Reservation Cancellations and Changes
Explains, with annotated screenshots, how to cancel, complete, or mark reservations as no-show cancellations, and how to handle date/time changes.
Connecting YouTube
Explains how to connect a YouTube channel to ReceiptRoller and the video upload limits for posting.
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.
Checking the Reservation Calendar
Explains, with annotated screenshots, how to check reservation status using the dashboard, timeline, and reservation list, including date navigation, availability legend, and filtered search.
Scheduled Publishing and Multi-Channel Posting
Explains how to select a destination channel and schedule a post for a specified date and time, as well as how to publish the same content to multiple channels at once.
Bulk Setting Cost Prices (CSV)
Steps for updating cost prices for multiple products at once using a CSV file. Covers the template, the CostPrice column, ProductId/Name matching, preview, and warning checks, with screenshots.
Square Product Data and Receipt Roller Product Data Mapping
Explains how product data in Square Catalog is converted into Receipt Roller's product master (ProductDto), field by field. Covers the relationship between Item / Variation / Category, price currency normalization, and behavior on re-sync.
Post Calendar and Optimal Posting Times
Explains how to check scheduled posts on the post calendar and schedule posts using AI insight recommendations for optimal posting times.
Bulk Upload of Product Data
Steps for bulk registering and updating product data via CSV file. Explains templates, exporting existing data, updates by SKU, and import history, with screenshots.
Square Transaction Data and Receipt Roller Transaction Data Mapping
A technical explanation of how transaction data fetched from the Square Payment API is mapped into Receipt Roller's transaction data model. Covers the field mapping table, status code conversion, payment method normalization, resolving line items/customer/staff information, OAuth token auto-refresh, and idempotency and timezone handling.
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.
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.
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.