Customer data when a customer merges accounts
What happens to your store's customer data when a customer merges two ReceiptRoller accounts, and how to join two records of the same customer.
Square Customer Data and Receipt Roller Customer Data Mapping
Explains how customers registered in Square Customer Directory are converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the given_name / family_name correspondence, address decomposition logic, and how reference_id is handled.
Smaregi Customer Data and Receipt Roller Customer Data Mapping
Explains how Smaregi's customer master is converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the membership number, name, contact info, and date-of-birth correspondence, the priority between mobile and landline numbers, and webhook-based sync timing.
Purchase History by Customer (POS Integration)
Review each customer's 30 most recent receipts on the customer detail page in Customers (CRM). Covers the conditions under which POS-issued receipts appear, why scanned paper receipts are excluded, how member matching works, privacy handling, and API access.
Customer Data Management
Centrally manage customer profiles, visit counts, and purchase records. Search, tagging, and notes let all staff quickly check up-to-date customer information.
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.
Customer Marketing Distribution
Send messages to customer segments across multiple channels including LINE and push notifications. Review all channel activity in a unified inbox.
Customer-Targeted Promotions
Group customers with a customer segment and offer coupons and specials to them through a push notification sent to that segment.
Creating 1-on-1 and Group Threads
Explains how to create 1-on-1 messages and group threads for staff-to-staff communication, including adding/removing participants, editing and deleting messages, and archiving threads.
Customer Segments
Group customers by visits, total spent, days since last visit, rank, tag, prefecture, and store, and save the group as a segment. Choose a segment as the audience of a push notification.
What You Can Do with ReceiptRoller
Introduces what can specifically be achieved with ReceiptRoller, organized by use case. Covers digital receipts, customer analysis, promotions, sales forecasting, shelf management, SNS operations, and more, giving a full picture of store DX.
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.
Audience Segments and Broadcast Casting
SNS CRM lets you segment followers and DM contacts, then send one broadcast message to each segment. Deliver focused communication to customers based on specific attributes and behavior history.
Moderating Staff Communications
Explains how business account owners and store managers can review and manage staff communications using the moderation feature — closing threads, deleting inappropriate messages, and exporting CSV files for compliance.
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.
Specifying Distribution Segments
Send a push notification only to the customers in a customer segment. Covers choosing the audience, who actually receives the notification, and segment examples you can build today.
Refunds on Cancellation
How payments taken in advance are refunded when a booking is cancelled. Covers the difference between customer and store cancellations and what to do after the cancellation deadline.
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.
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.
Warehouse Manager Role Permissions
Explains the permissions of the Warehouse Manager role. Specialized for inventory management, receiving/shipping, and WMS integration, with no access to customer or financial data (Enterprise plan only).