Guests, CRM & Loyalty

Updated on Jul 4, 2026
Published on Jun 16, 2026

3 minute(s) read

Article summary

Guests, CRM & Loyalty

Know your guests, keep them coming back and market to them with purpose. Manage profiles, memberships, loyalty programs and segments.

64 articles

6 sections

Guests & companies

Great service starts with knowing your guests. Manage profiles, merge duplicates and track company contacts, and let guests manage their own accounts and bookings online.

Manage records

5 articles

Manage guest records in Venue Manager

1

2 min

Create and manage companies in Venue Manager

1

2 min

Edit and merge guest records

1

1 min

Export guest records to a CSV file

1

1 min

Assign guest flags and receive banned guest alerts

1

5 min

Guest records — POS

1 articles

Create guest records at POS

1

1 min

Guest online accounts

4 articles

Configure online accounts in progressive checkouts

1

7 min

1

6 min

Encourage guests to manage their own bookings

1

3 min

Manage guest online accounts

1

3 min

Member management

Memberships turn one-time visitors into regulars. Configure your memberships and your venue's membership booking agreement, then handle renewals and upgrades to keep your recurring revenue healthy.

Design & configure

6 articles

Create a membership product

1

13 min

Create a group membership product (beta)

1

5 min

Create a membership booking agreement

1

3 min

Find and manage signed booking agreements in Venue Manager

1

1 min

Membership status

1

2 min

US-based venues: Membership requirements for click-to-cancel rule

1

11 min

Sell & redeem at POS

9 articles

Sell recurring payment memberships at POS

1

2 min

Sell fixed-price memberships at POS

1

1 min

Redeem memberships at POS

1

2 min

Verify member benefits at POS

1

1 min

Add member photos to a membership at POS

1

1 min

Print membership cards at POS

1

1 min

Enter a custom ID for a membership at POS

1

1 min

Upgrade a non-membership product to a membership at POS

1

2 min

Upgrade and downgrade memberships at POS

1

2 min

Redeem in Venue Manager

2 articles

Search for members in Venue Manager

1

1 min

Redeem a membership in Venue Manager

1

1 min

Manage payments & renewals

12 articles

Manage all members

1

5 min

Manage payments for recurring memberships

1

5 min

Maximize recurring membership revenue with Smart Dunning

1

4 min

Apply credit to a recurring payment membership

1

3 min

Update recurring membership payment details from POS or Venue Manager

1

5 min

Reactivate recurring payment memberships in Venue Manager

1

1 min

Cancel memberships from Venue Manager

1

3 min

Calculate pro-rata charges for membership upgrades

1

1 min

Offer discounts on recurring memberships

1

3 min

Encourage guests to self-serve membership upgrades, renewals and cancellations

1

4 min

Pause memberships in Venue Manager and online accounts (beta)

1

8 min

Offer members alternatives before they cancel (beta)

1

6 min

Segments & surveys

Group your guests and hear what they think. Build segments for targeted communication, and automatically gather guest feedback after each visit.

Guest data & segments

2 articles

Create and manage guest segments

1

8 min

Configure marketing opt-in settings

1

1 min

Guest surveys

4 articles

Get started with guest surveys

1

2 min

1

5 min

Analyze guest survey responses

1

3 min

Use the guest insights dashboard

1

2 min

Loyalty program

Turn first-time visitors into repeat guests. Set up rules and rewards that drive return visits and higher spend, all built into ROLLER.

Design & configure

7 articles

ROLLER Loyalty early access

1

5 min

Get started with ROLLER Loyalty (early access)

1

8 min

How loyalty works seamlessly in the background (early access)

1

9 min

Choose the right loyalty rule for your goal (early access)

1

8 min

Set up loyalty rules and rewards in Venue Manager (early access)

1

14 min

Launch and market your loyalty program for maximum impact (early access)

1

8 min

Run your loyalty program across multiple venues (early access)

1

5 min

Enrollment & redemption

3 articles

How guests join your loyalty program (early access)

1

9 min

How loyalty emails work (early access)

1

4 min

Redeem loyalty rewards at POS and online (early access)

1

4 min

Monitor & improve

3 articles

Manage guest loyalty profiles from Venue Manager (early access)

1

5 min

Track loyalty activity with loyalty reports (early access)

1

5 min

Measure the impact of your loyalty program with Analytics (early access)

1

12 min

Email marketing

Take your guest data further. Connect ROLLER to email, feedback and retention platforms to reach guests and act on what they tell you.

Third-party integrations

5 articles

Push guest segments from ROLLER to Campaign Monitor

1

3 min

Campaign Monitor automation

1

3 min

Campaign Monitor FAQs

1

2 min

ROLLER + Patch Retention

1

3 min

InMoment integration

1

2 min

FAQs

Frequently asked questions and troubleshooting guides.

Guests — FAQs

1 articles

How do I see how many birthdays our guests have in a certain time frame?

1

1 min

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