Adding a Second Club to an IZI Organisation
Adding a Second Club to an IZI Organisation
Section titled “Adding a Second Club to an IZI Organisation”Adding a second club to IZI takes a few hours technically — this is the simplest part of scaling. Key principle: the second club is created inside the same organisation, not as a separate one. This gives a unified analytics dashboard, shared client base and unified loyalty programme — everything that creates a network competitive advantage over single-location clubs.
Before configuring the second club technically — make sure the first club is operationally ready to scale. Readiness methodology → How to Scale to a Second Location.
Step 1. Create the Club in the Organisation
Section titled “Step 1. Create the Club in the Organisation”Path in CRM: left panel → select organisation → Clubs → Add Club.
Fill in on creation:
- Name — must differ from the first club (usually by location: “IZI Central” / “IZI North”)
- Address — complete, used for maps and geolocation in the app
- Currency — set once and cannot be changed. Double-check before saving
After creation the club appears in the organisation list. Switch between clubs via the left panel.
Step 2. Configure Basic Settings
Section titled “Step 2. Configure Basic Settings”A new club is created with minimal settings. You need to configure:
Working hours. The schedule may differ from the first club. Set it per actual operating hours — this affects app display and time-based conditions in Automations.
Time zone. If clubs are in different cities/regions — each gets its own time zone. This affects correct analytics display and time-based conditions.
Devices and zones. Add PCs, consoles, other devices. Create zones (Standard, Pro, VIP). Zone structure can match or differ from the first club.
Step 3. Configure Rates
Section titled “Step 3. Configure Rates”Rates are not transferred automatically. This is intentional — the rate structure may differ between clubs for different audiences and locations.
For a similar audience: create the same rates as the first club. View the first club’s rates via the left panel switch and reproduce the set.
For a different audience: configure rates for the new location’s specifics — different price segment, different zones, different time-based structure.
Rate methodology for a network → Shared Rates for a Club Network.
Step 4. Configure the Loyalty Programme
Section titled “Step 4. Configure the Loyalty Programme”A unified loyalty programme is the key competitive advantage of a network. A client who accumulated balance at one club spends it at any club — an incentive to visit any club in your network.
Automations setup. In the second club’s Automations, create the same rules as in the first:
- Bonus tier (same tiers if rates are similar)
- Newcomer programme
- Daytime bonus (if needed)
Unified bonus balance. Check in organisation settings that client bonus balance works across clubs. When correctly configured, a client tops up at club A and spends at club B.
Step 5. Add Staff
Section titled “Step 5. Add Staff”Path: Settings → Access → Add User.
For each new club staff member:
- Enter email
- Assign role — Administrator (the only built-in staff role) or a custom role you have created (e.g. “Manager”, “Analyst”, “Cashier” — named and configured by you)
- Select the club(s) the role applies to
One employee can manage multiple clubs with different rights in each. Convenient for a network manager: assigning Administrator or a full-access custom role in both clubs gives them access to both analytics dashboards.
Step 6. Verify the Setup
Section titled “Step 6. Verify the Setup”Before opening the second club, check:
- Club appears in the organisation list
- Working hours and time zone are configured correctly
- Devices and zones added
- Rates created and billing calculates correctly (test session)
- Automations configured and rules are active
- Staff added with correct roles
- Unified client base works — a test client account from the first club is visible in the second
After Setup: What Changes in Management
Section titled “After Setup: What Changes in Management”With two clubs in one organisation:
- Analytics: view per club separately or in aggregate across the organisation
- Client base: unified — a new client from the second club also appears in the first
- Loyalty programme: unified — client accumulates and spends at any club
- Staff: you can assign one person as responsible for both clubs
More on network management → Managing a Club Network in IZI CRM.
Related: How to Scale to a Second Location · Switching Between Clubs · Shared Rates for a Network · Unified Client Base · Network Dashboard
Frequently asked questions
Do you need to create a separate organisation for the second club?
No, if the clubs operate under the same legal entity or brand. Add the second club to the existing organisation — you get a unified analytics dashboard, shared client base and unified loyalty programme. A separate organisation is only needed for different legal entities or brands.
Does the client database automatically become shared for both clubs?
The client database is stored at the organisation level. A client registered at one club is visible at all clubs in the organisation. Bonus balance is unified when the shared loyalty programme is enabled.
Are the first club's rates automatically copied to the second?
No. Rates are configured per club. This is intentional — different clubs may have different rate structures for different audiences. Copy rates manually if you want an identical structure.
Can different clubs in a network have different rates?
Yes. Rates are at the club level, not the organisation level. A city-centre club can have higher rates than a residential-area club. The client base and loyalty programme remain unified.
How do I view analytics across both clubs at once?
In the Analytics section, select the organisation-level filter — you'll see aggregate data. For club-by-club comparison, switch between clubs in the dashboard. More on aggregate analytics — in the network dashboard section.