Admin Training Checklist
Admin Training Checklist
Section titled “Admin Training Checklist”Use this checklist to verify a new admin is ready to work independently before their first solo shift. Each item should be demonstrated, not just discussed.
CRM access and navigation
Section titled “CRM access and navigation”- Can log in to IZI CRM
- Knows how to switch between clubs (if multi-club)
- Can navigate to: Hall, Clients, Shifts, Analytics, Settings
Shift management
Section titled “Shift management”- Opens a shift with the correct opening balance
- Generates an X-report mid-shift
- Closes a shift and reads the Z-report
- Knows what to do if cash count doesn’t match
Hall operations
Section titled “Hall operations”- Starts a session on a specific device with a selected tariff
- Extends a running session
- Transfers a session to a different device
- Ends a session manually (and knows when refund policy applies)
- Places a device on hold and removes hold
- Identifies and responds to a PC showing as offline
Client operations
Section titled “Client operations”- Registers a new client with phone number
- Looks up an existing client
- Tops up a client’s balance (cash and card)
- Applies a discount (and knows the authorization threshold)
- Views a client’s session history
Bar (if applicable)
Section titled “Bar (if applicable)”- Takes a bar order and attaches it to a session
- Processes payment for a bar item
Cash and payments
Section titled “Cash and payments”- Processes cash payment and enters correct amount in CRM
- Processes card payment
- Records a cash expense (e.g. cleaning supplies)
- Counts the drawer and reconciles with CRM total
Incidents
Section titled “Incidents”- Knows how to force-end a stuck session
- Knows who to call for hardware issues
- Knows the escalation path for client disputes
Confirmed by
Section titled “Confirmed by”| Name | Date | |
|---|---|---|
| Trainer | ||
| New admin |