---
title: "Getting started: how do I set up my facility on Octiv?"
description: The order to set up a new facility on Octiv — build your foundation (programmes, packages, schedule), configure settings, then go live.
---
[Skip to content](https://knowledge.octivfitness.com/getting-started-how-do-i-set-up-my-facility-on-octiv#main-content)
English
Show submenu for translations
[More support](https://knowledge.octivfitness.com/kb-tickets/new?hsLang=en)
Open main navigation
Close main navigation
- English
Show submenu for translations
- [More support](https://knowledge.octivfitness.com/kb-tickets/new)
- Contact us
Contact us
How can we help you?
- There are no suggestions because the search field is empty.
1. [Help Center](https://knowledge.octivfitness.com/?hsLang=en)
2. [Getting Started](https://knowledge.octivfitness.com/getting-started?hsLang=en)
# Getting started: how do I set up my facility on Octiv?
## The order to set up a new facility on Octiv — build your foundation (programmes, packages, schedule), configure settings, then go live.
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?](https://knowledge.octivfitness.com/how-do-i-update-the-card-my-facility-uses-to-pay-octiv?hsLang=en)*
**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?](https://knowledge.octivfitness.com/how-to-add-programmes?hsLang=en)* and *[How do I create a new workout?](https://knowledge.octivfitness.com/create-new-workout?hsLang=en)* (workouts attach to a programme)
2. **Packages** — see *[What is a package?](https://knowledge.octivfitness.com/what-is-a-package?hsLang=en)* and *[How do I set up a new package?](https://knowledge.octivfitness.com/how-to-set-up-a-new-package?hsLang=en)* (packages link to your programmes). Before you create your first package, decide which package type each membership needs. The type can't be changed later. See *[What are the four package types and which one should I use?](https://knowledge.octivfitness.com/what-are-the-four-package-types-and-which-one-should-i-use?hsLang=en)*
3. **Schedule** — see *[How do I add a once-off or recurring class?](https://knowledge.octivfitness.com/adding-a-class-once-off-recurring?hsLang=en)*
**Step 2 — Configure your settings**
- **Staff** — see *[How do I add admin staff and trainers?](https://knowledge.octivfitness.com/adding-admin-staff-and-trainers?hsLang=en)*
- **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?](https://knowledge.octivfitness.com/how-do-i-create-send-and-renew-a-members-contract?hsLang=en)*
- **Facility settings** — see *[What Mobile Settings can I manage as a facility?](https://knowledge.octivfitness.com/mobile-settings-controlling-your-members-app-experience?hsLang=en)*
- **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?](https://knowledge.octivfitness.com/sign-up-widget-explained?hsLang=en)*
**Step 3 — Go live**
- **Member Journey** (automated member emails) — see *[How do I disable or edit my Notifications?](https://knowledge.octivfitness.com/how-do-i-disable-or-edit-my-notifications?hsLang=en)*
- **Widgets & sign-up flow** — see *[How do I set up widgets and integrate them?](https://knowledge.octivfitness.com/widget-set-up-and-integrations?hsLang=en)*
- **Add your existing members** — see *How do I set up a new member manually…?* and *[Can I bulk upload my leads?](https://knowledge.octivfitness.com/can-i-bulk-upload-my-leads?hsLang=en)*
- [Getting Started](https://knowledge.octivfitness.com/getting-started?hsLang=en)
- [Members](https://knowledge.octivfitness.com/members?hsLang=en#main-content)
- [Attendance & Tracking](https://knowledge.octivfitness.com/members?hsLang=en#attendance-tracking)
- [Packages & Billing](https://knowledge.octivfitness.com/members?hsLang=en#packages-billing)
- [Profiles & Setup](https://knowledge.octivfitness.com/members?hsLang=en#profiles-setup)
- [Contracts & Waivers](https://knowledge.octivfitness.com/members?hsLang=en#contracts-waivers)
- [Staff Management](https://knowledge.octivfitness.com/staff-management?hsLang=en)
- [Leads](https://knowledge.octivfitness.com/leads?hsLang=en)
- [Packages](https://knowledge.octivfitness.com/packages?hsLang=en#main-content)
- [Lead Drop Ins](https://knowledge.octivfitness.com/packages?hsLang=en#lead-drop-ins)
- [Member Packages](https://knowledge.octivfitness.com/packages?hsLang=en#member-packages)
- [Location specific packages](https://knowledge.octivfitness.com/packages?hsLang=en#location-specific-packages)
- [Scheduling](https://knowledge.octivfitness.com/scheduling?hsLang=en)
- [Accounts](https://knowledge.octivfitness.com/accounts?hsLang=en#main-content)
- [Member Billing & Payments](https://knowledge.octivfitness.com/accounts?hsLang=en#member-billing-payments)
- [Your Octiv Subscription](https://knowledge.octivfitness.com/accounts?hsLang=en#your-octiv-subscription)
- [Payment Gateways](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#main-content)
- [GoCardless](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#gocardless)
- [Stripe](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#stripe)
- [Paystack](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#paystack)
- [Three Peaks](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#three-peaks)
- [Netcash](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#netcash)
- [Store](https://knowledge.octivfitness.com/store?hsLang=en#main-content)
- [Products](https://knowledge.octivfitness.com/store?hsLang=en#products)
- [Sales](https://knowledge.octivfitness.com/store?hsLang=en#sales)
- [Comms](https://knowledge.octivfitness.com/comms?hsLang=en)
- [Reports & Data](https://knowledge.octivfitness.com/reports-data?hsLang=en)
- [Check in](https://knowledge.octivfitness.com/check-in?hsLang=en)
- [Workouts](https://knowledge.octivfitness.com/workouts?hsLang=en)
- [Octiv Explore](https://knowledge.octivfitness.com/octiv-explore?hsLang=en)
- [Vitality](https://knowledge.octivfitness.com/vitality?hsLang=en)
- [Settings](https://knowledge.octivfitness.com/settings?hsLang=en#main-content)
- [Integrations](https://knowledge.octivfitness.com/settings?hsLang=en#integrations)
- [Add-ons](https://knowledge.octivfitness.com/add-ons?hsLang=en)
- [For Members](https://knowledge.octivfitness.com/for-members?hsLang=en)
[](http://www.octivfitness.com)
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2026, Octiv