Opening and Closing a Shift in IZI
Opening and Closing a Shift in IZI
Section titled “Opening and Closing a Shift in IZI”A shift in IZI is the working period of the club — from the moment the administrator opens it to when it is closed. All sessions, sales, and financial movements are tied to a shift.
Opening a Shift
Section titled “Opening a Shift”- Log in to IZI CRM with your staff account
- On the Dashboard, click Open Shift
- Enter the opening cash balance (how much cash is in the register at shift start)
- Click Confirm
The shift is now open. The dashboard shows the shift start time and the opening administrator.
Clients can now start sessions.
During the Shift
Section titled “During the Shift”The shift dashboard shows in real-time:
- Active sessions and remaining balance for each client
- Total revenue for the shift (gaming time + bar)
- Cash and non-cash payments breakdown
If a client’s balance is running low, IZI notifies the administrator automatically.
Closing a Shift
Section titled “Closing a Shift”- Make sure all active sessions are ended (or will continue into the next shift)
- Click Close Shift in the dashboard
- Enter the closing cash amount (count the register)
- Review the shift summary — revenue, session count, discrepancies (if any)
- Click Confirm Close
The shift report is saved and available in Analytics → Shifts.
Shift Report Contents
Section titled “Shift Report Contents”| Metric | What it shows |
|---|---|
| Total revenue | All payments received during the shift |
| Gaming time revenue | Revenue from sessions only |
| Bar revenue | Food and drinks sold |
| Cash payments | Total cash received |
| Non-cash payments | Card/balance payments |
| Cash discrepancy | Difference between expected and actual cash in register |
| Sessions count | Number of completed sessions |
Cash Discrepancies
Section titled “Cash Discrepancies”If the actual cash in the register does not match the expected amount:
- Small discrepancy (change errors): note it in the shift comments, confirm close
- Large discrepancy: investigate before closing — check for unrecorded manual payments or refunds
Do not adjust cash figures to eliminate discrepancies artificially. The discrepancy log is your audit trail.
See Also
Section titled “See Also”Frequently asked questions
Can the club operate without an open shift?
No. Sessions can only be started when a shift is open. If no shift is open, the CRM will block session start and prompt the administrator to open a shift.
What happens if the administrator forgets to close the shift?
The shift remains open. IZI will flag it as exceeding the expected duration (configurable, default 24 hours). The next administrator opening a new shift will be prompted to close the previous one first.
Can multiple administrators work in the same shift?
Yes. A shift is opened by one administrator, but any authorized staff member can work during it. The shift log records which administrator performed each action.