Tariff Sales Policy
The sales policy on a tariff controls two things: which channel can sell it (CRM or mobile app), and which clients can buy it (all, new only, or a specific group). It has no effect on how the tariff works after purchase — that is governed by the separate usage policy and tariff schedule. Knowing the distinction saves time when troubleshooting why a tariff is or isn’t appearing for a particular player or staff member.
Sales channels
Section titled “Sales channels”In IZI, a tariff can be sold through two channels:
| Channel | Who sells | Typical use |
|---|---|---|
| CRM | Staff sell manually at the desk | Standard hourly rates, packages requiring staff verification |
| IZI mobile app | Players buy independently from their phone | Self-service promos, digital-only packages |
The Sales policy field in the tariff card lets you restrict to one channel or allow both:
- Both channels — the tariff appears in CRM and in the app. Suitable for standard hourly tariffs and multipass packages a club wants to sell everywhere.
- CRM only — the tariff is available through staff only. Players won’t see it in the app. Used for closed corporate packages, on-request deals, or tariffs for special client categories.
- App only — the tariff does not appear in the CRM sell list, but players can purchase it themselves. Suitable for digital-only promotions or self-service tariffs.
Disabling a channel hides the tariff from that interface entirely — staff won’t see it in the cashier view, and the app won’t show it to players who don’t qualify.
Client restrictions
Section titled “Client restrictions”Beyond the channel, Sales policy lets you define which clients can see and buy the tariff. The filter is set in the same tariff card.
Available filter options:
- No restriction — the tariff is visible to all clients in the selected channel. The default for most tariffs.
- New clients only — a player with no prior purchases at the club sees the tariff; returning players do not. Useful for intro packages and first-visit offers.
- Client group only — the tariff is visible only to members of a specific player group. Use this to create a closed VIP tariff or a student package for a defined segment.
If no filter is needed, leave the restriction unset and the tariff will be available to everyone in the selected channel.
Relationship with zones and schedule
Section titled “Relationship with zones and schedule”Sales policy answers the question “who can buy and through which channel.” The questions “where does the tariff work” and “at what times” are handled by zone settings and the tariff schedule — both configured separately under Usage policy in the tariff card.
A typical combination: a tariff is sold through both channels with no client restriction, but it is valid only in the Standard zone on weekdays before 18:00. The zone and time limits are set in Usage policy and the schedule, independently of the sales policy.
How to configure in CRM
Section titled “How to configure in CRM”Sales policy is set when creating or editing a tariff. Full steps are in How to configure a tariff in IZI.
In brief: go to Tariffs, open the tariff card, find the Sales policy block, select the channel, optionally set a client filter, and save. Changes take effect immediately for new sales — active sessions and already-purchased tariffs are not affected.
Related
Section titled “Related”- How to configure a tariff in IZI — full walkthrough for creating a tariff and all its settings.
- Tariff basics — what a tariff is, its structure, and parameters.
- IZI mobile app — how players purchase tariffs independently.
- Player groups — how to create a segment and restrict a tariff to it.
- Tariff schedule — how to restrict a tariff by time of day.
- Zone pricing — how to set different prices depending on the zone.
See also
Section titled “See also”Frequently asked questions
What is the difference between Sales policy and Usage policy?
Sales policy controls who can buy a tariff and through which channel. Usage policy controls how the tariff works after purchase — which zones are available and at what times. Both are independent settings inside the tariff card.
Can I make a tariff available only through the mobile app and not through the CRM?
Yes. In Sales policy, select the App-only channel. Staff won't see the tariff in the CRM sell list, but players can purchase it independently through the IZI mobile app.
Can I restrict a tariff to new clients only?
Yes. Set the client filter to New clients. A player with no prior purchases at the club will see the tariff; returning players will not. Useful for intro packages.
Can I combine a channel restriction and a client filter at the same time?
Yes. Both filters are independent and apply together. For example, you can configure a tariff to be available only through the mobile app and only to new clients — staff won't see it in CRM, and a returning player won't see it in the app.
What happens if I change the sales policy on an existing tariff?
The change affects new purchases only. Sessions already started and tariffs already activated continue under the original conditions until they finish.
What happens if a tariff has no sales channel selected?
It cannot be sold through any channel and becomes effectively inactive. This is useful for temporarily disabling a tariff without deleting it.