This article shows you how to add and adjust account settings including your venue address, venue contacts, booking modification settings and reporting method.
It also shows you other important account setup tasks including setting up your taxes and fees and adding any policy information.
Add venue settings
- From Venue Manager, go to Settings > Account > Venue settings.
- Click Unlock to make changes in the top right to make the fields editable.
- When done updating settings, click Save.
Fields that are required are highlighted with an asterisk (*).
Your business details include legal business name, business number (if applicable), website, public phone number and address.
This information is used in emails, invoices and the receipts the guest receives.
If you wish to display a different address to your main business address, use the Display address field to show the different address to your guests.
Venue contacts are staff in your ROLLER account that have additional privileges to manage your ROLLER subscription.
Assign venue contacts from your staff list to help ensure notifications are directed to the appropriate staff members.
You can select multiple staff to be account, primary, billing or technical contacts.
A single contact such as the business owner or director who approves ROLLER subscription upgrades and renewals or one-off purchases.
They will receive all important account notifications. Please contact support to change or add an account owner.
Any contacts that manage the venue and use ROLLER on a regular basis. They will receive important account notifications.
Any contacts that manage the payment of your ROLLER subscription. They will receive all ROLLER billing and renewal notifications including invoices and subscription receipts.
Any contacts that should be notified of important security related events, such as an alert sent to a venue's technical contact if a new administrator is added.
Bookings and enquiries
The Bookings and enquiries section allows you to:
- Add email addresses for online booking notifications and enquiries from guests.
- Manage overbooking.
- Manage POS refund requirements.
- Manage booking modifications.
|Booking notifications email||ROLLER will send a notification to this email address each time a guest makes a booking online.|
|Enquiries email is same as bookings||ROLLER will send a notification to this email address each time a guest submits an enquiry via an enquiry form.
|Overbooking||When enabled, staff with the administrator and manager role, or staff with the Can overbook capacity role permission, can create a booking that exceeds the available resource capacity.|
|POS PIN required for refunds||When enabled, refunds in POS will require a POS PIN authorization by an administrator, manager or staff member with the Can issue refunds role permission.|
|Booking modifications||Allows you to configure which past booking records staff can edit. By default, staff are restricted from editing any past items in a booking. To learn more about the options available, see Restricting booking modifications.|
Click the Session time format drop-down menu.
Then, select the time format used to display sessions in the online checkout.
Select your preferred method of reporting revenue in ROLLER reports.
Under Reporting, choose either Accrual or Cash method for reporting.
For more information, see Cash vs accrual accounting.
Taxes and fees
To access taxes and fees, from Venue Manager, go to Settings > Account > Taxes & fees.
When creating your account, ROLLER inputs a default tax rate based on your region which is automatically applied to all new products.
You can adjust this default tax rate or add various additional tax rates.
You can also add transaction fees which will be applied to all online transactions in ROLLER. Your online payment gateway will be charging you fees per transaction. It’s your choice whether you would like to absorb these fees or pass them back to your guests at the time of purchase.
Learn more about adjusting taxes and fees
To access the policy setup page, from Venue Manager, go to Settings > Account > Policy.
Here, you can:
- Add your venue’s terms and conditions, which customers acknowledge before purchasing online.
- Adjust your marketing opt in settings.