---
title: What is the member sign-up journey?
description: "The two ways new members join on Octiv: added manually by staff with Create a Member, or signing up through the sign-up widget."
---
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# What is the member sign-up journey?
## Octiv offers two ways of adding members: staff add them manually, or members sign up through your sign-up widget.
There are two ways a new member can join your facility on Octiv: your staff add them manually, or the member signs up themselves through your sign-up widget.
### 1. Adding a member manually
1. Go to **Members \>\> Manage** and click **Create New**.
2. Work through the five steps of the **Create a Member** wizard: **Email**, **Account**, **Package**, **Payment** and **Review**. Start by entering the member's email address and clicking **Look Up**.
For every field and payment option, see [How do I set up a new member manually?](https://knowledge.octivfitness.com/how-do-i-set-up-a-new-member-manually-without-the-sign-up-widget?hsLang=en)
Whether the member's first invoice is created straight away depends on their payment method and whether their first month is prorated. If the member's billing date is different from their package start date, you can tick **Would you like to generate a prorated invoice for this package?** in the **Payment** step. See [How do prorated or partial billing charges work?](https://knowledge.octivfitness.com/how-do-prorated-or-partial-billing-charges-work?hsLang=en)
Once the member is added, they get a welcome email with a link to create their password (valid for 24 hours; after that they can use the forgot password link on the login page) and links to download the Octiv app for iOS, Android and Huawei. They need to create their password before they can log in to the app. To send the welcome email again, see [How do I resend a confirmation or welcome email to a member?](https://knowledge.octivfitness.com/how-do-i-resend-a-confirmation-or-welcome-email-to-a-member?hsLang=en)
### Sending the contract and waiver
1. Go to **Members \>\> Manage** and tick the box next to the member.
2. Under **Bulk Actions**, click **Send Contract** or **Send Waiver**.
The member gets an email asking them to accept it. To see who has been sent and has accepted their contract or waiver, go to **Members \>\> Contracts/Waivers**. It shows **Contract Sent**, **Contract Accepted**, **Waiver Sent** and **Waiver Signed** for each member. Use **Date to Query** (Starting, Ending or Joined) with **Date From** and **Date To** to filter the list. 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)
### 2. Members signing up through the sign-up widget
The sign-up widget is a page where new members choose a package and sign up themselves. You can add its link to your website, for example behind a "Join now" button, or to your social media. It shows the packages you've made available for sign-up.
If your facility is integrated with one of Octiv's payment providers, we recommend using the widget's URL rather than the iframe.
- To set up the widget, see [How does the sign-up widget work?](https://knowledge.octivfitness.com/sign-up-widget-explained?hsLang=en) and [How do I configure the sign-up widget for my website?](https://knowledge.octivfitness.com/how-do-i-configure-the-sign-up-widget-for-my-website?hsLang=en)
- To choose which packages appear, see [How do I enable or disable a package on the sign-up widget?](https://knowledge.octivfitness.com/how-to-enable-and-disable-a-package-from-the-signup-widget?hsLang=en)
- To change your sign-up settings, go to **Settings \>\> Sign Up**. Here you choose which payment methods appear on the widget, the subscription billing dates members can pick, whether you use contracts and waivers, any mandatory member information, and your prorate strategy. 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)
When signing up, members fill in their details, choose a package and accept your contract and waiver. They can also choose a package start date of today or a date in the future. See [If a member signs up today, can they choose their start date?](https://knowledge.octivfitness.com/if-a-member-signs-up-today-can-they-choose-their-start-date?hsLang=en)
### Debit order sign-ups
Members who choose a debit order add their debit order details as part of signing up. In South Africa, they enter their bank details. In other countries, the options depend on your payment provider. See [How do I set up a new member with debit order payment?](https://knowledge.octivfitness.com/how-do-i-set-up-a-new-member-with-debit-order-payment-via-the-app?hsLang=en) and [How do I manage GoCardless / SEPA mandates?](https://knowledge.octivfitness.com/how-do-i-manage-gocardless-sepa-mandates?hsLang=en)
If every step is completed, including accepting the contract and waiver, they're activated automatically and get their welcome email straight away. If any step is skipped, they're added as a **Pending** member instead.
### Cash sign-ups
Members who choose cash aren't activated automatically. They're added as **Pending** members so your staff can check the sign-up and collect payment before giving them access to the app. They get their welcome email once you activate them.
To see pending members, go to **Members \>\> Manage** and set the **Status** filter to **Pending**. To activate them, see [How do I activate a pending member?](https://knowledge.octivfitness.com/how-do-i-activate-a-pending-member?hsLang=en) For why a member might be pending, see [Why is a member showing as 'Pending' and unable to access the app?](https://knowledge.octivfitness.com/why-is-a-member-showing-as-pending-and-unable-to-access-the-app?hsLang=en)
### Prorates for new sign-ups
How a new member's first part-month is charged depends on the **Prorate Strategy** you choose under **Settings \>\> Sign Up**:
- **Manual:** you decide the prorated amount to bill.
- **Automatic:** Octiv calculates the prorated amount for you.
See [How do prorated or partial billing charges work?](https://knowledge.octivfitness.com/how-do-prorated-or-partial-billing-charges-work?hsLang=en)
Cash members' invoices are then created according to your account settings. See [How do I automate my invoice generation?](https://knowledge.octivfitness.com/how-do-i-automate-my-invoice-generation?hsLang=en)
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