What is a package?

Packages determine what members can book, how many sessions they have available, and in many cases how they are charged. Whether a member is attending group classes, personal training sessions, open gym visits, or another service, their package controls their access and booking experience.

Because packages sit at the centre of the member journey, understanding how they work is essential when setting up your Octiv account.

Package Details

Package Name
The name of the package as it appears to both staff and members throughout Octiv.

Package Description
The Package Description is visible to both staff and members and provides additional information that is not included in the package name, price, or session count.

This may include validity periods, booking restrictions, access limitations, or special terms and conditions.

Valid for 3 months from the package start date. Can only be used for Group Fitness classes.

Package Type
Octiv offers four package types. The type decides when a member's sessions are released and what happens to unused sessions:

• 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 — a set number of sessions released every Monday. Unused sessions expire at the end of the week.
• Monthly: Recurring — a set number of sessions released on the 1st of every month. Unused sessions expire at the end of the month.
• Billing Cycle: Recurring (shown as Billing Linked in your packages list) — a set number of sessions released on each member's billing date. Unused sessions expire at the end of each cycle.

The package type can't be changed after the package is created. For a full comparison and help choosing, see What are the four package types and which one should I use?

Package Pricing & Period

Top-Up
A Top-Up allows members to purchase additional sessions once they have used all sessions included in their package.

Leaving the Top-Up Price blank disables this feature. The top-up price has to be set when the package is created, because it can't be added later.

Billing Frequency and Billing Interval
Weekly, Monthly and Billing Cycle packages have a Billing Frequency (Week or Month) and a Billing Interval (how many weeks or months between charges), for example "Members will be billed every 2 months." The billing frequency 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. Limited packages are paid once, so they have no billing frequency.

Default Period
The Default Period determines when a package will expire. Octiv calculates the expiry date by adding the selected number of weeks or months to the package start date.

If no Default Period is selected, the package will not expire and will remain active until all sessions are used or the package is manually ended. We recommend always setting a Default Period on Limited packages (for example 3 months on a 10-class pass). Without one, a member can come back months or years later and still book with old sessions.

Late Cancellation/ No Show Fee
Optional charges applied when a member cancels a booking after the cancellation threshold or fails to attend a booked session.

These fields can be left blank if not required. Regardless of configuration, the booked session is forfeited.

No Show Fees are only applied when a staff member marks a booking as a No Show.

Purchase Limits

Total Purchase Limit
Determines the total number of times a package can be purchased across the facility. Once the limit is reached, the package is marked as Sold Out and is no longer available for purchase.

Purchases Per User
Determines how many times an individual member can purchase a package. Once the limit is reached, the package is marked as Sold Out for that member.

Package Visibility

Package Category
Used to organise and group similar packages. Once created, categories are available for selection when creating or editing a package. Packages can be left uncategorised if a category is not required.

Priority
Controls the order in which packages are displayed throughout Octiv.

By default, packages are sorted by creation date. Assigning a priority allows you to reorder them.

Priority 1 appears first, 2 appears second, and 3 appears third, and so on.

Tags
Optional labels you can add to a package to help you find and group packages.

Display and purchase settings

• Display package on Octiv sign up widget? — shows the package to new members on your sign-up widget and under Buy Package on your Octiv Explore profile.
• Allow purchase of package through Octiv mobile app? — lets your existing members buy the package in the app under Packages >> Buy a new package.
• Prevent staff from assigning this package to members — stops staff from adding the package to a member's profile manually.

Related articles

• What are the four package types and which one should I use?
• How do I set up a new package?
• How do I create or modify a membership package?