Getting started: how do I set up my facility on Octiv?

Welcome to Octiv! Setting up works best in a clear order. Here's the path, with a guide for each step.

Before you begin: your billing card must be added to activate your account — see How do I update the card my facility uses to pay Octiv?

Step 1 — Build your foundation
Set these up first, in this order (each one builds on the last):

1. Programmes — see How do I add and change programmes? and How do I create a new workout? (workouts attach to a programme)
2. Packages — see What is a package? and How do I set up a new package? (packages link to your programmes)
3. Schedule — see How do I add a once-off or recurring class?

Step 2 — Configure your settings

• Staff — see How do I add admin staff and trainers?
• Accounts → invoice details
• Comms → location details — see How do I change my email logo, signature and reply-to?
• Contracts & Waivers — see How do I create, send, and renew a member's contract?
• Facility settings — see What Mobile Settings can I manage as a facility?
• Payment gateway — see the Payment Gateways guides (Paystack, Netcash, Octiv Pay/Stripe, GoCardless, Three Peaks)
• Sign-up — see How does the sign-up widget work?

Step 3 — Go live

• Member Journey (automated member emails) — see How do I disable or edit my Notifications?
• Widgets & sign-up flow — see How do I set up widgets and integrate them?
• Add your existing members — see How do I set up a new member manually…? and Can I bulk upload my leads?