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.
Intake Pace and Maximum Concurrent Bookings
How to set the intake pace, which stops too many bookings arriving in a short time, and the maximum concurrent bookings per slot. Covers how the two limits differ and why the intake pace setting only appears for some business types.
What Is Reservation Management
An overview of ReceiptRoller's reservation management feature. Explains the basics of how staff register bookings, view the timeline, and send automatic notifications.
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.
Setting Up Recurring Bookings
How to register bookings for the same day and time each week, such as every Tuesday at 7 pm, in one go. Also covers how days without slots are skipped and what happens when you end a recurring booking.
Registering an OAuth App
Learn how to register an external app that connects to Receipt Roller using OAuth 2.0.
Unified Inbox (DM Management)
The unified inbox lets you view and reply to DMs from multiple social channels, including Meta, Instagram, X, and LINE, in a single screen. It also supports per-platform filters and a list of conversation history.
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.
Printing a QR Code and Displaying It at Your Store
How to print your check-in campaign's QR code and display it in a spot that's easy for customers to scan.
Connecting YouTube
Explains how to connect a YouTube channel to ReceiptRoller and the video upload limits for posting.
How to Bulk-Register Store Data via CSV
An explanation of how to bulk-register and update store information using a CSV file. Use the template to efficiently migrate data across multiple stores.
Membership Card Design Editor (Colors by Rank, Logo, Live Preview)
The Wallet membership card design editor in the store admin screen lets you edit the background color, logo, and text color per rank while watching a live preview. This article covers how to use the editor, per-rank design management, recommended image specs, and how changes are reflected on existing cards after publishing.
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.
Creating and Publishing Posts
How to create SNS posts. Combine body text, images, videos, and hashtags, select the target accounts, and save as a draft or publish immediately. Supports images up to 5MB and videos up to 2GB, with chunked 8MB video uploads, progress display, cancellation, and automatic retry.
Square Product Data and Receipt Roller Product Data Mapping
Explains how product data in Square Catalog is converted into Receipt Roller's product master (ProductDto), field by field. Covers the relationship between Item / Variation / Category, price currency normalization, and behavior on re-sync.
Product Placement Management
Explains how to create and distribute shelf layouts (planograms). Covers designing shelves with drag and drop, and how to create templates for rolling out to multiple stores at once.
Shopify Integration
How to integrate PIM, OMS, and WMS between Shopify and Receipt Roller. Explains product sync, order import, and stock sync.
Creating a Check-in Campaign
The first step for the store check-in feature. Walks through creating a campaign and displaying its QR code at your store.
Registering Product Information
Steps for registering a new product. Explains basic information, pricing, specifications, B2B/logistics information, variations, and store-specific pricing, with screenshots.
Printing the Register QR Code
How to download the register QR code that customers scan beside the register as a PDF or PNG from the POS terminal page, print it and put it in place, and how it differs from a per-sale QR code.