Documentation Index

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Set up your Pro plan

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Welcome to ROLLER Pro! You’ve unlocked a new set of tools to manage and grow your venue.

In this guide you’ll learn what’s included in your plan and how to set up and make the most of these tools.

What’s new in Pro?

The Pro plan includes everything in Lite, plus:

  • Additional devices: streamline your front-of-house with up to 6 devices.

  • Online accounts: offer a convenient way for guests to manage and redeem their passes, memberships and gift cards.

  • Custom staff permissions: fine-tune staff roles for targeted access.

  • Segmentation: group your guest data to optimize your marketing campaigns.

  • Tab management: for frictionless ordering and payment.

  • Guest flags and bans: manage banned guests or share special instructions for personalized experiences.

  • Invoicing: request payment for a booking through Venue Manager.

  • And more: take advantage of multiple checkouts, wristband management, send emails, log calls, device templates, membership upgrades, unlimited custom data form, Meta Pixel (Facebook and Instagram) compatibility and unlimited scheduled reports.

Contact your customer success manager or the support team to learn more about plans or to upgrade. View all ROLLER plans on the pricing page.

Get started with your Pro plan

Below are the setup tasks we recommend to get your Pro features up and running.

Set up new POS and SSK devices

You can now use up to 6 point-of-sale (POS) or self-service kiosks (SSK) in the pro plan to streamline your front-of-house operations. Use templates to manage content on multiple POS devices, maintaining consistency across all POS devices linked to the template.

Enable online accounts for guests

Reduce operating costs and save your venue time by allowing guests to view their passes, memberships and gift cards all in their online account. Guests can conveniently upgrade and reactivate their memberships, manage parties and more.

When guests can self service these basic tasks this reduces reliance on venue staff fielding these requests.

Set up custom permissions for venue staff

Permissions provide access to the different areas in the platform (eg Venue Manager, Bookings, Products, Documents, Settings and Reports).

If your venue requires staff to have a certain set of permissions outside of the main user roles, you can create a custom role. Some examples of custom roles are: 

  • Create a reporting only permission for investors to get access to reporting

  • Create a POS Supervisor role with POS access that can allow refunds and close till functionality.

Get started creating custom roles for your venues:

Use guest segmentation for marketing campaigns

Increase your revenue by attracting new audiences, encouraging repeat visitation and personalizing your communications. Create guest segments and use an email marketing platform like Campaign Monitor to send personalized email campaigns and automated messages.

Some examples of custom segments are:

  • Birthday party promotions for guests with upcoming birthdays

  • Promotions for guests who complete guest surveys

  • Promotions to target top spenders at a venue

  • Target offers to frequent visitors to promote loyalty

Get started with guest segmentation:

Create and manage guest tabs at POS

Use tabs to let guests freely order and settle payment at the end of their visit. We’re trialing card pre-authorization for tabs to further streamline tab payments, with a selection of venues included in a beta program.

The card pre-authorization feature is currently in beta with a limited intake. If you'd like to be involved, please contact our support team.

Flag and ban guests

There are different flags that can be assigned to guest records in Venue Manager and at POS to help venue staff manage banned guests or provide personalized service.

Some examples of using guest flags are:

  • Use the Medical flag to inform your team about guest medical requirements such as allergies.

  • Use the Competency flag to record the competency levels of guests for safety, eg. rock climbing ability.

  • Use the Ban flag to notify venue staff if the banned guest attempts to create a new booking.

  • There are also VIP flags and a generic Alert flag to use to provide instructions for venue staff about how to cater to specific guests.

Get started using guest flags:

Send and manage invoices for bookings

Provide a flexible way for guests to secure and pay for bookings using an invoice.

Get more out of your Pro plan

Take your venue to the next level by using all the features your plan has to offer.