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.
Checking Coupon Usage
See how each coupon is used in your Coupons list and on the coupon's detail page: times used, uses in the last 30 days, customers, total discount given, uses by day and weekday, and recent uses.
Digital Receipt History Management
Explains how to check transaction history for POS terminals, how to use filters and search, and how to read the transaction details.
Calendar Files Attached to Booking Messages
How a calendar file is attached to booking confirmations so customers can add the booking to their own calendar, which messages include it, and what happens on changes and cancellations.
Private deals
How to offer a private deal, selling ad slots directly to a partner with an agreed period, ad spaces and price, and what happens after they agree.
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.
Connecting YouTube
Explains how to connect a YouTube channel to ReceiptRoller and the video upload limits for posting.
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.
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.