How to Configure a Tariff in IZI CRM
How to Configure a Tariff in IZI CRM
Section titled “How to Configure a Tariff in IZI CRM”A tariff in IZI is the unit of gaming time your club sells to guests. It defines how much a session costs, when it can be purchased and started, which zones it covers, and when it expires. A small single-zone club may only need one tariff with a flat price, while a larger venue typically sets up multiple usage policies — daytime, evening, night — all within that same tariff. To create one, open Tariffs in the CRM sidebar and click Add. A modal window opens with five configuration sections: basic details, expiration conditions, sales policy, usage policy and prices, and refund policy. Every section except description and tariff group is required. The steps below walk through each one.
Step 1. Basic tariff details
Section titled “Step 1. Basic tariff details”At the top of the modal, fill in three fields.
Tariff name is the only required text field. Write a name that both staff and guests understand at a glance: “PC — 1 hour”, “PS5 — Night”, “Multipass 10 sessions”. A clear name reduces cashier errors.
Tariff group is optional but practically essential. A tariff without a group will not appear in the booking interface. For details on grouping, see Creating a tariff group.
Maximum bonus percentage limits how much of the price a guest can pay with their bonus balance (0–100). Set 0 to block bonus payments entirely on this tariff; set 100 to allow the guest to pay with bonuses in full.
Description is optional free text shown in the tariff details — useful for internal notes or guest-facing context.
Step 2. Expiration conditions
Section titled “Step 2. Expiration conditions”The Expiration Conditions section determines when the tariff stops being valid. You must add at least one condition — IZI CRM will not save the tariff without one. Multiple conditions work with OR logic: the tariff expires as soon as the first condition is met.
Available condition types:
| Condition type | What it means |
|---|---|
| N time after purchase | Tariff expires after the specified number of minutes / hours / days / weeks from the purchase moment |
| N time after first use | Countdown starts from the first session start, not from purchase |
| After N total session time | Tariff ends when the guest has used N minutes/hours of play time in total |
| After N uses | Tariff expires after the set number of session starts |
| Fixed date | Tariff is valid until a specific calendar date (date is exclusive) |
Each condition type can appear only once per tariff. For time-based types, choose the unit: minutes, hours, days, or weeks. For Fixed date, the date must be at least tomorrow.
Example combination: “30 days after purchase” + “after 5 uses” — the tariff expires after a month or after five sessions, whichever comes first.
For more on handling short-lived tariffs, see Managing expiring tariffs.
Step 3. Sales policy
Section titled “Step 3. Sales policy”The Sales Policy section answers: when and through which channels can a guest buy this tariff? A tariff with no active sales policy cannot be sold.
Each sales policy entry has two fields:
- Schedule — choose the hours and days during which the tariff is available for purchase. Schedules are configured separately (see Tariff schedules).
- Purchase channels — specify which channels are allowed (for example, point of sale, mobile app). Leave empty to allow all connected channels.
You can add multiple sales policies — for instance, one for weekdays and another for weekends with a different schedule. Each schedule can be used in a policy only once.
Step 4. Usage policy and prices
Section titled “Step 4. Usage policy and prices”The Usage Policy and Prices section controls when a guest can start a tariff they have already purchased, and how much a session costs in each zone. This is separate from the sales policy: purchasing a tariff and starting a session on it can follow different schedules.
Each usage policy entry has three elements:
Start schedule — when a session may be started under this tariff. Required.
Additional end schedule (optional) — allows a session to finish on a different schedule. This is useful when a guest who starts during evening hours can legitimately play through to night-rate hours without being repriced.
Zone prices — select the zones this policy covers and enter a price for each. A price of 0 means the tariff is free in that zone. Zones not selected are unavailable for this tariff.
A single tariff can hold multiple usage policies for different schedules, enabling time-of-day differential pricing without creating separate tariffs. For zone setup details, see Setting up zones.
Step 5. Refund policy
Section titled “Step 5. Refund policy”The Refund Policy section defines what happens to unused gaming time when a session ends early.
Three options:
| Option | Behaviour |
|---|---|
| Keep remainder | Unused time is preserved and carried over to future sessions on this tariff. Not available for single-use tariffs (1 use). |
| Return to bonus | When the tariff expires or a session ends, unused time is converted to bonus credit proportional to its value. |
| Burn remainder | Unused time is discarded. Appropriate for promotional tariffs where a refund is not intended. |
If the tariff is configured as single-use (expiration condition: “After 1 use”), the Keep remainder option is automatically unavailable.
Saving and verifying
Section titled “Saving and verifying”Click Save — IZI CRM checks that all required fields are filled:
- Tariff name
- At least one expiration condition
- At least one sales policy
- At least one usage policy with at least one zone and valid prices (≥ 0)
After saving, the tariff appears in the list. To make it available in the booking interface, add it to a tariff group.
You can edit a tariff at any time from the list view. Changes apply to new sales; active sessions already in progress are not affected.
Common questions
Section titled “Common questions”How do I make a night tariff cheaper than a daytime one? Add two usage policies to the same tariff — one linked to a daytime schedule and one to a night schedule, each with its own zone prices. For pricing strategy guidance, see Time-of-day pricing.
The tariff does not appear in the booking interface — why? Check that the tariff is assigned to a tariff group and has an active sales policy with a current schedule.
Can I duplicate a tariff? IZI CRM does not have a built-in duplicate function. Create a new tariff manually, using an existing one as reference.
Frequently asked questions
Can I set different prices for different zones within one tariff?
Yes. In the Usage Policy and Prices section, select multiple zones and enter a price for each. If a zone is not selected, the tariff will not be available there.
What does 'Keep remainder' mean in the refund policy?
If a session ends early, the unused time is preserved and the guest can continue it later. This is available for multi-use tariffs only — not for single-use ones.
How do I restrict a tariff to point-of-sale only, blocking the mobile app?
In the Sales Policy section, set only the desired channel in the Purchase channels field. Leave the field empty to allow all connected channels.
What happens if I add no expiration condition?
IZI CRM will not save the tariff. At least one expiration condition is required — for example, 'N days after purchase'.
Can I combine multiple expiration conditions?
Yes. Conditions work with OR logic: the tariff expires on whichever condition is met first. For example, '30 days after purchase' OR 'after 5 uses'.
What is a tariff group and why does it matter?
A tariff group is a catalog that organises related tariffs (e.g. 'PC Tariffs' or 'PS5'). Without a group, the tariff will not appear in the booking interface.