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.
Staff Nomination Settings
How to let customers choose a staff member before they book. Covers adding a nomination fee, what customers see on the booking page, and why staff must be registered first.
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.
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.
Editing the Booking Page
How to edit the welcome message, cancellation policy and notes shown on your customer-facing booking page, where each one appears, and what to write to cut down on questions.
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.
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.
Automatic Table Assignment and Joining Tables
How ReceiptRoller finds a free table from the party size and time and assigns it automatically, and how to set up table combinations so you can take parties too large for a single table.
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.
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.
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.
Analyzing Reservation Data
Explains, with annotated screenshots, how to read the reservation dashboard statistics, narrow down the reservation list, and check cancellations and no-show cancellations.
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.
Closing Slots in Bulk and Pushing Back Start Times
How to stop taking bookings for a whole range of dates at once, and how to push back the start times for the rest of a day. Covers previewing the impact first, bookings that would run past closing, and notifying customers.
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.