Membership & Direct Debit

When a trial lead reaches Trial Complete status, the instructor can send them a membership offer SMS. The parent follows a secure link, fills in a short form, and is directed to GoCardless to set up a Direct Debit mandate — all without leaving the browser.

How it works

Lead reaches Trial Complete in the pipeline
Instructor sends the Trial Conversion Offer SMS from the lead's detail sheet
Parent receives a personalised link: https://yourclub.r4ptor.app/membership?t=TOKEN
Parent fills in their address and accepts three consents (photo, cancellation policy, membership confirmation)
Parent is redirected to GoCardless to set up their Direct Debit mandate
On return, a Tasks notification is created for the instructor: "Set up GoCardless subscriptions for [name]"
When the mandate is confirmed by the bank (mandates.active webhook), the lead is automatically converted to Converted

The membership form

The form is token-secured — it cannot be accessed without the unique link sent via SMS. It pre-fills all known information from the trial record so parents don't re-enter data.

What the form collects

Field	Notes
Home address	Required for GoCardless
Photo consent	Optional opt-in
Cancellation policy acknowledgement	Required
Membership confirmation	Required

Fee display

The form shows the applicable monthly fee based on the student's class:

Class type	Fee setting
Snakes & Cranes	`MEMBERSHIP_FEE_SNAKES_CRANES`
Juniors	`MEMBERSHIP_FEE_JUNIORS`
Teens	`MEMBERSHIP_FEE_TEENS`
Unknown / other	All tiers shown as fallback

The annual affiliation / insurance fee (AFFILIATION_FEE_JUNIOR) is also shown.

GoCardless integration

Each r4ptor instance connects directly to the club's own GoCardless account — there is no shared payments infrastructure.

Setup

Create a GoCardless account at gocardless.com
In the GoCardless dashboard, go to Developers → API Keys and copy your access token
In r4ptor: Admin → Settings → set GC_ACCESS_TOKEN and GC_ENVIRONMENT (sandbox or live)
In GoCardless: go to Developers → Webhooks → create a new endpoint:
- URL: https://yourclub.r4ptor.app/api/membership/webhook
- Events: mandates
- Copy the webhook secret
In r4ptor: Admin → Settings → set GC_WEBHOOK_SECRET

What r4ptor manages

Action	When
Creates GoCardless redirect flow	When parent submits membership form
Stores mandate ID and customer ID	When parent completes GoCardless flow
Creates instructor task	Immediately — mandate is ready for subscriptions
Converts lead to member	When `mandates.active` webhook fires (bank confirmed)

What the instructor manages in GoCardless

Once the task appears, log in to GoCardless and manually create:

Monthly training subscription against the new mandate
Annual Membership/Insurance subscription against the same mandate

This is intentional — it gives the instructor flexibility for custom arrangements (family discounts, payment plans, etc.) and keeps a human in the loop for financial setup.

Tasks

When a mandate is successfully created, a High priority task is automatically added to the instructor's Tasks list:

Set up GoCardless subscriptions for [First Last] Mandate MD0… is ready. Log in to GoCardless and create:

Monthly training subscription

Annual Membership/Insurance subscription

See Tasks for how to manage these.

Webhook configuration

The webhook endpoint is per-instance — each club handles their own GoCardless events. Signature verification is enforced when GC_WEBHOOK_SECRET is set (strongly recommended for live environments).

Setting	Description
`GC_ENABLED`	`true` / `false` — enables the GoCardless flow
`GC_ENVIRONMENT`	`sandbox` or `live`
`GC_ACCESS_TOKEN`	Your GoCardless API key
`GC_WEBHOOK_SECRET`	Webhook signing secret from GoCardless dashboard

AppSettings reference

Key	Description
`GC_ENABLED`	Enable the GoCardless mandate flow
`GC_ENVIRONMENT`	`sandbox` for testing, `live` for real mandates
`GC_ACCESS_TOKEN`	GoCardless API access token
`GC_WEBHOOK_SECRET`	Webhook HMAC secret for signature verification
`MEMBERSHIP_FEE_SNAKES_CRANES`	Monthly fee for Snakes & Cranes class (£)
`MEMBERSHIP_FEE_JUNIORS`	Monthly fee for Juniors class (£)
`MEMBERSHIP_FEE_TEENS`	Monthly fee for Teens class (£)
`AFFILIATION_FEE_JUNIOR`	Annual membership/insurance fee (£)
`UNIFORM_STORE_URL`	Optional link to kit/uniform shop shown on confirmation page

How it works​

The membership form​

What the form collects​

Fee display​

GoCardless integration​

Setup​

What r4ptor manages​

What the instructor manages in GoCardless​

Tasks​

Webhook configuration​

AppSettings reference​