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Optimize your ROLLER setup

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Increase revenue, reduce manual admin and deliver a smoother guest experience by making better use of features available in ROLLER.

These practical best practices focus on measurable outcomes, including higher online conversion, stronger revenue retention, faster front-of-house workflows and more effective marketing.

1. Stop manually alternating party rooms

If you manually alternate party rooms to manage capacity, you may be limiting availability and missing bookings.

Use multiple resources per booking so ROLLER automatically assigns the best-fit room, or the right number of rooms, based on booking size. This helps you increase sellable capacity, keep larger rooms free for bigger parties, and reduce manual admin.

Set up multiple resources per booking in party package program settings

2. Refund to gift card instead of losing revenue

If refund to gift card isn’t enabled, you may be returning revenue that could stay in your business when guests cancel.

  • Keep revenue in your venue.

  • Encourage repeat visits.

  • Reduce cash flow impact during cancellations.

Use refund to gift card to turn cancellations into future revenue instead of lost revenue. This helps you retain more revenue, bring guests back and reduce the financial impact of refunds.

Set up refund to gift card in refund settings

3. Turn on alternative payment methods

If guests can’t pay the way they prefer, they’re more likely to abandon checkout.

  • Reduce payment friction.

  • Improve mobile checkout experience.

  • Increase checkout conversion.

Turn on alternative payment methods to give guests more ways to pay at checkout. This reduces friction, improves conversion and can help recover bookings that might otherwise be abandoned.

Set up alternative payment methods in ROLLER Payments

4. Use the party guest list

Stop managing party invites, RSVPs and waivers manually.

  • Send digital invitations.

  • Track RSVPs automatically.

  • Collect signed waivers before the event.

  • Speed up check-in on the day.

Use the party guest list to let guests manage invitations, RSVPs and waivers online instead of relying on manual follow-up. This saves staff time, improves the guest experience and helps parties arrive ready to check in. Available on Pro plans and above.

Manage invitations with the party guest list

5. Use terms and conditions for venues and products

Make your policies easy for guests to find before they buy.

  • Set clear expectations before purchase.

  • Reduce disputes and support queries.

  • Apply venue-wide policies once, then add product-specific terms where needed.

Use venue and product-specific terms and conditions to clearly communicate important policies before checkout. This helps guests understand what applies to their booking, reduces avoidable disputes and gives your team a more consistent way to manage exceptions.

Set up venue-wide term and conditions, and product-specific in product settings under Additional options.

6. Favorite frequently used discounts

Don’t make staff search for the same discount codes over and over at POS.

  • Speed up POS transactions.

  • Reduce manual searching and keying errors.

  • Make common discounts easier for staff to apply consistently.

Favorite your most-used discount codes so they appear as quick-select options at POS. This speeds up transactions, reduces errors and helps keep service moving.

Sell items and redeem discounts and memberships at POS

7. Upsell extras in online checkout

Increase average order value by recommending add-ons before guests pay.

  • Food and beverage bundles.

  • Merchandise.

  • Party upgrades.

  • Required items such as grip socks.

Upsell relevant extras in online checkout so guests can add them before they complete their booking. This helps increase basket size, capture more revenue per order and reduce missed add-on sales.

Manage add-ons in your online checkout

8. Use a group booking inquiry form

Stop managing large group and event inquiries through scattered emails and calls.

  • Reduce manual back-and-forth.

  • Capture enquiry details in one place.

  • Route inquiries into the activity center for follow-up.

  • Convert inquiries into bookings faster.

Use a group booking inquiry form to collect the details you need up front, then convert qualified inquiries into bookings from the activity center. This helps your team respond faster, keep enquiry details organized and reduce manual admin when turning interest into revenue.

Create bookings from guest inquiries in the activity center

9. Use segments for targeted email marketing

Send more relevant campaigns by targeting the right guests, not your entire database.

  • Reach the right audience with more relevant offers.

  • Encourage repeat visits and win back lapsed guests.

  • Promote products based on past behaviour.

  • Build segments for birthdays, local guests, recent visitors, members and big spenders.

Use guest segments to group guests by behaviour, booking history or profile details, then send more targeted campaigns through your email marketing platform. This helps you make your marketing more relevant, improve engagement and reduce broad send-to-everyone campaigns. Available on Pro plans and above.

Create and manage segments

10. Integrate guest segments with Campaign Monitor

Stop manually exporting and updating marketing lists.

  • Keep audiences synced automatically.

  • Reduce manual list management.

  • Use guest data to power more relevant campaigns.

  • Support automated journeys and ongoing audience updates.

Connect Campaign Monitor to ROLLER so your guest segments sync automatically to the right lists. This reduces manual list work, keeps audiences current and helps you run more targeted email campaigns. Available on Pro plans and above.

Set up Campaign Monitor integration

11. Enable call to book when online sales close

Don’t lose guests who are ready to book just because online sales have closed.

  • Capture high-intent inquiries.

  • Give guests a clear next step when they can’t book online.

  • Recover bookings that might otherwise be lost.

  • Support products like parties or sessions with short online cut-off windows.

Enable call to book so guests can contact your venue when online sales have closed. This helps you recover late-booking demand and reduce lost bookings.

Set up call to book in online checkout

12. Show tickets or resources remaining at checkout

Help guests book sooner by making availability visible while they shop.

  • Create urgency during peak sessions.

  • Encourage faster purchase decisions.

  • Improve sell-through on limited-capacity sessions.

  • Show remaining tickets or resources based on product setup.

Show tickets or resources remaining in checkout so guests can see limited availability before they book. This makes availability clearer, helps guests decide faster and can improve sell-through for busy sessions.

Show tickets or resources remaining in online checkout

13. Brand your email templates

Make every guest email look and feel like it came from your venue.

  • Reinforce your venue identity in every message.

  • Keep confirmations, reminders and follow-ups consistent.

  • Make important guest communications clearer and more professional.

  • Preview and test updates before publishing.

Brand your email templates so guest emails feel consistent, professional and clearly connected to your venue. This improves the guest experience and makes important messages easier to recognize and trust.

Customize your email templates

14. Use roles and permissions correctly

Give staff access to what they need — and nothing they don’t.

  • Protect sensitive settings and guest data.

  • Reduce accidental changes to products, pricing and venue settings.

  • Keep front-of-house teams focused on the tools they actually use.

  • Support tighter control as your team grows.

Assign staff the right roles and permissions so they only access the parts of ROLLER they need. This protects sensitive settings, reduces accidental errors and improves operational control. Custom roles are available on a Pro plan and above.

Create and manage staff roles and permissions

15. Schedule key reports automatically

Get the right reports to the right people without having to remember to send them.

  • Automate report delivery by email.

  • Improve financial visibility across the business.

  • Keep stakeholders updated with consistent reporting.

  • Reduce manual admin for recurring reporting tasks.

Use scheduled reports to automatically email key reports to the right recipients on a regular basis. This helps reduce manual admin and improve visibility across your business. Scheduled reports are available on Lite and Pro plans. Lite includes one scheduled report, while Pro and above support multiple scheduled reports.

Schedule reports

16. Use waiver QR codes with waiver kiosks

Help guests complete waivers before they reach the counter.

  • Reduce congestion at entry.

  • Speed up check-in and ticket redemption.

  • Let guests self-serve on their own device or at a kiosk.

  • Make it easier for staff to find and assign waivers at POS.

Use waiver QR codes and waiver kiosks together to help guests complete waivers before or during arrival without holding up the front desk. This reduces queues, speeds up check-in, and makes it easier for staff to assign waivers when redeeming tickets at POS.

Set up a waiver QR sign for mobile self-service and a waiver kiosk for guests who need to complete waivers on-site.