# Building a Gladstone 360 Cancel Membership Workflow

HTML version: [Building a Gladstone 360 Cancel Membership Workflow](https://support.gladstonesoftware.cloud/gladstone360/building-a-gladstone-360-cancel-membership-workflow)

## Problem
Administrators need to build a Cancel membership workflow in Gladstone 360 before staff can cancel memberships, deciding the notice period, the reason recorded and what changes on the cancellation date.

## Resolution

1. **Create the workflow**
   - In `360 cog > Configuration > Workflows`, select **Add workflow** with type **Cancel membership**.
   - Restrict the roles (for example admin).

2. **Add the Cancellation Date step**
   - The **Cancellation Date** step is required.
   - By default staff can't cancel before the **earliest end date**. A switch creates a workflow that ignores it; give that workflow to admin users only.
   - Notice period: use the **contact's cancellation notice period** (from the Sub Type, or the Shared Global value), or apply a **notice period set in the workflow**. A short notice period (for example 1 day) gives staff flexibility.

3. **Record the reason**
   - Add a **user field** for the reason (a pick-list can be reported on in Sisense, unlike free text) and/or a correspondence note.

4. **Set the Advanced options**
   - Set the status (for example Expired) and price level (for example non-member) to apply **on the cancellation date**. This creates a future-dated change, so a member who has just paid stays a member until then.

5. **Save and enable**
   - Save, enable the workflow, then log out and back in so its permission takes effect.

## Notes

- There's no template Cancel membership workflow; one must be built before staff can cancel in 360.
- A single cancel workflow can only set one price level, which won't suit adults, juniors and concessions alike. If you want members moved back to a non-member price level when a membership ends, talk to your Gladstone contact.
- Give the workflow only to the roles that should use it.
- How staff run a cancellation: [Cancelling a Membership in Gladstone 360](cancelling-a-membership-in-gladstone-360.md).
- General workflow building: [Creating a Workflow in Gladstone360](creating-a-workflow-in-gladstone360.md).