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App: Player Onboarding

Published: · Updated: (12 days ago)· IZI Team

Player onboarding in the IZI app takes under two minutes and is fully self-service. The player enters their phone number, confirms it with an SMS code, fills in an optional name and date of birth, and selects their club. From the club owner’s perspective, a new client card appears in the CRM the moment the phone number is confirmed — balance, history, and bonus account are all ready for use without any manual action by staff.

On the start screen the player taps Sign up. If they already have an account they can tap Log in instead.

The player enters their number with the country code. The app detects the country automatically from the SIM card, but the code can be changed manually if needed.

An SMS arrives with a 4–6 digit code. The player enters it in the confirmation field. If the code does not arrive within 60 seconds, the Resend button becomes active.

Once the code is accepted, the account is created.

The app prompts the player to enter:

  • Name — shown in the CRM and in the app itself. Admins see it on bookings and bar orders.
  • Date of birth — optional, but required for the birthday bonus if your club has that rule enabled.

Both fields can be edited later in profile settings.

The app displays nearby clubs on a map or lets the player enter a club code. After selecting a club, the player sees that club’s balance, schedule, and bar menu.

The club can be changed later — history and balance follow the account.

What appears in the CRM after registration

Section titled “What appears in the CRM after registration”

As soon as the player confirms their phone number, their card appears in the Clients section of the CRM:

FieldValue
PhoneConfirmed number
NameEntered by the player, or blank
Gaming balance0
Bonus balance0
Registration dateCurrent date
SourceApp

The admin can immediately open the client card to top up the balance, credit bonuses, or add the player to a client group.

If the player previously visited as a walk-in and the same phone number was recorded, those prior visits appear in their history automatically — no duplicate account is created.

The minimum required for registration is just the phone number — everything works from that point. A full profile unlocks additional value:

  • Name — enables personalised notifications (“Hi, Alex…”) and cleaner CRM records
  • Date of birth — activates the birthday bonus if the club has configured that rule in the bonus engine

Staff can encourage downloads at check-in:

  • “Download the IZI app and you can top up your balance from your phone.”
  • “App users get [bonus] on their first top-up” (if a welcome bonus is configured).

Display the club’s QR code at the counter for a quick download link.

Frequently asked questions

What is required to register?

Only a phone number — it serves as the login. Name and date of birth are optional, but without a date of birth the birthday bonus will not be available even if your club has that rule configured.

The player already visited as a walk-in — will a duplicate account be created?

No. IZI ties visit history to the phone number. If the number matches one previously entered by an admin at the cashier, the full visit history is merged into the new app account automatically.

The SMS code is not arriving — what should we do?

Check that the phone number includes the correct country code. The Resend button becomes active after 60 seconds. If the code still does not arrive, the admin can register the player manually through the CRM.

Can the phone number be changed after registration?

Changing the linked phone number requires contacting club support or the admin — for security reasons players cannot do this themselves inside the app.

Can the player top up their balance immediately after registering?

Yes. Once the phone number is confirmed and a club is selected, all app features are available right away: balance top-up, seat booking, and bar orders.

What happens if the player registered but did not select a club?

Top-up and booking are unavailable without a club link. The app will prompt the player to select a club the first time they try to use those features.

How quickly does the player appear in the CRM after registering?

Instantly. As soon as the player confirms their phone number, their card appears in the Clients section of the CRM with a balance of 0 and an empty history.

Is email-only registration supported?

No. IZI uses phone number as the primary identifier. Email registration is not supported.