Gladstone 360: Freezes, Cancellations and Membership Changes

Problem

Staff need to freeze, cancel, upgrade or downgrade a member's membership in Gladstone 360, and administrators need to set up the workflows, statuses and products that make this work. You need to know where each task is covered.

Resolution

1. Creating a Membership Freeze in G360 and Plus2

   • Before staff can freeze: the freeze status, freeze fee product and Freeze contact workflows.

2. Freezing a Membership in Gladstone 360

   • When a member wants to pause their membership, or a freeze needs extending or ending early.

3. Building a Gladstone 360 Cancel Membership Workflow

   • Before staff can cancel: the Cancel membership workflow, notice period and what changes on the cancellation date.

4. Cancelling a Membership in Gladstone 360

   • When a member cancels, inside or outside the cooling-off period, or changes their mind.

5. Using the Gladstone 360 Memberships Tab

   • When a member upgrades or downgrades, or their bank details change.

6. Gladstone 360 Contacts GMC Settings

   • When setting the minimum membership term and notice needed before a freeze.

Notes

• These tasks are done by your staff in 360 (Contacts), with Plus2 statuses and products; members can't yet do them online. Give the workflows only to the roles that should use them.
• Bank details can be updated in 360 by staff with the Edit Bank Details permission. The change is sent to the bank automatically.
• RCP subscriptions: Cancelling, Freezing and Refunding RCP Subscriptions.

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