Setting up new customers on GoCardless

Discussion in 'Chit Chat & Introductions' started by Brandon, Aug 4, 2016.

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  1. Brandon

    Brandon Active Member
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    As the title.....Green Pro Clean mentioned it before about setting up new customers on the door there and then by handing them an iPad. How is this achieved as I thought you needed to send the customer a link via email?


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  2. CMRwindowcleaning

    CMRwindowcleaning Active Member
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    You can log into your go cardless system. You can copy the link you need I have copied it and saved it into my notes. You can then click on the link then and there and they can fill in the information with you at the door step I've done it with a few. Some are a little less trusting about signing up on the door step and I have to txt them the link to do it on there own device.
     
  3. HALTON

    HALTON Well-Known Member
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    #3 HALTON, Aug 4, 2016
    Last edited: Aug 4, 2016
    OK guys so I have a go card less account all set up confirmed with bank etc
    My question is this I have decided any new customers now have to be on go card less.
    So today I gets an email asking for a price I know the type of property it was windows etc so gave price via email
    Customer excepts happy days told them be there nx week and if not it will put a note in saying been cleaned and payment options which is going to be go cardless.
    So how long dies it take go card less to set up the dd
    As I'm going to clean ask them to signs up to dd after first payment.
    Does it take GC 10 days to set it up with there bank then you can start taking payments by dd ?



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  4. Gav

    Gav Grand Master
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    Or in Green Pro Clean Ltd case he could just pull up his websites payment page and the link is right there.
     
  5. HALTON

    HALTON Well-Known Member
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  6. Green Pro Clean Ltd

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    Honestly mate your best bet is to go to the FAQ page on GoCardless website.

    They are more qualified to answer you than we are.
     
  7. HALTON

    HALTON Well-Known Member
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    Yeh have emailed them as not sure myself
    Just I don't get it you say you get customers to signs up on the door step (fair play) so when do you clean there and then if new account or wait until go card less have set up the dd with the clients bank which can take up to 10 days same as sky or any dd it takes up to 10 days for them to set it up with clients bank

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  8. Green Pro Clean Ltd

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    If they are signing up on the GoCardless dashboard I really have no idea.

    I have the GoCardless widget on my web site payment page (a feature of Cleaner Planer Pro)
    That is book marked on my phone. When I am doing the quote and they accept I just get out the phone there and then and fill in their information. Job done.
     
  9. Green Pro Clean Ltd

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  10. Damo

    Damo Guru
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    As soon as a customer makes a go cardless account. IE signs up you can take your first payment within Seconds of receiving the confirmation email.

    When I say take payment. I mean starting the process off.

    I have people sign up at 10pm at night. I then take payment or start it off within a few minutes.
     
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