How to assign a Direct Debit mandate to a member ?

Using a direct debit mandate is an ideal solution for automating payments and guaranteeing secure transactions. With this mandate, your members can authorise regular direct debits directly from their bank account. You can easily integrate the mandate when you sell a membership, or add it later on the member file. This article explains how to add it from a member file.

STEP 1 : GO TO THE 'MANDATE' TAB IN THE MEMBER FILE.

To add a mandate, go to the member file then click on the three dots in the member file and on 'Mandates'.

STEP 2 : ADD A DIRECT DEBIT MANDATE

Click  on +Add a direct debit mandate and fill in the following information :

- the name of the account holder

- the corresponding club name 

- the account name

- the member's account number (IBAN)

Checking Mandate⚠️

The system takes 7 days to validate the mandate. In the meantime, it will have the status 'pending validation.' Once the mandate is validated, it can be used for payments. If it is rejected by the system (invalid information, etc.), it is possible to apply rejection penalties such as rejection fees or membership cancellations. Contact your Xplor Gym advisor for more information.

After clicking on Save the mandate.

STEP 3 : IF IT IS ACTIVATED ONLINE, THE MEMBER SIGNS THE MANDATE

To sign the mandate, there are several options. To know them, see this article.

💡Which members have no mandate?

You can quickly check that a member has their direct debit mandate by using the ‘missing mandate’ tag on their profile. It is possible to set up a blocking alert at access control so that members do not pass through if they do not have a mandate.

⚠️Deactivating mandates

Mandates entered in the customer file in the mandate menu or at the time of sale are active for life from the moment they are signed. Mandates are not automatically deactivated at the end of subscriptions. They can be deactivated via the direct debit rejection scenarios or manually on the customer file.

 According to the club's needs

Member Area 

When the option is activated, the client can also create and change the mandate from the member area. If you are interested, contact Xplor Gym Support.

Backoffice

• If you wish to activate or deactivate the possibililty for your collaborators to add a mandate or make it inactive, you can, by contacting your Xplor Gym customer service.
• At the time of a sale, you can choose whether or not to offer the option of deferring the addition of the direct debit mandate. If you want to change this setting to suit your club or user roles, please contact our support department.