--- title: "Guests, CRM & Loyalty" slug: "guests-crm-loyalty" updated: 2026-08-03T23:54:36Z published: 2026-08-03T23:54:36Z canonical: "mysupport.roller.software/guests-crm-loyalty" --- > ## Documentation Index > Fetch the complete documentation index at: https://mysupport.roller.software/llms.txt > Use this file to discover all available pages before exploring further. # Guests, CRM & Loyalty # Guests, CRM & Loyalty Know your guests, keep them coming back and market to them with purpose. Manage profiles, memberships, loyalty programs and segments. 66 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 #### [Manage guest records in Venue Manager](/v1/docs/manage-guest-records-in-venue-manager) 1 2 min #### [Create and manage companies in Venue Manager](/v1/docs/create-and-manage-companies-and-contacts-from-venue-manager) 1 2 min #### [Edit and merge guest records](/v1/docs/edit-and-merge-guest-records) 1 1 min #### [Export guest records to a CSV file](/v1/docs/export-guest-records-to-a-csv-file) 1 1 min #### [Assign guest flags and receive banned guest alerts](/v1/docs/guest-flags-and-banned-guest-alerts) 1 5 min ### Guest records — POS #### [Create guest records at POS](/v1/docs/create-guest-records-at-pos) 1 1 min ### Guest online accounts #### [Configure online accounts in progressive checkouts](/v1/docs/configure-online-accounts-in-progressive-checkouts) 1 7 min #### [How guests sign in and use online accounts](/v1/docs/sign-in-and-use-online-accounts) 1 6 min #### [Encourage guests to manage their own bookings](/v1/docs/encourage-guests-to-manage-their-own-bookings) 1 3 min #### [Manage guest online accounts](/v1/docs/manage-your-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 #### [Create a membership product](/v1/docs/create-a-membership-product-1) 1 13 min #### [Create a group membership product](/v1/docs/create-a-group-membership-product-beta-1) 1 5 min #### [Create a membership booking agreement](/v1/docs/create-a-booking-agreement-2) 1 3 min #### [Find and manage signed booking agreements in Venue Manager](/v1/docs/find-and-manage-signed-booking-agreements-in-venue-manager) 1 1 min #### [Membership status](/v1/docs/membership-status) 1 2 min #### [US-based venues: Membership requirements for click-to-cancel rule](/v1/docs/us-based-venues-membership-requirements-for-click-to-cancel-rule) 1 11 min ### Sell & redeem at POS #### [Sell recurring payment memberships at POS](/v1/docs/sell-recurring-payment-memberships-at-pos) 1 2 min #### [Sell fixed-price memberships at POS](/v1/docs/sell-fixed-price-memberships-at-pos) 1 1 min #### [Redeem memberships at POS](/v1/docs/redeem-memberships-at-pos-2) 1 2 min #### [Verify member benefits at POS](/v1/docs/verify-member-benefits-at-pos) 1 1 min #### [Add member photos to a membership at POS](/v1/docs/add-member-photos-to-a-membership-at-pos) 1 1 min #### [Print membership cards at POS](/v1/docs/print-membership-cards-at-pos) 1 1 min #### [Enter a custom ID for a membership at POS](/v1/docs/enter-a-custom-id-for-a-membership-at-pos) 1 1 min #### [Upgrade a non-membership product to a membership at POS](/v1/docs/upgrade-a-non-membership-product-to-a-membership-at-pos) 1 2 min #### [Upgrade and downgrade memberships at POS](/v1/docs/upgrade-and-downgrade-memberships-at-pos-1) 1 2 min ### Redeem in Venue Manager #### [Search for members in Venue Manager](/v1/docs/search-for-members-in-venue-manager) 1 1 min #### [Redeem a membership in Venue Manager](/v1/docs/redeem-a-membership-in-venue-manager-1) 1 1 min ### Manage payments & renewals #### [Manage all members](/v1/docs/manage-all-members) 1 5 min #### [Manage payments for recurring memberships](/v1/docs/manage-payments-for-recurring-memberships) 1 5 min #### [Maximize recurring membership revenue with Smart Dunning](/v1/docs/maximize-recurring-membership-revenue-with-smart-dunning) 1 4 min #### [Apply credit to a recurring payment membership](/v1/docs/applying-credit-to-a-recurring-payment-membership) 1 3 min #### [Update recurring membership payment details from POS or Venue Manager](/v1/docs/update-recurring-membership-payment-details-from-pos-or-venue-manager) 1 5 min #### [Reactivate recurring payment memberships in Venue Manager](/v1/docs/reactivate-recurring-payment-memberships-in-venue-manager) 1 1 min #### [Cancel memberships from Venue Manager](/v1/docs/cancel-memberships-from-venue-manager) 1 3 min #### [Calculate pro-rata charges for membership upgrades](/v1/docs/calculate-pro-rata-charges-for-membership-upgrades) 1 1 min #### [Offer discounts on recurring memberships](/v1/docs/offer-discounts-on-recurring-memberships-1) 1 3 min #### [Encourage guests to self-serve membership upgrades, renewals and cancellations](/v1/docs/encourage-guests-to-self-serve-membership-upgrades-renewals-and-cancellations) 1 4 min #### [Pause memberships in Venue Manager and online accounts](/v1/docs/pause-memberships-in-venue-manager-and-online-accounts-beta-1) 1 8 min #### [Offer members alternatives before they cancel](/v1/docs/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 #### [Create and manage guest segments](/v1/docs/create-and-manage-guest-segments) 1 8 min #### [Configure marketing opt-in settings](/v1/docs/subscriber-opt-in) 1 1 min ### Guest surveys #### [Get started with guest surveys](/v1/docs/get-started-with-guest-surveys) 1 2 min #### [Set up and share your guest survey](/v1/docs/set-up-and-share-your-guest-survey) 1 5 min #### [Analyze guest survey responses](/v1/docs/analyze-your-guest-survey-responses) 1 3 min #### [Use the guest insights dashboard](/v1/docs/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 #### [Get started with ROLLER Connect for Salesforce (beta)](/v1/docs/get-started-with-roller-connect-for-salesforce) 1 2 min ### Configure #### [Sync ROLLER guest and booking data to Salesforce (beta)](/v1/docs/sync-roller-guest-and-booking-data-to-salesforce) 1 3 min #### [Manage group event sales in Salesforce (beta)](/v1/docs/manage-group-event-sales-in-salesforce) 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 #### [Get started with ROLLER Loyalty](/v1/docs/get-started-with-roller-loyalty-early-access) 1 8 min #### [How loyalty works seamlessly in the background](/v1/docs/how-loyalty-works-seamlessly-in-the-background-early-access) 1 9 min #### [Choose the right loyalty rule for your goal](/v1/docs/choose-the-right-loyalty-rule-for-your-goal-early-access) 1 8 min #### [Set up loyalty rules and rewards in Venue Manager](/v1/docs/set-up-loyalty-rules-and-rewards-in-venue-manager-early-access) 1 14 min #### [Launch and market your loyalty program for maximum impact](/v1/docs/launch-and-market-your-loyalty-program-for-maximum-impact-early-access) 1 8 min #### [Run your loyalty program across multiple venues](/v1/docs/run-your-loyalty-program-across-multiple-venues-beta) 1 5 min ### Enrollment & redemption #### [How guests join your loyalty program](/v1/docs/how-guests-join-your-loyalty-program-early-access) 1 9 min #### [How loyalty emails work](/v1/docs/how-loyalty-emails-work-early-access) 1 4 min #### [Redeem loyalty rewards at POS and online](/v1/docs/redeem-loyalty-rewards-at-pos-and-online-early-access) 1 4 min ### Monitor & improve #### [Monitor and improve your loyalty program performance](/v1/docs/monitor-and-improve-your-loyalty-program-performance-early-access) 1 5 min #### [Manage guest loyalty profiles from Venue Manager](/v1/docs/manage-a-guest-s-loyalty-profile-from-venue-manager-early-access) 1 5 min #### [Track loyalty activity with loyalty reports (early access)](/v1/docs/track-loyalty-activity-with-loyalty-reports-early-access) 1 5 min #### [Measure the impact of your loyalty program with Analytics](/v1/docs/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 #### [Push guest segments from ROLLER to Campaign Monitor](/v1/docs/push-guest-segments-from-roller-to-campaign-monitor) 1 3 min #### [Campaign Monitor automation](/v1/docs/campaign-monitor-automation) 1 3 min #### [Campaign Monitor FAQs](/v1/docs/campaign-monitor-faq) 1 2 min #### [ROLLER + Patch Retention](/v1/docs/roller-patch-retention) 1 3 min ## FAQs Frequently asked questions and troubleshooting guides. ### Guests — FAQs #### [How do I see how many birthdays our guests have in a certain time frame?](/v1/docs/how-do-i-see-how-many-birthdays-our-guests-have-in-a-certain-time-frame) 1 1 min [Back to all topics](https://roller.us.document360.io/)