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How to Set Up GoCardless for Your Club or Organisation ​

This guide explains how a sports club, community group, charity, or volunteer-run organisation can correctly set up a GoCardless account to accept Direct Debit payments through Klubfunder.

You will learn:

  • What you need before starting
  • How to choose the correct organisation type
  • How to complete onboarding and verification
  • How to avoid the most common setup mistakes
  • How to connect GoCardless to Klubfunder

1️⃣ What You Need Before You Start ​

Before opening a GoCardless account, gather the following information.
This helps avoid delays during onboarding.

✔ Organisation Details ​

  • Official club/organisation name
  • Organisation address
  • Contact email and phone number

✔ Bank Account Details ​

GoCardless will collect payments and pay them into your organisation’s bank account.

You will need:

  • Account holder name
  • Sort code / routing number
  • Account number or IBAN

Tip: The bank account should belong to the organisation, not to an individual.

✔ Responsible Person (Verification) ​

GoCardless must verify one individual associated with the organisation (e.g. treasurer or chairperson).

You will need:

  • Full name
  • Home address
  • Date of birth
  • Photo ID (passport or driving licence)

Why GoCardless asks for personal ID

Financial regulations require GoCardless to verify one real person connected to the organisation
(KYC — Know Your Customer).

2️⃣ Go to the GoCardless Signup Page ​

Visit the GoCardless signup page:

👉 https://manage.gocardless.com/sign-up

Why GoCardless?

GoCardless enables secure Direct Debit payments, ideal for recurring collections, instalment plans, and memberships.

3️⃣ Choosing the Correct Organisation Type (Important) ​

During signup, GoCardless will ask you to select the type of organisation you are setting up.

Choosing the closest match helps avoid delays during verification.

✔ Most clubs should select: ​

  • Non-profit / Charity (if available)
  • Organisation / Business (if no specific club option is shown)

These typically apply to:

  • Sports clubs
  • Youth organisations
  • Community groups
  • Volunteer-run clubs
  • Charities

⚠️ Important notes ​

  • Some clubs may not see an option labelled “Unincorporated Association”
  • If your club is not a registered limited company, do not provide company registration details
  • GoCardless may request additional information later to confirm your organisation type

If you are unsure, select the closest match and continue — GoCardless will clarify during verification if needed.

4️⃣ Step-by-Step GoCardless Setup ​

Step 1 — Start GoCardless Onboarding ​

Go to the GoCardless signup page and enter your email address.
You will create a login.

Step 2 — Enter Organisation Details ​

GoCardless will ask for:

  • Organisation name
  • Organisation address
  • Organisation type
  • Description of what your organisation does

Example description:

“A volunteer-run community sports club collecting membership fees and instalment payments.”

Step 3 — Add the Responsible Person ​

Provide details for the authorised committee member:

  • Full name
  • Home address
  • Date of birth
  • Photo ID

Additional verification may be requested if required.

Step 4 — Add Your Bank Account ​

Enter your organisation’s bank account details.

This account will be used for Direct Debit payouts.

Step 5 — Submit the Information ​

GoCardless will review the information.
Most accounts are approved within a few working days.

5️⃣ Connect GoCardless to Klubfunder ​

Once your GoCardless account is active:

  1. Log in to your Klubfunder admin dashboard
  2. Go to Club Settings
  3. Open the Integration Partners tab
  4. Select GoCardless Account
  5. Log in using your GoCardless credentials to complete the connection

After You Connect

Klubfunder will now be able to collect Direct Debit payments through GoCardless.

Official GoCardless Guidance ​

GoCardless provides additional setup and onboarding guidance on their website.

You can view their official guides here:
👉 GoCardless setup and support guides

These resources explain verification, mandates, and Direct Debit processing in more detail.

6️⃣ Common Mistakes to Avoid ​

❌ Selecting the wrong organisation type ​

This can trigger requests for documents you may not have.

❌ Using a personal bank account ​

GoCardless expects an organisation-owned bank account for compliance.

❌ Uploading unclear ID ​

Blurry or incomplete documents can delay approval.

❌ Using inconsistent organisation details ​

Names and addresses should be entered consistently throughout setup.