Sell and review sales
| What you need to do | Guide or control |
|---|---|
| Choose a checkout method | Service links, QR codes, Store, custom pricing and assisted checkout — Selling Overview |
| Take a contactless payment on a supported iPhone | Tap to Pay |
| Guide a customer through checkout inside Newie | Purchase as Customer |
| Understand the emails, terms and downloads after checkout | After a Customer Buys |
| Review sales before Newie fees over a chosen date range | Sales & Analytics |
| Understand weekly sales, customer LTV, MRR, churn and subscription lifetime | Sales metrics |
| Add or change the annual sales target | Set Goal and Clear goal — Sales goals |
| Download sales or share the chart | Export Sales and chart sharing |
| Export customer, subscription, purchase, instalment or payout records | Reports & Reporting |
Message customers or get help
| What you need to do | Guide or control |
|---|---|
| Understand New Purchase, Welcome, receipt, failed-payment, overdue, pause/cancellation and account emails | Communication |
| Message a customer | Newie Chat or Chat with [Customer] — Customer chat |
| Check push or desktop notifications | Provider notifications |
| Get help about the record you are viewing | Ask a Question shows relevant help, then offers support with the record attached — Newie support |
| Contact Newie about the account or app | Home help button or Newie Support Chat — Newie support |
| Send a suggestion or report a problem | Feedback and Report a Problem — Account Settings |
Connect another app
| What you need to do | Guide or control |
|---|---|
| Connect your account to Zapier | Connect Zapier, Zapier Connected and API Token — Newie + Zapier |
| Choose when an automation starts | Newie trigger events |
| Limit a workflow to one service | Offering IDs |
| Set up a booking, coaching, accounting, marketing or other tool | Integration guides |
| Discuss a connection Zapier cannot provide | Custom integrations |
Devices, account region and other features
| What you need to know | Where to look |
|---|---|
| Where providers and customers can use Newie | iPhone, Mac, customer web (including Android browsers) and provider web beta — Platforms |
| How provider country, payout bank country and selling currency fit together | Countries and currencies |
| How to share a referral and see its status | Refer Friends and Your Invites, where available in the app |
| Where to find the Privacy Policy, Terms of Use and open-source acknowledgements | Account Settings |