The product
Every module that ships with Root: point of sale, payments, inventory, CRM, memberships, scheduling, marketing, analytics, and more. Turn on what you need, when you need it.
Point of sale
A full check lifecycle with a complete audit trail, in the browser or on a tablet. Fast enough that nobody waits on the software.
Open, hold, split, merge, void, reopen. Every action is recorded in a complete audit trail, so you always know who did what and when.
It runs identically in the browser and on tablets, PCs, and touchscreens, and two stations never collide on the same check.
Course routing and seat or table assignment, so the kitchen fires in order and every item belongs to the right guest.
Service keeps running when the connection drops. Actions queue locally and reconcile the moment you are back online.
Payments
Card data is tokenized at the point of capture. Root never stores card numbers, and every payment posts itself to the ledger.
Card data is tokenized the moment a payment is taken. Root never stores card numbers, which keeps the sensitive data out of your systems.
Capture a sale, refund in full or in part, and void when needed. The same record handles it all and stays balanced.
Each location gets its own merchant account and surcharge rules, so multi-site operators keep funds and reporting separate.
Tips are captured at the point of payment and tracked through to staff reporting, with the figures the books need.
Catalog & pricing
Define an item once and it drives in-store, online, and kiosk. Pricing is layered (location, channel, member, volume), so the right price applies without a maze of duplicate menus.
Items, variants, modifiers, and bundles, with allergens and ledger categories that travel with each item.
Inventory
Track what you hold, what it cost, and what it became, across every location.
| Item | On hand | Par | Status |
|---|---|---|---|
| Ribeye 12oz | 38 | 40 | OK |
| Olive oil 3L | 4 | 12 | Low |
| House red (case) | 1 | 8 | Reorder |
| Sea salt 1kg | 9 | 6 | OK |
Count what you hold and book in what arrives. Stock levels update as you sell, so the numbers reflect the floor.
Cost a dish from its ingredients, so you know the true margin on every item and where it moves when prices change.
Set reorder points and see what is running low before it runs out, so the kitchen and the shelves stay stocked.
Hold and move stock across locations, so a group sees one inventory picture instead of a spreadsheet per site.
Customers & CRM
Everything a guest has ever done lives on a single record, with the balances and the history to match.
Every visit, order, booking, and charge attaches to one guest record, so the whole relationship is visible in one place.
Contacts, member numbers, and relationships such as households, so a family or a company is understood as a group.
Run house accounts with accounts-receivable balances, so trusted guests and members can charge now and settle later.
An append-only activity and audit log means history is never quietly rewritten. Every change is kept, in order.
Memberships
Plans and tiers with member pricing, billed on a schedule. Members get the right price the moment they sign in.
Recurring billing on a schedule, freezes that pause and resume cleanly, and member pricing applied automatically at checkout.
Scheduling & bookings
Tables, rooms, classes, appointments, and reservations share one engine, all tied to the same guest record.
Lay out rooms and floors visually and book against the real space, and every reservation arrives with the guest's full history attached.
Kitchen display
Course routing sends each item to the right prep screen, and status flows both ways. No one-way printing.
When the line bumps a ticket, the point of sale sees it, so the floor and the kitchen stay in sync without anyone shouting.
Gift cards · Staff & workforce
Two more modules that ship with the platform, accounted for and managed in the same place that runs the floor.
Sold and redeemed across every location and surface. A balance is held as a liability and recognized as revenue only when it is spent, so the books reflect reality, not the day of the sale.
Roster, time clock, and roles with granular permissions, all in the system that records the work. Hours, tips, and roles export in a payroll-ready form.
Marketing & messaging
Email, SMS, and push, built directly on the purchase history the business already records. No export to a separate tool, no list to keep in sync. Who you reach is defined by what guests actually did.
Compose, automate, segment, and send, with deliverability and consent handled the way they have to be. Marketing is priced separately from the platform.
Three channels behind one composer with a live preview as you build. Reach guests where they actually read, all from the same place.
Signup, lapsed, birthday, and post-purchase flows fire on what guests do. A back-in-stock or a price drop sends the message on its own.
Static and behavioral segments draw straight from real spend and visit history, so a list is never a stale upload. It is the business as it is right now.
One-click unsubscribe, the required footers, SPF, DKIM, DMARC, suppression lists, and SMS quiet hours and consent, all handled. Opting out actually means out.
Analytics & reporting
Dashboards and report families that are current to the second, read straight from the live data.
Dashboards update as the business runs, so you read the day as it happens rather than reconstructing it later.
Sales, membership, attendance, retention, and financials, each as a set of reports drawn from the same single source of truth.
Figures reflect what just happened, not last night's batch. The numbers you act on are the numbers right now.
Because the data lives in one place, you read it where it is. There is no nightly extract and no spreadsheet to stitch together.
Root AI
AI is part of the platform, not a feature bolted on the side. It reads your live data, answers in plain language, and then does the work.
14 regulars haven't visited in 30+ days, down from a weekly average — together worth $11.2k in yearly spend. The top 5 are all wine-club members. I drafted a win-back offer and can send it on your word.