Owner's First Steps Checklist in IZI
Owner’s First Steps Checklist in IZI
Section titled “Owner’s First Steps Checklist in IZI”You’ve registered, created your organization, and set up your first club — now it’s time to turn an empty cabinet into a working hall. This page walks you through the first days step by step: which settings to complete today, what to defer until tomorrow, and when it’s time to open the first shift with real players. The checklist is built from technical readiness (computers in the hall visible in the system) to commercial readiness (tariffs are selling, staff can accept payment). Each item links to a separate how-to with CRM steps, so nothing is duplicated here. Done end to end without breaks, the whole process takes a few working days; a week is a comfortable pace with team onboarding and pricing refinement. Budget extra time for the tariffs step — pricing is the most time-consuming decision because you’ll be testing prices with real guests.
What you’ll need
Section titled “What you’ll need”- An active owner account in IZI with a created organization. If you don’t have one — complete owner registration and create your first club.
- A list of hall computers: how many machines, in which zones, what specs (needed for splitting into VIP, Pro, Standard, or your own naming).
- One or two staff members you’re ready to add as Administrators — without staff, no one can open a shift.
- A basic pricing decision: hourly rate, whether you need a night tariff, whether you plan to sell packages.
- Access to hall computers — for installing the IZI client and linking machines to the club account.
Day 1. Club settings and operating hours
Section titled “Day 1. Club settings and operating hours”Open Club Settings and fill in the basic fields: name, currency, operating hours, address. Operating hours determine when the system expects a shift to open and how the night interval is calculated for discounted tariffs. If the club is 24/7 — enter 00:00–24:00; the system treats this as a continuous mode. See: how to configure club settings.
Day 1. Creating zones
Section titled “Day 1. Creating zones”Zones are groups of machines with different prices and audiences. You need at least one zone; typically three are created: VIP, Pro, Standard (or Premium, Standard, Lounge — you choose the names). Zones exist because tariffs can be tied to zones, charging more for VIP than Standard without duplicating tariff entries. How to: club zone setup.
Day 2. Connecting devices
Section titled “Day 2. Connecting devices”In the Devices section, add each hall computer. For PCs, install the IZI client on each machine and link it via the unique device code (UUID) — the machine appears in the hall as a clickable tile. If you have consoles or non-standard hardware (simulators, VR) — add them as custom devices; administrators manage these manually from the CRM. Also enable Wake-on-LAN (remote PC power-on over the network, so you don’t have to walk to each machine) and auto-update, to avoid running updates manually. Steps: how to add a device and configuring IZI Boot.
Days 2–3. Creating tariffs
Section titled “Days 2–3. Creating tariffs”A tariff is a rule for charging money for gaming time. The minimum starter set: one hourly tariff per zone, optionally a night tariff (discounted during low-load hours) and a multipass (prepaid hour package at a discount). Don’t try to cover every scenario from day one — create a few simple ones and add more when you see real demand. See: how to create your first tariff. Base starting prices on competitors in your area and your target hall utilization — average order value is too early to measure before real guests arrive.
Day 3. Roles and staff
Section titled “Day 3. Roles and staff”In the organization section, set up roles for your team. IZI has one built-in staff role — Administrator — which gives base club-level rights. For any other staff profile (such as a cash manager or equipment manager), create a custom role: name it whatever fits your hall, then select exactly the permissions that role needs. Then add employees: invite by email, assign a role, link to the right club. Employees should not have excess permissions — a cashier shouldn’t change tariffs, or prices will drift. See: how to add an administrator to a club and how to configure roles and permissions.
Day 4. Product categories and starter bar
Section titled “Day 4. Product categories and starter bar”If you have a bar — set up a small starter menu: water, energy drinks, basic snacks. The goal is for the register to be able to ring up a drink on day one. Full inventory and an expanded menu can come later when you see what people actually buy. How to: how to add products to the catalog.
Day 5. Test shift with no guests
Section titled “Day 5. Test shift with no guests”Open a shift under an admin account, run a test session on one computer, add a mock balance, sell a bar item, close the shift. The goal is to complete the full operations cycle before real guests appear. This reveals missing role permissions, a tariff launching on the wrong zone, or the register asking for unexpected inputs. Steps: how to open a shift and how to close a shift with a report.
Day 6. Staff training
Section titled “Day 6. Staff training”Show the administrator how to start a session, accept payment, make change, ring up a bar item, and move a player to another computer. Typically an hour of practice on an empty hall is enough. If you have staff on multiple shifts — train each separately; don’t rely on “they’ll teach each other.”
Day 7. Opening the first real shift
Section titled “Day 7. Opening the first real shift”Stay nearby on the first day with real guests — not for supervision, but to quickly fix things you didn’t anticipate (prices, receipt text, tariff schedules). By the end of the first week, you’ll have your first data on average order value and average top-up (the average amount of one balance top-up — not the same as total visit spend). These two numbers are the foundation for all future loyalty and pricing decisions.
What to do next
Section titled “What to do next”After completing this checklist, the club is operationally ready — the next step is not “another setting” but starting to work with data. After a couple of weeks, you’ll have enough data to build a retention program and fill slow hours:
- Top-up bonuses — once you understand your baseline average order value, launch a bonus tier ladder to lift it.
- Filling off-peak hours — if the hall is empty during the day, night and day discounted tariffs solve this before any marketing.
- Newcomer retention — how to get a first-time guest back for a second and third visit before they forget about you.
See also
Section titled “See also”Frequently asked questions
How long does it realistically take to complete all steps?
If the hall is small and the hardware is already in place — a few working days of active effort. A comfortable pace is a couple of hours per day without rushing. If the hall already operates on manual tracking and you're migrating to CRM — budget about a week to retrain the team without downtime.
Do I need to create all tariffs right away?
No. A starter set of a few basic tariffs (hourly by zone, optionally a discounted night tariff and a package subscription) is enough to open a shift and start selling. Add other scenarios when you see demand. A bloated price menu at launch usually contains mostly items that don't sell.
Can I skip the test shift?
You can, but it's costly. The first mistake with real guests damages your reputation. A test shift on an empty hall takes less than an hour and covers most common issues — forgotten roles, wrong zones, tariffs without schedules. Don't skip it.
What if I have multiple clubs in one organization?
IZI works at the organization level: one owner account, multiple clubs inside. Run through this checklist for each club separately — zones, devices, and tariffs are per-club. Roles and employees are shared across the organization, but assignment to specific clubs is set individually.
When should I connect the mobile app for players?
After the club has been open and running for at least a couple of weeks. The app requires players to already see their balance, history, and tariffs in it — there's no point before the hall opens.
What to do if the team is confused at the register in the first week?
That's normal — the CRM is built for speed, not in-context training. Open shifts yourself for the first few days, then hand off to the administrator while staying nearby. If they're still confused after a week — review the role; you've probably given too many permissions and the interface feels cluttered.