Managing Cards, ID Tokens and Member Status in Gladstone 360
Problem
Staff need to issue or remove a customer's card or fob in Gladstone 360, deal with lost cards, and know when they should change a member's status or price level.
Resolution
Add a card or token
- Select Add, swipe the card, choose the token type and save.
- A record can hold one token of each type (for example a card and a fob) but not two of the same type.
Remove a lost or unused card (if applicable)
- Delete with Register card as lost / no longer in use = Yes to delete the number permanently (it can't be reused).
- Set it to No to remove the card but allow it to be re-added later (for example if found or recycled).
- A deleted card stops working at all entry points.
Confirm pending eligibility (if applicable)
- Memberships that need proof (for example concessions bought online) can give a Pending eligibility status that the entry point denies.
- When proof is seen in person (for example corporate ID), staff with permission change the status to the member status in Personal details.
Notes
- The list of cards registered as lost is only visible in Plus2.
- Status vs price level: price levels follow age/eligibility (for example adult, senior, junior) and control what a customer can buy, so front of house should never change them manually. Status shows membership state; the main change staff make is Pending eligibility to current member once proof is seen. Debtor-type statuses are cleared by the back office.
- Home site decides which site online bookings are credited to.
- For corporate memberships, a user-field tab (for example Corporate membership: company pick-list plus an expiry date field) can be shown on the record and made mandatory in the corporate membership workflow, so it's reportable.
- Related: Access Control – Entry Points and Entry Point Profiles.