How to Create an Organization in IZI

How to Create an Organization in IZI

Creating an organization is the first step in IZI. It typically takes 2–3 minutes. After creation, the next required step is creating your first club.

What you’ll need

• A verified owner account — if you don’t have one yet, start with owner registration.
• The brand or legal entity name under which your clubs will operate (visible to staff in the CRM and on receipts).
• Your primary operating currency — the one in which you accept payments from players and report revenue.
• Country of registration — needed for correct reporting formats and tax rules.

Steps

1. Open the organization creation screen

After email confirmation, the Create your organization screen appears. If you’re already in the CRM and want to add a second organization — click the Select organization switcher in the top-left corner → Add organization.

2. Enter the organization name

The Organization name field is required. What to write:

• If you have one legal entity — the brand name as players see it (what’s on the sign).
• If you have multiple legal entities — the name of the specific one under which these clubs will operate. The second legal entity gets its own separate organization.

This name will appear in the CRM top bar, on shift receipts, and in staff emails.

3. Select the country

Country determines:

• Number and date display format in reports.
• Tax rules loaded into tariff settings. The default VAT rate for your country will be pre-filled (e.g. 5% in UAE, 20% in Russia). You can override this per tariff.
• Default time zone for shifts — can be overridden at the club level.

If you have clubs in multiple countries, select your headquarters country; time zones for each club are set separately when creating the club.

4. Set the default currency

Currency is the primary billing currency. It is used as a template when creating a new club and for consolidated reporting across the organization.

Key points:

• Each club inside the organization keeps its own currency in club settings — needed if clubs are in different countries.
• Currency affects price display in tariffs and the organization’s consolidated report.
• You can change the organization currency after creation in Organization Settings → Basic Information. Existing amounts in clubs will not be automatically recalculated.

5. Enter business details (if required by country)

Depending on the selected country, the system may ask for:

• Legal name and registered address — for printed receipts and closing documents.
• Tax identifier (e.g. VAT number in the EU, TRN in UAE — as shown on the company registration certificate). Required for correct fiscal processing in club equipment.

These fields can be left empty and filled later in Organization Settings → Basic Information. The CRM works without them, but printed documents will lack business details.

6. Click Create

After clicking, the system:

• Creates the organization and links it to your account with the Owner role.
• Opens the club creation screen — the next required step in initial setup.
• Your organization appears in the switcher in the side panel of the CRM.

If the Create button is inactive — check that the Organization name field is filled. This is the only required field. Everything else can be completed later.

What to do next

The required initial setup steps continue:

1. Create your first club — set the address, time zone, and currency for the specific location.
2. Set up hall zones — Standard / Pro / VIP, on which tariff prices are built.
3. Connect your first device — install the IZI client on a hall computer (it runs the machine under register control).
4. Create your first tariff — the rate at which players purchase time.

Also useful in parallel:

• Learn about roles and access — what permissions to give which employees.
• Understand the organization, club, and shift hierarchy in IZI.
• Learn how to switch between organizations — if you plan to manage multiple legal entities.

See also

• Creating your first club in IZI
• Roles in IZI: owner, administrator, manager
• Owner’s first steps checklist in IZI
• Owner registration in IZI
• Owner workspace overview in IZI CRM