Shifts in IZI CRM
A shift is the operational period that brackets every club working day in IZI. All revenue, refunds, and payments made while the shift is open are grouped together, giving you a clean, time-bounded snapshot for accounting and end-of-day reconciliation. One shift typically equals one working day.
Opening a shift
Section titled “Opening a shift”Click Open Shift. The shift timer starts immediately and the dashboard becomes active.
If the previous shift has been open for more than 24 hours, IZI prompts you to confirm a rotation — the old shift closes automatically and a new one opens in its place.
Dashboard metrics
Section titled “Dashboard metrics”While a shift is open, the dashboard shows live data:
| Metric | What it covers |
|---|---|
| Revenue | Total charges — sessions, bar, combos |
| Refunds | Total refunds issued to customers |
| Cash | Revenue and refunds paid in cash |
| Card | Revenue and refunds paid by card |
| App | Payments made through the mobile app |
| Register balance | Current cash on hand in the register |
Cash collection (Collect)
Section titled “Cash collection (Collect)”Use Collect to withdraw cash from the register mid-shift — for a safe drop or armored pickup — without closing the shift.
- Click Collect
- Choose the full available amount or enter a custom figure
- Add a comment if needed
- Confirm
The withdrawn amount is logged as a transaction and subtracted from the register balance. It remains visible in the shift totals for full auditability.
X-report
Section titled “X-report”If a fiscal printer is connected, click X-Report to print an interim financial summary. The shift stays open — transactions continue to accrue and nothing is finalized.
Use the X-report mid-shift whenever you need a running total without committing to a close.
Closing a shift
Section titled “Closing a shift”Click Close Shift. A summary screen appears with a breakdown by payment method and a grand total. Add an optional comment, then confirm.
After closing, the dashboard metrics are hidden until the next shift is opened. All data remains accessible in shift history.
Shift history
Section titled “Shift history”Shift History lists every past shift with open/close times, duration, responsible staff member, and financial totals.
Click any shift to see full metrics: revenue, refunds, payment-method breakdown, category breakdown (sessions, bar, combos), and bonus activity.
Filters: date range, staff member.
See also
Section titled “See also”- Closing a shift: X-report and cash collection
- Opening a shift: step by step
- Shift discrepancy: how to investigate
- Shift handover protocol between administrators
- X-report fields explained
Frequently asked questions
What is a shift in IZI CRM?
A shift is an operational period during which all club transactions — sessions, bar sales, and refunds — are grouped together for reporting. Typically one shift equals one working day.
What happens if a shift stays open for more than 24 hours?
IZI prompts you to confirm a rotation: the old shift closes automatically and a new one opens immediately.
What does the dashboard show during an open shift?
Revenue (sessions, bar, combos), refunds, cash totals, card totals, app payments, and current cash balance — all updated in real time.
What is a cash collection (Collect) action?
Collect lets you withdraw cash from the register mid-shift for a safe or armored pickup. The withdrawn amount is logged as a transaction and deducted from the register balance.
Does printing an X-report close the shift?
No. The X-report prints an interim financial summary without closing the shift. The shift stays open and transactions continue to accrue.