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.
B2B Price and Catalog Settings
How to set up buyer-group pricing, volume discounts, and catalog visibility ranges for B2B EC.
Sending Announcements and Confirming Read Status
Explains how owners and store managers can broadcast one-way announcements to staff — how to choose recipients (all staff, by store, or individually), pinning, expiration, and checking read status.
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 ReceiptRoller — An Integrated DX Platform for Retail
ReceiptRoller is an integrated DX platform that unifies digital receipts, CRM, PIM, retail media, SNS management, shelf analytics, and e-commerce integration — everything retail businesses need — into one platform.
About the Former "Admin" Role
The former "Admin" role has been merged into "Owner." If you want to divide responsibilities among staff, use specialized manager roles such as Store Manager instead.
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).
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.
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.
Creating Reservations and Acceptance Settings
Explains, with annotated screenshots, how staff register reservations, configure acceptance rules and slot duration, prepare available slots, and set up the customer-facing reservation page.
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.
What Is B2B EC
An overview of ReceiptRoller's B2B EC platform. Covers wholesale/buyer-facing catalogs, order processing, and PIM/OMS/WMS integration.
Webhooks and Event Notifications
Learn how to register webhooks and which events ReceiptRoller sends notifications for.
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.
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.
Store Status Management
Explains how to check and change a store's operating status (Open, Temporarily Closed, Closed), and the impact a status change has on each feature.
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.
Posting to SNS from an AI Agent (MCP Integration)
A guide to posting in natural language to SNS channels connected to ReceiptRoller from AI agents like Claude. Covers drafting posts, posting to multiple channels at once, scheduled posts, and attaching images, all through conversation. Includes concrete phrasing examples and tips.
Creative Projects and Variant Selection
Creative projects let you group multiple variants (candidate designs) under a single project for comparison and selection. Suited to workflows where you line up A/B candidates for review and pick a winner.
Setting Up LINE AI Chat (Automated Responses)
Set up the AI assistant that automatically answers customer questions in LINE chat, based on your store's hours, reservations, products, purchase history, and FAQ.