Configuring Subscription Types (Sub Types) in the GMC

Problem

A membership doesn't show on Go Join, or isn't set up correctly when sold in 360. Every subscription needs its price level, status and contract settings set in the GMC Sub Types.

Resolution

  1. Open Sub Types

    • In the GMC (Gladstone Management Console), go to Configuration Manager > Configuration and choose Gladstone360 Front of House in Please Select Product.
    • Go to Sub Types (also shown as the Subscription Types tab).
  2. Find the subscription

    • Find the subscription. You can search by its code, including any prefix.
    • Click the ellipsis (…) or edit icon on the far right of the subscription.
  3. Set the fields

    FieldEffect
    Price LevelThe price level given to the customer when they buy this subscription. It must match the one price level ticked on the subscription's price product in Plus2. Set it for every subscription sold in 360, not only those sold on Go
    StatusThe status given on purchase, for example Current Member. Pick one approach and use it for every online subscription: either one generic status, or one status per membership tier
    Contract TermSets the membership's earliest end date at purchase
    Cancellation Notice PeriodSets the membership's notice period at purchase. If it's blank, the global value in Shared Global > Membership Settings > Cancellation notice period is used
    Concession tick and messageLets you enter a message such as "Staff ID required on first visit". Despite the label Message displayed to member, it's a reception message for staff. The customer doesn't see it
    DiscountsAutomatic membership discounts. See Configuring Membership Discounts in the GMC
  4. Set up an eligibility check (if applicable)

    • For memberships that need proof (concession, corporate, staff), set the Sub Type Status to a Pending eligibility status:
      • Create the status in Plus2 (Configuration > Membership > Statuses) and give it a bright colour. You can rename an unused status instead of creating a new one.
      • Set it as the Status on the Sub Type here.
      • Add it as a Deny entry status on your entry point profiles. See Access Control – Entry Points and Entry Point Profiles.
      • When staff see proof, a user with Edit status permission changes the status in 360 Personal details.
    • Don't use Pending eligibility where it would block legitimate online booking, for example members who only book classes.
  5. Save

Notes

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