Getting Started with Orcaa — A Step-by-Step Setup Guide
From creating your account to receiving your first online booking: this guide walks you through every step. Setup takes only minutes, and no technical experience is required.
Before you begin
All you need is a browser on your computer or phone. There is no software to install and no hardware to buy. Orcaa runs on web, mobile, and tablet, with an optional desktop Windows app for those who prefer speed on a large screen. Set aside about 15 minutes to complete the basic setup, and you can always come back to add details later.
Step 1 — Create your account
Open the registration page and enter your name, phone number, email, and business name. You can also sign up with a single click using your Google account. No credit card is required at this stage. Once confirmed, you have your own business dashboard immediately.
Step 2 — Activate the free trial
Your account starts automatically with a 7-day free trial with all features unlocked. During this period you can try everything — bookings, point of sale, reports, staff — with no commitment. When the trial ends, you choose the Plus or Pro plan that suits the size of your business, and you can upgrade or cancel at any time.
Step 3 — Choose your business type
Orcaa asks about the type of your business: beauty salon, spa, clinic, gym, consulting, law firm, real estate, clothing store, or other business. This choice matters because it tailors the platform with the right terminology (stylist/doctor/trainer, client/patient/member, service/treatment/consultation) and automatically enables the default modules for your industry.
Modules are customizable
Orcaa is built on a module system (Add-ons): every capability is a module you can turn on or off from Settings → Add-ons. Each business type comes with a sensible default set, but you can always install any other module — such as point of sale, the online store, or memberships — whenever you need it.
Step 4 — Add your branches and working hours
Create your first branch by entering its address and phone number. Then set your daily working hours — for example, from 10:00 AM to 9:00 PM, with the option to mark weekly days off. These hours control the available time slots on your booking page, so no client can book outside your working hours. You can add more branches later, and each branch keeps its own team and schedules.
Step 5 — Add your services, products, and prices
Enter your service menu with each service's name, duration, price, and a short description, and you can group them into categories for easier browsing. Duration matters because the system reserves the right amount of time automatically and prevents conflicts. If you also sell products, add them with their prices, stock, and barcodes so they're ready at the point of sale. The clearer your menu, the faster the booking and selling experience.
Step 6 — Invite your team and set their permissions
Add your staff and service providers. Each person has a profile containing their working hours, the services they offer, and their commission rate. Assign each member a role that determines what they can access — built-in roles (such as manager, receptionist, service provider) are free on all plans. Your team receives the invitation via a magic link on SMS or email, and completes their registration in one click.
Step 7 — Enable payments
Choose the payment methods you accept: cash is available immediately, and you can connect the Paymob gateway to accept cards and e-wallets, in addition to InstaPay with manual transfer proof. An invoice is issued automatically for every transaction, and VAT is calculated inclusively in the price with the taxable portion separated from the exempt portion on the invoice.
Step 8 — Publish your booking page
Your business gets a public booking page with its own link (example: orcaa.cloud/your-business) that works around the clock. The client chooses the service, its provider, and the available time slot, and completes the booking from their phone without a call. Share the link on Instagram, Google Maps, and WhatsApp Business, and add it to your account bios so clients can start booking right away.
Step 9 — Go live
Setup is complete. From now on, every new booking sends you a notification, and the client receives automatic reminders before the appointment to reduce no-shows. Follow everything from the dashboard: today's bookings, revenue, service performance, and your most valuable customers. And whenever you need to expand your business, install a new module from Add-ons.
Start now for free
Nothing beats hands-on experience. Create your account, follow the steps above, and receive your first online booking today. The Egyptian team is ready to help you enter your services, prices, and team in the first session.