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.
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.
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.
Shopify Integration
How to integrate PIM, OMS, and WMS between Shopify and Receipt Roller. Explains product sync, order import, and stock sync.
Calendar Files Attached to Booking Messages
How a calendar file is attached to booking confirmations so customers can add the booking to their own calendar, which messages include it, and what happens on changes and cancellations.
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.
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.
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.
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.
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.
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.
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.
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.
Managing Printers and Receipts
How to check your store's thermal printers, connect them to POS terminals, and customize the look of digital receipts from "Printers & receipts" on the store page.
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.
Generating the Inventory Calendar
How to generate the inventory calendar you need before rooms and rental items can be booked. Covers how ungenerated days look to customers and the warning shown when the calendar is about to run out.
Sales Dashboard
How to use the Sales Dashboard, which lets you check your store's key KPIs, a 12-month trend chart, auto-generated business insights, and a link to Sales Analysis by Product (all stores) on a single screen.
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.
Booking Menus and Service Durations
How to set a duration for each booking menu item so customers are only offered times when that much time is free in a row. Covers buffer time, choosing which staff can take an item, visibility (Public, Link only, Members only) and who counts as a member.