Bonus Account Balance

The bonus balance is a loyalty credit wallet — separate from the client’s main IZI balance. Clients earn it through bonus program rules (top-ups, birthdays, first visits, and other events configured by the club) and spend it on sessions and bar orders, within the percentage limits you set per tariff and product. Unlike real money, bonus credit is issued by the club and subject to the club’s spending rules.

IZI balance vs bonus balance

	IZI balance	Bonus balance
Source	Client deposits it themselves	Club awards it via bonus rules
How it’s spent	Any club service, no restrictions	Only up to the allowed percentage per tariff
Limits	None	Max % of the total, set per tariff
Expiry	Does not expire	Can expire based on the club’s policy

How clients spend bonus

At the cashier, kiosk, or mobile app — when a client has bonus credit, IZI automatically offers to apply it toward the payment. Spending is always partial: the client can cover only a share of the total with bonuses; the remainder comes from IZI balance or cash.

The maximum bonus percentage is set in each tariff’s settings — the Max bonus % field. For example, if the cap is 30% and the session costs 100 units, the client can apply at most 30 bonus units; the remaining 70 must be paid with real balance.

To see how actively clients are using bonuses on average, check Analytics → Top-up bonuses.

Where admins see the bonus account

In the client card (Clients → select a client) you can see:

• Current bonus balance
• Full history of accruals and deductions with dates and amounts
• Source of each accrual (which rule triggered it)

Both balances update in real time as transactions occur.

Manual bonus accrual

To manually add bonus to a client (gesture of goodwill, compensation, or staff discretion):

1. Open the client card.
2. Click Add bonus (or find it in the actions menu).
3. Enter the amount and a reason.
4. Save.

The action is logged with the admin’s name and the reason entered, creating a full audit trail.

What happens on a refund

If a purchase is cancelled, any bonuses the client spent on it are returned to their bonus account. The exact behavior is controlled by the tariff’s Refund policy field — options typically include: return to bonus account, forfeit, or keep partial balance. This lets you decide whether clients recover their bonus credit on cancellations.

Bonus expiration

Accrued bonuses can have a validity period. Configure expiration rules in Bonus expiration policy. Clients can see the expiry date for each bonus batch in the IZI mobile app, which nudges them to return before credits lapse.

See also

• Bonus engine overview — how the rules system works
• Bonus expiration policy — when bonuses are automatically cancelled
• Top-up bonus guide — the primary way to credit a client’s bonus account
• Manage client balance