appointment or class types it can be redeemed for, and configure it so the customer is not charged again in Acuity.Build the customer and package workflow
You’ll need Newie connected to Zapier and an Acuity user with view/edit or administrator access. Zapier cannot connect when Acuity’s HIPAA-enabled setting is on; use a separate manual booking process for that setup.- Create a Zap with Newie as the trigger. Choose Subscription Started for access on the billing start date, or Payment Paid when access must wait for confirmed payment. One-Off Purchase Complete is also suitable for a one-off service: it waits for payment success, including BECS bank confirmation.
- Add Filter by Zapier. Set Offering ID to Exactly matches the Newie service’s ID, copied from its iPhone share sheet or the matching Zap sample.
- Connect Acuity Scheduling and choose Add or Update Client.
- Map a usable customer email to Email and service name to Notes. Map separate first and last names using the steps below.
- For prepaid sessions, decide whether the package is issued once per purchase or for each payment that buys more sessions. Use the repeat-action check for a package issued once. Payment Paid also includes separately collected Setup Fees: for per-payment packages, verify the sessions owed in your purchase log, or have someone review the invoice and service before issuing a code. The trigger has no Setup Fee flag to filter out those payments.
- For prepaid sessions, add Add Package Code. Select the matching package and map the same customer email to Email Address. Leave Certificate Code blank unless you want to supply your own code.
- Add an email step with the booking link, the generated package code if used, and short booking instructions. Map the code from the Add Package Code step.
Map first and last names
Newie supplies the customer’s name asuser.name; check its value in the Zap sample. Before the Acuity action, add Formatter → Text → Split Text, use that field as Input, set Separator to [:space:], and choose Segment Index First. Repeat with Segment Index Last, then map the two results to Acuity’s First Name and Last Name fields.
This takes the first and last words, so check names with middle names or multi-word surnames. Collect first and last names separately during onboarding if you need exact results.
