# Creating a Membership Freeze in G360 and Plus2

HTML version: [Creating a Membership Freeze in G360 and Plus2](https://support.gladstonesoftware.cloud/gladstone360/creating-a-membership-freeze-in-g360-and-plus2)

## Problem
Administrators need to set up a membership freeze, so staff can temporarily pause and resume members' memberships: a Freeze contact workflow in G360 (Gladstone 360), with its freeze status, freeze length and any fee, or a membership wizard in Plus2.

## Resolution

### Create a membership freeze in G360

1. **Create a freeze status in Plus2**
   - Make sure there's a status (for example ID `FREEZ`, "Current – Freeze") with **Freeze Subscriptions** and **Collect Sales** both ticked.
   - Turning on **Collect Sales** for a status that members already hold can make their unpaid sales collectable on the next Direct Debit run, so check with your Gladstone contact before changing it in live.

2. **Create a freeze fee product (if applicable)**
   - Use a **fixed-price** product (variable-price products don't work), ideally a dedicated one so fees report correctly.

3. **Open Workflows**
   - From the G360 Home page, open **POS** (or Contacts), select the settings cog and choose **Configuration** > **Workflows**.

4. **Add the workflow**
   - Click **Add Workflow**, add a name and description, and set the **Workflow Type** to **Freeze Contact**.

5. **Add the Freeze Dates step first**
   - Drag **Freeze Dates** from the **Steps** column (left) to the **Workflow** column (right). It must be the **first step**.
   - Click **Edit** and set the **Minimum Freeze Period** and **Maximum Freeze Period**. A freeze is in whole months, at least **one month**; the system supports up to **12 months**.
   - For an open-ended freeze (for example medical), set a long maximum and extend as needed.

6. **Add a Freeze Fee step (if applicable)**
   - Add a **Freeze Fee** step and choose the Plus2 product. It raises one product sale per frozen month.

7. **Record the reason (if applicable)**
   - Add a freeze-reason field, a note or a **Correspondence** step if wanted. Typical workflows are:
     - **Freeze with fee** (for example holiday): Freeze dates, Freeze fee, Correspondence.
     - **Freeze – no fee** (for example medical): Freeze dates, Correspondence.

8. **Set the workflow actions**
   - In **Advanced Options**, configure the actions at the end of the workflow and on the freeze date.
   - Set **Change status** (required) to the freeze status. Changing the price level is optional.
   - Rather than changing the price level, it's usually better to keep it and control entry through the frozen status on the entry point profile (deny, or charge infringement; see [Access Control – Entry Points and Entry Point Profiles](access-control-entry-points-and-entry-point-profiles.md)).
   - Confirm the actions and click **Save**.

9. **Enable the workflow and update permissions**
   - Enable the workflow.
   - In the GMC, go to `Security Configuration > Permissions` and update each Contacts role that should have access to the new freeze workflow.
   - Log out and back in so the permission takes effect.

10. **Set the GMC freeze settings and emails**
    - Set the **Freeze Settings** (minimum term before a contact can freeze, and notice days) in the Gladstone360 Contacts element. See [Gladstone 360 Contacts GMC Settings](gladstone-360-contacts-gmc-settings.md).
    - Switch on and word the freeze and freeze-extension emails. See [Configuring Gladstone360 Automated Emails in the GMC](configuring-gladstone360-automated-emails-in-the-gmc.md).

11. **Apply a freeze**
    - In G360, go to `Contacts > Scheduled Actions > Add > Freeze` and select the freeze option you created. See [Freezing a Membership in Gladstone 360](freezing-a-membership-in-gladstone-360.md).

### Create a membership freeze in Plus2

1. **Open Membership Wizards**
   - Go to `Configuration > Membership > Membership Wizards`.

2. **Create a new wizard**
   - Select **New** and fill in the required fields: unique ID, description, the **Wizard Group** (ellipsis box), introduction, and conclusion (if required).

3. **Add a step**
   - Go to the **Steps** tab and click **Add Step**.
   - Select **New** to create the step and enter the details, setting the **Function** to **Status Change**.

4. **Set the frozen status**
   - Click the ellipsis box and select the frozen status to update to, or create a new status by selecting **New**.

5. **Configure dates**
   - If specific dates are required, set the **Change Date** to **Special Date Function** and configure the days and months.
   - If no specific date is needed, leave the default.

6. **Save the step**
   - Click **Save**.

7. **Add a return step**
   - Repeat the steps to add another step that updates the status back to "Current" after the freeze ends on the agreed date.
   - Optionally add other steps, such as a correspondence note on the member's account.

8. **Update permissions**
   - Once the wizard is complete, update **User Group** permissions for the wizard so specific users can apply freezes to accounts.

## Notes

- You must have permission to add workflows and update role permissions in G360, or to create Membership Wizards and update user group permissions in Plus2.
- A "Frozen" membership status must be configured before following these steps.
- There's no template Freeze contact workflow; one must be built before staff can freeze in 360. 360 supports freezes only when a freeze workflow is configured and the user has **Freeze contact** permission.
- You can build different freeze types, for example a free medical freeze and a holiday freeze with a fee.
- The configuration and permissions process must be followed for users to access and apply the freeze options.
- Related: [Creating a Workflow in Gladstone360](creating-a-workflow-in-gladstone360.md); [Gladstone 360: Freezes, Cancellations and Membership Changes](gladstone-360-freezes-cancellations-and-membership-changes.md).