Client Registry in IZI CRM: Overview
Client Registry and Player Profile Management in IZI CRM
Section titled “Client Registry and Player Profile Management in IZI CRM”The Clients section in IZI CRM is the complete client registry for your gaming club — every registered player in one place with contact details, group membership, financial balances, and a full activity history. Player profile management starts here: look up a player during a session, check their balance before a top-up, review spend history, or manage group assignments for loyalty tiers.
Where to open: left panel → Clients
Player List
Section titled “Player List”The list shows all registered players. The visible columns per row are:
- Name — the player’s display name
- Contacts — phone number and email
- Groups — assigned client groups
- Game Balance / Bonus Balance — current balances in both wallets
- Play Time — total hours logged
- Total Spent — cumulative spend across all sessions and orders
- Last Visit — date of most recent activity
Filtering and search
Section titled “Filtering and search”The list supports combining multiple filters:
- Search by name or phone — instant lookup, useful at check-in
- Group — show only players in a specific client group
- Balance range — find players with a game balance above or below a threshold
- Play time — filter by total hours (useful for loyalty tier review)
- Total spend — segment by revenue contribution
Filters are additive: applying group + minimum balance together narrows the list to that intersection, which is useful for bulk promotions targeting high-value regulars.
Player Profile
Section titled “Player Profile”Click any row in the list to open the full player profile. The profile is organized into several sections:
Contact details
Section titled “Contact details”- Name — editable display name
- Phone — the primary identifier; used for SMS notifications and session lookup at POS
- Email — optional; used for email notifications
Groups
Section titled “Groups”Shows which client groups the player belongs to. Groups control access to tariffs, bonus multipliers, and discounts. You can add or remove the player from groups directly in the profile.
A free-text field for staff comments — for example, preferred seats, VIP status notes, or flagged behavior. Notes are visible to all staff with CRM access.
Financial information
Section titled “Financial information”- Game Balance — spendable credit for sessions and orders at POS
- Bonus Balance — earned bonus points; redemption rules depend on your bonus program settings
Both balances are shown in real time. Topping up from the profile creates a transaction immediately visible in the activity history.
Statistics
Section titled “Statistics”- Total number of sessions
- Total play time (hours)
- Total amount spent
These figures accumulate from the first registration and are never reset. Use them to assess lifetime value per player.
Activity history
Section titled “Activity history”The bottom of the profile contains tabbed history:
| Tab | What it shows |
|---|---|
| Transactions | All balance movements: top-ups, deductions, bonus accruals |
| Orders | Bar and product orders linked to this player |
| Sessions | Individual gaming sessions with start/end time and tariff |
| Tariffs | Which tariffs this player has used |
| Products | Individual product purchases |
| Combos | Combo packages purchased or redeemed |
Use the Sessions tab to verify a disputed session length; use Transactions to trace a missing top-up.
Actions
Section titled “Actions”Register a new player
Section titled “Register a new player”Opens the registration form to add a player manually. Minimum required field is a name. See Register a New Player for the full walkthrough.
Archive / Restore
Section titled “Archive / Restore”Archiving deactivates the player — they disappear from the active list and cannot start a new session. Their full history is preserved. Restore returns them to active status with all data intact.
Use archiving for players who have left, accounts created in error, or test accounts you want to hide from operational lists without deleting.
Add to group / Remove from group
Section titled “Add to group / Remove from group”Bulk action available when you select multiple players with the checkboxes. Applies or removes a group assignment for all selected players in one step. Useful when onboarding a batch of new members into a loyalty tier or updating group membership after a promotion ends.
Related articles
Section titled “Related articles”See also
Section titled “See also”Frequently asked questions
What information does each player profile contain?
Name, phone, email, group membership, game and bonus balances, total sessions, total play time, total spent, and last visit date. The activity tab shows the full history of transactions, orders, sessions, tariffs, products, and combos.
How do I find a specific client?
Use the search bar at the top of the Clients list — search by name or phone number. You can also combine filters: group, balance range, play time, or total spend.
Can I add a client without a phone number?
Yes. IZI allows registering a player manually with just a name. Phone and email are optional at the point of registration, though adding a phone number enables SMS notifications and deduplication.
What does archiving a client do?
Archiving deactivates the player — they no longer appear in active lists and cannot start sessions. All historical data (sessions, transactions) is preserved. You can restore an archived client at any time.
How do I move multiple clients to a group at once?
Select the players using the checkboxes in the list, then use the bulk action 'Add to group'. The same applies for removing from a group.