Guests, CRM & Loyalty

Updated on Aug 21, 2026
Published on Jun 16, 2026

3 minute(s) read

Guests, CRM & Loyalty

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

67 articles

7 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

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

1

8 min

Offer members alternatives before they cancel

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

ROLLER Connect for Salesforce

Connect ROLLER and Salesforce to sync guest and booking data for CRM and marketing, and manage group event sales from pipeline to confirmed booking.

Get started

1 articles

Get started with ROLLER Connect for Salesforce (beta)

1

2 min

Configure

2 articles

Sync ROLLER guest and booking data to Salesforce (beta)

1

3 min

Manage group event sales in Salesforce (beta)

1

9 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 overview

1

6 min

Get started with ROLLER Loyalty

1

8 min

How loyalty works seamlessly in the background

1

9 min

Choose the right loyalty rule for your goal

1

8 min

Set up loyalty rules and rewards in Venue Manager

1

14 min

Launch and market your loyalty program for maximum impact

1

8 min

Run your loyalty program across multiple venues

1

5 min

Enrollment & redemption

3 articles

How guests join your loyalty program

1

9 min

How loyalty emails work

1

4 min

Redeem loyalty rewards at POS and online

1

4 min

Monitor & improve

4 articles

Monitor and improve your loyalty program performance

1

5 min

Manage guest loyalty profiles from Venue Manager

1

5 min

Track loyalty activity with loyalty reports

1

5 min

Measure the impact of your loyalty program with Analytics

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

4 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

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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