> ## Documentation Index > Fetch the complete documentation index at: https://docs.newie.app/llms.txt > Use this file to discover all available pages before exploring further. # Who Uses Newie & Common Workflows > Common Newie setup patterns by business type and workflow. ## Who Newie Is For Newie supports different service businesses, but most setups reduce to a few repeated patterns: what the customer buys, how they pay, and how they reach checkout. ## Workflow Areas See common online, in-person, digital, and mixed service businesses. Match subscriptions, fixed terms, one-off payments, and instalment plans. Compare enquiry-led, self-serve, and in-person ways to sell. ## Business Types | Business type | Examples | Common Newie setup | | ----------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------- | | Online expertise and coaching | Fitness coaching, consulting, tutoring, education, marketing support, and social media retainers | Subscriptions, fixed-term programs, one-off consults, digital resources, and onboarding links | | In-person services and appointments | Personal training, sport coaching, beauty, hair, home services, mobile services, care-style services, photography, retreats, casual sessions, and deposits | Tap to Pay, QR codes, direct links, deposits, memberships, packages, instalment plans, and final balances | | Digital products and memberships | eBooks, templates, guides, workbooks, paid resources, communities, private content, newsletters, and member access | One-off purchases, digital downloads, subscriptions, Welcome Emails, and integrations | | Mixed service businesses | Businesses that combine live delivery, resources, booking links, onboarding, and in-person extras | More than one setup used together, such as a subscription plus a workbook, booking link, Welcome Email, and Tap to Pay add-on | ## Payment Setups Most Newie workflows start with how the customer pays: recurring, fixed-term, one-off, or instalments. Choose the setup based on how the customer pays and how the service is delivered. | Setup | Good fit | Example | | ----------------------- | ----------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------- | | Subscription | Ongoing services delivered weekly, fortnightly, monthly, or on another recurring schedule | Monthly coaching, weekly training, ongoing consulting, memberships | | Fixed-Term Subscription | A service that runs for a set number of payments or a set period | 8-week program, school term package, 3-month coaching block | | One-Off Purchase | A single service, appointment, upfront block, or once-off fee | One consult, photo session, retreat deposit, paid-upfront block, digital guide, or workshop | | Instalment Plan | A larger fixed-total purchase paid over scheduled payments | High-ticket package, annual program, retreat package, photography package, or split setup fee | ## Sales Flows Most Newie sales follow one of three patterns: the customer talks to the provider first, buys by themselves, or pays in person. For the mechanics of links, QR codes, Tap to Pay, and checkout, see [Selling Overview](/guides/selling-sharing). | Flow | Customer action | Provider action | Newie action | | --------------- | ----------------------------------------------------------------------- | ------------------------------------------------------------ | ------------------------------------------------------------------------- | | Enquiry to Sale | Talks to you before buying | Chooses the right service, price, and checkout path | Opens checkout from a link, QR code, custom link, or Purchase as Customer | | Self-Serve | Opens a link or Store and buys without a live conversation | Sets up clear services, pricing, terms, and next steps first | Handles checkout and sends the New Purchase email | | In-Person | Pays around an appointment, session, treatment, class, event, or add-on | Delivers or confirms the service in person | Takes payment through Tap to Pay, QR code, or link | For step-by-step setup, see [Turn an Enquiry into a Sale](/guides/enquiry-to-sale), [Selling Overview](/guides/selling-sharing), or [Set Up Newie for In-Person Services](/guides/setup-newie-in-person-services). ## Delivery Workflows | Delivery pattern | Who handles it | What happens | | ----------------------------- | ---------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- | | You or your team deliver it | You, a staff member, coach, practitioner, tutor, photographer, consultant, or contractor | The service is delivered online, in person, or both | | Newie sends a file or link | Newie | A digital download can be attached to a service and included in the New Purchase email | | Newie sends the next step | Newie | A Welcome Email can include booking links, intake forms, instructions, preparation notes, community links, or first-session details | | Another system handles access | An external tool, usually through Zapier | Customer details can move into a training app, course platform, CRM, Slack, Mailchimp, Gmail, spreadsheet, or another tool | ### Combined Delivery Workflows Most service businesses combine more than one delivery style. A 12-week coaching program might include weekly live calls, a workbook, onboarding emails, and a booking link for the first session. A retreat might include a deposit, scheduled balance payments, welcome emails, and booking instructions. A photography package might include a booking fee, shoot date, instalment plan, and final balance. ## Booking Workflows If bookings are a big part of the business, Newie fits into the booking flow as the payment layer. Newie handles checkout, payment, receipts, billing, and customer records. Bookings stay in your normal calendar, booking process, or booking software. For the detailed booking patterns, see [Use Newie with Bookings](/guides/use-newie-with-bookings). *Last updated: 2026-07-15*