--- title: "Training checklist" slug: "training-checklist" updated: 2026-07-04T07:58:24Z published: 2026-07-04T07:58:24Z canonical: "mysupport.roller.software/training-checklist" --- > ## 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. # Training checklist Use the training checklists below to identify what you and your team should practice before you start trading in ROLLER. > [!NOTE] > Visit [ROLLER Academy](https://academy.roller.software/) to watch step-by-step video tutorials. Then practice using ROLLER in your [ROLLER Playground.](/v1/docs/roller-playground) --- ## POS basics To learn more about ROLLER POS, complete the ROLLER Academy course [Use POS for everyday tasks](https://academy.roller.software/pos-operator/introduction-to-pos). | **Question** | **Help Center/Academy resource** | | --- | --- | | | Can you access and log in to POS? | - Help Center: [Log in to POS](/v1/docs/log-in-to-pos) - Academy: [Log in to POS](https://academy.roller.software/pos-operator/login-to-pos) | | | Can you make a sale in POS? | - Help Center: [Sell items and redeem discounts and memberships at POS](/v1/docs/sell-items-and-redeem-discounts-and-memberships-at-pos) - Academy: [Sell items and apply discounts at POS](https://academy.roller.software/pos-operator/sell-items-at-pos) | | | Can you find and redeem tickets for an existing booking? | - Help Center: [Redeem bookings and assign waivers at POS](/v1/docs/redeem-bookings-and-assign-waivers-at-pos) - Academy: [Redeem bookings at POS](https://academy.roller.software/pos-operator/redeem-bookings-at-pos) | | | Can you process a refund in POS? | - Help Center: [Refund a booking from POS](/v1/docs/refund-bookings-from-pos) - Academy: [Process refunds at POS](https://academy.roller.software/pos-operator/process-refunds-at-pos) | | | Can you add guest details to a new POS booking? | Help Center: [Create guest records at POS](/v1/docs/create-guest-records-at-pos) | | | Can you open and close your till for the day? | - Help Center: [Open, close (reconcile) and edit till sessions](/v1/docs/open-close-reconcile-and-edit-till-sessions) - Academy: [Open and close a till session](https://academy.roller.software/pos-supervisor-daily-operations/open-and-close-a-till-session-at-pos) | | | Can you log out of POS? | - Help Center: [Log in to POS](/v1/docs/log-in-to-pos) - Academy: [Log in to POS](https://academy.roller.software/pos-operator/login-to-pos) | --- ## Venue Manager basics To learn more about Venue Manager, complete the ROLLER Academy course [Venue Manager basics](https://academy.roller.software/vm-basics/vm-overview) | **Question** | **Help Center resource** | | --- | --- | | | Can you make a booking in Venue Manager? | [Make a booking from Venue Manager](/v1/docs/create-and-manage-bookings-from-venue-manager) | | | Can you refund and cancel a booking in Venue Manager? | [Refund bookings from Venue Manager](/v1/docs/refund-bookings-from-venue-manager) | | | Can you issue an invoice? | [Issue and manage invoices sent to your guests](/v1/docs/send-and-manage-invoices) | | | Can you send a confirmation email for a booking? | [Send an order confirmation email from the booking in Venue Manager](/v1/docs/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](/v1/docs/monitor-monthly-bookings-from-the-calendar-in-venue-manager) | | | Can you manage bookings using the Daily Capacity View? | [Monitor daily capacity and redemptions](/v1/docs/monitor-daily-capacity-and-redemptions) | | | Can you find a guest using Venue Manager global search? | [Search for a booking in Venue Manager](/v1/docs/search-for-bookings-guests-or-members-from-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](/v1/docs/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](https://academy.roller.software/reporting/monitor-daily-performance-in-roller) | | | Can you set up reports for weekly or monthly reporting? | Academy: [Get started with ROLLER reports](https://academy.roller.software/reporting/get-started-with-roller-reports) | | | Can you save a reporting view? How will this help me? | Academy: [Get started with ROLLER reports](https://academy.roller.software/reporting/get-started-with-roller-reports) | | | Can you add products to a reporting category? | Academy: [Use reporting categories in ROLLER](https://academy.roller.software/reporting/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?](/v1/docs/what-s-the-difference-between-product-and-reporting-categories) | | | Can you identify which products haven't been assigned to a reporting category? | Academy: [Use reporting categories in ROLLER](https://academy.roller.software/reporting/use-reporting-categories-in-roller) | | | Can you quickly get a daily summary of your performance KPIs? | Academy: [Monitor daily performance in ROLLER](https://academy.roller.software/reporting/monitor-daily-performance-in-roller) | | | Can you find a breakdown of total sales segmented by product? | Academy: [Track sales and performance in ROLLER](https://academy.roller.software/track-sales-and-revenue/track-sales-and-performance-in-roller) | | | Can you find a breakdown of total sales segmented by package? | Academy: [Track sales and performance in ROLLER](https://academy.roller.software/track-sales-and-revenue/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](https://academy.roller.software/reporting/get-started-with-roller-reports) | | | Can you find a breakdown of all ticket redemptions that have occurred? | Academy: [Get started with ROLLER reports](https://academy.roller.software/reporting/get-started-with-roller-reports) | | | Can you summarize what areas your guests are from? | Academy: [Get started with ROLLER reports](https://academy.roller.software/reporting/get-started-with-roller-reports) | | | Can you find all redemptions of a particular discount code? | Academy: [Get started with ROLLER reports](https://academy.roller.software/reporting/get-started-with-roller-reports) | | | Can you get a summary of historical till sessions? | Academy: [Get started with ROLLER reports](https://academy.roller.software/reporting/get-started-with-roller-reports) | --- ## POS supervisor To learn more about ROLLER POS, complete the Academy course [POS supervisor](https://academy.roller.software/pos-supervisor-setup-configuration/create-a-pos-template). **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](/v1/docs/manage-individual-pos-device-settings) - Academy: - [Customize global POS device settings](https://academy.roller.software/pos-supervisor-setup-configuration/customize-global-pos-settings) - [Customize local POS device settings](https://academy.roller.software/pos-supervisor-setup-configuration/customize-local-pos-device-settings) | | | Can you add items to a POS menu? | - Help Center: [Create and manage your POS menus](/v1/docs/create-and-edit-pos-menus) - Academy: [Create advanced POS menus](https://academy.roller.software/pos-supervisor-setup-configuration/create-advanced-pos-menus) | | | Can you set the POS pin for staff? | Help Center: [Change staff passwords and POS PINs](/v1/docs/change-staff-passwords-and-pos-pins) | | | Can you find and attach waivers in POS? | Help Center: [Search for waivers at POS](/v1/docs/search-for-waivers-at-pos) | | | Can you add items to an existing booking in POS? | Help Center: [Adjust items in existing bookings at POS](/v1/docs/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](/v1/docs/sell-items-and-redeem-discounts-and-memberships-at-pos) - Academy: [Sell and apply discounts at POS](https://academy.roller.software/pos-operator/sell-items-at-pos) | | | Can you do a split payment? | Help Center: [Sell items and redeem discounts and memberships at POS](/v1/docs/sell-items-and-redeem-discounts-and-memberships-at-pos) | | | Can you email receipts from POS? | Help Center: [Email receipts to guests from POS](/v1/docs/email-receipts-to-guests-from-pos) | | | Can you ban a guest at POS? | - Help Center: [Guest flags and banned guest alerts](/v1/docs/guest-flags-and-banned-guest-alerts) - Academy: [Manage guest flags at POS](https://academy.roller.software/pos-operator/manage-guest-flags-at-pos) | | | Can you issue a membership in POS? | - Help Center: [Sell recurring payment memberships at POS](/v1/docs/sell-recurring-payment-memberships-at-pos) - Academy: [Sell memberships at POS](https://academy.roller.software/memberships/sell-memberships) | | | Can you upgrade a membership at POS? | Help Center: [Upgrade and downgrade membership in POS](/v1/docs/upgrade-and-downgrade-memberships-at-pos) | | | Can you redeem a membership at POS? | - Help Center: [Redeem membership at POS](/v1/docs/redeem-memberships-at-pos) - Academy: [Redeem memberships at POS](https://academy.roller.software/memberships/redeem-memberships-at-pos) | | | Can you view gift cards in POS? | Help Center: [Sell items and redeem discounts and memberships at POS](/v1/docs/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](/v1/docs/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](/v1/docs/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](https://academy.roller.software/advanced-vm/waivers) | **Question** | **Help Center resource** | | --- | --- | | | Do you know where to find the booking activity stream? | [Refund bookings from Venue Manager](/v1/docs/refund-bookings-from-venue-manager) | | | Can you change the date of a booking? | [Edit bookings from Venue Manager](/v1/docs/edit-bookings-from-venue-manager) | | | Can you change the time of a booking? | [Edit bookings from Venue Manager](/v1/docs/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](/v1/docs/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?](/v1/docs/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](/v1/docs/download-tickets-for-a-booking-from-venue-manager) | | | Can you send a payment link to a guest? | [Send payment request links via SMS or email](/v1/docs/send-payment-request-links-via-sms-or-email) | | | Can you send receipts to guests from Venue Manager? | [Email receipts to guests from Venue Manager](/v1/docs/email-receipts-to-guests-from-venue-manager) | | | Can you change the resource within an existing booking? | [Edit resources for existing bookings in Venue Manager](/v1/docs/edit-resources-for-existing-bookings-in-venue-manager) | | | Can you ban a guest in Venue Manager? | [Guest flags and banned guest alerts](/v1/docs/guest-flags-and-banned-guest-alerts) | | | Can you view a list of all flagged guests? | [Guest flags and banned guest alerts](/v1/docs/guest-flags-and-banned-guest-alerts) | | | Do you know how to cancel or re-issue an invoice? | [Send and manage invoices](/v1/docs/send-and-manage-invoices) | | | Can you log a call and send emails from within Venue Manager? | [Manage a booking from its activity stream](/v1/docs/manage-a-booking-from-its-activity-stream) | | | Can you save a view in the booking grid, calendar or runsheet? | [Save and reuse customized views](/v1/docs/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](/v1/docs/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](/v1/docs/monitor-monthly-bookings-from-the-calendar-in-venue-manager) | | | Can you create a company? | [Create and manage companies and contacts from Venue Manager](/v1/docs/create-and-manage-companies-and-contacts-from-venue-manager) | | | Do you know how to manage waivers from within Venue Manager? | [Update your waiver agreement](/v1/docs/update-your-waiver-agreement) | | | Can you access all your guest records? | [Manage guest records in Venue Manager](/v1/docs/manage-guest-records-in-venue-manager) | | | Do you know how to merge guest records? | [Edit and merge guest records](/v1/docs/edit-and-merge-guest-records) | | | Can you export a runsheet for group or party bookings? | [Streamline operations with run sheets](/v1/docs/streamline-operations-with-run-sheets) | | | Can you assign a party host to a booking? | [Assign staff members to bookings](/v1/docs/assign-staff-members-to-bookings) | | | Do you know where to find all members? | [Search for members in Venue Manager](/v1/docs/search-for-members-in-venue-manager) | | | Can you update the billing details for recurring memberships? | [Update recurring membership credit cards](/v1/docs/update-recurring-membership-payment-details-from-pos-or-venue-manager) | | | Can you change the expiry of a ticket or membership? | [Edit the expiry of a purchased standard pass in Venue Manager](/v1/docs/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](/v1/docs/temporarily-block-or-reduce-capacity-of-a-resource) | --- ## Reporting advanced Review the following Help Center guides and Academy resources for answers to the questions. | **Question** | **Help Center/Academy resource** | | --- | --- | | | Can you filter reports by a particular column if that column doesn't appear as a filter option in Venue Manager? | Academy: [Get started with ROLLER reports](https://academy.roller.software/reporting/get-started-with-roller-reports) | | | Can you tell whether a till hasn't been closed for the day? | Academy: [Review and reconcile till sessions](https://academy.roller.software/manage-accounting-and-reconciliation/review-and-reconcile-till-sessions) | | | Can you restrict staff from editing past bookings? (Accrual accounting only) | Guide: [Restrict past booking modifications](/v1/docs/restrict-past-booking-modifications) | | | Can you explain what events in ROLLER would cause revenue to be recognized? (Accrual accounting only) | Academy: [Get to know reporting terms in ROLLER](https://academy.roller.software/reporting/get-to-know-reporting-terms-in-roller) | | | Can you see a full breakdown of how revenue was recognized for a particular booking? (Accrual accounting only) | Academy: [Get to know reporting terms in ROLLER](https://academy.roller.software/reporting/get-to-know-reporting-terms-in-roller) | | | Can you find all bookings which currently contain deferred revenue? (Accrual accounting only) | Academy: [Get to know reporting terms in ROLLER](https://academy.roller.software/reporting/get-to-know-reporting-terms-in-roller) | | | Can you find net revenue broken down by reporting category? (Accrual accounting only) | Academy: [Use reporting categories in ROLLER](https://academy.roller.software/reporting/use-reporting-categories-in-roller) | | | Can you reconcile my ROLLER Payments payouts? | Academy: [Reconcile ROLLER Payments payouts](https://academy.roller.software/manage-accounting-and-reconciliation/reconcile-roller-payments-payouts) | | | Can you find my authorization rates for payments processed through ROLLER Payments? | Help Center: [Track payouts and trends with the ROLLER Payments dashboard](/v1/docs/track-payouts-and-trends-with-the-roller-payments-dashboard) | | | Can you see the total value of transactions processed which are yet to be paid out? | Help Center: [Track payouts and trends with the ROLLER Payments dashboard](/v1/docs/track-payouts-and-trends-with-the-roller-payments-dashboard) | ## Related - [Search for bookings, guests or members from Venue Manager](/search-for-bookings-guests-or-members-from-venue-manager.md) - [Get started with guest surveys](/get-started-with-guest-surveys.md) - [Choose and order ROLLER Payments terminals](/choose-and-order-roller-payments-terminals.md) - [Pre-launch checklist](/pre-launch-checklist.md) - [Take online payments using PayPal (beta)](/take-online-payments-using-paypal-beta.md)