Client Groups in IZI: Students, Teams, Corporate

Client Groups in IZI: Students, Teams, Corporate

Client groups are a segmentation tool within the client database. Each group is a named segment: an administrator assigns one or more groups to a client, and the client gains access to corresponding tariffs and loyalty program rules.

Typical groups: VIP, Students, Corporate, Team, Regular, New. The list is not fixed — each club creates its own groups to match its pricing policy.

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Why Groups Are Useful

Differentiated pricing. Students pay less during school hours, corporate clients get wholesale rates, VIP clients get a personal zone or unlimited tariff. All of this is configured through groups.

Targeted loyalty programs. An automation rule with the condition “client is in VIP group” awards an enhanced bonus or sends a special notification. Without groups, this level of precision is impossible.

Segmentation in analytics. Comparing ARPU of the VIP group against the overall average reveals the real value of the segment. This is the foundation for loyalty program decisions.

Filtered operations. An administrator quickly finds the right segment: filter by “Corporate” group — see only those clients.

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Managing Groups

Create a New Group

Groups are created in the club management section:

1. Go to Settings → Client Groups (or the equivalent section in your CRM version)
2. Click Create Group
3. Enter a name and optional description
4. Save

Once created, the group appears in the multi-select field on client profiles.

Add a Client to a Group

From the client profile:

1. Open the client profile
2. In the Groups block, click the field and select the desired groups from the list
3. Changes are saved automatically

Bulk assignment:

1. In the Clients section, select multiple clients (row checkboxes)
2. Choose the Add to Group action
3. Specify the group — it will apply to all selected clients

Remove a Client from a Group

In the client profile, in the Groups block, deselect the group. Instant.

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Student Group

A student tariff is one of the most common use cases for groups. Typically: reduced price during daytime (weekdays, school hours), with possible time-of-day or day-of-week restrictions.

How to implement:

1. Create a “Students” group
2. In the Tariffs section, create a student tariff (reduced price; restrict by time if needed)
3. Link the tariff to the Students group — the tariff will only be available to clients in that group
4. When registering a student, add them to the group. The administrator will see the student tariff in the available list when starting a session

Student status verification. IZI does not technically verify student status — this is the administrator’s responsibility. Standard practice: ask to show a student card at the first enrollment into the group. Note it in the profile.

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Corporate Clients

A corporate account is when the club works with a company: employees come to play on the corporate account, and the company pays under a contract.

Model 1: Shared Corporate Account

Create one profile with a company name instead of an individual’s name. Top up the balance from the company. The administrator starts sessions from this profile at each employee visit.

Pro: simplicity. Con: cannot track which specific employee played.

Model 2: Employee Profiles in a Corporate Group

Create a group “Corporate: [Company Name]”. Each employee is a separate profile in this group. The corporate tariff is linked to the group.

Pro: full history per employee. Con: more administrative work when adding new employees.

For both models: agree on terms with the company representative (tariffs, prepayment vs post-payment, reconciliation frequency). This is beyond CRM — a contract matter.

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Teams (Esports, Regular)

Teams that train together have similar needs: play together at set times, want adjacent PCs, sometimes need a group tariff.

Group for a team:

1. Create a group with the team name
2. Add all members
3. Link a tariff or discount if agreed
4. On booking request — the administrator filters the list by group and sees all members

Reserving a section for a team is a separate process (PC reservation). The group helps quickly find all members and apply a consistent tariff.

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Automatic Group Assignment

Via the Automations module, you can set up automatic transitions between groups based on conditions:

Condition	Action
Visit count ≥ threshold	Add to “Regular” group
Total spend ≥ threshold	Add to “VIP” group
No visits for > N days	Remove from “Regular”, add to “Dormant”
Birthday today	Add to “Birthday” (temporary)

Specific conditions and actions depend on the automation module settings in your IZI version. More details: IZI Automations: Rules and Triggers.

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Groups and Staff Permissions

Client groups are not the same as staff roles. A group affects a client’s tariffs and bonuses. A staff role determines what they can do in CRM.

Managing groups (creating, editing) requires the Manage Clients permission. Usually available to the owner and senior administrator.

Assigning a group to a client — available to anyone who can edit profiles. The specific permission set is in your organization’s role settings.

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How Many Groups to Create

Practical advice: start with the minimum set that covers your real pricing categories. A typical starter set:

• Standard (all new clients by default)
• Student (if a student tariff exists)
• VIP (for high-ARPU clients or special agreements)
• Corporate (if working with companies)

Do not create groups “for the future” or “just in case” — empty groups clutter the list. A group is needed when a tariff or automation rule is attached to it.

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See Also

• IZI Client Database: Section Overview
• Client Segments in IZI: VIP, Regular, Dormant, New
• Top-Up Bonus at a Gaming Club
• Tariffs and Pricing in IZI
• IZI Automations: Rules and Triggers
• Register a Client by Phone in IZI: OTP and Profile