Moving from Another System (CSV Import)
How to import your member list and remaining session pass credits from another system. Covers the check-then-import flow, how rows are matched to existing customers, and why you should not import the same file twice.
Instructor Schedules and Booking Slots
How to make instructors and other staff bookable, with booking slots created only for the hours they are on shift. Also explains how to see each instructor's bookings and totals.
Editing Email Templates
How to edit the wording of confirmation, cancellation and reminder messages, including placeholders, the preview, and the fact that LINE messages use the same text.
Setting Up Room and Rental Stock
How to register room types and rental items so you can take bookings that span several days. Covers the difference between stays and hires, quantity, and turnaround days.
Reservation Notifications and Customer Reminders
Explains, with annotated screenshots, how to configure reservation confirmation emails, pre-visit reminders, cancellation notifications, email templates, placeholders, and preview.
Creating and Running Session Passes
How to create session passes such as a 10-session pass, let customers buy them, and use up one credit per booking. Also covers setting an expiry and how credits are returned on cancellation.
Setting Up Unlimited Plans
How to set up a flat monthly or yearly plan that lets subscribers book without using pass credits. Covers how it differs from session passes, joining and cancelling, and closing a plan to new members.
Setting Up Recurring Bookings
How to register bookings for the same day and time each week, such as every Tuesday at 7 pm, in one go. Also covers how days without slots are skipped and what happens when you end a recurring booking.
Calendar Files Attached to Booking Messages
How a calendar file is attached to booking confirmations so customers can add the booking to their own calendar, which messages include it, and what happens on changes and cancellations.
Using the Timeline
How to use the Timeline, which lays out a day's bookings by seat or staff member. Covers what the colours mean, the current-time marker, and moving bookings by dragging.
Booking Menus and Service Durations
How to set a duration for each booking menu item so customers are only offered times when that much time is free in a row. Covers buffer time, choosing which staff can take an item, visibility (Public, Link only, Members only) and who counts as a member.
What Is Reservation Management
An overview of ReceiptRoller's reservation management feature. Explains the basics of how staff register bookings, view the timeline, and send automatic notifications.
Running a Waitlist
How to let customers join a waitlist for full slots and offer places in order when they free up. Covers the order of offers, how long a place is held, and the overnight quiet hours.
Intake Pace and Maximum Concurrent Bookings
How to set the intake pace, which stops too many bookings arriving in a short time, and the maximum concurrent bookings per slot. Covers how the two limits differ and why the intake pace setting only appears for some business types.
Creating Reservations and Acceptance Settings
Explains, with annotated screenshots, how staff register reservations, configure acceptance rules and slot duration, prepare available slots, and set up the customer-facing reservation page.