GoCardless: Set up and day-to-day usage (Atlas only)

What is GoCardless?

GoCardless are a recurring payment collection service. Using direct debit agreements, they will collect funds from your patient's bank accounts and deposit these in to your own, based on a Direct Debit mandate agreement.

Why would I want to use GoCardless?

GoCardless is an integral element in our Memberships feature. This feature provides a way for you to create a "membership" to your clinic based on a recurring payments with parameters of your choosing. GoCardless provide the framework for you to be able to charge your patient's on a recurring basis, whether than be weekly, monthly or yearly. The service aims to take the hassle out of collecting regular recurring payments by automating and streamlining the process, meaning you can focus your time and efforts on other tasks.

How do I integrate my PracticeHub account with GoCardless?

Firstly, you will want to navigate to Settings > Integrations (it's the very last option at the bottom of your screen!). Once you are on the Integrations page, you'll want to click the blue "Connect with GoCardless" button...

Once clicking the blue button, you will be redirected to the GoCardless sign up page. This is where you can create your GoCardless account - complete all of the fields and hit "Create Account". If you already have a GoCardless account, use the "Sign In" link at the bottom of the page...

Once you have created your account or logged in, you will be redirected back to PracticeHub. For those who are creating an account, you will be sent a verification email to the email address you registered with...

Click the verification link and you will be redirected to the GoCardless website where you can then link your bank account and complete your set up. The account set up process will then detail the different GoCardless subscriptions that are available to you. PracticeHub does not require any subscription above their standard free subscription. Here you will see the transaction fees that GoCardless charge.

You will then need to select your business type, based on the option you chose when you created your GoCardless account. There are then some business-specific verification questions to complete. The next steps include some contact information, some branding customisation options, bank account connection and account verification settings. Once you have completed these steps, your GoCardless integration will be complete. This can be confirmed by checking the Integrations settings page - You will now see the message "You are now connected to GoCardless".

Using GoCardless

Using GoCardless in your clinic is brilliant for those patients on memberships who have a recurring payment. To make this available to use against a patient, you will first need to add a membership to their file (not sure how to create your memberships? click here to learn how!).

To add a membership, find the patient you wish to add to. Select Financials from the menu at the top of the screen, select "Add Membership Plan" from the menu just below. This will bring up the following screen...

Make sure to fill out all fields, starting with the start date. Select the subscription plan you wish to put the patient on. Your plans can be amended as you desire at the time of application. You will then be redirected to the below screen..

Once either you or the patient has completed the form, you will either be sent back to PracticeHub, or a confirmation screen will be displayed.

Processing an Appointment

Processing appointments against a membership is simple - Simply select the membership in the processing window (like a package) and hit process.

Limitations

When looking to use the integration with GoCardless All Direct Debit mandates must be created from within PracticeHub to ensure that PracticeHub can manage this. Anything cerated in GoCardless cannot be managed by PracticeHub. Agreements can be ceased from GoCardless but this must be manually updated in PracticeHub

Please note: For existing GoCardless users who are integrating with PracticeHub, it is not possible to sync pre-exisiting GoCardless subscriptions or agreements.

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