IZI Administrator FAQ: Top 30 Questions
IZI Administrator FAQ: Top 30 Questions
Section titled “IZI Administrator FAQ: Top 30 Questions”The most common questions that arise in the first weeks of working with IZI CRM — grouped by topic.
Hall and Sessions
Section titled “Hall and Sessions”How do I start a session on a PC?
Section titled “How do I start a session on a PC?”Open the Hall section, click on a free PC (green card), select a client or create a guest session, choose a rate and click Start. The PC locks and the timer starts automatically.
If the PC doesn’t start a session — see PC Not Starting a Session.
How do I end a session early?
Section titled “How do I end a session early?”Hall section → click the PC with the active session → End Session button. The system records the time and charges based on actual time used per the rate.
How do I pause a session if the client stepped away?
Section titled “How do I pause a session if the client stepped away?”Click the PC card → Pause (Hold) button. Timer stops. When the client returns — remove the pause the same way. Time on pause is not charged.
How do I move a client from one PC to another without losing the session?
Section titled “How do I move a client from one PC to another without losing the session?”Click the PC card with the active session → Transfer button → select target PC. The session transfers without losing time and without restarting the rate. If the PC is in a different zone with a different price — the cost is recalculated automatically.
A PC is grey in the hall but the computer is powered on — why?
Section titled “A PC is grey in the hall but the computer is powered on — why?”Grey status means the IZI agent isn’t connected to the server. Causes: no internet on that PC, agent not running, firewall blocked it. Guide: PC Offline — What to Do.
How do I power on a PC remotely without leaving my seat?
Section titled “How do I power on a PC remotely without leaving my seat?”If Wake-on-LAN is configured: click the grey PC card → Power On button. PC boots in 30–60 seconds. WoL requires cable connection (not Wi-Fi) and Wake-on-LAN enabled in BIOS.
How do I check how many PCs are free right now?
Section titled “How do I check how many PCs are free right now?”At the top of the Hall section — counters: Occupied / Free / On Hold / Offline. Real-time updates. Green cards without a client name = free PCs.
Bookings
Section titled “Bookings”How do I create a booking on a specific PC?
Section titled “How do I create a booking on a specific PC?”In the Hall section, click on a free PC → Book button → select client, date, start time, and rate. Optionally collect a prepayment from the client’s balance. The booking appears in the timeline.
How do I cancel a booking if the client didn’t show?
Section titled “How do I cancel a booking if the client didn’t show?”In Hall, find the booked PC → click → Cancel Booking button. If there was a prepayment — it returns to the client’s balance or is retained per club policy (Settings → Bookings).
Clients
Section titled “Clients”How do I add a new client to the database?
Section titled “How do I add a new client to the database?”Clients section → Add Client button. Enter phone (primary identifier), name, and email if needed. After SMS confirmation, the client gets a personal account in the mobile app.
How do I find a client if they forgot their phone number?
Section titled “How do I find a client if they forgot their phone number?”In the Clients search bar, enter part of the name or email. If the client registered via the app — ask them to show the QR code and scan it. Partial phone number search also works.
How do I manually award bonuses to a client?
Section titled “How do I manually award bonuses to a client?”Client card → Balance section → Adjustment → type Bonus Balance → amount and reason → confirm. All manual adjustments are recorded with the administrator’s name.
A client says their bonuses weren’t awarded — how do I check?
Section titled “A client says their bonuses weren’t awarded — how do I check?”Client card → Balance section → bonus balance operation history. Every award and deduction with date is visible. If an award should have happened — check the rule conditions in the Bonuses section: minimum top-up amount, rule active period.
How do I see how many hours a client has played?
Section titled “How do I see how many hours a client has played?”Client card → Statistics (or History) tab. Total time, session count, favorite rates and zones. Period filter for week, month, or custom range.
How do I export the client database?
Section titled “How do I export the client database?”Clients section → Export button. Select format (CSV or Excel) and period. Exported: names, phones, emails, balance, last visit date. For extended data — Analytics → Reports.
Payments and Register
Section titled “Payments and Register”How do I top up a client’s balance with cash?
Section titled “How do I top up a client’s balance with cash?”Client card → Top Up Balance → method Cash → enter amount → confirm. Amount added to balance and recorded in the current shift.
A client wants a refund — how do I process it?
Section titled “A client wants a refund — how do I process it?”Transactions section → find the operation → Refund button. Enter reason and amount. For card payments, refund is initiated via the payment gateway. For cash — issue from register and record in CRM.
Card payment isn’t going through — what to do right now?
Section titled “Card payment isn’t going through — what to do right now?”Read the terminal error text. “No connection” — check internet and restart terminal. “Bank declined” — try another card or cash. Detailed diagnostics: Payment Failed.
A cashier processed an incorrect transaction — how do I fix it?
Section titled “A cashier processed an incorrect transaction — how do I fix it?”Transactions section → find the operation → Cancel button (if shift is still open) or create a correcting transaction manually. All changes are recorded with the staff member’s name.
How do I open a shift?
Section titled “How do I open a shift?”When first logging into CRM in the morning, the system prompts you to open a shift. Click Open Shift, enter the opening cash balance, and confirm. All day’s transactions are tied to this shift.
The shift won’t close — what should I do?
Section titled “The shift won’t close — what should I do?”The system blocks closing with active sessions or pending transactions. End all sessions via the Hall section, wait for pending transactions to complete, then retry. Details: Shift Won’t Close.
How do I view the revenue report for a shift?
Section titled “How do I view the revenue report for a shift?”When closing a shift, an automatic report is generated: cash / non-cash, revenue by zone, top rates, bar sales. Find later: Finance → Shift History → select date.
How do I view all actions today?
Section titled “How do I view all actions today?”Finance → Current Shift → Transactions tab. Chronological list of all operations: top-ups, sessions, bar orders, adjustments. Filter by type, staff member, or client.
How do I take a bar order?
Section titled “How do I take a bar order?”Bar section → New Order button. Select items, attach to client or PC, choose payment method, confirm. Order goes to the bartender queue.
How do I cancel an accepted order?
Section titled “How do I cancel an accepted order?”Bar section → find order → Cancel button. If paid — funds return to client’s balance. Cancelling paid orders may require Administrator role or a custom role with the corresponding permission.
How do I add a new item to the bar menu?
Section titled “How do I add a new item to the bar menu?”Bar → Menu → Add Item. Fill in: name, category, price, cost price (margin tracking), optional photo. Item is immediately available for ordering.
A client wants to order food from their PC — how does that work?
Section titled “A client wants to order food from their PC — how does that work?”Client opens bar menu in the IZI mobile app during an active session, selects items and submits. Bartender sees in Bar section and confirms. Payment is automatically charged from client’s balance.
Settings and Team
Section titled “Settings and Team”How do I add a new employee to the system?
Section titled “How do I add a new employee to the system?”Settings → Employees → Add Employee. Enter email, assign role — Administrator is the only built-in staff role; for other profiles (e.g. Manager or Cashier) select a custom role you created — and save. The employee receives an email with a link to set their password.
How do I configure automatic bonus awards on top-up?
Section titled “How do I configure automatic bonus awards on top-up?”Bonuses section → create a Top-Up Bonus type rule. Specify award percentage or fixed amount, minimum top-up for the rule to fire, and bonus expiry. Rule applies automatically.
How do I view hall occupancy for last week?
Section titled “How do I view hall occupancy for last week?”Analytics → hall occupancy report → specify period. Shows occupancy percentage by hour and day — peak and low periods visible. Helps plan promotions and staff schedules.
Didn’t find your answer? Contact support: IZI Support Contacts or How to Submit a Ticket.
See Also
Section titled “See Also”Frequently asked questions
How do I start a session on a PC?
Open the Hall section, click on a free PC (green card), select a client or create a guest session, choose a rate and click Start. The PC will lock and the timer starts automatically.
How do I end a session early?
Hall section → click the PC with the active session → End Session button. The system records the time and charges based on actual time used.
How do I pause a session if the client stepped away?
Click the PC card in the Hall section → Pause (Hold) button. The timer stops. When the client returns — remove the pause the same way. Time on pause is not charged.
How do I move a client from one PC to another without losing the session?
Click the PC card with the active session → Transfer button → select the target PC. The session transfers without losing time and without restarting the rate.
How do I open a shift?
When first logging into the CRM at the start of the work day, the system will prompt you to open a shift. Click Open Shift, enter the opening cash balance, and confirm. The shift opens and all day's transactions are tied to it.
The shift won't close — what should I do?
The system blocks closing when there are active sessions or transactions in Pending status. End all sessions via the Hall section, wait for pending transactions to complete, then retry. Details: /troubleshooting/cash-shift-cant-close/
How do I top up a client's balance with cash?
Open the client card → Top Up Balance button → select Cash → enter amount → confirm. The amount is added to the balance and recorded in the current shift.
A client wants a refund — how do I process it?
Open the needed transaction in Transactions → Refund button. Enter reason and refund amount. For card payments, the refund is initiated via the payment gateway. For cash — issue from the register and record in CRM.
How do I add a new client to the database?
Clients section → Add Client button. Enter phone (primary identifier), name, and email if needed. After SMS confirmation, the client gets a personal account in the mobile app.
How do I find a client if they forgot their phone number?
In the Clients section search bar, enter part of the name or email. If the client registered via the app — ask them to show the QR code in the app and scan it. Search by partial phone number also works.
How do I manually award bonuses to a client?
Open the client card → Balance section → Adjustment → select Bonus Balance type, enter amount and reason. Bonuses are credited instantly. All manual adjustments are recorded with the administrator's name.
How do I create a booking on a specific PC?
In the Hall section, click on a free PC → Book button → select client, date, start time, and rate. Optionally collect a prepayment from the client's balance. The booking appears in the timeline.
How do I cancel a booking if the client didn't show?
In the Hall section, find the booked PC → click → Cancel Booking button. If there was a prepayment — it returns to the client's balance or is retained per club policy (configured in Settings → Bookings).
How do I check how many PCs are free right now?
At the top of the Hall section — a row of counters: Occupied / Free / On Hold / Offline. These update in real time. Green cards without a client name = free PCs.
A PC is grey in the hall but the computer is powered on — why?
Grey status means the IZI agent isn't connected to the server. Causes: no internet on that PC, agent not running, firewall blocked it. Detailed guide: /troubleshooting/pc-offline/
How do I power on a PC remotely without leaving my seat?
If Wake-on-LAN is configured: click the grey PC card → Power On button. The PC boots in 30–60 seconds. WoL requires cable connection (not Wi-Fi) and WoL enabled in BIOS.
How do I take a bar order?
Open the Bar section → New Order button. Select items from the menu, attach to a client or PC, choose payment method and confirm. The order goes to the bartender's queue.
A client wants to order food from their PC — how does that work?
The client opens the bar menu in the IZI mobile app during an active session, selects items and submits the order. The bartender sees the order in the Bar section, confirms preparation. Payment is automatically charged from the client's balance.
How do I cancel an accepted bar order?
In the Bar section, find the order in In Progress or Ready status → Cancel button. If the order was paid — funds return to the client's balance. Cancelling a paid order may require Administrator role or a custom role with the corresponding permission.
How do I add a new item to the bar menu?
Bar → Menu → Add Item button. Fill in: name, category, sale price, cost price (for margin tracking), optional photo. Save — the item is immediately available for ordering.
How do I view the revenue report for a shift?
When closing a shift, the system automatically generates a report with breakdown: cash / non-cash, revenue by zone, top rates, bar sales. Find later: Finance → Shift History → select date.
How do I see how many hours a specific client has played?
Open the client card → Statistics (or History) tab. Shows total sessions, total time, favorite rates and zones. Period filter allows viewing data for a week, month, or custom range.
How do I view hall occupancy for last week?
Analytics section → select hall occupancy report, specify period. The report shows occupancy percentage by hour and day — peak and low periods are visible. Helps plan promotions and staff schedules.
How do I add a new employee to the system?
Settings → Employees → Add Employee. Enter email, assign role (Administrator is the built-in option; for other profiles such as Manager or Cashier, select a custom role you created) and save. The employee receives an email with a link to set their password.
A cashier processed an incorrect transaction — how do I fix it?
Open the transaction in the Transactions section, find the operation and click Cancel (if the shift is still open) or create a correcting transaction manually. All changes are recorded with the staff member's name.
Card payment isn't going through — what to do right now?
Read the error text on the terminal. If 'No connection' — check internet. If 'Bank declined' — try another card or cash. Restart the terminal if the error is unclear. Details: /troubleshooting/payment-failed/
How do I view all actions in the club today?
Finance → Current Shift → Transactions tab. Chronological list of all operations: top-ups, sessions, bar orders, adjustments. Filter by operation type, staff member, or client.
How do I configure automatic bonus awards on top-up?
Bonuses section → create a rule of type Top-Up Bonus. Specify award percentage or fixed amount, minimum top-up amount for the rule to fire, and bonus expiry period. The rule applies automatically to every top-up that meets conditions.
A client says their bonuses weren't awarded — how do I check?
Open the client card → Balance section → bonus balance operation history. Every award and deduction with date and reason is visible. If an award should have happened but didn't — check the bonus rule conditions in the Bonuses section.
How do I export the client database?
Clients section → Export button (usually top right). Select format (CSV or Excel) and period. Exported: names, phones, emails, balance, last visit date. For extended exports use Analytics → Reports.