# Gladstone 360 – Logging In, Member Records and Managing Memberships

HTML version: [Gladstone 360 – Logging In, Member Records and Managing Memberships](https://support.gladstonesoftware.cloud/gladstone360/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](logging-in-to-gladstone-360-and-using-the-hardware-service.md)**
   - When logging in, choosing a hardware service and till, or fixing a lost hardware connection.

2. **[Finding and Viewing Member Records in Gladstone 360](finding-and-viewing-member-records-in-gladstone-360.md)**
   - When searching for a customer, reading the record's tabs, or using the non-member record.

3. **[Adding a New Contact in Gladstone 360](adding-a-new-contact-in-gladstone-360.md)**
   - When creating a record for a new customer.

4. **[Editing Contact Details and Online Accounts in Gladstone 360](editing-contact-details-and-online-accounts-in-gladstone-360.md)**
   - When updating emails, addresses, preferences or user fields, or sending a password reset.

5. **[Selling a Membership in Gladstone 360](selling-a-membership-in-gladstone-360.md)**
   - When selling a membership, including direct debit set-up.

6. **[Using the Gladstone 360 Memberships Tab](using-the-gladstone-360-memberships-tab.md)**
   - When reviewing memberships, updating bank details, or upgrading and downgrading.

7. **[Correcting a Wrong Direct Debit Membership Amount in Gladstone 360](correcting-a-wrong-direct-debit-membership-amount-in-gladstone-360.md)**
   - When a member was put on the wrong subscription and overcharged.

8. **[Cancelling a Membership in Gladstone 360](cancelling-a-membership-in-gladstone-360.md)**
   - When cancelling or reversing a cancellation.

9. **[Freezing a Membership in Gladstone 360](freezing-a-membership-in-gladstone-360.md)**
   - When pausing a membership, or extending or ending a freeze.

10. **[Scheduled Actions and Age-Band Changes in Gladstone 360](scheduled-actions-and-age-band-changes-in-gladstone-360.md)**
    - When a price level, status or membership must change on a future date.

11. **[Managing Duplicate Records in Gladstone 360](managing-duplicate-records-in-gladstone-360.md)**
    - When a customer has two records.

12. **[Managing Cards, ID Tokens and Member Status in Gladstone 360](managing-cards-id-tokens-and-member-status-in-gladstone-360.md)**
    - When issuing or removing cards, or confirming pending eligibility.

13. **[Linking Members and Setting a Primary Payee in Gladstone 360](linking-members-and-setting-a-primary-payee-in-gladstone-360.md)**
    - When linking family members or charging one person's membership to another.

14. **[Managing Bookings in Gladstone 360](managing-bookings-in-gladstone-360.md)**
    - When booking, moving or cancelling activities and classes.

15. **[Notes, Reception Messages and Office Messages in Gladstone 360](notes-reception-messages-and-office-messages-in-gladstone-360.md)**
    - When recording information on a record or clearing a message.

16. **[Viewing Sales and Processing Refunds in Gladstone 360](viewing-sales-and-processing-refunds-in-gladstone-360.md)**
    - When finding a sale, reprinting a receipt or refunding.

17. **[Taking Payments and Discounts at the Gladstone360 Till](taking-payments-discounts-and-refunds-at-the-gladstone360-till.md)**
    - 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](configuring-gladstone360-automated-emails-in-the-gmc.md).
- **Freezes and cancellations together**: [Gladstone 360: Freezes, Cancellations and Membership Changes](gladstone-360-freezes-cancellations-and-membership-changes.md).
- **Access control**: entry points, profiles and ID token types are covered in [Access Control – Entry Points and Entry Point Profiles](access-control-entry-points-and-entry-point-profiles.md).
- Setting things up (roles, GMC settings, workflows) is covered from [Gladstone 360 – Permissions and GMC Configuration](gladstone-360-permissions-and-gmc-configuration.md). The check-in screen and till are covered from [Gladstone 360 Check-in Screen and Point of Sale (Till)](gladstone-360-check-in-screen-and-point-of-sale-till.md); individual permissions are in the [Gladstone 360 Permission Reference Overview](gladstone-360-permission-reference-contacts-pos-and-check-in.md).
- Related: [Documents in 360 (Contact Documents and Workflow Document Steps)](documents-in-360-contact-documents-and-workflow-document-steps.md); [Gladstone Go – Joining Online, Pay-as-You-Go and Eligibility Checks](../gooperator/gladstone-go-joining-linked-members-shared-memberships-and-primary-payee.md); [Recurring Card Payments (RCP)](recurring-card-payments-rcp.md); [Go Operator Configuration Settings: Overview](../gooperator/gladstone-go-operator-configuration-settings.md).