Identifying a Client by Phone

Identifying a Client by Phone

Phone number is the primary client identifier in IZI. Every registered client has one phone number on their account — it’s what staff enter at the cashier to pull up the profile, check the balance, and start a session.

At the cashier

When starting a session or topping up balance:

1. The admin enters the client’s phone number in the search field.
2. If found — the client profile loads: name, balance, active tariffs, group tags.
3. Proceed with the session or transaction.

If not found — see options below.

Client not found

Option 1: Register a new client Enter the phone number → click Register → fill in name (optional) → save. The new client account is created immediately and the session can proceed.

Option 2: Proceed as guest Skip identification entirely. Start the session without attaching a client account. No balance history or loyalty program applies. Appropriate for one-time visitors who don’t want to register.

QR check-in

Clients with the IZI mobile app can open their profile QR code instead of providing a phone number verbally. The admin scans it with the CRM’s QR scanner — the account loads the same way as a phone lookup.

Useful in noisy halls or when the client doesn’t remember their registered number.

See also

• Register new client
• Clients overview
• IZI mobile app