Use the POS and Venue Manager checklists below to help you identify any relevant areas you or your team may need to practice so they can use ROLLER successfully when you start transacting through ROLLER.
Visit ROLLER Academy to watch step-by-step video tutorials. Then practice using ROLLER in your ROLLER Playground.
POS basics
To see POS basics videos, visit ROLLER Academy POS basics
| Question | Help Center resource | |
|---|---|---|
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Can you access & login to POS? | Log in to POS |
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Can you make a sale in POS? | Process sales on POS |
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Can you find and redeem tickets for an existing booking? | Redeem tickets at POS |
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Can you process a refund in POS? | Refund a booking in POS |
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Can you add customer details to a new POS booking? | Manage guest data in POS |
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Can you open and close your till for the day? | Open, close and edit till sessions |
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Can you log out of POS? | Log in to POS |
Venue Manager basics
To see Venue Manager Basics videos, visit ROLLER Academy Venue Manager basics
| Question | Help Center resource | |
|---|---|---|
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Can you make a booking in Venue Manager? | Make a booking from Venue Manager |
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Can you refund and cancel a booking in Venue Manager? | Refund a booking from Venue Manager |
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Can you issue an invoice? | Issue and manage invoices sent to your guests |
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Can you send a confirmation email for a booking? | Resend an email confirmation |
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Can you manage bookings using the Calendar View? | View bookings using calendar view |
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Can you manage bookings using the Daily Capacity View? | View daily capacity and redemptions |
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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 | |
|---|---|---|
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What's the difference between cash and accrual accounting? |
ROLLER for bookkeepers Help Center guide |
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How do I set up favourite reports so they appear at the top of my reporting homepage? |
Reporting homepage overview Academy video |
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How do I set up reports for weekly or monthly reporting? |
Reporting grid Academy video |
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How do I save a reporting view? How will this help me? |
Reporting grid Academy video |
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How can I add products to a reporting category? |
Reporting categories Academy video |
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What’s the difference between product categories and reporting categories? |
What’s the difference between product categories and reporting categories? FAQ |
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How can I identify which products haven't been assigned to a reporting category? |
Reporting grid Academy video |
| How do I quickly get a daily summary of your performance KPIs? |
Dashboard & summary reports Academy video |
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| How do I find a breakdown of total sales segmented by product? |
Sales reports Academy video |
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| How do I find a breakdown of total sales segmented by package? |
Sales reports Academy video |
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| How do I identify a full list of transactions and refunds that occurred for a period of time? |
Transaction reports Academy video |
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| How do I find a breakdown of all ticket redemptions that have occurred? |
Guest reports Academy video |
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| How do I know how to summarize what areas your guests are from? |
Guest reports Academy video |
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| How do I find all redemptions of a particular discount code? |
Operations reports Academy video |
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| How can I get a summary of historical till sessions? |
Operations reports Academy video |
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POS advanced
To see POS Advanced videos, visit ROLLER Academy POS advanced
| Question | Help center resource | |
|---|---|---|
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Can you configure your POS device settings? | Configure your POS device settings |
| Can you add items to a POS menu? | Create and edit your POS menus | |
| Can you set the POS pin for staff? | Change a POS pin | |
| Can you find & attach waivers in POS? (If applicable) | Search for waivers in POS | |
| Can you add items to an existing booking in POS? | Adjust items for existing bookings in POS | |
| Can you add a discount to a POS booking? | Process sales on POS | |
| Can you do a split payment? | Process sales on POS | |
| Can you email receipts from POS? | Email receipts to guests from POS | |
| Can you ban a guest at POS? | Flag and ban guests | |
| Can you issue a membership in POS? (If Applicable) | Sell recurring memberships in POS | |
| Can you upgrade a membership in POS? (If Applicable) | Upgrade and downgrade membership in POS | |
| Can you redeem a memberships in POS? (If Applicable) | Redeem membership in POS | |
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Can you view gift cards on POS? | Process sales on POS |
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Can you sell a physical gift card in POS? | Issue a physical gift card in POS |
| Can you redeem a gift card in POS? | View gift cards on POS | |
Venue Manager advanced
To see Venue Manager advanced videos, visit ROLLER Academy Venue Manager advanced
| Question | Help Center resource | |
|---|---|---|
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Do you know where to find the booking activity stream? | Refund a booking from Venue Manager |
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Can you change the date of a booking? | How to edit existing bookings in Venue Manager |
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Can you change the time of a booking? | How to edit existing bookings in Venue Manager |
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Can you add a discount to a booking in Venue Manager? | Add discounts to 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 links via email and text | |
| Can you send receipts to guests from Venue Manager? | Send receipts to guests from Venue Manager | |
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Can you change the resource within an existing booking? | Update resources in existing session pass booking |
| Can you ban a guest in Venue Manager? | Flag and ban guests | |
| Can you view a list of all flagged guests? | Flag and ban guests | |
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Do you know how to cancel or re-issue an invoice? | Issue & manage invoices sent to your guests |
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Can you log a call and sending emails from within Venue Manager? | Booking activity stream |
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Can you save a view in the booking grid, calendar or runsheet? | Create and edit saved views |
| Can you use the bookings grid view to filter any bookings in the next week that have an outstanding balance? | Use the booking grid view | |
| Do you know how to filter daily capacity view to only show specific resources and operating hours? | Filter and customize views | |
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Can you create a company? | Companies |
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Do you know how to manage waivers from within Venue Manager? | Find & export waivers in Venue Manager |
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Can you access all your guest records? | Where to find guest data |
| Do you know how to merge guest records? | Edit and merge guest records | |
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Can you export a runsheet for group or party bookings? | How to use runsheet |
| Can you assign a party host to a booking? | Assign staff members to bookings | |
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Do you know where to find all members? | Search for members |
| 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 | |
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Can you block out capacity for a particular resource? | How to block out 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 | |
|---|---|---|
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How do I filter reports by a particular column if that column doesn't appear as a filter option in Venue Manager? |
Reporting grid Academy video |
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How can I tell whether a till hasn't been closed for the day? |
Dashboard & summary reports Academy video |
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How can I restrict staff from editing past bookings? (Accrual accounting only) |
Accounting reports Academy video |
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What events in ROLLER would cause revenue to be recognized? (Accrual accounting only) |
Accounting reports Academy video |
| How can I see a full breakdown of how revenue was recognized for a particular booking? (Accrual accounting only) |
Accounting reports Academy video |
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| How can I find all bookings which currently contain deferred revenue? (Accrual accounting only) |
Accounting reports Academy video |
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| Where do I find net revenue broken down by reporting category? (Accrual accounting only) |
Accounting reports Academy video |
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| How do I reconcile my ROLLER Payments payouts? |
ROLLER Payments reports overview Help Center guide |
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| How can I find my authorization rates for payments processed through ROLLER Payments? |
ROLLER Payments dashboard Help Center guide |
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How can I see the total value of transactions processed which are yet to be paid out? |
ROLLER Payments dashboard Help Center guide |