IZI CRM Settings — Overview

IZI CRM Settings

The Settings section is where you configure every operational parameter of your club — from opening hours and staff permissions to payment terminals and multi-club networks. Each subsection focuses on a specific area so changes stay isolated and easy to review.

What’s inside

• General Club Settings — name, timezone, currency, and base parameters that apply across the whole location.
• Working Hours and Holidays — define your regular schedule and block out public holidays so tariffs and reports calculate time correctly.
• Access Permissions (deep reference) — granular role-based rules controlling what each staff role can see and do inside the CRM.
• Connect CloudPayments — link your acquiring account so cashiers can accept card payments directly from the POS screen.
• Multi-Club Network Setup — add locations, share a single admin account, and keep club data properly separated.
• Switch Between Clubs — how operators toggle the active club without logging out.
• Cross-Club Analytics — consolidated revenue, sessions, and utilization reports across your entire network.
• Shared Loyalty Program — configure bonuses and balance rules that work across every club in the network.

See also

• Access Permissions — detailed reference
• Cross-Club Analytics in IZI CRM
• General Club Settings in IZI CRM
• Multi-Club Network Management
• Connecting CloudPayments to IZI CRM

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FAQ

import { FAQ } from ‘@components/FAQ’

export const faqItems = [ { question: “Where do I find Settings in IZI CRM?”, answer: “Open the left sidebar and click Settings (gear icon). All subsections listed above appear in the navigation tree beneath it.” }, { question: “Can I change the club name without affecting historical reports?”, answer: “Yes. The club name in General Settings is a display label. Past session and revenue records are stored by internal ID, so renaming the club does not alter any historical data.” }, { question: “Do I need admin rights to access Settings?”, answer: “Most Settings subsections require the Administrator role or Owner access. Some read-only views (e.g., working hours) may be visible to staff with custom roles, depending on the permissions the owner has configured for those roles.” }, { question: “How do I add a second club location?”, answer: “Go to Settings → Multi-Club Network Setup and use the Add Location button. Each location gets its own tariff catalog and cash register while sharing the same owner account.” } ]