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.
Scheduled Publishing and Multi-Channel Posting
Explains how to select a destination channel and schedule a post for a specified date and time, as well as how to publish the same content to multiple channels at once.
Asking for Reviews on Receipts
Show a button that opens your Google review form on digital receipts and receipt emails. Only customers who actually visited are asked, and the review growth screen shows the effect week by week.
How Coupons Reach Customers
Coupons you create appear automatically in the coupon list of customers who have favorited your store. You can also give a coupon as a survey reward, email it to customers who have visited or opted in, print it as a QR code on a flyer or POP, or announce it to a segment with a push notification.
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.
Finance Role Permissions
The Finance role is for viewing and exporting sales, reports and transactions. It can also set the ad-revenue payout account, so this page covers what to consider before giving it to an outside accountant (Starter plan and above).
Connecting with POS
How to connect Smaregi or Square to ReceiptRoller. Once connected, transactions are imported automatically and transactions, sales reports and digital receipts become available.
Store Manager (Store Role)
Store manager is the widest of the three store roles, for the person in charge of one store. Covers what it unlocks today (the activity log, sales and the roster in the store operations app), what it does not yet, and who can appoint it.
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.
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.
Recording Arrivals
How to record that a customer has arrived. Covers one-tap recording from the Timeline, recording from the reservation details, and how bookings marked as arrived are handled.
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.
Customer Loyalty Analysis
Automatically determine membership rank based on visit count and total spend. Track LTV and purchase frequency trends to help retain valuable customers and prevent churn.
Matching Smaregi and Square Sales to Customers
How Smaregi and Square sales are matched to your ReceiptRoller customers. Member and customer information is not synced with the POS; matched sales update the customer's purchase history and visit count.
Reservation Cancellations and Changes
Explains, with annotated screenshots, how to cancel, complete, or mark reservations as no-show cancellations, and how to handle date/time changes.
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 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.
Visualizing Missed-Sale Opportunities
Visualizes missed-sale (stockout opportunity loss) items by shelf position. Combines POS data with shelf allocation to give an intuitive, map-like view of where items are selling.
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.
Choosing an Industry Template (Restaurant / Retail)
The store app platform offers industry-specific templates to get first-time store owners started. This article covers what features come pre-loaded with each template, which stores each one suits, how to decide, switching templates later, and customization plans.