Training checklist

Use the training checklists below to identify what you and your team should practice before you start trading in ROLLER.

Visit ROLLER Academy to watch step-by-step video tutorials. Then practice using ROLLER in your ROLLER Playground.

POS basics

To learn more about ROLLER POS, complete the ROLLER Academy course Use POS for everyday tasks.

Question		Help Center/Academy resource
	Can you access and log in to POS?	Help Center: Log in to POS Academy: Log in to POS
	Can you make a sale in POS?	Help Center: Sell items and redeem discounts and memberships at POS Academy: Sell items and apply discounts at POS
	Can you find and redeem tickets for an existing booking?	Help Center: Redeem bookings and assign waivers at POS Academy: Redeem bookings at POS
	Can you process a refund in POS?	Help Center: Refund a booking from POS Academy: Process refunds at POS
	Can you add guest details to a new POS booking?	Help Center: Create guest records at POS
	Can you open and close your till for the day?	Help Center: Open, close (reconcile) and edit till sessions Academy: Open and close a till session
	Can you log out of POS?	Help Center: Log in to POS Academy: Log in to POS

Venue Manager basics

To learn more about Venue Manager, complete the ROLLER Academy course Venue Manager basics

Question		Help Center resource
	Can you make a booking in Venue Manager?	Make a booking from Venue Manager
	Can you refund and cancel a booking in Venue Manager?	Refund bookings from Venue Manager
	Can you issue an invoice?	Issue and manage invoices sent to your guests
	Can you send a confirmation email for a booking?	Send an order confirmation email from the booking in Venue Manager
	Can you manage bookings using the Calendar View?	Monitor monthly bookings from the calendar in Venue Manager
	Can you manage bookings using the Daily Capacity View?	Monitor daily capacity and redemptions
	Can you find a guest using Venue Manager global search?	Search for a booking in Venue Manager

Reporting basics

Review the following Help Center guides and Academy resources for answers to the questions.

Question		Help Center/Academy resource
	What's the difference between cash and accrual accounting?	Help Center: ROLLER for bookkeepers
	Can you set up favorite reports so they appear at the top of my reporting homepage?	Academy: Monitor daily performance in ROLLER
	Can you set up reports for weekly or monthly reporting?	Academy: Get started with ROLLER reports
	Can you save a reporting view? How will this help me?	Academy: Get started with ROLLER reports
	Can you add products to a reporting category?	Academy: Use reporting categories in ROLLER
	What’s the difference between product categories and reporting categories?	Help Center: What’s the difference between product categories and reporting categories?
	Can you identify which products haven't been assigned to a reporting category?	Academy: Use reporting categories in ROLLER
	Can you quickly get a daily summary of your performance KPIs?	Academy: Monitor daily performance in ROLLER
	Can you find a breakdown of total sales segmented by product?	Academy: Track sales and performance in ROLLER
	Can you find a breakdown of total sales segmented by package?	Academy: Track sales and performance in ROLLER
	Can you identify a full list of transactions and refunds that occurred for a period of time?	Academy: Get started with ROLLER reports
	Can you find a breakdown of all ticket redemptions that have occurred?	Academy: Get started with ROLLER reports
	Can you summarize what areas your guests are from?	Academy: Get started with ROLLER reports
	Can you find all redemptions of a particular discount code?	Academy: Get started with ROLLER reports
	Can you get a summary of historical till sessions?	Academy: Get started with ROLLER reports

POS supervisor

To learn more about ROLLER POS, complete the Academy course POS supervisor.

Some items apply only if you use waivers, memberships or gift cards.

Question		Help Center/Academy resources
	Can you configure your POS device settings?	Help Center: Manage individual POS device settings Academy: Customize global POS device settings Customize local POS device settings
	Can you add items to a POS menu?	Help Center: Create and manage your POS menus Academy: Create advanced POS menus
	Can you set the POS pin for staff?	Help Center: Change staff passwords and POS PINs
	Can you find and attach waivers in POS?	Help Center: Search for waivers at POS
	Can you add items to an existing booking in POS?	Help Center: Adjust items in existing bookings at POS
	Can you add a discount to a POS booking?	Help Center: Sell items and redeem discounts and memberships at POS Academy: Sell and apply discounts at POS
	Can you do a split payment?	Help Center: Sell items and redeem discounts and memberships at POS
	Can you email receipts from POS?	Help Center: Email receipts to guests from POS
	Can you ban a guest at POS?	Help Center: Guest flags and banned guest alerts Academy: Manage guest flags at POS
	Can you issue a membership in POS?	Help Center: Sell recurring payment memberships at POS Academy: Sell memberships at POS
	Can you upgrade a membership at POS?	Help Center: Upgrade and downgrade membership in POS
	Can you redeem a membership at POS?	Help Center: Redeem membership at POS Academy: Redeem memberships at POS
	Can you view gift cards in POS?	Help Center: Sell items and redeem discounts and memberships at POS
	Can you sell a physical gift card at POS?	Help Center: Issue a physical gift card at POS
	Can you redeem a gift card at POS?	Help Center: View gift card details and balance at POS

Venue Manager advanced

To learn more about Venue Manager, complete the ROLLER Academy course Venue Manager advanced

Question		Help Center resource
	Do you know where to find the booking activity stream?	Refund bookings from Venue Manager
	Can you change the date of a booking?	Edit bookings from Venue Manager
	Can you change the time of a booking?	Edit bookings from Venue Manager
	Can you add a discount to a booking in Venue Manager?	Add or remove discounts from a booking in Venue Manager
	Can you add products to an existing booking?	How do I add products to an existing booking?
	Can you download the tickets from a booking to an itemized PDF file?	Download tickets for a booking
	Can you send a payment link to a guest?	Send payment request links via SMS or email
	Can you send receipts to guests from Venue Manager?	Email receipts to guests from Venue Manager
	Can you change the resource within an existing booking?	Edit resources for existing bookings in Venue Manager
	Can you ban a guest in Venue Manager?	Guest flags and banned guest alerts
	Can you view a list of all flagged guests?	Guest flags and banned guest alerts
	Do you know how to cancel or re-issue an invoice?	Send and manage invoices
	Can you log a call and send emails from within Venue Manager?	Manage a booking from its activity stream
	Can you save a view in the booking grid, calendar or runsheet?	Save and reuse customized views
	Can you use the bookings grid view to filter any bookings in the next week that have an outstanding balance?	Manage bookings from All bookings in Venue Manager
	Do you know how to filter daily capacity view to only show specific resources and operating hours?	Monitor monthly bookings from the calendar in Venue Manager
	Can you create a company?	Create and manage companies and contacts from Venue Manager
	Do you know how to manage waivers from within Venue Manager?	Update your waiver agreement
	Can you access all your guest records?	Manage guest records in Venue Manager
	Do you know how to merge guest records?	Edit and merge guest records
	Can you export a runsheet for group or party bookings?	Streamline operations with run sheets
	Can you assign a party host to a booking?	Assign staff members to bookings
	Do you know where to find all members?	Search for members in Venue Manager
	Can you update the billing details for recurring memberships?	Update recurring membership credit cards
	Can you change the expiry of a ticket or membership?	Edit the expiry of a purchased standard pass in Venue Manager
	Can you block out capacity for a particular resource?	Temporarily block or reduce capacity of a resource

Reporting advanced