Dashboard AI Insights
Dashboard AI Insights analyzes your social performance metrics with AI and delivers concrete suggestions. Get natural-language explanations of why engagement rose or fell, and what to do next.
Issuing and Revoking Transaction QR Codes
How to issue a one-time QR code for a specific past sale from the "Per-sale QR code" panel in the transaction detail, how to revoke it before the customer receives it, and how to cancel a receipt the customer has already received.
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.
Shopify Integration
How to integrate PIM, OMS, and WMS between Shopify and Receipt Roller. Explains product sync, order import, and stock sync.
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.
Buyer Management
Managing B2B EC clients: invitations and requests to trade, client details, client groups, catalogs and contract prices, closing-invoice terms and credit limits, stopping a client, and bulk import by CSV.
New Review Alerts
Get an email and a staff app notification when a new Google review arrives. One- and two-star reviews come right away; three stars and up come in one summary at 9:00 each morning. Who receives them and how to turn them on or off.
Reservation Notifications and Customer Reminders
Explains, with annotated screenshots, how to configure reservation confirmation emails, pre-visit reminders, cancellation notifications, email templates, placeholders, and preview.
Moving from Another System (CSV Import)
How to import your member list and remaining session pass credits from another system. Covers the check-then-import flow, how rows are matched to existing customers, and why you should not import the same file twice.
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.
Asking for Reviews on Receipts
Show a button that opens your Google review form on digital receipts and receipt emails. Only customers who actually visited are asked, and the review growth screen shows the effect week by week.
Customer Loyalty Analysis
Automatically determine membership rank based on visit count and total spend. Track LTV and purchase frequency trends to help retain valuable customers and prevent churn.
Editing Email Templates
How to edit the wording of confirmation, cancellation and reminder messages, including placeholders, the preview, and the fact that LINE messages use the same text.
AI Image Generation, Resizing, and Editing
How to use AI to generate and edit creative assets. Covers generating images from a text prompt, automatic resizing to platform-specific dimensions, and AI editing of existing images (background removal, adding elements).
TikTok Shop Feed
How to deliver a product feed to TikTok Seller Center. Explains product tag integration with TikTok Ads and LIVE shopping.
What Is Shelf Analytics?
An overview of ReceiptRoller's Shelf Analytics. Unifies shelf planning, sales-floor sales efficiency, and out-of-stock detection by combining POS and PIM data to support sales floor optimization.
Recording ad coupon use
How to check a coupon handed out in a receipt or app ad at checkout, record its use, and match it to the sale.
Connecting Meta (Facebook Page)
Explains how to connect a Facebook Page (Meta) to ReceiptRoller via OAuth, the required admin permissions, and long-lived tokens.
Comment Management and Sentiment Analysis
Manage comments on your social posts across channels in one place, with AI sentiment analysis that classifies each comment as positive, neutral, a question, a complaint, or a PR risk. Helps you catch missed replies and potential PR issues early.