A member sets up Direct Debit by choosing Pay by Direct Debit when they join online. If your club uses ClubRight Pay Direct Debit and the member's Direct Debit has been cancelled, they can also set up a new one themselves in the member area or member app. If their Direct Debit is still live, they can't change it themselves. To change the bank account, your team cancels the member's current mandate in club and sets it up again with the new bank details. For Harlands or DFC memberships, any change is made with Harlands or DFC directly.
The first Direct Debit collection can be taken 6 working days after the mandate is set up with ClubRight Pay Direct Debit, or 5 working days with GoCardless.
Before you start: allow Direct Debit on the plan
Members and staff only see the Direct Debit option if the membership plan allows it.
Go to Settings > Membership Plans and click the plan.
Open the Payment section.
Under Payment Methods, tick Direct Debit.
Click Save Changes.
Setting up Direct Debit when joining online
The plan needs to be available In-Club + Online, with Direct Debit allowed.
The member opens the plan and clicks Get Started.
They check their details on Confirm Your Details and click Save & Continue. If your club uses a health questionnaire, they complete that next.
Under How would you like to pay?, they click Pay by Direct Debit.
On Setup your Direct Debit, they enter the Account holder name, Account number and Sort code.
They tick I agree to the above and click Confirm.
đĄ Tip: The first payment for an online purchase is taken by card straight away. Direct Debit collects the payments after that.
Setting up a new Direct Debit after a cancelled mandate
This is only available if your club uses ClubRight Pay Direct Debit.
If a member's Direct Debit mandate has been cancelled, they can set up a new one themselves from the member area or member app.
The member opens the member area or member app and either taps the Payment Method Required banner on the home screen, or goes to Manage My Membership and finds the membership marked Payment required.
Under How would you like to pay?, they click Pay by Direct Debit.
On Setup your Direct Debit, they enter the Account holder name, Account number and Sort code.
They tick I agree to the above and click Confirm.
â ď¸ Note: While a member's Direct Debit is live, they can't change it from the member area or member app. To change the bank account, your team does it in club (see "How do I change a member's bank account on a live Direct Debit?" below).
Setting up or changing Direct Debit in club
Use this when a member wants to switch to Direct Debit, or didn't finish the mandate when they joined. To change the bank account on a live Direct Debit, see the next section instead.
â ď¸ Important: read before clicking Change payment method. Change payment method takes effect straight away, with no confirmation step. It cancels the membership's payment schedule and any payments already requested, and sets the payment method to none, even if you close the panel without choosing a new one. It doesn't cancel the member's Direct Debit mandate, so if they already have a live one, choosing Direct Debit again uses the same bank account and no bank details screen appears. Only click it when you're ready to set up the new payment method straight away, and avoid doing it within 4 working days of the member's next collection.
Go to Contacts and open the member.
On their membership, click Manage & view details.
Under Payment:
If no automated payment is set up, click Direct Debit under Set up automated payments.
If the membership is set to another payment method, such as card, click Change payment method, then click Direct Debit.
Check the member's details on Confirm Your Details and click Save & Continue. Complete the health questionnaire if it appears.
On Setup your Direct Debit, enter the Account holder name, Account number and Sort code. If the member already has a live Direct Debit, this screen doesn't appear and the membership uses their existing bank account.
Tick I agree to the above and click Confirm.
Refresh the member's profile and check the membership shows ClubRight Pay DD rather than No automatic collection.
If your club uses GoCardless, the bank details screen may look different.
If a ClubRight Pay member's mandate was cancelled at their bank, see Why has a member's Direct Debit failed? for how to reinstate it.
How do I change a member's bank account on a live Direct Debit?
Cancel the member's current Direct Debit mandate, then reinstate it with their new bank details. The new bank details apply to every Direct Debit the member has, including any other memberships of their own.
â ď¸ Note: You need the member's permission and their new bank details before you start. Nothing is collected by Direct Debit until the mandate is reinstated, and the first collection on it can be taken 6 working days after it's set up. Avoid doing this within 4 working days of the member's next collection.
Go to Contacts and open the member.
In Payment Methods, find their Direct Debit and click Cancel mandate.
Click Cancel mandate again to confirm. The Direct Debit now shows as Cancelled.
Click Reinstate mandate.
If Confirm Your Details appears, check the member's details and click Save & Continue.
On Setup your Direct Debit, enter the new Account holder name, Account number and Sort code.
Tick I agree to the above and click Confirm.
Reinstate mandate is only available with ClubRight Pay Direct Debit. If your club uses GoCardless, cancel the mandate, then set up a new Direct Debit from the membership as described in "Setting up or changing Direct Debit in club" above.
How do I change who pays on a shared membership?
You can't change who pays on a shared membership, such as a Duo, joint or couple membership. The lead member can't be changed, and the Direct Debit is always set up on the lead member's record, so payments are collected from the lead member's bank account. If the other person on the membership needs to pay instead, contact our support team.
Direct Debit emails and failed-payment notes also go to the lead member, not to the other person on the membership.
â ď¸ Note: Don't use Change payment method or Cancel mandate to switch the payer. Change payment method reuses the lead member's existing Direct Debit, so you won't be asked for new bank details. Changing the bank details on the lead member's Direct Debit changes them for every Direct Debit the lead member has, including any other memberships of their own, and Direct Debit emails would still go to the lead member.
How this differs by Direct Debit provider
ClubRight Pay Direct Debit: members can set up Direct Debit when they join online, or set up a new one in the member area or member app if their mandate has been cancelled. Your team can set it up or change it in club. Bank details are checked live when the mandate is created. Allow 6 working days before the first collection.
GoCardless: members set up their mandate when they join online. After that, your team sets it up or changes it in club, because members can't do it from the member area or member app. Allow 5 working days before the first collection.
Harlands / DFC: set up and change Direct Debits with Harlands or DFC directly. ClubRight can't change the bank details or collection date for these memberships.