Shift Lead (Store Role)
Shift lead is the store role between Staff and Store manager, for handing over the rota, the noticeboard, bookings, coupon redemption and this store's sales. It is not yet used for access control.
Developer API Overview
Learn about the Receipt Roller developer API and the steps to get started. Available on Starter plan and above.
Webhooks and Event Notifications
Learn how to register webhooks and which events ReceiptRoller sends notifications for.
Staff Permissions and Business Account Roles
Staff who log in to the dashboard are given business account roles and store roles. Covers the difference between staff records and members, the roles, and how to invite and change them.
Instagram / Facebook Feed
How to set up an Instagram / Facebook product catalog feed for Meta Commerce Manager. Covers Instagram Shopping tags and Dynamic Ads (DPA).
Plans and Roles
For each plan (Trial, Basic, Starter, Growth, Enterprise): how many members and Owners you can have, and which business account roles you can assign. Also covers what happens when the trial ends.
Connecting X (formerly Twitter)
Explains how to connect X (formerly Twitter) to ReceiptRoller via OAuth 2.0 (PKCE), the permissions required for posting and DMs, and token validity.
Smaregi Product Data and Receipt Roller Product Data Mapping
Explains how Smaregi's product master is converted into Receipt Roller's product master (ProductDto), field by field. Covers the correspondence for product code, product name, category, price, and cost, along with quirks specific to Smaregi.
Managing ad spaces
How to choose, for each ad space, whether to accept outside ads, pause them, or change the share and floor price. You can also change several at once or stop outside ads for the whole business account.
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.
Social Manager Role Permissions
Explains the permissions of the SNS Manager role. Handles SNS connection, post scheduling, and analytics, and is designed so external agencies can be granted access safely (Growth plan and above).
What Is Warehouse Management (WMS)?
An overview of ReceiptRoller's WMS (warehouse and stock management system). Manage stock across warehouses, backrooms, and sales floors by location, and record every receiving, shipping, and movement as an immutable log.
Review Management and AI Reply Drafting
Read and reply to Google reviews from ReceiptRoller. Work through every location's unanswered reviews on one screen, with reply templates and AI drafts written in the review's own language.
Adding and Removing Google Photos
Add photos to your Google Business Profile from ReceiptRoller, or remove ones already there. Covers photo types and the file requirements.
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.
About the Former "Admin" Role
The former "Admin" role has been merged into Owner. To share the work without making someone an Owner, combine Operations manager, the other manager roles and store roles.
Connecting Google Business Profile
How to connect Google Business Profile to ReceiptRoller. One connection covers all of your locations, and you can update store information, reply to reviews and check insights from ReceiptRoller.
Staff Sync via Square Integration
Explains how stores connected to Square POS can sync Team Member information bidirectionally with ReceiptRoller — job assignments, pay rates, assigned stores, owner permissions, and more, kept aligned with Square.
EC Integration Overview
An overview of ReceiptRoller's e-commerce integrations: when to use B2B EC or Shopify integration, and how to get products onto Google Shopping, Instagram and TikTok.
Ad revenue report
How to read the "Ad revenue" screen, which shows estimated revenue from ads on your ad spaces by month, ad space, store and ad.