How to Open a Shift in IZI

How to Open a Cash Shift in IZI

To open a cash shift: go to the club dashboard, click Open Shift, then click Continue in the confirmation dialog. IZI records the opening timestamp, calculates the opening cash balance from the previous shift, and sets the shift status to OPEN. All financial operations are now available.

The only prerequisite is the CASH_SHIFT_OPEN permission. If you do not have it, the button does not appear — ask your administrator to update your role in role settings.

Step-by-Step Instructions

Step 1. Select the club in the CRM

Choose the correct club from the left sidebar. If you manage multiple clubs in a network, confirm you have the right one selected — each shift is tied to a specific club.

Step 2. Click “Open Shift”

On the club’s main dashboard, the current shift status is displayed at the top of the screen. When no shift is active, you will see the Open Shift button. Click it.

IZI displays a confirmation dialog: “No active shift found. A new cash shift will be opened to proceed with operations. Continue?”

Step 3. Confirm

Click Continue. IZI will:

• Record the opening timestamp (openedAt) and the cashier (openedByUser);
• Calculate the opening cash balance from the previous closed shift;
• Set the shift status to OPEN.

After confirmation, the top of the dashboard shows “Opened {date and time}” and all shift operations become available.

Step 4. Start working

You can now accept balance top-ups, start gaming sessions, and process bar sales. Every transaction is automatically assigned to the current shift and appears in the dashboard metrics in real time.

Permissions Required

Only a user with the CASH_SHIFT_OPEN permission can open a shift. Three permissions relate to shift management:

Permission	What it allows
CASH_SHIFT_READ	View the dashboard and shift history
CASH_SHIFT_OPEN	Open a new shift
CASH_SHIFT_CLOSE	Close the active shift

For example, a custom “Cashier” role you create would typically hold all three permissions; a custom “Manager” role might need at minimum CASH_SHIFT_READ. IZI has one built-in staff role — Administrator — and any additional roles (Cashier, Manager, or any name you choose) are custom roles you create with exactly the permissions they need. See configure roles for instructions.

What a Shift Is

A shift is the gated entry point for every financial operation in your club. Until a shift is open, the dashboard is dimmed and shows the message “Open a shift to view the dashboard.”

The moment you open one, IZI begins collecting real-time metrics: cash-method revenue (total balance top-ups during the shift), accrual-method revenue (charges minus refunds for services), and a breakdown by payment method — cash, card, and in-app. The opening cash balance is carried forward automatically from the previous shift’s closing balance; no manual entry is needed.

Automatic Shift Opening During a Transaction

IZI does not require you to open a shift as a separate step before every operation. If a cashier initiates a transaction — for example, topping up a customer’s balance — and no shift is active, the system automatically surfaces the shift-opening dialog. The flow is the same: confirm → shift opens → transaction completes.

This keeps the workflow efficient: a shift opens exactly when it is needed, with no extra navigation.

Auto-Rotation: Shifts Longer Than 24 Hours

IZI monitors shift duration. If the current shift has been open for more than 24 hours, the next transaction attempt triggers the “Shift rotation” dialog:

“The current shift has exceeded 24 hours. It will be closed automatically and a new shift will open. Continue?”

After confirmation, the old shift closes with the flag isAutoClosed = true and a new shift opens immediately. A CRM notification appears: “The shift exceeded 24 hours and was closed automatically. A new shift was opened on {date and time}.”

This safeguard prevents overnight shifts from being forgotten and stops morning transactions from landing in the previous day’s data.

What the Cashier Sees After Opening

The shift dashboard exposes four metric blocks:

• Cash-method revenue — total balance top-ups (TOP_UP) during the shift;
• Balance withdrawals — refunds (WITHDRAW) during the shift;
• Accrual-method revenue — charges for services minus refunds (CHARGE − REFUND);
• Breakdown by payment method — cash, card, in-app.

Three actions also become available: Close Shift, Cash Collection (remove cash from the register mid-shift), and Interim Report (an X-report for reconciliation without closing the shift).

Constraints and Edge Cases

• One shift per club. You cannot have two open shifts simultaneously in the same club. If a shift is already active, the Open Shift button does not appear — the dashboard shows the active shift directly.
• CRM users only. Shifts cannot be opened from the player mobile app — this is an admin-side operation.
• Opening balance is not manually editable. IZI calculates it automatically from the previous shift’s data. If you need to adjust the cash balance, use a cash transfer operation before opening the new shift.

Next Step

At the end of the working day, close the shift: IZI will calculate final statistics, prompt for a closing comment, and reconcile with the fiscal register if an integration is active. The full history of all shifts is available in the shift report.

If you notice a discrepancy between the IZI closing figures and the fiscal register Z-report, see how to resolve a shift discrepancy.