Documentation Index

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Implementation training plan

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This article is a guide to how we usually structure implementation training. The agenda, who is on the call and length of call can be customized to suit your requirements.

Overview

When signing up for ROLLER, you will have access to a Training & Implementation Manager who will partner with you and assist you in implementing ROLLER within your business.

You will use help center articles, videos, in-app getting started checklist and in-app guides to deepen your understanding of the platform, along with 1-to-1 consultation sessions with your allocated Training & Implementation Manager to raise any questions.

The structure of these calls may vary depending on your priorities as a business. If you would like to focus on a particular phase for longer, then your Training & Implementation manager will work with you to make this happen.

Tips for getting the most out of your implementation

  • Come to the meeting prepared with questions, use cases and concerns

  • Always do any allocated pre-work prior to call

  • Always join calls on your computer (not on your phone)

  • Use the checklist to help guide you with the required tasks

  • Prioritize payments & hardware tasks as failure to complete these tasks in time could result in a delayed launch

  • Have more than 1 staff member on each call where possible

  • Ensure any next steps are actioned prior to your next meeting

FAQs

Will ROLLER build my account for me?

It is your responsibility to build your own account. ROLLER Training and Implementation managers will help guide you through this process using engaging videos, online help center articles & in-app guides, as well as answering any questions via email and on Zoom along the way.

If you would like your platform built for you, our Account Executives can provide a quote for this service, as well as a custom training plan to accommodate.

Is the training provided in-person?

No. The training provided will be fully remote unless on-site training was negotiated or paid for in your contract.

Are emails included in my allocated training hours?

Yes. Emails, calls & any activities like data import performed on your behalf will count towards the total allocated hours with your Training & Implementation manager. 

Data import packages can be purchased in conjunction with your Lite, Pro & Premium training packages if required. Please enquire with your Account Executive for a quote on this service. 

What happens when I need help after I launch with ROLLER?

As part of your subscription, you have access to a number of support entitlements, including our online help center and global support team who are able to respond to your queries in a timely manner. Click here for more information about contacting support & our support FAQs.

If I don’t use all my training hours before I launch, can I bank these to use in the future?

Training expires after 45 days from your implementation start date for Pro and Lite customers. When you launch will not impact these timeframes, so it’s important that you prioritize training within this window. You can purchase more training if your training period has finished and you still need assistance from a Training & Implementation Manager.

Can I purchase more training hours?

Yes, you can purchase more training hours with your Training & Implementation Manager. Speak to your Account Executive if you would like to enquire about any of our Professional Services packages. These include: 

  • Additional 3-hour bespoke training package

  • Onsite training 

  • POS & operational training 

  • Online guest experience review

  • Hardware setup

  • API onboarding packages

  • Data import

  • Full account build

Implementation overview

The standard ROLLER implementation experience for Lite and Pro subscriptions is designed to be completed within a four-week journey. We will partner with your team and establish mutually agreed timelines and deliverables.

Download the ROLLER Implementation Experience guide.

Week 1: Kick-off

Call 1 

Kick-off call

Length of call

45 minutes

Meeting agenda

  • Project deadlines

  • Introduction to Project Portal

  • Getting Started checklist in ROLLER

  • Minimum hardware requirements

  • Required tasks to accept payments online and in-venue

  • Required tasks to be completed to launch with ROLLER

Suggested meeting attendees

  • Director

  • Venue GM / Operations / Implementation Lead

  • Finance

  • Marketing

  • IT

  • ROLLER Account Executive

Next steps

Week 1 & 2: Account build

Call 2

First account & platform build review

Length of call 

60 minutes

Meeting agenda

  • Review outstanding payments & hardware tasks

  • Provide feedback on account configuration, resource setup & branding

  • Provide feedback on all products

  • Introduction to data import (if applicable)

Suggested meeting attendees

Venue GM / Operations / Implementation Lead

Next steps

  • Finish building all products & stock items including images, descriptions, T&Cs

  • Finish building all checkouts & POS templates/devices

Call 3

Final account & product review

Length of call

60 minutes

Meeting agenda

  • Finalize account configuration, resources setup, brand & design

  • Finalize all product setup

  • Finalize POS setup & online checkout configuration

Suggested meeting attendees

Venue GM / Operations / Implementation Lead

Next steps

Week 3: Operational training

Call 4 

Venue Manager Academy review

Length of call

60 minutes

Meeting agenda

  • Review progress with Venue Manager ROLLER Academy video courses

  • Review progress with the Venue Manager training checklist tasks

  • Run through any unique back-of-house operational requirements

Suggested meeting attendees

  • Venue GM / Operations / Implementation Lead

  • Front-of-house leads

  • Marketing

Next steps

Call 5

POS Academy review

Length of call

60 minutes

Meeting agenda

  • Review progress with POS ROLLER Academy video courses

  • Review progress with the POS training checklist tasks

  • Run through any unique back-of-house operational requirements

Suggested meeting attendees

  • Venue GM / Operations / Implementation Lead

  • Front-of-house leads

  • Marketing

Next steps

Review & complete all the relevant tasks.

Week 4: Launch support

Call 6

Pre-launch planning

Length of call

30 minutes

Meeting agenda

  • Run through all the applicable items and address any concerns

Who is on the call

  • Venue GM / Operations / Implementation Lead

  • IT

Next steps

  • Train your staff

  • Update website with the new checkout

  • Test payments & hardware in-venue & online

  • Migrate data

Week 5: Post-activation review

Call 7

Post-launch check-in & reporting training call

Length of call

45 minutes

Meeting agenda

  • Talk about the ROLLER experience so far

  • Run through any reporting scenarios & questions requirements you would like to discuss

  • Discuss value-add features not currently being implemented

Suggested meeting attendees

  • Venue GM / Operations / Implementation Lead

  • Finance

Next steps

Continue using ROLLER and reaching out to support if there are any issues