Handling Returns and Refunds
A guide to processing returns and refunds in OMS. Covers recording the return reason, setting the refund amount, coordinating stock returns with WMS, and how each action is logged in the timeline.
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.
Issuing Digital Receipts
Explains the flow from a transaction to a digital receipt reaching the customer, and the issuance methods such as QR codes, the LINE mini app, and the store app.
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.
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.
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.
Automatic Member Number Issuance Settings
ReceiptRoller automatically issues member numbers in the format "PREFIX-sequence". Covers the format, setting the prefix and digit count (4-12), when numbers are issued, and what happens to existing numbers when you change the format.
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.
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.
Customer Loyalty Analysis
Automatically determine membership rank based on visit count and total spend. Track LTV and purchase frequency trends to help retain valuable customers and prevent churn.
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.
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.
Receipt Design
How to set, for each store, the logo, company name, fields shown, and messages from the store that appear on your digital receipts.
Social Media Post Performance Analytics
A feature that analyzes social media post performance metrics (likes, comments, shares, reach, impressions, engagement rate) across channels. Track trends by hour, day, month, and year.
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.
Google Business Profile Insights
View Google Business Profile insights (search views, profile views, calls, direction requests, website clicks) directly in ReceiptRoller. Understand your store's customer-acquisition impact in numbers.
Benefits of Adopting Digital Receipts
Digital receipts cut down on paper receipts and let customers keep receipts on their phone, while your POS integration collects transaction data automatically. Also covers using them as qualified invoices.
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.
Recording Arrivals
How to record that a customer has arrived. Covers one-tap recording from the Timeline, recording from the reservation details, and how bookings marked as arrived are handled.
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.