Orcaa Help Center
Everything you need to run your business on Orcaa — from creating your first account to mastering bookings, payments, commissions, and reports. Short, practical guides in English.
Start here
Quick steps to set up your account and get your business running in minutes
Feature guides
A detailed walkthrough of every section of the platform
Bookings & appointments
The online booking page, conflict prevention, booking statuses, rescheduling, provider-per-service assignment, the waiting room, live booking, and recurring classes.
Point of sale & payments
A full point of sale, products and barcodes, Paymob, InstaPay, and cash, invoices, cash shifts and reconciliation, loyalty points, and gift vouchers.
Customers & CRM
Full customer profiles, follow-up tasks, a notes log, lifecycle stages, tags, an activity timeline, and conversations inside the profile.
Staff & commissions
Roles and permissions, schedules, time-off requests, attendance, three commission models, rating-linked salary, and salary payouts.
Inventory
Stock balances, minimum and maximum thresholds with low-stock alerts, batches and expiry dates with FIFO, internal-use consumption, and variants.
Dental lab cases
Track crowns and dentures sent to outside labs: statuses from sent to fitted, due-date alerts, remake rates, and a monthly statement per lab.
Packages, memberships & subscriptions
Prepaid packages with partial coverage, memberships with billing cycles, trials, and suspension, coupons, gift vouchers, and pricing rules.
Payments & tax
Payment methods, invoices, tax-inclusive VAT with a taxable-vs-exempt split, and outstanding-balance tracking.
Marketing
Email, SMS, and push campaigns, coupons, and business partnerships.
Reports & dashboards
Dashboards, the daily financial activity ledger, advanced reports and vertical dashboards, and AI insights.
Gigx AI assistant
An AI assistant present on every page and aware of your context, with slash commands and proactive suggestions that get work done for you.
Notifications & chat
Multi-channel notifications, a topbar chat icon with an unread badge, voice calls, and meeting rooms.
Mobile experience
A mobile-first design, a bottom bar and menu hub, context menus on long-press, and an InDrive-style provider work-feed app.
Settings & add-ons
Install/remove modules, branches and payment setup, calendar sync, your white-label subdomain, and terminology.
Security & privacy
Two-factor auth, device sessions, data export & deletion, audit logs, and full encryption.
Industry guides
Orcaa is built for every industry — explore the guide that fits your business
Beauty salons
Bookings, stylist commissions, reminders, client profiles, and point of sale for your salon.
Spa & wellness
Therapists, rooms, memberships, group classes, and packages for wellness centers.
Medical clinics
Appointments, medical records, prescriptions, vitals, and lab results.
Dental clinics
Dental charts, treatment plans, a prepay wallet, and a smile journey for patients.
Gyms & fitness
Memberships, group classes, trainers, a shop, and member profiles.
Clothing stores
Product catalog, point of sale, online store, and inventory for retail.
Law firms
Case management, documents, deadlines, billable hours, and powers of attorney.
Real estate
Property listings, showings, lead inquiry capture, and client representation.
Consulting
Contracts, shared documents, online consultations, and client management.
Ready to start?
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