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How to assign Direct Debit mandates to bookings (GoCardless)

After the import, you can assign existing Direct Debit mandates to the imported bookings.

Linking mandates is safe — no money will be collected until a payment plan is created later.

Quick step-by-step​

  1. Go to Payments
  2. Click Direct Debit (top menu)
  3. Click Migration

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You will see this option only if:

  • Your GoCardless account is connected, and (If not > Zooza (Team & Settins) > Settings > Payments)
  • At least one programme previously used Direct Debit
  1. A list of all Direct Debit mandates not yet linked in Zooza will be displayed
  2. Click Link next to a mandate

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  1. Choose the correct booking for that mandate

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  1. Confirm OK

Once linked:

  • The mandate is connected to the booking
  • It will disappear from the migration list
  • No payment will be taken at this point

💡 Payments are collected only after a payment plan is manually created in the next step.

Doing this early allows us later to simply apply payment plans to bookings, without any additional setup.

Create payment plans​

For each class:

  1. Open the class
  2. Go to Price & Payments
  3. Click “Apply payment template”
  4. Set the amount (based on the class)
  5. Select start date: e.g. 1 January 2026
  6. Choose which bookings it applies to (usually all)
  7. Confirm and continue

Option B: Create payment plans manually per booking (Guide)​

The logic is the same, just done individually.

Connection maintenance​

After initial setup, your GoCardless bank connection requires periodic renewal.

Important: Most bank connections expire every 90 days due to bank security policies (PSD2 regulation). When the connection expires, Zooza stops receiving transaction data until you re-authorize.

For full details on managing connection expiry, renewal, and troubleshooting bank-specific issues, see the GoCardless Connection Lifecycle guide.

For quick answers about GoCardless, see the GoCardless FAQ.