Identifying a Client by Phone
Identifying a Client by Phone
Section titled “Identifying a Client by Phone”Phone number is the primary client identifier in IZI. Every registered client has one phone number on their account — it’s what staff enter at the cashier to pull up the profile, check the balance, and start a session.
At the cashier
Section titled “At the cashier”When starting a session or topping up balance:
- The admin enters the client’s phone number in the search field.
- If found — the client profile loads: name, balance, active tariffs, group tags.
- Proceed with the session or transaction.
If not found — see options below.
Client not found
Section titled “Client not found”Option 1: Register a new client Enter the phone number → click Register → fill in name (optional) → save. The new client account is created immediately and the session can proceed.
Option 2: Proceed as guest Skip identification entirely. Start the session without attaching a client account. No balance history or loyalty program applies. Appropriate for one-time visitors who don’t want to register.
QR check-in
Section titled “QR check-in”Clients with the IZI mobile app can open their profile QR code instead of providing a phone number verbally. The admin scans it with the CRM’s QR scanner — the account loads the same way as a phone lookup.
Useful in noisy halls or when the client doesn’t remember their registered number.
See also
Section titled “See also”Frequently asked questions
What if the phone number isn't found?
Two options: register a new client with that phone number, or proceed as a guest (no account attached to the session).
Can a client have multiple phone numbers?
No. One phone number per IZI account. If a client changed their number, update it in their profile.
Can clients check in without a phone number using QR?
Yes. The IZI mobile app generates a QR code the admin can scan at the cashier. The QR resolves to the client's account without requiring the phone number to be entered manually.