How to use Orcaa for Consulting
A practical walkthrough for advisory practices — schedule in-person and online meetings, manage contracts and shared documents, get paid, and read your reports, all from one dashboard.
The end-to-end walkthrough
In consulting, Orcaa speaks your language: Consultants, Clients, Consultations, and Meetings. Your practice ships with Bookings, Packages, Online Delivery, and the full Consulting module enabled out of the box.
1. Setup
Add your consultants with availability, build your consultation catalog, and decide which sessions are delivered online. Consulting supports advisory delivery mode, so a meeting can be in-office or a video session.
2. Daily use
A client books a 9:00 AM strategy meeting online or via your booking page. For a video session, the virtual consultation room hosts it; for in-person, it sits on the calendar with conflict prevention. Share client documents and capture the engagement under a consulting contract.
3. Money
Invoice the engagement with per-service tax-inclusive VAT — the exempt-versus-taxable split is disclosed. Take card or wallet (Paymob), InstaPay, or cash; prepaid packages cover eligible sessions, and any outstanding balance is tracked per client.
4. Reports
The owner dashboard shows revenue, consultation volume, and top clients. Consultant commission is calculated automatically before salary generation and payout, and CRM follow-up tasks keep advisory relationships warm.
Adding more modules
Every capability is an installable module. From Settings then Add-ons, consulting practices commonly add the Waiting Room for in-person walk-ins, or Memberships for recurring advisory retainers.
Built for advisory work
Frequently asked questions
Yes. Online Delivery ships enabled, so a meeting can be in-office or a video session hosted in a virtual consultation room. Consulting supports advisory delivery mode for exactly this.
Yes. The Consulting module gives you consulting contracts and shared client documents, so you capture each engagement and share files with the client in one place.
A client books a meeting on your 24/7 booking page. In-person meetings sit on the calendar with conflict prevention, and video sessions open in the virtual consultation room.
Yes. The CRM gives you follow-up tasks, structured notes, lifecycle stages, and tags so advisory relationships stay active between engagements.
Yes. Seven days of full feature access, with no credit card required.
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