Smaregi Customer Data and Receipt Roller Customer Data Mapping
Explains how Smaregi's customer master is converted into Receipt Roller's customer data (CrmCustomerDto), field by field. Covers the membership number, name, contact info, and date-of-birth correspondence, the priority between mobile and landline numbers, and webhook-based sync timing.
Matching Smaregi and Square Sales to Customers
How Smaregi and Square sales are matched to your ReceiptRoller customers. Member and customer information is not synced with the POS; matched sales update the customer's purchase history and visit count.
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.
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 LinkedIn
Explains how to connect a personal LinkedIn account to ReceiptRoller and the permissions required to post.
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.
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.
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.
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.
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.
Square POS Integration Setup
Explains how to connect Square POS with ReceiptRoller. Connect easily via OAuth authentication, and accounting data syncs in real time.
Order Import and Unified Order Management
How to consolidate orders from multiple external EC platforms into OMS. Explains channel management, stock allocation, and shipping processing.
Specifying Distribution Segments
Send a push notification only to the customers in a customer segment. Covers choosing the audience, who actually receives the notification, and segment examples you can build today.
Connecting Google Business Profile
Explains how to connect Google Business Profile to ReceiptRoller and the owner permissions required.
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.