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.
What Is B2B EC
An overview of ReceiptRoller's B2B EC platform. Covers wholesale/buyer-facing catalogs, order processing, and PIM/OMS/WMS integration.
Connecting Meta (Facebook Page)
Explains how to connect a Facebook Page (Meta) to ReceiptRoller via OAuth, the required admin permissions, and long-lived tokens.
What Is Reservation Management
An overview of ReceiptRoller's reservation management feature. Explains the basics of how staff register bookings, view the timeline, and send automatic notifications.
Printing the Register QR Code
How to download the register QR code that customers scan beside the register as a PDF or PNG from the POS terminal page, print it and put it in place, and how it differs from a per-sale QR code.
Connecting with LinkedIn Business
Explains how to connect a LinkedIn Company Page with ReceiptRoller, and the administrator permissions required.
Trend Radar
Trend Radar has AI collect trends and seasonal topics relevant to your industry and region, and suggests them as post ideas. Cuts down the time you spend hunting for something to post about.
What Is Warehouse Management (WMS)?
An overview of ReceiptRoller's WMS (warehouse and stock management system). Manage stock across warehouses, backrooms, and sales floors by location, and record every receiving, shipping, and movement as an immutable log.
AI Sales Forecasting
Explains linear extrapolation forecasting for month-end sales and transaction count, and 14-day-ahead demand forecasting (top 5 products, with day-of-week seasonality plus a 20% safety factor). Also covers the 3-tier confidence rating, API/MCP retrieval, and integration with the Sales Analysis by Product AI narrative.
SNS Management Overview
An overview of ReceiptRoller's SNS Management feature. Manage post management across 10 supported channels, the Creative Library, AI support, a unified inbox, Google Business Profile integration, and an analytics dashboard all in one place.
What Is the Creative Library
The Creative Library is a feature for centrally managing assets such as images, videos, and text. It supports folder organization, an approval workflow, and access from other areas, letting you reuse approved assets across SNS posts and ads.
What is Product Information Management (PIM)?
An overview of ReceiptRoller's PIM (Product Information Management) feature. Explains centralized product data management, variations, search, and Square integration.
Connecting X (formerly Twitter)
Explains how to connect X (formerly Twitter) to ReceiptRoller via OAuth 2.0 (PKCE), the permissions required for posting and DMs, and token validity.
Webhooks and Event Notifications
Learn how to register webhooks and which events ReceiptRoller sends notifications for.
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.
Ad reviews
How to approve or decline advertiser campaigns sent to your ad slots, and how to mark advertisers as trusted or blocked.
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.
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.
Location Management
An explanation of location management in the WMS. Covers setting up locations for warehouses, backrooms, and sales floors, tracking inventory by location, and checking stock across locations for a given product.
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.