---
title: How do I set up widgets and integrate them?
description: A widget is a component of an interface, that enables a user to perform a function or access a service. Octiv provides you with widgets that you can plug into your website or social media profiles.
---
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# How do I set up widgets and integrate them?
## A widget is a component of an interface, that enables a user to perform a function or access a service. Octiv provides you with widgets that you can plug into your website or social media profiles.
A widget is a component of an interface that enables a user to perform a function or access a service. Octiv provides you with widgets that you can plug into your website or social media profiles, namely: Sign Up, Packages, Schedule, Schedule With Drop-In, Drop-In, Workouts, Leads and Leads Demo, plus a shareable link to your Octiv Explore profile.
The facility's widgets can be found under:
***Settings \>\> Widgets***
*You may need to give your web designer the iframe code to plug into your website.*
*You can also get a preview of what the iframe would look like by copying the URL link into your browser.*
*You are also able to send the URL link via any social media, where prospective members can then access the page even if the widget hasn't been integrated into your site.*
*If your profile has more than one location you are able to either implement the global widget which will view all locations or just the location specific widget/ URL.*
*Make sure to paste your preferred website URL into the redirect sections under the widget settings. After the members have filled out any of your incorporated widgets they will be redirected to your desired web page.*
### Sign Up Widget:
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.
First they will choose their package, next fill in their personal details 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 (**Settings \>\> Sign Up \>\> Contracts & Waivers**) - they will need to accept both of these and then be added to your members list.
After the sign up the member will 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.
To see how to manage your signup settings - Package Sign Up Settings Through The Widget & Sign Up Widget Explained
To see how to upload your contact and waiver go to - Contracts & Waivers
To see how to manage your packages display - How To Enable And Disable A Package From The Signup Widget
### Schedule Widget:
This widget reflects your live schedule as well as how busy your classes are. It will always reflect the latest updated version of your class schedule.
Your drop-in packages will reflect on this widget so that non members can buy sessions to attend your classes.
See Drop-Ins to set this up
### Workout Widget:
Use the workout widget to display the workouts that have been programmed for the day or days ahead on your website or social media platform.
Remember the workout widget will only display the workouts according to your workout visibility located under your settings.
*The workout visibility setting is used to determine how far in advance your members are allowed to see what the programmed workout for the day is.*
***Settings \>\> Workouts \>\> How long in advance can a member view a workout?***
**Leads Widget:**
Using the leads widgets allows prospective leads to send an inquiry or express interest in a trial class by submitting a leads form directly from your website.
The personnel (location admin, admin and owner) will receive an email notification on submission of the widget form, this too would trigger an automated response from your platform to the prospective lead.
You are able to customise or disable your automated response under:
**Settings \>\> Comms \>\> Leads \>\> Lead Member Registration Confirmation \>\> View/Edit**
### Leads Demo Widget:
This is used in the event that you offer a free trial class. On sign-up the prospective lead would need to accept a waiver. This will then be captured under the request for a demo status under managed leads, thus mitigating the need for them to sign a waiver when they come in for their session.
The personnel (location admin, admin and owner) will receive an email notification on submission of the widget form, this too would trigger an automated response from your platform to the prospective lead.
You are able to customise or disable your automated response under:
**Settings \>\> Comms \>\> Leads \>\> Lead Member Registration Confirmation (Demo) \>\> View/Edit**
*The reason why these two are separated is so the automated response can be appropriate to the action. Also, so that you can apply different sales strategies to each type of inquiry.*
### Can a lead who booked a demo sign up afterwards?
Yes. A lead who booked a free trial through the Leads Demo Widget (or sent an enquiry through the Leads Widget) can use your sign-up link afterwards. When they complete sign-up with the **same email address** as their lead record, Octiv converts the lead into a member automatically. See [How do I convert a lead into a member?](https://knowledge.octivfitness.com/how-to-convert-a-lead-into-a-member?hsLang=en)
During sign-up they are asked to accept your contract and waiver if these are switched on under **Settings \>\> Sign Up \>\> Contracts & Waivers** - even if they already accepted the waiver when they booked the demo.
### Which widgets collect a contract or waiver?
- **Sign Up Widget** - new members are only asked to accept your contract and/or waiver if you switch them on under **Settings \>\> Sign Up \>\> Contracts & Waivers** (Does your location make use of contracts? / Does your location make use of waivers?).
- **Leads Demo Widget** - leads tick to accept your waiver when they book a free demo class.
- **Drop-In and Schedule With Drop-In** - visitors tick to accept your waiver when they enter their details to buy a drop-in.
The Leads, Packages, Schedule and Workouts widgets don't ask for a contract or waiver. Only the Sign Up Widget has settings you can change; the waiver step on the other widgets is fixed.
**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.
For members you add yourself, send the contract or waiver from their profile so they can accept it - 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)
### Octiv Explore:
Octiv Explore is your facility's public profile that prospective members can browse and book from — see [What is Octiv Explore & how do I set it up?](https://knowledge.octivfitness.com/how-do-i-set-up-my-octiv-explore-profile?hsLang=en) to complete your profile.
From **Settings \>\> Widgets \>\> Octiv Explore** you can get a shareable link straight to your facility's Explore profile, to send to prospective members and leads.
*Note: Octiv Explore is a destination, not an embeddable page — unlike the widgets above, it's meant to be shared as a link, not embedded as an iframe.*
Octiv Explore is set up **per location**, so you need to select a location under **Links for** before a link is available — there is no "All locations" version.
Once a location is selected, use **Copy link** to copy the URL, or **View link** to open it in a new tab.
Members and leads who open the link without the app installed will be prompted to download it. If your facility has a [Branded App](https://knowledge.octivfitness.com/how-do-i-submit-my-branded-app?hsLang=en), they'll be prompted to download your branded app instead of the Octiv app.
- [Getting Started](https://knowledge.octivfitness.com/getting-started?hsLang=en)
- [Members](https://knowledge.octivfitness.com/members?hsLang=en#main-content)
- [Attendance & Tracking](https://knowledge.octivfitness.com/members?hsLang=en#attendance-tracking)
- [Packages & Billing](https://knowledge.octivfitness.com/members?hsLang=en#packages-billing)
- [Profiles & Setup](https://knowledge.octivfitness.com/members?hsLang=en#profiles-setup)
- [Contracts & Waivers](https://knowledge.octivfitness.com/members?hsLang=en#contracts-waivers)
- [Staff Management](https://knowledge.octivfitness.com/staff-management?hsLang=en)
- [Leads](https://knowledge.octivfitness.com/leads?hsLang=en)
- [Packages](https://knowledge.octivfitness.com/packages?hsLang=en#main-content)
- [Lead Drop Ins](https://knowledge.octivfitness.com/packages?hsLang=en#lead-drop-ins)
- [Member Packages](https://knowledge.octivfitness.com/packages?hsLang=en#member-packages)
- [Location specific packages](https://knowledge.octivfitness.com/packages?hsLang=en#location-specific-packages)
- [Scheduling](https://knowledge.octivfitness.com/scheduling?hsLang=en)
- [Accounts](https://knowledge.octivfitness.com/accounts?hsLang=en#main-content)
- [Member Billing & Payments](https://knowledge.octivfitness.com/accounts?hsLang=en#member-billing-payments)
- [Your Octiv Subscription](https://knowledge.octivfitness.com/accounts?hsLang=en#your-octiv-subscription)
- [Payment Gateways](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#main-content)
- [GoCardless](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#gocardless)
- [Stripe](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#stripe)
- [Paystack](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#paystack)
- [Three Peaks](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#three-peaks)
- [Netcash](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#netcash)
- [Sepa](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#sepa)
- [Store](https://knowledge.octivfitness.com/store?hsLang=en#main-content)
- [Products](https://knowledge.octivfitness.com/store?hsLang=en#products)
- [Sales](https://knowledge.octivfitness.com/store?hsLang=en#sales)
- [Comms](https://knowledge.octivfitness.com/comms?hsLang=en)
- [Reports & Data](https://knowledge.octivfitness.com/reports-data?hsLang=en)
- [Check in](https://knowledge.octivfitness.com/check-in?hsLang=en)
- [Workouts](https://knowledge.octivfitness.com/workouts?hsLang=en)
- [Octiv Explore](https://knowledge.octivfitness.com/octiv-explore?hsLang=en)
- [Vitality](https://knowledge.octivfitness.com/vitality?hsLang=en)
- [Settings](https://knowledge.octivfitness.com/settings?hsLang=en#main-content)
- [Integrations](https://knowledge.octivfitness.com/settings?hsLang=en#integrations)
- [Add-ons](https://knowledge.octivfitness.com/add-ons?hsLang=en)
- [For Members](https://knowledge.octivfitness.com/for-members?hsLang=en)
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