Setting Up Unlimited Plans
How to set up a flat monthly or yearly plan that lets subscribers book without using pass credits. Covers how it differs from session passes, joining and cancelling, and closing a plan to new members.
Charging No-Show Fees
How to charge a cancellation fee to customers who do not show up. Covers the card-on-file setting, when the charge is made, and why a charge may not go through.
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.
Reading the Check-in Analytics Screen
Learn how to use the summary tiles, 30-day chart, and CSV export on the check-in detail screen.
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.
Publishing a Flyer
Walks through uploading your store's flyer image to ReceiptRoller and publishing it to the app of customers who have favorited your store.
Recording Attendance and Makeups
How to record attendance for a whole class at once and move an absence to another session as a makeup. Also explains how session pass credits are never used twice.
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.
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.
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.
Editing Email Templates
How to edit the wording of confirmation, cancellation and reminder messages, including placeholders, the preview, and the fact that LINE messages use the same text.
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.
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.
Automatically Holding the Half-Turn Tee Time
How to hold the IN tee time at the same time as the OUT start slot, covering course pairings, the time between halves, and what happens when the second half cannot be held.