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 learn more about Venue Manager, 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, 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 learn more about Venue Manager, 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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