---
title: How do I set up a new package?
description: Create a package, choose the type and sessions, set pricing, and manage its classes, programmes and locations.
---

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# 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**, so keep the word "drop-in" for those and don't use it in your package names. See [How do I set up Drop-In packages?](https://knowledge.octivfitness.com/setting-up-drop-in-packages?hsLang=en)

**Set up a new package**  
Go to **Settings \>\> Packages \>\> Create New**. The form has four steps: **Package Details**, **Assign classes**, **Assign programmes** and **Assign locations**.

**Step 1 — Package Details**

- **Name** — what you call the package or membership option.
- **Description** — what the package includes, plus anything members should know, such as when it expires or which classes it covers.
- **Package Type** — choose one of the four types: 
    - **Limited: Once-Off Sessions** — a fixed number of sessions, released all at once and paid for once. They last until used or until the Default Period ends.
    - **Weekly: Recurring** — sessions per week, released every Monday. Unused sessions expire at the end of the week.
    - **Monthly: Recurring** — sessions per month, released on the 1st of every month. Unused sessions expire at the end of the month.
    - **Billing Cycle: Recurring** — sessions per billing cycle, released on each member's billing date. Unused sessions expire at the end of the cycle.
   Not sure which to pick? 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)
- **Sessions** — how many sessions the package includes (per week, per month or per billing cycle for the recurring types). On Weekly, Monthly and Billing Cycle packages, enter **0 for unlimited**.

**Package Pricing & Period**

- **Is this package free?** — choose Yes for a free package.
- **Price** — the amount charged each billing period, or once for a Limited package.
- **Top-Up Price (Per Session)** — the price for each extra session a member buys in the app. Leave it blank for no top-ups. You can't add a top-up price after the package is created.
- **Billing Frequency** and **Billing Interval** (Weekly, Monthly and Billing Cycle packages) — how often members are charged, for example every 1 month or every 4 weeks. This also decides which payment types the package can use. Weekly and Monthly packages billed every 1 month can use any payment type. Billed weekly or every 2 or more months, they can use only Card Subscription or Manual Invoicing. Billing Cycle packages can use Card Subscription, Manual Invoicing or Debit Order Subscription, plus Cash/EFT if your facility uses the [new cash invoicing](https://knowledge.octivfitness.com/what-is-the-difference-between-legacy-cash-invoicing-and-the-new-cash-invoicing?hsLang=en).
- **Default Period Type** and **Default Period** — how long the package runs before it expires, counted from the package start date (for example Month and 3 for three months). The default is No Default Period, which means the package doesn't expire. **We recommend always setting one on Limited packages**, otherwise unused sessions never expire.
- **Sign-Up Fee** — a one-off joining fee for new members on this package. Leave it blank or 0 for none. It isn't available if **Is this package free?** is set to Yes. See [How does the package sign-up fee work?](https://knowledge.octivfitness.com/how-does-the-package-sign-up-fee-work?hsLang=en)
- **Late Cancellation Fee** and **No Show Fee** — optional fees for late cancellations and no-shows. Leave them blank if you don't charge these.

**Purchase limits**

- **Total number of purchases available** — how many times the package can be bought across your facility.
- **Number of purchases per user** — how many times one member can buy it.

Both are lifetime limits. Leave them blank for no limit.

**Package Visibility**

- **Categories**, **Priority** and **Tags** — optional settings to group the package and control its order in your packages list.
- **Display package on Octiv sign up widget?** — shows the package on your sign-up widget and under **Buy Package** on your Octiv Explore profile, for new members. See [How do I configure package sign-up settings on the widget?](https://knowledge.octivfitness.com/package-sign-up-settings-through-the-widget?hsLang=en)
- **Allow purchase of package through Octiv mobile app?** — lets your existing members buy it in the app under **Packages \>\> Buy a new package**. See [How do I let members buy packages in the app?](https://knowledge.octivfitness.com/app-buy-packages?hsLang=en)
- **Prevent staff from assigning this package to members** — stops staff from adding the package to a member's profile manually.

**Steps 2–4 — Assign classes, programmes and locations**

- **Assign classes** — choose which classes the package can book. If you have more than one location, choose the classes for each location.
- **Assign programmes** — choose which workout programmes members on the package can see.
- **Assign locations** — if you manage more than one location, choose where the package is offered. It only appears on the sign-up widget, and when adding a member manually, for its assigned locations. See [Location specific Packages](https://knowledge.octivfitness.com/location-specific-packages?hsLang=en).

To change these after the package is created, go to **Settings \>\> Packages \>\> Actions** (next to the package) and choose **Manage Classes**, **Manage Programmes** or **Manage Locations**.

**Related articles**

- [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)
- [What is a package?](https://knowledge.octivfitness.com/what-is-a-package?hsLang=en)
- [How do I create or modify a membership package?](https://knowledge.octivfitness.com/how-do-i-create-or-modify-a-membership-package?hsLang=en)

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