Sales Trend Analysis
How to use Sales Trend Analysis. Explains period switching across the past 6/12/24 months, 8 types of trend bar charts, year-over-year (YoY) comparison, overlaid multi-store comparison, automatic anomaly detection, and automatic month-over-month insight generation — all from a store operations perspective.
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.
How Digital Receipts Work
An explanation of how ReceiptRoller's digital receipts work, and how to set up POS integration with Square and Smaregi.
Product Performance Analysis
How to use product-level sales analysis. Explains date-range filtering, category/search/sorting, AI advice, ABC analysis, gross margin, and PIM integration, with screenshots.
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.
Smaregi POS Integration Setup
Steps to set up the POS integration between Smaregi and ReceiptRoller. Install "ReceiptRoller Link" from the Smaregi App Market, log in with your Smaregi account, then select a store and terminal (register) from the "Connect with Smaregi" button on the POS settings screen to complete the connection. Also explains how to sync transaction data after connecting and how to handle multiple stores and terminals.
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.
Finance Manager Role Permissions
Explains the permissions of the Finance Manager role — a view-only role for receipts, sales reports, and tax exports. Also suitable for granting access to a tax accountant (Starter plan or higher).
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.
Running a Waitlist
How to let customers join a waitlist for full slots and offer places in order when they free up. Covers the order of offers, how long a place is held, and the overnight quiet hours.
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.
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.
Adding and Managing Store Staff
An explanation of how to add, edit, and deactivate store staff. Covers everything from registering staff information to assigning staff across multiple stores.
How to Read the Store Dashboard
How to read the Store Dashboard, which shows all your stores, and Store Details, which shows one store: today's sales and bookings, and where each feature lives.
Staff Permissions and Business Account Roles
Learn how to assign business account roles (permissions) to staff who log in to Receipt Roller. You can grant permissions suited to each person's role, such as store manager, POS admin, or SNS admin.
Instructor Schedules and Booking Slots
How to make instructors and other staff bookable, with booking slots created only for the hours they are on shift. Also explains how to see each instructor's bookings and totals.
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.
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.