How does the sign-up widget work?

The signup widget allows prospective members to sign up to Octiv through your website or any form of social media. Depending on your signup and package display settings, new members can follow the easy step by step sign up.

The widget's design automatically matches your facility's brand colours, and adapts to the member's light or dark mode preference.

First they will choose their package, next fill in their personal details (including a Package start date if they want their package to start today or on a future date) and select their payment option. If you are running debit orders they will be asked to:

South Africa: enter their bank account details

Outside South Africa: accept a direct debit mandate (GoCardless, Octiv Pay or SEPA)

Next - if you are working with a contract and waiver - they will need to accept both of these and then be added to your members list. Switch contracts and waivers on or off under Settings >> Sign Up >> Contracts & Waivers.

Leads can use the sign-up link too, including leads who booked a free demo class. If they sign up with the same email address as their lead record, they are converted into a member automatically. They are only asked to accept your contract and waiver if these are switched on, even if they already accepted the waiver when they booked the demo. See How do I convert a lead into a member?

Note: Whether a member or lead is asked to accept your contract and waiver during sign-up depends on your settings under Settings >> Sign Up >> Contracts & Waivers. Set Does your location make use of contracts? and/or Does your location make use of waivers? to Yes. If both are set to No, sign-up won't ask for either.

After the sign up, if your facility has a Branded App, the member sees a confirmation screen with links to download it - for whichever app stores it's published on (App Store, Google Play, and/or Huawei AppGallery). See How do I submit my branded app? The member will also automatically receive a welcome email which includes all instructions on how to download the app. Additionally, if they accepted the waiver and or contract, these will also be emailed to the member with their details filled in.

The owner and admin staff are cc'd into the welcome email to the member. They receive an email saying that a new member has signed up as well as the accepted waiver and or contract. The accepted waiver and contract can also be downloaded from the Octiv platform at any time.

Failure to complete the signup process:

Should the member abort the online signup process at any time these members will go directly to the "pending" status and will not be automatically activated.

From the "pending" status it is recommended to first request the prospective member to complete either of the below before activating their profile:

send through their debit order details
resend and accept the GoCardless mandate
resend and request payment on the invoice
resend and accept the contract and waiver