How to Find Expiring Client Tariffs in IZI

How to Find Expiring Client Tariffs in IZI

The Client Tariffs section in IZI CRM provides a complete record of every purchased tariff at a given club. Each row in the table shows the purchase date, the buyer’s name, how much gaming time remains, the expiration deadline, and the tariff’s current status — all in one place without navigating to individual client profiles.

A tariff in IZI can expire in several distinct ways depending on how the expiration rules were configured when it was created. Some tariffs expire a fixed number of days after purchase regardless of when the client first uses them. Others start their countdown only from the first session. A third type carries a fixed calendar deadline shared by all buyers. Some tariffs have no date-based limit at all and close only when the volume — hours of play or number of sessions — is exhausted. Because these mechanisms behave differently, the Valid Until column does not always contain a date: for volume-only tariffs it is empty, and for first-use tariffs it stays empty until the client’s first session occurs.

Understanding which tariffs are approaching their deadline — and why — requires sorting and filtering the Client Tariffs table. Sorting by Valid Until ascending brings the nearest deadlines to the top. Filtering by status Issued and Activated removes already-expired and cancelled records so only usable tariffs remain visible. These two operations together give an accurate view of active tariff validity across the club.

The steps below walk through the full workflow: locating the section, reading the columns, applying filters, interpreting the expiration logic, and opening a tariff card to view the complete record.

Where to Find the Section

1. Open CRM and select the club from the left menu.
2. In the club navigation, find Client Tariffs (located below the Orders section).
3. You will see a table of all tariffs purchased at that club.

Table Columns

Column	What It Shows
Purchase Date	Date and time the tariff was issued
Client	Buyer’s name or phone number
Tariff	Name of the tariff; if purchased with a multiplier (e.g. ×2), displayed as “Name × 2”
Price	Amount paid for the tariff
Remaining Time	Gaming seconds/minutes/hours left; empty if the tariff has no total-time cap
Valid Until	Date and time after which the tariff expires by the deadline rule; empty if only a volume limit applies
Status	Current state of the tariff

The Purchase Date, Remaining Time, and Valid Until columns support sorting — click a column header to toggle the order.

Client Tariff Statuses

Each purchased tariff in IZI can be in one of four states:

Status	Meaning
Issued	Purchased, but no session has started yet
Activated	Currently in use (a session is running)
Expired	Deadline or volume exhausted — tariff is no longer usable
Written Off	Manually cancelled by an admin

Step-by-Step: Find Tariffs Expiring Soonest

Step 1 — Sort by Deadline

Click the Valid Until column header in the table. The first click sorts ascending (nearest dates at the top). This is the fastest way to see which tariffs reach their deadline in the next few days.

If a tariff’s expiration depends on the first-use date (rule type “Time from first use”), the Valid Until column shows the calculated expiration date — but only after the first session has occurred. Tariffs with no sessions yet will show ”—” because the countdown has not started.

Step 2 — Filter to Active Tariffs Only

To exclude already-expired and cancelled tariffs:

1. Expand the filters panel above the table.
2. In the Status field, select Issued and Activated.
3. Apply the filters (or they apply automatically on selection).

The list now contains only tariffs that can still be used. Combined with the Valid Until ascending sort, this gives a precise view of upcoming deadlines.

Step 3 — Narrow by Purchase Period if Needed

To find tariffs bought within a specific window — for example, the past month — use the Purchase Date filter with the “from” and “to” fields. This is useful for reviewing a particular batch of packages sold during a promotion or event.

Step 4 — Open the Tariff Card

Click any row to open the detail card for that client tariff. It shows:

• Price and status
• Linked client with a link to their profile
• Linked tariff from the catalog
• Activation date (first use)
• Remaining gaming time (Remaining Time)
• Total-time cap (Total Time Limit)
• Usage count limit (Number of Uses)
• Expiration deadline — Valid Until (date and time)
• Window from first use — Time from First Use field (when that rule type is configured)
• Related sessions and transactions

From the card, an admin with the appropriate permissions can also Write Off a tariff (cancel early) or Restore a written-off tariff.

How IZI Calculates the Expiration Moment

Understanding this logic helps you read the dates in the table correctly and avoid confusion in edge cases.

Each tariff in the IZI catalog can have one or more expiration rules (the “Expiration Rules” field in the tariff card). When a client purchases the tariff, the system records those rules in the client tariff record. The tariff expires as soon as the first condition is met:

Rule in CRM	How Valid Until Is Calculated	Note
Time from purchase	Purchase date + configured period	Fixed at the moment of purchase
Fixed date	A specific calendar date	The same for every buyer of that tariff
Total session time	Not a date — a counter: expires when balance < 60 seconds	Shown in Remaining Time, not Valid Until
Number of uses	Not a date: expires when session count ≥ limit	Shown in the card under Number of Uses
Time from first use	First session date + configured period	Valid Until is filled in only after the first visit

If multiple rules are configured, the tariff expires on whichever condition triggers first. For example, a multipass for 10 hours with a 30-day window from first visit will close as soon as the 10 hours are consumed or 30 days have passed — whichever comes first.

Tariffs with no deadline-based rule (“Time from purchase”, “Fixed date”, “Time from first use” are all absent) show ”—” in the Valid Until column — they are limited by volume only.

Filter by Specific Client

The filters panel includes a Client field — start typing a name or phone number, then pick the client from the dropdown. The table will show all of their tariffs in all statuses. This is useful when a client asks about their remaining balance — find them here and open the relevant tariff card to see exact figures.

The Tariff filter works the same way: select a specific tariff from the catalog and see every client who bought it, along with their statuses and remaining balances.

Filter by Price

The filters panel includes Price from and Price to fields, which allow narrowing the list to tariffs within a specific price range.

Related

• Tariff expiration rules: when paid time expires — how to configure a tariff’s validity period
• Multipass: setting up a session package — specifics of bundle-based tariffs
• Creating a tariff in IZI: step by step — how to build a tariff from scratch
• How to read club analytics — overview of club-level reporting

Sorting by Valid Until and opening a client card takes about 30 seconds per tariff — no additional dialogs appear in the flow.