Use the training checklists below to identify what you and your team should practice before you start trading in ROLLER.
Visit ROLLER Academy to watch step-by-step video tutorials. Then practice using ROLLER in your ROLLER Playground.
POS basics
To learn more about ROLLER POS, complete the ROLLER Academy course Use POS for everyday tasks.
| Question | Help Center/Academy resource | |
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| Can you access and log in to POS? |
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| Can you make a sale in POS? |
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| Can you find and redeem tickets for an existing booking? |
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| Can you process a refund in POS? |
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| Can you add guest details to a new POS booking? | Help Center: Create guest records at POS | |
| Can you open and close your till for the day? |
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| Can you log out of POS? |
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Venue Manager basics
To see Venue Manager Basics videos, complete the ROLLER Academy course Venue Manager basics
| Question | Help Center resource | |
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| Can you make a booking in Venue Manager? | Make a booking from Venue Manager | |
| Can you refund and cancel a booking in Venue Manager? | Refund bookings from Venue Manager | |
| Can you issue an invoice? | Issue and manage invoices sent to your guests | |
| Can you send a confirmation email for a booking? | Send an order confirmation email from the booking in Venue Manager | |
| Can you manage bookings using the Calendar View? | Monitor monthly bookings from the calendar in Venue Manager | |
| Can you manage bookings using the Daily Capacity View? | Monitor daily capacity and redemptions | |
| Can you find a guest using Venue Manager global search? | Search for a booking in Venue Manager | |
Reporting basics
Review the following Help Center guides and Academy resources for answers to the questions.
| Question | Help Center/Academy resource | |
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| What's the difference between cash and accrual accounting? | Help Center: ROLLER for bookkeepers | |
| Can you set up favorite reports so they appear at the top of my reporting homepage? | Academy: Reporting homepage overview |
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| Can you set up reports for weekly or monthly reporting? | Academy: Filter and organize report data |
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| Can you save a reporting view? How will this help me? | Academy: Filter and organize report data |
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| Can you add products to a reporting category? | Academy: Group data by reporting categories |
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| What’s the difference between product categories and reporting categories? | Help Center: What’s the difference between product categories and reporting categories? | |
| Can you identify which products haven't been assigned to a reporting category? | Academy: Group data by reporting category |
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| Can you quickly get a daily summary of your performance KPIs? | Academy: View dashboard and summary reports |
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| Can you find a breakdown of total sales segmented by product? | Academy: Analyze sales reports |
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| Can you find a breakdown of total sales segmented by package? | Academy: Analyze sales reports |
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| Can you identify a full list of transactions and refunds that occurred for a period of time? | Academy: Review transaction reports |
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| Can you find a breakdown of all ticket redemptions that have occurred? | Academy: Gain insights from guest reports |
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| Can you summarize what areas your guests are from? | Academy: Gain insights from guest reports |
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| Can you find all redemptions of a particular discount code? | Academy: Monitor operations reports |
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| Can you get a summary of historical till sessions? | Academy: Monitor operations reports |
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POS supervisor
To learn more about ROLLER POS for setting up and managing POS, complete the Academy course POS supervisor.
Some items apply only if you use waivers, memberships or gift cards.
| Question | Help Center/Academy resources | |
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| Can you configure your POS device settings? | ||
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Can you add items to a POS menu? |
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Can you set the POS pin for staff? | Help Center: Change staff passwords and POS PINs |
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Can you find and attach waivers in POS? | Help Center: Search for waivers at POS |
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Can you add items to an existing booking in POS? | Help Center: Adjust items in existing bookings at POS |
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Can you add a discount to a POS booking? |
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Can you do a split payment? | Help Center: Sell items, redeem discounts and memberships at POS |
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Can you email receipts from POS? | Help Center: Email receipts to guests from POS |
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Can you ban a guest at POS? |
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Can you issue a membership in POS? |
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Can you upgrade a membership at POS? | Help Center: Upgrade and downgrade membership in POS |
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Can you redeem a membership at POS? |
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| Can you view gift cards in POS? | Help Center: Sell items and redeem discounts and memberships at POS | |
| Can you sell a physical gift card at POS? | Help Center: Issue a physical gift card at POS | |
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Can you redeem a gift card at POS? | Help Center: View gift card details and balance at POS |
Venue Manager advanced
To see Venue Manager advanced videos, complete the ROLLER Academy course Venue Manager advanced
| Question | Help Center resource | |
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| Do you know where to find the booking activity stream? | Refund bookings from Venue Manager | |
| Can you change the date of a booking? | Edit bookings from Venue Manager | |
| Can you change the time of a booking? | Edit bookings from Venue Manager | |
| Can you add a discount to a booking in Venue Manager? | Add or remove discounts from a booking in Venue Manager | |
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Can you add products to an existing booking? | How do I add products to an existing booking? |
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Can you download the tickets from a booking to an itemized PDF file? | Download tickets for a booking |
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Can you send a payment link to a guest? | Send payment request links via SMS or email |
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Can you send receipts to guests from Venue Manager? | Email receipts to guests from Venue Manager |
| Can you change the resource within an existing booking? | Edit resources for existing bookings in Venue Manager | |
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Can you ban a guest in Venue Manager? | Guest flags and banned guest alerts |
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Can you view a list of all flagged guests? | Guest flags and banned guest alerts |
| Do you know how to cancel or re-issue an invoice? | Send and manage invoices | |
| Can you log a call and send emails from within Venue Manager? | Manage a booking from its activity stream | |
| Can you save a view in the booking grid, calendar or runsheet? | Save and reuse customized views | |
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Can you use the bookings grid view to filter any bookings in the next week that have an outstanding balance? | Manage bookings from All bookings in Venue Manager |
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Do you know how to filter daily capacity view to only show specific resources and operating hours? | Monitor monthly bookings from the calendar in Venue Manager |
| Can you create a company? | Create and manage companies and contacts from Venue Manager | |
| Do you know how to manage waivers from within Venue Manager? | Update your waiver agreement | |
| Can you access all your guest records? | Manage guest records in Venue Manager | |
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Do you know how to merge guest records? | Edit and merge guest records |
| Can you export a runsheet for group or party bookings? | Streamline operations with run sheets | |
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Can you assign a party host to a booking? | Assign staff members to bookings |
| Do you know where to find all members? | Search for members in Venue Manager | |
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Can you update the billing details for recurring memberships? | Update recurring membership credit cards |
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Can you change the expiry of a ticket or membership? | Edit the expiry of a purchased standard pass in Venue Manager |
| Can you block out capacity for a particular resource? | Temporarily block or reduce capacity of a resource | |
Reporting advanced
Review the following Help Center guides and Academy resources for answers to the questions.
| Question | Help Center/Academy resource | |
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| Can you filter reports by a particular column if that column doesn't appear as a filter option in Venue Manager? | Academy: Filter and organize report data |
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| Can you tell whether a till hasn't been closed for the day? | Academy: View dashboard and summary reports |
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| Can you restrict staff from editing past bookings? (Accrual accounting only) | Academy: View accrual-based accounting reports | |
| Can you explain what events in ROLLER would cause revenue to be recognized? (Accrual accounting only) | Academy: View accrual-based accounting reports | |
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Can you see a full breakdown of how revenue was recognized for a particular booking? (Accrual accounting only) | Academy: View accrual-based accounting reports |
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Can you find all bookings which currently contain deferred revenue? (Accrual accounting only) | Academy: View accrual-based accounting reports |
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Can you find net revenue broken down by reporting category? (Accrual accounting only) | Academy: View accrual-based accounting reports |
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Can you reconcile my ROLLER Payments payouts? | Help Center: ROLLER Payments reports overview |
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Can you find my authorization rates for payments processed through ROLLER Payments? | Help Center: Track payouts and trends with the ROLLER Payments dashboard |
| Can you see the total value of transactions processed which are yet to be paid out? | Help Center: Track payouts and trends with the ROLLER Payments dashboard |
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