Register a Client by Phone in IZI: OTP and Profile
Register a Client by Phone in IZI: OTP and Profile
Section titled “Register a Client by Phone in IZI: OTP and Profile”To register a client by phone: open Clients → Add Client, enter the phone number with country code, click Send Code — the client reads out the digits from the SMS, enter them in the confirmation field, fill in the name, and save. The profile is created instantly.
A registered client gets a full account: session history is saved, bonus balance accumulates, group tariffs apply. A walk-in guest without a phone has none of this — for the difference, see Walk-In vs Registered Client.
Standard Registration Flow
Section titled “Standard Registration Flow”1. Open the Add Client Form
Section titled “1. Open the Add Client Form”In the side menu, go to Clients, click Add Client or the + button in the top right corner.
2. Enter the Phone Number
Section titled “2. Enter the Phone Number”Enter the number with country code. The system immediately checks the database — if an account with that number already exists, CRM will offer to open it instead of creating a duplicate.
Make sure the number is entered in full and the correct country code is selected — this is a common cause of OTP delivery issues.
3. Send OTP
Section titled “3. Send OTP”Click Send Code. An SMS with a one-time code will be sent to the client’s phone. Ask the client to read out the digits and enter them in the confirmation field.
The code is valid for a limited time (typically a few minutes). If the client didn’t manage in time — request a new code.
4. Fill In the Profile
Section titled “4. Fill In the Profile”After confirming the phone, a profile form will open:
| Field | Required | Why |
|---|---|---|
| Name | Yes | Shown in the profile and search |
| No | For club notifications | |
| Date of Birth | No | For birthday bonuses if the program is configured |
Email and date of birth can be filled in later directly from the client profile.
5. Save
Section titled “5. Save”Click Save. The profile appears in the database instantly. Next step — top up the balance and start a session.
Edge Cases and How to Handle Them
Section titled “Edge Cases and How to Handle Them”OTP Not Arriving
Section titled “OTP Not Arriving”Wait 60 seconds — SMS from some providers in certain regions arrives with a delay. If the code hasn’t arrived — click Resend.
If the second SMS also hasn’t arrived:
- Check the number — correct country code, no extra digits
- Ask the client whether SMS from unknown numbers is blocked on their phone
- Offer an alternative — self-registration via the IZI mobile app, which uses a different code delivery method
Client Already Exists in the Database
Section titled “Client Already Exists in the Database”If the system finds a match when the number is entered — that is normal. Open the existing profile. There is no need to create a new client — IZI maintains a single database for the entire organization, not just one club.
Client Doesn’t Want to Give a Phone Number
Section titled “Client Doesn’t Want to Give a Phone Number”Registration without a phone is not possible — the number is needed for OTP and subsequent identification. Explain that the number is used only for account access and earning bonuses.
If the client categorically refuses — switch them to walk-in mode. When this is the right call: Walk-In vs Registered Client.
Client Wants to Change Their Number
Section titled “Client Wants to Change Their Number”Changing the phone in an existing profile is a separate operation via profile editing. Requires the Manage Clients permission. The new number also goes through OTP verification.
Self-Registration via the App
Section titled “Self-Registration via the App”The client can register without the administrator’s involvement — through the IZI mobile app. The flow is identical: phone → OTP → profile. The account appears in the club’s database automatically at the first visit.
This reduces load on the administrator during peak hours and guarantees that the phone number in the profile was verified by the client themselves.
What Happens to the Profile After Registration
Section titled “What Happens to the Profile After Registration”Immediately after creation, the profile is fully functional:
- Client history — starts accumulating sessions, transactions, bar orders
- Bonus balance — ready for loyalty program credits
- Group tariffs — applied once the administrator adds the client to a group
- Search — the client is findable by phone, name, or email anywhere in CRM
Adding the client to a group (e.g., “Students” or “VIP”), topping up the balance, or viewing history is all available directly from the newly created profile.
Administrator Permissions for Registration
Section titled “Administrator Permissions for Registration”Any staff member with the Create Clients permission can register new clients. Changing a phone number in an existing profile requires a separate permission — Manage Clients (usually the senior administrator or owner).
See Also
Section titled “See Also”Frequently asked questions
The client already registered at another club in our network — do they need to register again?
No. The client database is shared across the entire organization. The system will find the existing account by phone and offer to open it — no duplicate will be created.
OTP is not arriving — what to do?
Wait 60 seconds and request a resend. If the second code also didn't arrive — check that the number and country code are correct. In some regions SMS from certain providers may be delayed; try again in 2–3 minutes. If SMS still doesn't come — the client can register through the IZI mobile app, which offers an alternative delivery method.
Can a client be registered without a phone number?
A full profile cannot be created without a phone — the number is needed for OTP and identification on repeat visits. If the client doesn't want to give a number or doesn't have one — use walk-in mode: a session starts without an account.
The client entered the wrong number — how to fix it?
While OTP is not yet confirmed, simply restart the input with the correct number. If the client is already confirmed — changing the phone in the profile requires an administrator with the 'Manage Clients' permission.
How long does registration take?
Standard registration with OTP takes about 1 minute: enter phone, wait for SMS, enter code, fill in name. If the client has already installed the IZI app, they can register there independently and the account will appear in the database automatically.
What happens if the administrator closes the form before saving?
Data will not be saved. Start registration again. The OTP entered in the previous session becomes invalid — a new code must be requested.
After registration the client can't see their account in the app — why?
The profile is created in the database immediately. To log into the mobile app, the client must authorize separately there — enter the same phone number and receive a code. Registration at the desk and app login are two separate actions.