Onboarding a New Admin

Onboarding a New Admin

A new admin who doesn’t know the system creates friction for every player in the hall. A structured onboarding takes 1–2 days and pays back immediately in fewer errors, faster service, and confident independent operation.

Before the first shift

1. Send the CRM invite — invite the admin and confirm they can log in.
2. Walk through the interface — show the main sections: Hall, Clients, Shifts, Analytics. Don’t go deep — overview only.
3. Cover the shift routine — opening balance, how to open and close a shift, the X and Z reports.
4. Review the staff handbook — rules, cash handling policy, discount authorization, incident escalation.

Shadow shift

The new admin observes an experienced admin running a full shift without touching the system. Focus on:

• How to start and end sessions
• How to handle a client who wants to top up balance
• How to deal with a PC that goes offline
• How to close the shift and count cash

Supervised shift

New admin handles everything; experienced admin is present and available. Common moments to coach on:

• Opening balance — verify the cash drawer count before touching anything.
• First session of the shift — confirm they select the right device and tariff.
• First cash payment — confirm they enter the correct amount.
• Shift close — walk through Z-report together the first time.

Independence checklist

Before leaving the admin unsupervised, confirm they can:

• Open and close a shift independently
• Start, extend, transfer, and end a session
• Register a new client and top up their balance
• Apply a discount (and know when authorization is required)
• Handle a PC offline situation (restart IZI Boot, check network)
• Count cash and reconcile the drawer
• Generate and read the Z-report
• Escalate: know who to call if something goes wrong

See also

• Staff handbook
• Inviting an admin
• Training checklist
• Open shift
• Close shift