IZI CRM Admin FAQ
IZI CRM Admin FAQ
Section titled “IZI CRM Admin FAQ”Frequently asked questions from computer club admins working with IZI CRM — grouped by topic.
Hall and Sessions
Section titled “Hall and Sessions”Q: How do you start a session on a PC?
Section titled “Q: How do you start a session on a PC?”A: Hall section → click a free PC (green card) → select a client or create a guest session → select a rate → click Start. The PC locks and the timer starts automatically.
Q: How do you pause an active session?
Section titled “Q: How do you pause an active session?”A: Hall → click the active PC → Pause Session. The timer stops; the client’s time is preserved. Resume the same way.
Q: How do you transfer a client to a different PC?
Section titled “Q: How do you transfer a client to a different PC?”A: Hall → active PC → Move to Another PC → select the target PC. The session continues on the new machine with the same remaining time.
Q: How do you end a session early (client leaving before time runs out)?
Section titled “Q: How do you end a session early (client leaving before time runs out)?”A: Hall → active PC → End Session. Remaining balance stays on the client’s account — they can use it on their next visit.
Q: How do you start a session for a walk-in without an account?
Section titled “Q: How do you start a session for a walk-in without an account?”A: Hall → free PC → Guest Session → select rate → Start. Guest sessions are not tied to a client profile.
Shifts and POS
Section titled “Shifts and POS”Q: How do you open a shift?
Section titled “Q: How do you open a shift?”A: On first login to the CRM at the start of a working day, the system prompts you to open a shift. Click Open Shift, enter the opening cash balance in the till and confirm.
Q: How do you close a shift?
Section titled “Q: How do you close a shift?”A: End all active sessions (or arrange with clients), count the cash in the till, go to Shifts → Close Shift, enter the actual cash amount. The system generates a Z-report.
Q: A shift won’t close — what do I do?
Section titled “Q: A shift won’t close — what do I do?”A: The system blocks closure if there are active sessions or pending transactions. End all sessions via the Hall section, wait for any “Pending” transactions to complete, then try again.
Q: How do you process a cash top-up?
Section titled “Q: How do you process a cash top-up?”A: Client card → Top Up Balance → Cash → enter amount → confirm. The receipt is printed automatically if a printer is connected.
Q: Card payment isn’t going through — what do I do right now?
Section titled “Q: Card payment isn’t going through — what do I do right now?”A: Read the error message. “No connection” — check internet. “Bank declined” — different card or cash. Restart the terminal if the error is unclear.
Clients and Balances
Section titled “Clients and Balances”Q: How do you find a client in the database?
Section titled “Q: How do you find a client in the database?”A: Clients section → search by phone number, name or card number. Phone number search is fastest.
Q: How do you issue a balance refund?
Section titled “Q: How do you issue a balance refund?”A: Client card → Balance → Refund → enter amount and reason → confirm. Requires Administrator-level access (or a custom role with the refund permission enabled).
Q: How do you add a bonus to a client manually?
Section titled “Q: How do you add a bonus to a client manually?”A: Client card → Bonuses → Add Bonus → amount → reason → confirm. All manual bonus additions are logged in the journal.
Q: A client says their balance is wrong — what do I do?
Section titled “Q: A client says their balance is wrong — what do I do?”A: Open the client card → Transaction History → scroll through the log. Show the client each operation: top-ups, session charges, bar purchases. If a real error is found — escalate to the Administrator.
Devices
Section titled “Devices”Q: A PC is grey in the hall even though the computer is on — why?
Section titled “Q: A PC is grey in the hall even though the computer is on — why?”A: Grey status means the IZI agent isn’t connected to the server. Causes: no internet on that PC, agent not running, firewall blocked it. Check the PC’s internet connection and whether the IZI Boot service is running.
Q: How do you turn on a PC remotely from the CRM?
Section titled “Q: How do you turn on a PC remotely from the CRM?”A: Hall → PC card → Wake Up (Wake-on-LAN). The PC must support WoL and have it enabled in BIOS settings.
Q: How do you restart a PC from the CRM?
Section titled “Q: How do you restart a PC from the CRM?”A: Hall → active PC → Restart PC. If there’s an active session — it pauses, timer stops.
Q: How do you add a bar order to a client’s account?
Section titled “Q: How do you add a bar order to a client’s account?”A: Client card (or directly in the Hall during a session) → Add Order → select items from the menu → confirm. The amount is deducted from the balance.
Q: How do you cancel a bar order?
Section titled “Q: How do you cancel a bar order?”A: Bar → Order History → find the order → Cancel. Requires Administrator-level access (or a custom role with the order cancellation permission enabled). The amount is refunded to the client’s balance.
Analytics and Reports
Section titled “Analytics and Reports”Q: Where do you view the shift report?
Section titled “Q: Where do you view the shift report?”A: Shifts → select the closed shift → Report. Shows total revenue, number of sessions, cash and card breakdown, top-up total.
Q: Where do you see current hall utilisation?
Section titled “Q: Where do you see current hall utilisation?”A: Hall section — green cards = active sessions, white = free PCs. The top summary line shows how many PCs are occupied right now.
Q: How do you view a client’s visit history?
Section titled “Q: How do you view a client’s visit history?”A: Client card → Visit History. All sessions with dates, durations, rates and amounts charged.
Related
Section titled “Related”Frequently asked questions
How do you start a session on a PC?
Hall section → click a free PC → select a client or guest session → select a rate → Start.
How do you open a shift?
When you first log into the CRM the system will prompt you to open a shift. Click Open Shift, enter the opening cash amount and confirm.
How do you top up a client's balance with cash?
Client card → Top Up Balance → Cash → amount → confirm. Recorded in the current shift.
How do you add a new client to the database?
Clients section → Add Client. Enter phone, name and optionally email. The system sends an SMS verification code.
A PC is grey in the hall even though the computer is on — why?
Grey status = IZI agent not connected to the server. Causes: no internet on the PC, agent not running, firewall blocked it.