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Getting Started: RETAIL

Follow this playlist for your step-by-step guide to onboarding your Retail Revel POS and platform.


Advanced Features

Learn how to configure advanced feature settings. Loyalty Programs, Gift Cards, Advanced Payment options, and more are covered in this section. Review this playlist for your introduction into advanced functionalities.

    What We'll Cover:
  1. Commissions
  2. Gift Cards on the POS
  3. Setting Up a Loyalty Program
  4. Using House Accounts
  5. Using Invoices
  6. Appointments - Creating a Service and Adding a Provider
  7. Appointments - Adding a Time Block
  8. Appointments - Booking an Appointment on the POS
  9. Appointments - Booking an Appointment Online
  10. Appointments - Ringing Up an Appointment
  11. Creating Rewards Cards and Redeeming Points
  12. Creating a Loyalty Discount
  13. Invoice Reporting
  14. Setting Up Gift Cards
  15. Setting Up Invoices
  16. Setting Up House Accounts
  17. Setting Up Shipping
  18. Creating a Custom Menu for Online Ordering
  19. Online Ordering Settings
  20. Shipping on the POS
  21. Setting Up a Kiosk
  22. Voucher Payments
  23. Creating a Custom Menu on a Kiosk


Before You Begin

Let’s go over a few key terms that will be helpful in setting up your Point of Sale System. As we go through the tutorials, you’ll get familiar with your Management Console, Hardware, and Point of Sale.

    What We'll Cover:
  1. Welcome to Revel Self-Onboarding
  2. Guide to Getting Started
  3. Setting Up Your Payment Processor
  4. Get to Know Your Resources



Customer experience made easy. Learn how to add customers to your Customer Relationship Manager and how to set up groups to easily offer your loyal customers rewards.

    What We'll Cover:
  1. Adding a New Customer
  2. Adding Customer via Spreadsheet
  3. Creating Customer Groups


Customer Management

Connect to your customers with your Customer Relationship Manager. Learn how to add and manage customer profiles in your CRM.

    What We'll Cover:
  1. Managing Your CRM on the POS
  2. Adding Customers to Orders



This section covers Discounts. Review these videos to set up Discounts through your Management Console and on your POS. After finishing this section, you'll be able to offer your customers a variety of Discounts.

    What We'll Cover:
  1. Introduction to Discounts on Management Console
  2. Creating a Percentage Discount
  3. Creating a BOGO Discount
  4. Creating a Gift with Purchase Discount
  5. Stackable Discounts
  6. Discounts on the POS
  7. Creating a Customer Group Discount
  8. Price Tiers



Welcome to your Management Console! Check out this introduction, and continue on for more in-depth information on specific topics.

    What We'll Cover:
  1. Setting Up Employees Manually
  2. Roles & Role Permissions
  3. Assigning Roles & Wages
  4. Administrator Permissions


End of Day Process

Learn how to close efficiently with End of Day Process. This section covers how to set up End of Day steps and manage credit card tip processing in one easy Batch.

    What We'll Cover:
  1. Running the End of Day Process
  2. Tip Adjustment & Batch Processing
  3. End of Shift Process


Hardware Setup

Let's set up your hardware. After configuring your Management Console, you're ready to set up and connect your hardware. We'll walk you through unboxing, set up, and running test transactions on your hardware.

    What We'll Cover:
  1. Setting Up Your Apple ID
  2. First Time App Setup
  3. Setting Up Your Retail POS
  4. Running a Test Transaction



This section covers inventory management. Learn how to manage your products, automate low stock alerts, and manage transfers between stores. After watching this playlist you will have the tools to maintain accurate views of your inventory.

    What We'll Cover:
  1. Introduction into Inventory
  2. Adding Vendors & Attaching Products
  3. Setting up Your Shipping Address
  4. Purchase Orders
  5. Barcodes on Stock Units
  6. Low Stock Alerts & Reordering
  7. Inventory on the POS
  8. Return Merchandise Authorizations
  9. Multi-Establishment Inventory Transfer


Menu Building / Product List

This playlist outlines the product list building process. Learn how to build out and organize your products both manually and via Excel upload. Move on to learn additional settings, including how to group products together or create open-ended items for more functionality.

    What We'll Cover:
  1. Building Your Product List
  2. Product List Building via Excel
  3. Product Classes
  4. Product Groups
  5. Navigating Product Details
  6. Manage Item Mode: Product List Building on the POS
  7. Creating Open Ended Items
  8. Setting Up Price Override
  9. Custom Menus
  10. Product Lifecycle


Onboarding Wizards

Use these onboarding wizards to get the most out of your Revel POS system.

    What We'll Cover:
  1. Introduction to Your Management Console
  2. Products Wizard
  3. Taxes Wizard
  4. Receipts Wizard
  5. Employee Wizard
  6. USAePay Payments Wizard


Schedules & Payroll

Standardize your scheduling with Time Sheet Rules. Settings allow you to ensure you are legally compliant with local rules and allow you to set parameters for your employees.

    What We'll Cover:
  1. Time Sheet Rules
  2. Scheduling Employee Shifts
  3. Employee Time Worked
  4. Payroll



In this section we'll introduce important Management Console and POS settings. Let's walk through these videos to configure your settings.

    What We'll Cover:
  1. Basic POS Settings
  2. Receipt Settings
  3. Retail Settings
  4. Inventory Settings
  5. Setting Up Your End of Day Process
  6. Refreshing Your POS
  7. RevelGuard Set-Up
  8. Printing Price Tags
  9. Setting Up Products to Specific Printers


Start of Day Process

We'll introduce you to your POS start of day functionalities in this section. Learn how to log in/clock in and how to manage your till.

    What We'll Cover:
  1. Introduction into Your POS
  2. Logging In & Clocking In
  3. Till Management for Retail


Transactions & Orders

Let's cover transactions and orders. This section will walk you through the steps to ensure you can take orders and process transactions.

  1. Introduction into Orders & Transactions
  2. How to Ring Up a Sale
  3. Running a Cash Transaction
  4. Running a Credit Transaction
  5. Credit vs Credit Manual vs Credit Plus
  6. Voids, Refunds, & Exchanges
  7. Store to Store Returns
  8. Orders on the POS
  9. Refunds for Excess Payments

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