Now that you've activated your account and logged in to ROLLER, it's time to get set up to start selling. Follow the steps and resources in the getting started checklist in Venue Manager and you'll be up and running in no time.
The getting started checklist
Once logged in to ROLLER, go to Venue Manager.
You'll land on Getting started. Follow the steps and use the Help Center guides in the checklist to customize ROLLER to suit your business.
For some tips and tricks in getting started with the checklist, play the video below.
Have a question?
As you get started with ROLLER you might have some questions along the way, so we’re here to help!
If you have a question about a topic or feature, use the links for each step in the checklist, the search function in this Help Centre or you can also access relevant help from a page within ROLLER.
- If you need more help after working through these resources, contact our support team.
- To see what level of support you have access to, review the guide Contacting support FAQ.
- For essential staff training and how-to videos, check out the videos in our ROLLER Academy.
Payments & hardware
We'll reach out to you to get the ball rolling with ROLLER Payments to manage online and in venue payments at your venue.
We'll also make sure any existing POS systems, card terminals and printers are compatible with ROLLER and any new hardware you need to purchase is ordered and on its way for a successful launch day.
01 Set up your account
Add your key account settings
Now, let's get your account up and running! Start by configuring your key account settings in Venue Manager, including contact information, business details, operational default settings for bookings, taxes, fees and reporting and policy information.
See the guide Add your key account settings to learn how.
Add your brand logo and colors
Personalize your account by adding your brand logo and selecting colors that match your brand for guest-facing applications.
See the guide Add your brand logo and colors to learn how.
Create a waiver (add-on to subscription plan)
And if your venue requires waivers, create a waiver agreement that guests can sign digitally. All signed waivers will be saved against the guest's record for you to easily retrieve when needed.
See the guide Create a waiver to learn how.
02 Get ready to sell
With your account set up and ready to go, it’s time to get your products and activities ready to sell online or in-venue.
Create your resources
You’ll start by creating your resources to manage venue capacity for each area of your venue, class or other attraction or experience. You'll assign these resources when creating your products and tickets in ROLLER to make sure you never overbook.
For more information, see the guide Create your resources.
Create your products
Start creating your products, and if offering any time-based session passes or party packages, set your operating hours and product schedules.
We have some resources to guide you below.
- Create and manage your products
- Set up operating hours
- Create your product schedules using operating hours
Create your checkout to sell online
Next, for online sales, move onto customizing your online checkout and adding your products to the checkout to sell online.
To learn more about ROLLER’s online checkouts, read the following guides:
- Prepare for your progressive checkout
- Create your progressive checkout
- Share your progressive checkout
If you’re on a Premium or Enterprise plan with ROLLER, there’s also the option to create a food and beverage checkout for mobile food & beverage ordering.
- Prepare for mobile food & beverage ordering
- Create your food & beverage checkout for mobile food & beverage ordering
Create your POS devices
For in-venue sales and ticket redemption, create your POS devices, and add your products to the POS menus.
For help setting up your POS devices, see the guide Create your POS devices.
Create your staff members
And finally, create staff member accounts for your teams and invite them to activate their accounts to start learning how to use ROLLER effectively.
To add staff member accounts, see the guide Create staff members.
03 Practice using ROLLER
Now it’s time for you and your team to get hands on and practice using ROLLER. Learn about how you’ll use ROLLER day-to-day in the ROLLER Academy and then practice in your Playground.
We have some resources to guide you below.
04 Start trading with ROLLER
You’re getting close to start trading with ROLLER now! It’s time to do some final checks in preparation for a successful transition to ROLLER.
- Having your hardware ready to go is important. Learn how to check your POS hardware, card terminals and printers are working as expected for launch day in the guide Prepare your hardware for testing.
- Next, for online sales, check your online checkouts are shared with your guests and working as expected. You can read the guide Share your progressive checkout to learn more.
- Finally, Set up your GX Score survey so you can start collecting guest feedback when guests start walking through the door.
Helpful resources
ROLLER offers lots of helpful resources to get you started as well. We’ve listed some of our most popular guides below.
- Getting started with production management (receipt, ticket and production docket printing from POS)
- ROLLER Payments: Identity verification process (KYC)
- Customize your emails and ticket PDF attachment (for emails sent from ROLLER; customization available on PRO plan & above)
Common product setup tasks
You can also take a look at the guides below, which walk through some common products you may want to set up to boost revenue and optimize the guest experience.
You may want to set up when you first start to trade with ROLLER, or at a later date once you have the basics running smoothly.
- Create your party packages
- Create your gift cards
- Create a membership product
- Manage guest wristband allocation
Good luck and the team is always here to help!