Once you have your GoCardless account activated, you can then add your client’s Bank Account details into their PTminder client profile. This can also be done directly by the client themselves through the Client Area login, or through the Mobile Apps.

As a trainer, to add your client's bank/payment details, head to the Clients tab, then select the 'Edit' button on the particular client.

Select the 'GoCardless' tab, e.g:

Depending on which country you're based in, the form above can vary based on local bank account formats and compliance requirements.

Did this answer your question?