---
title: How do I configure package sign-up settings on the widget?
description: "To adjust your default widget signup settings please navigate to: Settings > Sign up Sections Explained: Select the payment methods that you'd like to…"
---
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# How do I configure package sign-up settings on the widget?
Your sign-up settings control what new members see and choose when they sign up through your sign-up widget or Octiv Explore. Go to **Settings \>\> Sign Up**, make your changes, and click **Submit** at the bottom.
### Payment Methods
Tick the payment methods members can choose from when they sign up. If you tick more than one, the member picks one.
- **Cash/EFT/Online Payment**: the member is invoiced and pays you directly or online. On legacy cash invoicing, an invoice is only created on your invoice generation date, so you may need to create one manually for a member who signs up in between. On the new cash invoicing, invoices are created on each member's own billing date. See [What is the difference between legacy cash invoicing and the new cash invoicing?](https://knowledge.octivfitness.com/what-is-the-difference-between-legacy-cash-invoicing-and-the-new-cash-invoicing?hsLang=en)
- **Debit Order**: the member adds their bank details when they sign up. Ticking it shows **Billing Dates** (see below).
- **Card Subscription**: the member pays by card on a recurring subscription. Ticking it shows **Select pre-defined billing dates** (see below).
If your facility uses GoCardless or Stripe Connect, members can also be set up on **Debit Order Subscription**. See [Debit Order Subscriptions](https://knowledge.octivfitness.com/debit-order-subscriptions?hsLang=en).
### Billing dates for debit orders
When **Debit Order** is ticked, choose which debit dates members can pick from: **1st**, **5th**, **15th**, **25th**, **27th**, **28th** or **Last Day of Month**. For each date, set the **Billing Period**, which decides which month's membership the debit pays for:
- **Current Month**: the debit pays for the same month. For example, debited on 1 January, it pays for January.
- **Next Month**: the debit pays for the month ahead. For example, debited on 25 January, it pays for February.
### Billing dates for card subscriptions
When **Card Subscription** is ticked, you can tick **Select pre-defined billing dates** to choose which billing dates members can pick from, using the same list of dates.
### Contracts & Waivers
Choose **Yes** or **No** for **Does your location make use of contracts?** and **Does your location make use of waivers?**. If you choose Yes, members must accept your contract or waiver to finish signing up. To write the contract and waiver itself, see [How do I set up my facility's contract and waiver?](https://knowledge.octivfitness.com/how-do-i-set-up-my-facility-contract-and-waiver?hsLang=en)
### Mandatory Information
Tick any extra details members must give when they sign up: **Member Address** and **Social Security / ID Number**.
### Prorate Strategy
Choose how the first, partial period is billed for new members:
- **Manual**: you work out the prorated amount yourself.
- **Automatic**: Octiv calculates the prorated amount. This applies to debit order payment gateways (NetCash, Three Peaks and GoCardless): the amount for the rest of the month is added to the next debit order invoice, so the next invoice covers both. For cash invoices, create a separate invoice with the prorated amount.
See [How do prorated or partial billing charges work?](https://knowledge.octivfitness.com/how-do-prorated-or-partial-billing-charges-work?hsLang=en)
### Debit Order: New Package Invoice Behaviour
Under **Send invoices after generation?**, choose **Generate Only** (the invoice is created but not emailed) or **Generate & Send** (the invoice is created and emailed to the member).
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