Documentation
Set up Retailr
Step-by-step guides for getting screens live, connecting your POS, and setting up a restaurant or retail store. Written for the person doing the work, not for a developer.
Quick start · any screen
This is the fastest path from nothing to a live screen. It takes about ten minutes and works for restaurants, retail, clinics and offices alike.
Create your account
Sign up at retailr.ai/admin/signup. You’ll land in the dashboard — this is where everything is managed.
Install a player app on the screen
Fire TV: install from the Amazon Appstore. Android TV or the Retailr Media Player: install from Google Play. A Retailr Media Player arrives with it already installed.
Pair the screen
Open the app. It shows a short pairing code. In the dashboard, add a screen and enter that code. The screen and your account are now linked.
Upload or generate content
Upload an image or video, design one in Canva, or describe it in AI Studio and let it build the artwork for you.
Build a playlist and publish
Add your content to a playlist, assign it to the screen, and publish. It plays within seconds.
Keep the pairing code private while it’s on screen — anyone who can read it could pair that display.
Screens, groups and scheduling
Once you have more than one screen, organise them before you add content. It saves a lot of clicking later.
Name screens by where they are
“Counter left”, “Window”, “Drive-thru” — not “Screen 1”. You’ll thank yourself at 200 screens.
Group screens
Group by location, by zone (window, counter, waiting area) or by type. Publishing to a group updates every screen in it at once.
Set the orientation
Portrait or landscape per screen, set in the dashboard — not on the TV.
Schedule by daypart
Give each playlist a time window: breakfast, lunch, dinner, closed. Screens switch on their own.
Set power and reboot times
Schedule the screen to switch on and off, and to reboot overnight. Saves the panel and your electricity.
Restaurant setup
Everything below assumes your menu lives in your POS. If it doesn’t, start with a spreadsheet or a photo of your board and we’ll import it for you.
Data you’ll need
Connect your POS
Connect Clover (see the integrations section below), Square or Lightspeed. Retailr imports items, prices and categories.
Map categories to boards
Decide which board shows which categories — for example board 1 for mains, board 2 for drinks and combos.
Add photos and descriptions
Upload dish photos against the imported items. Photos matter more than anything else on a menu board.
Set dayparting
Breakfast, lunch and dinner menus with their own hours. Items appear and disappear on schedule.
Turn on sold-out sync
When an item is marked unavailable in the POS, it hides from boards, QR menus and your Google profile.
Add combos and upsells
Define which add-on is offered against which item, and where it appears — board, kiosk or QR menu.
Set up ordering and the kitchen display
Enable QR, kiosk or online ordering, then point orders at the kitchen display. Test one order end to end before going live.
Enable order status and ready texts
Pick the screen that shows order numbers, and switch on the text message that fires when the kitchen marks an order ready.
Switch on reviews and Google sync
Set the review request timing, connect the Google Business Profile, and confirm the menu and hours it publishes.
Test with one screen and one daypart before rolling out to every board. Publishing a wrong price to twelve screens at once is a bad afternoon.
Retail setup
Retail deployments usually start with screens, then add sensors and mirrors once the basics are running.
Data you’ll need
Import your catalogue
Upload a CSV or connect your e-commerce platform so products, images and prices come across automatically.
Map the store zones
Window, entrance, aisle ends, fitting rooms, till. Each zone gets its own screens and its own content rules.
Set up window and floor screens
High-brightness displays in the window, standard screens inside. Schedule content by daypart and, if you want, by weather.
Add Lift & Learn shelves
Map each sensor position to a SKU. Lifting the product triggers that product’s content on the nearest screen.
Configure the smart mirror
Load the catalogue for try-on, set the activation mode (gesture, QR or presence) and test the render time on site.
Set up RFID fitting rooms
Map tag IDs to SKUs, set the size-request alert to reach staff devices, and confirm the in-versus-out reconciliation report.
Connect CRM and promotions
Link HubSpot, Salesforce or the built-in CRM so offers and recognition follow the customer across screens.
RFID and sensor hardware needs a site visit to position and calibrate. Book that before you schedule the launch.
Clover
Retailr runs as an app inside Clover. This is the connection most restaurants use.
Authorise Retailr
Go to the Clover authorisation link and sign in as the merchant. Approve the permissions Retailr requests.
Choose the merchant location
If you have several Clover locations, select the one to connect. Repeat for each location.
Import the menu
Retailr pulls items, prices, categories and modifiers. Review the import before publishing.
Confirm the sync direction
Prices and availability flow from Clover to your screens. Set whether orders flow back into Clover.
Test a change
Change one price in Clover and watch the board update. That single test confirms the whole chain.
If the menu doesn’t appear, the merchant account usually authorised a different location. Disconnect and re-authorise on the right one.
Canva
Design in Canva and publish to your screens without exporting anything.
Add the Retailr app in Canva
Open Retailr Signage in Canva and connect your Retailr account.
Design at screen size
Use a 1920×1080 canvas for landscape screens, 1080×1920 for portrait. AI Studio designs already come at the right size.
Publish to a screen or group
From the Retailr panel inside Canva, pick the screen or group and publish.
Edit and republish
Change the design in Canva and publish again. The screen picks up the new version.
Google Workspace & Google Business Profile
Workspace
Point a screen at a Drive folder or a Slides deck and update the file instead of the screen.
Install the Workspace app
Get Retailr Digital Signage from the Google Workspace Marketplace and allow access.
Pick the folder or deck
Choose the Drive folder or Slides file that should feed the screen.
Set the refresh
Decide how often Retailr checks the file for changes.
Google Business Profile
Connect the profile
Authorise the Google account that manages your business listing, then select the location.
Choose what syncs
Menu, hours, offers and photos — turn on what you want Retailr to keep current.
Set review handling
Choose whether AI-drafted replies publish automatically or wait for approval. Negative reviews should always wait.
Google can take a few hours to show menu and hours changes on the public listing. That delay is on Google’s side, not yours.
Apps and links
Everything you might need to install or open, in one place.
Troubleshooting
The screen is stuck on the pairing code
The code has expired or the screen has no internet. Restart the player app for a fresh code, and check the Wi-Fi network allows the device.
Content isn’t updating
Check the screen shows as online in the dashboard. If it’s offline, the player has lost its connection — it keeps playing the last synced content until it reconnects.
A price changed in the POS but not on the board
Confirm the POS connection is still authorised, and that the item is mapped to a board. A re-authorisation fixes most cases.
The screen shows black or “no signal”
Check the HDMI input is selected on the TV and the player has power. Scheduled power-off may also be switching it off earlier than you expect.
Content looks stretched or cropped
The orientation in the dashboard doesn’t match the physical screen, or the design isn’t 1920×1080 (or 1080×1920 for portrait).
Orders aren’t reaching the kitchen display
Check the KDS screen is online and assigned to the right location, and that the ordering channel is enabled for that store.
Stuck on something?
Support is included on every plan. Send us the screen name and what you expected to see.
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