Registering a New Client

Registering a New Client

A registered client gets a full account: session history, bonus balance, and eligibility for loyalty programmes. Registration takes about a minute.

Steps

1. Open the Clients section

In the CRM sidebar select Clients, then click Add client (or the + button in the top-right corner).

2. Enter the phone number

Enter the client’s phone number with the country code. The system checks whether an account with that number already exists.

If an account is found, the system offers to open the existing client card rather than create a duplicate.

3. Phone confirmation (depends on club setting)

This step appears only if Phone confirmation on registration is enabled under Organization → Club Settings (off by default).

If the toggle is on: click Send code. An SMS with a one-time code is sent to the client’s phone. The client reads the code aloud — enter it in the confirmation field. The profile cannot be saved without the correct code.

If the toggle is off: this step is skipped and the profile form opens immediately after the phone number is entered.

4. Fill in the profile

After the phone is confirmed, the profile form opens:

• Name — required
• Email — optional, for notifications
• Date of birth — optional, for the birthday bonus

5. Save

Click Save. The client is created — you can now top up their balance and start a session.

Self-registration via the app

Clients can register themselves through the IZI mobile app — the account appears in the database automatically without staff involvement.

See also

• Client blacklist in IZI
• Client history in IZI: sessions, bar, bonuses
• Identify a client by phone
• Manage client balance