How do I set up a new package?
Create a package, choose its type and sessions, and manage the classes, programmes and locations it applies to.
Selling single-visit drop-ins? Don't create a package here - drop-ins are set up separately under Settings >> Packages >> Drop-Ins. See How do I set up Drop-In packages?
Set up a new package
Settings >> Packages >> Create Packages >> enter the package details >> Save Package.
The fields explained:
- Name - what you call the package or membership option.
- Description - what the package includes.
- Package type and sessions included:
- Limited - a set number of once-off credits (e.g. class passes or bundles). Once used up, the member must purchase more.
- Weekly - a set number of sessions that renews weekly; members can't book over the weekly allowance.
- Monthly - a set number of sessions that renews monthly; members can't book over the monthly limit.
- Monthly with the limit set to zero - unlimited sessions per month (used for unlimited memberships), subject to your booking settings.
- Price - cost per month, or per once-off package for Limited packages.
- Top-up - the price charged for each additional session a member buys. Available on all packages that aren't unlimited; members can top up via the app.
- Default period type and period - how long the package runs before it becomes inactive from the sign-up date (e.g. Month, 3 for a 3-month run time). Leave empty for a monthly ongoing package.
- Package visibility - allocate a package category and priority on the packages list. Optional.
- Display package on sign-up page - show or hide the package on the sign-up widget. See How do I configure package sign-up settings on the widget?
- Allow purchase of package through Octiv mobile app? - show or hide the package for purchase in the app. See How do I let members buy packages in the app?
Add classes to the package
Control which classes the package can book: Settings >> Packages >> Actions (next to the package) >> Manage Classes >> select the classes this package can access >> Submit. If you have more than one location, allocate the classes the package can book at each location.
Allocate programmes
To limit which workout programmes a package can see: Settings >> Packages >> Actions >> Manage Programmes >> select the programmes this package can view >> Submit. Members on the package will then only see the allocated programmes' workouts.
Allocate locations
If you manage more than one location: Settings >> Packages >> Actions >> Manage Locations. The package only appears on the sign-up widget, and when adding a member manually, for its allocated locations. See Location specific Packages.