--- title: "Implementation training plan" slug: "implementation-training-plan" tags: ["Reference"] updated: 2026-07-04T07:42:06Z published: 2026-07-04T07:42:06Z canonical: "mysupport.roller.software/implementation-training-plan" --- > ## 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. # Implementation training plan 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](/v1/docs/getting-started-checklist-quick-start-guide) 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](/v1/docs/contact-roller-support). **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. ![](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/7592140212367.png) Download the [ROLLER Implementation Experience guide](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/ROLLER%20Implementation%20Experience.pdf). ## 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 | - Complete the [ROLLER Payments verification](/v1/docs/roller-payments-know-your-customer-kyc) process - Review the [minimum hardware requirements](/v1/docs/minimum-hardware-and-operating-requirements-for-roller) article and audit your hardware as quickly as possible - Confirm your ROLLER Payments card terminal orders | ## 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 | - Watch the [Venue Manager ROLLER Academy video modules](https://academy.roller.software/) - Test your knowledge using the [Venue Manager training checklist](/v1/docs/training-checklist) | ## 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 | - Review [POS ROLLER Academy videos](https://academy.roller.software/) - Open Playground & complete the [POS training checklist](/v1/docs/training-checklist) items in Playground | | 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 | ## Related - [Minimum hardware and operating requirements for ROLLER](/minimum-hardware-and-operating-requirements-for-roller.md) - [Getting started with ROLLER 101](/getting-started-with-roller-101.md) - [Training checklist](/training-checklist.md) - [Getting started checklist: quick start guide](/getting-started-checklist-quick-start-guide.md)