Club Launch Page in IZI CRM: Sections and Checklist Items

Club Launch Page in IZI CRM: Sections and Checklist Items

The Club Launch page is the built-in tracker in IZI CRM that guides a club from first setup through operational go-live. It automatically tracks progress: some items close on their own when an action is completed, others require confirmation from the club or the IZI team.

Where to find it: CRM sidebar → Club → Club Launch.

The checklist is organized into three cards: Preparation, Switchover Day, and In-App Payments. Inside the Preparation card, items are split into two groups: IZI Team (tasks on IZI’s side) and Club (actions for the owner). Each card can have a deadline displayed below its header in the format “by DD.MM”.

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Preparation Card

Everything that needs to happen before switchover day. Open from the moment the club is created.

Club group — owner actions

Club profile filled in

A guest sees the club cover first in the mobile app. This item closes automatically when the club profile has a cover image, at least three interior photos of the required size (350×290 px), a completed schedule, and a description.

Fill it in not in the club section but by switching to Organizations → Clubs menu → your club’s row → Edit club. See also: Configure club settings

At least one staff member has logged into the CRM

Closes automatically as soon as any staff member (not the owner and not IZI support) signs in to the CRM for the first time. If the invitation email did not arrive, ask them to check the Spam folder. To resend: Organizations → Access → Users tab → the menu at the end of the row → Resend invitation.

See also: Adding staff to a club · Inviting staff to a gaming club · Configure a role · Owner vs administrator

IZI Team group — tasks handled by IZI specialists

Items in this group are managed by IZI specialists. A status of “waiting on IZI” means the task is in progress on IZI’s side. Some items are closed by the club using a We’re ready button, after which IZI confirms.

• Switchover plan prepared — manual item: the club records the rollout method, work order, responsible staff, and confirmation from any external parties; closed using the We’re ready button.
• Staff training completed — confirmed by IZI after a joint training session.
• All devices connected to IZI and ready for guests — confirmed by IZI after checking each PC in the CRM. Make sure hall zones are configured before adding devices. See: How to connect your first device to IZI · Add a device · Set up zones · Zones overview
• Tariffs configured — confirmed by IZI after verifying the tariff setup. See: How to create your first tariff in IZI
• Guest sat at a computer — closes automatically after the first session on any computer.
• Catalog set up — confirmed by the club; IZI checks that categories and products with prices exist. See: Add bar products
• Stock transferred via receiving — the club closes this using We’re ready after entering a receiving record on switchover day. Do not do this in advance: items sold in the old system after the export will not appear in IZI.
• Test bar sale — closes automatically after the first product sale from the catalog.
• Register printing receipts — closes automatically after the first fiscal receipt from the register.
• Clients and balances migrated — confirmed by IZI after uploading data from the old system. See: Migrating from Langame to IZI
• Loyalty program migrated — an IZI specialist migrates bonus and discount rules; provide your current loyalty program terms before the migration.
• Pilot PC imaged and visible in CRM — IZI prepares the first machine as the reference image; all other PCs are imaged from it. See: Connect your first PC
• Exports from old system collected — confirmed by IZI after verifying export formats. Do this now while access to the old system is guaranteed.
• Online payment application submitted — online payments are set up on a separate track with their own provider timeline; submit the application early. Add the submission date and account manager contact in the item’s comment.
• Screensavers configured — closes automatically when all computers have screensavers covering at least part of the day.
• Club visible in mobile app — enabled by IZI; until then the club is hidden in the app.
• Guest booked a PC from the app — closes automatically after the first booking made by a player from the app (a session opened by an administrator in the CRM does not count).
• Widget banners configured — closes automatically after at least one banner is created.

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Switchover Day Card

Items in this card are completed on the day the club switches to IZI.

Disk protection enabled on all computers

After the IZI client is installed, the engineer temporarily disables disk protection. This item records that protection has been re-enabled on every PC. Closes automatically: IZI checks that no computer is left unprotected. A hint shows the list of machines where protection is still off.

See also: How to connect your first device to IZI

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In-App Payments Card

Four items, each closing automatically once a real transaction occurs. Completed during the first working week. Before the first transaction, make sure a shift is open: Opening and closing a shift

Item	How it closes
Accepted payment at register	Automatically after the first balance top-up via register
Refunded from register	Automatically after the first refund via register
Guest topped up balance online	Automatically after the first online top-up
Refunded online payment	Automatically after the first online refund

If an online payment method is not configured at the organization level, the “Guest topped up balance online” and “Refunded online payment” items may receive a “not required” status — the system determines this automatically.

A separate item in this card:

Unlocked a PC from CRM

Closes automatically from the operations log after the first successful group unlock. To complete the item: in the Devices section, select at least one computer → Unlock. If the log is temporarily unavailable the system shows “Operations log currently unavailable — will check later” and retries.

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How to read an item’s state

Each item shows how it closes:

• auto — the system closes it on its own when the action is performed; no steps required.
• confirmed by IZI — an IZI specialist closes it after review; “waiting on IZI” means the task is in progress.
• IZI task — entirely on IZI’s side; the club has no action.

If an item was manually re-opened after the system had marked it ready, it stays open until explicitly closed again — a note appears: “System considers this ready, but the item was manually re-opened."

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"Not required” status for live clubs

Clubs that are already operating in the system (with a shift older than one month) see some items closed with a “not required” status. This is not an error — there is no way to verify them after the fact:

• Staff training completed, Tariffs configured, Clients and balances migrated — confirmed by IZI; checking a year later serves no purpose.
• All devices connected to IZI and ready, Catalog set up — the fact is self-evident: machines are running, products are selling.
• Widget banners configured — an optional item the club can enable on its own.

“Guest topped up balance online” and “Refunded online payment” receive “not required” only where online payments are not connected at all.

If after the statuses are applied there are real gaps in the checklist (for example, the club profile is incomplete or computers have no screensavers), the system shows them as open items — those are worth closing.

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What comes next after the checklist

When all items are closed, the CRM shows “Club ready to launch.” After one to two weeks of real operation, enough data accumulates for the next step:

• Workspace overview — get familiar with CRM navigation before ramping up operations.
• Average order value in a club — the first metric to measure after launch.
• Top-up bonuses — build a loyalty program once you know your average order value.
• Filling off-peak hours — night and daytime discounted tariffs.
• Newcomer retention — how to bring a first-time guest back for a second visit.

See also

• Getting started with IZI — overview of the whole section
• Quick start: launch your club in 15 minutes — ultra-condensed start for those who know what they’re doing
• Roles in IZI: owner, administrator, and custom roles — full role map
• Devices, zones, and tariffs — key concepts and their relationships
• Next steps checklist — what to do after the basic launch