Setting Up Member Statuses in Plus2

Problem

Administrators need a consistent set of member statuses in Plus2. Status controls how a record is treated (booking and entry restrictions, online joining behaviour); price level controls what they pay.

Resolution

1. Open statuses

   • Go to Configuration > Membership > Statuses.

2. Create the statuses you need

   • A typical set:

   Status	Use
   Live / Current member	Assigned via GMC Sub Types when someone joins
   Non-member / Pay as you go	Default for casual customers
   Ad hoc booker	One-off hires (e.g. parties), reportable separately
   Block booker	Hosts of block bookings
   Swimming lessons / Private swimming lessons	A record has one status, so use the primary relationship
   Lapsed, Cancelled, Expired, Deceased	End-of-membership states
   Frozen	For 360 freeze workflows, the freeze status (e.g. ID FREEZ, "Current – Freeze") must have Freeze Subscriptions and Collect Sales both ticked
   Suspended	E.g. after a no-show rule
   DD enquiry	Set when a Direct Debit fails; doesn't reset itself when the debt is paid
   Pending eligibility	Discounted memberships needing proof; add as a deny-entry status in the GMC
   Lead, Prospect, Purge	Prospects module; the overnight process removes Purge records

3. Give each status a colour

   • Give each status a colour, with bright colours for problem statuses.

4. Save

   • Save each status.

Notes

• Impact on the GMC and Go: the GMC Sub Type Status (e.g. Current member) is what Go assigns when someone joins online, so decide on a consistent status approach for all online subscriptions.
• Statuses can be used as deny-entry rules on entry point profiles and to limit which records a 360 role can see.
• Related: Plus2 Entry Points, Access Products and Tickets; Creating a Membership Freeze in G360 and Plus2.

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