Gladstone 360 – Logging In, Member Records and Managing Memberships

Problem

You need to understand how front-of-house staff use Gladstone 360 on a customer record, from logging in to selling, changing and freezing memberships, and where each task is covered.

Resolution

1. Logging In to Gladstone 360 and Using the Hardware Service

   • When logging in, choosing a hardware service and till, or fixing a lost hardware connection.

2. Finding and Viewing Member Records in Gladstone 360

   • When searching for a customer, reading the record's tabs, or using the non-member record.

3. Adding a New Contact in Gladstone 360

   • When creating a record for a new customer.

4. Editing Contact Details and Online Accounts in Gladstone 360

   • When updating emails, addresses, preferences or user fields, or sending a password reset.

5. Selling a Membership in Gladstone 360

   • When selling a membership, including direct debit set-up.

6. Using the Gladstone 360 Memberships Tab

   • When reviewing memberships, updating bank details, or upgrading and downgrading.

7. Correcting a Wrong Direct Debit Membership Amount in Gladstone 360

   • When a member was put on the wrong subscription and overcharged.

8. Cancelling a Membership in Gladstone 360

   • When cancelling or reversing a cancellation.

9. Freezing a Membership in Gladstone 360

   • When pausing a membership, or extending or ending a freeze.

10. Scheduled Actions and Age-Band Changes in Gladstone 360

    • When a price level, status or membership must change on a future date.

11. Managing Duplicate Records in Gladstone 360

    • When a customer has two records.

12. Managing Cards, ID Tokens and Member Status in Gladstone 360

    • When issuing or removing cards, or confirming pending eligibility.

13. Linking Members and Setting a Primary Payee in Gladstone 360

    • When linking family members or charging one person's membership to another.

14. Managing Bookings in Gladstone 360

    • When booking, moving or cancelling activities and classes.

15. Notes, Reception Messages and Office Messages in Gladstone 360

    • When recording information on a record or clearing a message.

16. Viewing Sales and Processing Refunds in Gladstone 360

    • When finding a sale, reprinting a receipt or refunding.

17. Taking Payments and Discounts at the Gladstone360 Till

    • When using split payments, paying for others, discounts or price level lookup at the till.

Notes

• Automated emails: membership, freeze and cancellation emails fire when the action is done in 360, and every sent email appears in the member's correspondence. Set-up: Configuring Gladstone360 Automated Emails in the GMC.
• Freezes and cancellations together: Gladstone 360: Freezes, Cancellations and Membership Changes.
• Access control: entry points, profiles and ID token types are covered in Access Control – Entry Points and Entry Point Profiles.
• Setting things up (roles, GMC settings, workflows) is covered from Gladstone 360 – Permissions and GMC Configuration. The check-in screen and till are covered from Gladstone 360 Check-in Screen and Point of Sale (Till); individual permissions are in the Gladstone 360 Permission Reference Overview.
• Related: Documents in 360 (Contact Documents and Workflow Document Steps); Gladstone Go – Joining Online, Pay-as-You-Go and Eligibility Checks; Recurring Card Payments (RCP); Go Operator Configuration Settings: Overview.

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