Editing Staff Profiles and Photos
Learn how to update a registered staff member's profile photo, contact info, assigned store, employment status, and HR information, with screenshots.
POS Integration Troubleshooting
Common POS integration problems and how to fix them, by symptom: transactions not imported, no receipt shown after scanning the QR code, sales that don't match, not being able to add a terminal, and email receipts that don't arrive.
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.
Handling Returns and Refunds
A guide to processing returns and refunds in OMS. Covers recording the return reason, setting the refund amount, coordinating stock returns with WMS, and how each action is logged in the timeline.
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.
Brand Voice Analysis and Settings
Brand voice is a profile that quantifies the "feel" your store projects on social media. AI uses it as reference data when generating captions and reply drafts, keeping your brand image consistent.
AI Image Generation, Resizing, and Editing
How to use AI to generate and edit creative assets. Covers generating images from a text prompt, automatic resizing to platform-specific dimensions, and AI editing of existing images (background removal, adding elements).
Setting Up Deposits and Prepayment
How to take a deposit or full prepayment at the time of booking. Covers the four payment options, the Stripe connection you need first, what customers see, and what to check before you go live.
Shipment Management and Delivery Tracking
A guide to registering shipments and tracking deliveries in OMS. Covers registering the carrier and tracking number, updating shipment status, stock deduction via WMS integration, and using the delivery tracking URL.
What Is the Creative Library
The Creative Library is a feature for centrally managing assets such as images, videos, and text. It supports folder organization, an approval workflow, and access from other areas, letting you reuse approved assets across SNS posts and ads.
Square Staff Data and Receipt Roller Staff Data Mapping
Explains how Square Team Members are linked to Receipt Roller's staff data (StaffDto). Covers how to use manual linking, the logic for resolving who is attributed to a transaction, and the key fields in the Team Member API.
Location Management
An explanation of location management in the WMS. Covers setting up locations for warehouses, backrooms, and sales floors, tracking inventory by location, and checking stock across locations for a given product.
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.
Staff Chat Overview and Quick Setup
An overview of ReceiptRoller's built-in staff communication feature, covering announcements, 1-on-1 messages, group threads, sign-up, and owner/store manager moderation. A one-screen guide to getting started.
Media Display Overview
An overview of ReceiptRoller's Media Display feature, which loops images and videos on Android devices in your store. Use it as a digital signage tool for product showcases, campaign announcements, and menu boards.
SNS Management Overview
An overview of ReceiptRoller's SNS Management feature. Manage post management across 10 supported channels, the Creative Library, AI support, a unified inbox, Google Business Profile integration, and an analytics dashboard all in one place.
Bulk Setting Cost Prices (CSV)
Steps for updating cost prices for multiple products at once using a CSV file. Covers the template, the CostPrice column, ProductId/Name matching, preview, and warning checks, with screenshots.
AI Sales Forecasting
Explains linear extrapolation forecasting for month-end sales and transaction count, and 14-day-ahead demand forecasting (top 5 products, with day-of-week seasonality plus a 20% safety factor). Also covers the 3-tier confidence rating, API/MCP retrieval, and integration with the Sales Analysis by Product AI narrative.
Order Management (OMS) Overview
An overview of ReceiptRoller's OMS (order management system). It consolidates orders from multiple channels — Web, POS, B2B EC, Shopify, Amazon, and more — into a single view, tracking the full lifecycle from order to shipment to completion.
Self-Service Submission Wizard (App Store / Google Play)
The relay router's store app platform provides a wizard that lets store owners handle native app builds for iOS / Android and submission to the App Store / Google Play entirely from the admin screen. This article covers the wizard flow, required information, asset auto-generation, store operations, and how to track submission status.