The first step in setting up GoCardless is to authenticate your account.
1) To do this first select a patient you wish to set up a GoCardless mandate with. Then navigate to the 'patient' section. Under the 'Overview' heading, select the 'GoCardless' tab. If the go Cardless tab is missing, a request can be made to the Aerona team, who will be happy to activate this for your practice.
2) After navigating to this page, you will then be presented with the option to authenticate your GoCardless account as shown below.
3) Click the GoCardless image which will direct you to GoCardless to connect your GoCardless account. See below:
Simply enter the username and password to the GoCardless account you'd like to connect to your practice. Once this step has been completed, the option to set up or import mandates to patient records will be available.