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Guides, how-tos and playbooks for every part of Ordina, written by the people who built it.

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82 guides8 topics10 playbooks
New to Ordina?

Start here, live in four steps.

  1. 1Create your account and start your free trialSign up with just an email, finish the guided setup in about ten minutes, and your 7-day free trial starts on its own.4 min
  2. 2Add services and productsEvery field on a service explained: kind, price, duration, stock, categories, payment options, where it happens, photos and descriptions.7 min
  3. 3Set your working hours, timezone and capacityBusiness hours per day, your timezone, days off, and how many appointments can run at once.4 min
  4. 4Share your booking link everywhereThe places that actually send bookings, and the exact wording that works in each.4 min
Browse by topic

Everything, by where it lives.

Getting started

From a blank account to a live booking page with a Secretary that knows your business.

All 7 guides

Your Secretary

What it can do, how to teach it your business, and how to make it sound like you.

All 10 guides

Bookings, orders and payments

How a booking happens, what you do with it after, and how the money reaches your bank.

All 11 guides

Your page and channels

Build the page, put the Secretary on your website and WhatsApp, and get found.

All 9 guides

Playbooks

Ways to run real situations on Ordina, from ticketed events to home visits, with the exact settings.

All 10 guides

Account, billing and security

Plans and trials, your subscription, keeping your account safe, and your data.

All 6 guides

Integrations

Every channel and tool your Secretary connects to, step by step: WhatsApp, calls, Instagram, your store, Claude and more.

All 18 guides

Developers & API

Build on Ordina: the REST API, webhook events, signatures, and connected actions that plug your own platform into a business's Secretary.

All 11 guides
Playbooks

Real situations,
with the exact settings.

From ticketed events to home visits: how to run each one on Ordina, step by step.

Run events and sell ticketsSell a fixed number of tickets, take payment up front, and check people in at the door with the QR scanner.6 min readSell digital productsEbooks, presets, templates, recordings and guides, delivered automatically the moment someone pays.3 min readRun classes and group sessionsUse capacity to let several people book the same slot, for yoga, fitness, cooking, tutoring and workshops.3 min readHome visits and mobile servicesServices you deliver at the customer's address, with the address captured at booking and a map link on the appointment.3 min readOnline consultations and video callsServices delivered over video, with a Google Meet link generated per booking or your own Zoom or Teams link.2 min readWalk-ins and a counter queueTurn walk-ins into bookings with a QR code at the door, and use the scanner to keep a fair, visible queue.3 min readTables and orders for restaurants, lounges and cafésTake table reservations as bookings and menu items as products in the same conversation.3 min readCut no-shows without being pushyThe four settings that reduce no-shows, in the order to switch them on.3 min readFill quiet daysUse your Secretary's numbers, negotiable prices and a targeted message to turn empty afternoons into bookings.3 min readRun a team: staff logins and who sees whatOn Pro or Business, invite staff to handle messages, appointments and check-ins while you keep settings and money to yourself, and let customers choose who they book with.4 min read
Most read

What owners open most.

1Create your account and start your free trialSign up with just an email, finish the guided setup in about ten minutes, and your 7-day free trial starts on its own.2Teach your Secretary about your businessThe knowledge base is what the Secretary reads before every reply. What to put in it, how to write it, and the limits per plan.3Take online payments and get paid outWho collects your customers' payments and pays you out, what you need before customers can pay online, the fees, when money reaches your bank in each country, and refunds.4WhatsApp: connect your own numberConnect your own WhatsApp number so customers can chat, book and pay with your Secretary there. Until you do, Ordina's WhatsApp number sends your booking and order alerts for you.5Generate your knowledge base with AIWrite what you know in any shape, then let Organise with AI turn it into the structure your Secretary reads best. Plus a prompt for starting from a blank page.6Your website: add a Book now buttonPut a floating Book now button on Wix, Squarespace, WordPress or any site, choose which websites may show it, and check it works.7Reschedule or cancel an appointmentHow to move a booking yourself, how customers move it from their own link, and what happens to payments.8Troubleshooting: quick fixes for the common roadblocksThe problems that reach support most, each with the cause and the fix, so you can sort it in a minute.
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