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.
How ads are delivered
Which ads play on your ad spaces, in what order, and when a view counts as an impression.
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.
Setting selling rules
The settings and defaults in "Selling rules", where you decide for the whole business account how much outside advertising you accept, when, and at what price.
Audience Segments and Broadcast Casting
SNS CRM lets you segment followers and DM contacts, then send one broadcast message to each segment. Deliver focused communication to customers based on specific attributes and behavior history.
Connecting Instagram Business
Explains how to connect an Instagram Business account to ReceiptRoller, including the required Facebook Page link and prerequisites.
Product Placement Management
Explains how to create and distribute shelf layouts (planograms). Covers designing shelves with drag and drop, and how to create templates for rolling out to multiple stores at once.
Creating and Running Session Passes
How to create session passes such as a 10-session pass, let customers buy them, and use up one credit per booking. Also covers setting an expiry and how credits are returned on cancellation.
Managing ad spaces
How to choose, for each ad space, whether to accept outside ads, pause them, or change the share and floor price. You can also change several at once or stop outside ads for the whole business account.
Smaregi Staff Data and Receipt Roller Staff Data Mapping
Explains how Smaregi staff master data is converted into Receipt Roller's staff data (StaffDto), field by field. Covers the name-splitting logic for staffName, the staffCode to EmployeeNumber mapping, and how displayFlag controls skipping of hidden staff.
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.
Charging No-Show Fees
How to charge a cancellation fee to customers who do not show up. Covers the card-on-file setting, when the charge is made, and why a charge may not go through.
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.
Analyzing Reservation Data
Explains, with annotated screenshots, how to read the reservation dashboard statistics, narrow down the reservation list, and check cancellations and no-show cancellations.
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.
Creating and Distributing a Campaign
Step-by-step guide to bundling images and videos into a campaign in Media Display and specifying when and where they play, including placements, weighting, and scheduling.
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.
Unified Inbox (DM Management)
The unified inbox lets you view and reply to DMs from multiple social channels, including Meta, Instagram, X, and LINE, in a single screen. It also supports per-platform filters and a list of conversation history.
Visualizing Missed-Sale Opportunities
Visualizes missed-sale (stockout opportunity loss) items by shelf position. Combines POS data with shelf allocation to give an intuitive, map-like view of where items are selling.
When You Can't Find Your Page During Meta (Facebook / Instagram) Integration
Troubleshooting steps for when Meta (Facebook / Instagram) integration shows "no page found" or "access not granted." Covers page selection in Facebook's authorization screen, and Instagram-to-Facebook page linking.