Manual Bonus Award in IZI
Manual Bonus Award in IZI
Section titled “Manual Bonus Award in IZI”A manual bonus award is an administrative operation for adding bonuses to a client’s account outside of automatic program rules. Used for compensation, marketing promotions, and error corrections. Every award requires a mandatory comment and is recorded in the audit log.
When Manual Awards Are Used
Section titled “When Manual Awards Are Used”Compensation for Inconvenience
Section titled “Compensation for Inconvenience”A technical failure during a session, delayed club opening, staff error — situations where the client has a legitimate complaint. A manual bonus award compensates for the inconvenience without actual cash movement.
Correcting Automation Errors
Section titled “Correcting Automation Errors”If the top-up bonus rule didn’t fire correctly (e.g., the client topped up the required amount but the bonus wasn’t awarded due to a technical error) — the manager can manually add the missed bonuses.
Marketing Award
Section titled “Marketing Award”One-time promotions — welcome bonuses for a new client, award to a tournament winner, special gift for an event — all are manager manual operations.
Reactivation Program
Section titled “Reactivation Program”A client hasn’t visited in a while and you want to bring them back — manually award bonuses with a short expiry period as an incentive. This is less systematic than an automatic reactivation rule through the bonus engine, but works for individual cases.
What You’ll Need
Section titled “What You’ll Need”- Open shift.
- A role with the manual bonus award permission. IZI’s built-in Administrator role includes this permission. Custom roles (e.g. a “Manager” role created by the owner) must have the permission explicitly assigned — if the button is absent, the role’s permission set needs updating.
- A specific reason for the award to include in the comment.
1. Open the Client Card
Section titled “1. Open the Client Card”Find the client via name, phone, or app QR code search.
2. Navigate to the Bonus Balance
Section titled “2. Navigate to the Bonus Balance”The client card has two blocks: monetary balance and bonus balance. Click on the bonus balance block or the Bonuses button.
3. Select “Award Bonuses”
Section titled “3. Select “Award Bonuses””An award form opens. If there’s no button — your role lacks permissions.
4. Enter the Bonus Amount
Section titled “4. Enter the Bonus Amount”Enter the number of bonuses. There’s no minimum — even 1 bonus can be awarded. Remember that excess awards above program norms reduce the program’s perceived value for the client.
5. Specify Expiry (Optional)
Section titled “5. Specify Expiry (Optional)”If you want the bonuses to expire after a certain period — enter the expiry date. Without a date, bonuses are permanent.
A limited expiry creates an incentive to return — the client knows the bonuses will expire if they don’t come. Recommended expiry for compensation bonuses: 14–30 days.
6. Fill In the Reason (Required)
Section titled “6. Fill In the Reason (Required)”Enter a specific reason:
❌ “Compensation” ✅ “Compensation for PC #12 failure, session 2026-05-31 14:30, client unable to finish 45 minutes of play”
A detailed comment protects against arbitrary awards and serves as an audit tool.
7. Confirm the Operation
Section titled “7. Confirm the Operation”After confirmation:
- Client’s bonus balance increases
- A “Manual Award” type entry appears in the bonus balance transaction history
- Monetary balance and shift register are not affected
Manual Award vs Automatic Award
Section titled “Manual Award vs Automatic Award”| Parameter | Automatic Top-Up Bonus | Manual Award |
|---|---|---|
| Trigger | Monetary balance top-up of required amount | Staff action |
| Setup | Once via program rules | Each time manually |
| Scale | All clients in the relevant segment | Specific client |
| Audit | Automatic per rule | Comment required |
| Use Case | Systemic loyalty | Exception, compensation, promotion |
For regular marketing awards (e.g., 50 bonuses for all new clients) — it’s better to configure an automatic rule in the bonus engine than to do manual operations per client.
Audit Log and Controls
Section titled “Audit Log and Controls”All manual awards are visible:
- In the client card → Transaction History → filter by “Manual Award” type
- In the general transaction registry → filter by type and staff member
- In Analytics → Bonuses — volume of manual awards for the period
Regular check: export manual awards for the month and cross-reference with reason documentation. Unexplained awards are a sign of abuse or poor procedures.
Manual Bonus Deduction
Section titled “Manual Bonus Deduction”If the client’s bonus balance needs to be reduced — for example, when an erroneous award is discovered — use the Deduct Bonuses operation (same form, opposite direction). Applied the same way: required comment, same permission as for awarding bonuses.
Bonuses cannot be deducted below zero — the system blocks amounts exceeding the current bonus balance.
See Also
Section titled “See Also”- Bonus Engine Overview — automatic bonus program rules
- Top-Up Bonus Guide — how to configure the bonus ladder
- Manual Monetary Balance Adjustment — adjust monetary, not bonus balance
- Transaction History — view all bonus operations
Frequently asked questions
Who can manually award bonuses?
A staff member whose role includes the manual bonus award permission. IZI has one built-in staff role — Administrator — which has this permission. If your club uses custom roles (e.g. a 'Manager' role the owner created), the permission must be explicitly included in that custom role. If the Award Bonuses button is absent, the current role lacks the permission.
Is a manual award different from an automatic top-up bonus?
Yes. An automatic bonus fires via a rule when the monetary balance is topped up. A manual award is an administrative operation, not tied to a top-up. Both types are visible in transaction history with different labels.
Can bonuses be awarded without a comment?
No. The reason field is required for manual awards. The system will not allow the operation without a filled comment.
How does a manual award show in bonus analytics?
The operation appears in the bonus balance transaction history as 'Manual Award.' In Analytics → Top-Up Bonuses, manual awards are shown separately from automatic ones.
Do manually awarded bonuses expire?
Depends on settings. A manual award can be processed with or without an expiry date. Without a specified date — bonuses are permanent until spent or policy change.