Setting Up Unlimited Plans
How to set up a flat monthly or yearly plan that lets subscribers book without using pass credits. Covers how it differs from session passes, joining and cancelling, and closing a plan to new members.
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.
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.
Square Staff Data and Receipt Roller Staff Data Mapping
Explains how Square Team Members are linked to Receipt Roller's staff data (StaffDto). Covers how to use manual linking, the logic for resolving who is attributed to a transaction, and the key fields in the Team Member API.
Issuing a Per-Store Entry Point for the LINE Mini App
Learn how ReceiptRoller issues a unique LINE Mini App entry point for each store, letting customers access membership cards, reservations, and coupons directly from LINE with no app install required. Covers prerequisites, LIFF setup steps, the customer flow, multi-store operation, and troubleshooting.
What Is a Product Feed
Overview of product feeds. Explains how product data registered in PIM is automatically generated into feeds for Google, Instagram, and TikTok.
Receipt Handling for Refunds and Cancellations
Explains how e-receipts are handled when a customer requests a refund after checkout, or a mis-entered sale is voided. Covers what customers see and how staff should operate.
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.
Plans and Roles (Free Plan Limitations)
Explains how ReceiptRoller roles differ depending on your plan. Includes a table showing which roles are available on the Free, Starter, Growth, and Enterprise plans.
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.
Product Manager Role Permissions
Explains the permissions of the Product Manager role. Specialized for managing the product catalog (PIM), with no access to customer or financial data. Available on the Basic plan and above.
Moderating Staff Communications
Explains how business account owners and store managers can review and manage staff communications using the moderation feature — closing threads, deleting inappropriate messages, and exporting CSV files for compliance.
Creating 1-on-1 and Group Threads
Explains how to create 1-on-1 messages and group threads for staff-to-staff communication, including adding/removing participants, editing and deleting messages, and archiving threads.
Creating and Running Surveys
With ReceiptRoller's survey feature, customers can respond via QR code or a digital receipt, and you can check response counts and satisfaction scores (NPS) right away. You can also automatically issue a coupon when a response is completed.
Assigning and Changing Roles
Explains how to invite, assign, change, and remove member roles in ReceiptRoller. A single member can also be given multiple manager roles at once.
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.
EC Integration Overview
An overview of ReceiptRoller's EC integrations. Explains the three pillars — B2B EC, external EC platform integration, and product feeds — and how to choose between them.
Role Types and Overview
Explains ReceiptRoller's business account roles (Owner, Store Manager, POS Manager, Campaign Manager, SNS Manager, Product Manager, Inventory Manager, Accounting, Staff) and their overview.
Google Shopping Feed
How to deliver a product feed to Google Merchant Center. Covers PIM-to-Google field mapping and tips for passing review.
Media Display Overview
An overview of ReceiptRoller's Media Display feature, which loops images and videos on Android devices in your store. Use it as a digital signage tool for product showcases, campaign announcements, and menu boards.