1. Download the Orleandr App
Get the Orleandr app from the App Store or Google Play.

2. Register as a Partner
Open the app and tap “Register as Partner.”

3. Enter your information
Provide the following details:
‍- Your email address
- A secure password
- Your business name

4. Complete the registration
- Accept the Terms of Service and Privacy Policy
- Tap “Register”
- You’ll receive a confirmation email — open it and click the link to verify your email address, then go back into the app

Once confirmed, you can begin setting up your partner profile in the app right away.

If you don’t see the email after 5 minutes, here’s what could be going on:

‍1. It landed in your spam folder
Some providers may automatically filter confirmation emails. Check your spam or junk folder just in case.

‍2. There was a typo in your email address
A small mistake in your email can block delivery. Simply restart the registration and re-enter your email.

‍3. Your provider blocked the email
Some email services block automated messages. Try registering again using a different email address if needed.

📩 Still having trouble? Contact us at support@orleandr.com and we’ll help you out.

To create appointments in Orleandr, you need to add employees first — including yourself if you’re also conducting sessions. This way, clients can clearly see who is leading each appointment.

‍Here’s how to add an employee:
- Open your personal menu (top right corner)
- Select “Employees”
- Tap “Add Employee”
- Enter the required details
- Choose whether the person is an employee or the owner

‍✅ Note: You can update employee roles and permissions at any time. Learn more in the “Employee Access Rights” section.

To set up a new value card (used to sell credits to clients):
- Open the top-right menu
- Tap on “Cards”
- Tap the “+” icon in the bottom right corner
- Fill in the required card details — you can also upload a photo if you like
- After filling everything out, tap "Save"

Optional settings:
- Set an expiration date
- Under “Enable Pricing”, add one or more pricing tiers
- ‍You can add multiple pricing tiers — for example, for bulk discounts or limited offers.
- For each price, define how many credits the card includes and the total price
‍
‍The card will first be saved as a draft and must be published before it becomes visible to customers.

✅ Tip: You can edit cards at any time — even after saving or publishing.

A credit represents a single participation in a session. When a customer buys a value card, they receive a certain number of credits to use for booking.

✅ Tip: In your Dashboard, under “Credits in Circulation,” you’ll see how many credits are currently active — perfect for tracking usage and forecasting revenue.

Sometimes a customer wants to join a session but their order hasn’t been paid for or confirmed yet — meaning they technically have no active credits.Without an overdraft buffer, they wouldn’t be able to book.

✅ Our recommendation:
Enable a small overdraft limit — e.g. 1 or 2 credits — so new clients can register for their first session, even if payment is still pending.

This helps reduce booking friction and creates a smooth onboarding experience.

- Tap the “Customers” tab in the bottom navigation menu
- Tap the “+” icon in the bottom right
- Enter the customer’s information (e.g. name, email address, phone number)

✅ Even better:
Customers can register on their own by downloading the Orleandr app.
Once they create an account using their email address, they can search for you by your listed contact email, add you, and then purchase value cards or book sessions directly.

📥 Importing a customer list?
If you already have a long list of clients (e.g. in Excel), just contact us — we’ll handle the import for you.

An order is automatically created in Orleandr when:
- You manually assign a value card or credits to a customer (see: “Add Credits”)
- A customer buys a value card or additional credits directly through the app

All orders appear in the “Orders” section of the app — whether created by you or by the customer.

✅ Tip:
Open/pending orders (e.g. unpaid ones) must be manually approved by you before credits become active.

There are three ways credits can be redeemed in Orleandr:

‍a) The customer shows up but didn’t register — or you don’t use fixed sessions:
‍In this case, you can scan the customer’s personal QR code to deduct credits directly on-site.
➡️ Learn more in: “Scan QR Code and Redeem Credits”

b) The customer signs up for a session (or you add them):
‍The corresponding credit is automatically deducted once the signup is confirmed.
👉 Important:
If the customer is already registered, do not scan their QR code again — doing so would deduct the credit twice.

‍c) You manually deduct a credit:
‍This is helpful for things like retroactive credit tracking or informal drop-ins.
‍Steps:
- Go to “Customers”
- Select the customer
- In their profile, go to the “Cards” tab
- Tap “Redeem” and enter the number of credits and the date
- Tap Save — and the credit is deducted
✅ Tip: Manual redemption is ideal for special situations — like applying credits after a session has already taken place.

To update your personal or business details: Tap the menu icon in the top right corner and Select “Profile”.

‍Here, you can update:
- Your contact email (used for customer connections)
- Business name
- Phone number
- Address

Go to Profile via the top-right menu to change your password or login email. Scroll down to find the buttons:
- Change Login Email
- Change Password

‍Tap the one you need and enter your new information

Open the Profile section via the top right menu. Tap the circular placeholder with the profile icon and select a new photo from your gallery.

No, every user must register with a unique email address. This ensures clear access control, data protection, and clean user assignment.

To switch between English and German:
- Open the menu (top right)
- At the bottom, tap the language button (e.g. “Deutsch” or “English”)
- Select your preferred language — the app will update instantly

✅ Note: Language settings apply only to your profile. Other users’ apps remain in their selected language.

To permanently delete your account: Go to Profile in the top right menu, scroll to the bottom and tap “Delete Account”

‍⚠️ Important: This action is irreversible. All of your data will be permanently deleted.

To manage how you get notified_
- Open the Profile tab from the top right menu
- Scroll to Notifications

‍You can:
- Turn push notifications on/off
- Enable or disable email updates

‍✅ Tip: Push notifications are the best way to stay on top of bookings, messages, and app activity.

- Open the Cards section from the top-right menu
- Tap the “+” icon to create a new card
- Fill in the required information — you can also upload a photo

Optional settings include:
- Expiration date
- Enable pricing and add one or more price options
- For each price: set the number of credits and total price
- You can set multiple pricing tiers — e.g. for packages or promo

When you're done, tap “Save.” The card will be saved as a draft and must be published before customers can see it.

✅ Tip: You can edit cards at any time — even after they’re published.

A credit is equal to one session attendance. When a customer buys a value card, they receive a certain number of credits they can use to book.

✅ Tip: On your Dashboard, the “Credits in Circulation” section shows how many credits are active and unused — useful for tracking engagement and revenue potential.

Sometimes, a customer may want to sign up before you’ve confirmed or received their payment — meaning their credits aren’t active yet.

✅ Recommendation:
Set an overdraft limit of 1 or 2 credits so new clients can book their first session smoothly.
This helps avoid friction, failed bookings, and offers a better first-time experience.

If a value card isn’t showing up, it’s likely still in draft mode. You have to publish it, so customers can see it.

- Go to the Cards section from the top-right menu
- Tap the “Drafts” tab
- Find the card and tap “Publish” to make it available to customers

To edit an existing card:
Go to the Cards section from the top-right menu and tap the card you want to edit. Update the relevant info and tap “Save”.

To archive a card:
Go to the Cards section from the top-right menu. Find the card and tap “Archive”. Archived cards are no longer visible or purchasable.

✅ Note: You can unarchive and republish cards at any time.

- Go to Customers
- Select the customer
- In the Cards tab, tap “Add Card”
- Choose the correct value card

✅ Tip: If you mark the card as “Paid” or “Gift”, it becomes immediately usable for session bookings.

💡 Alternative: Customers can also purchase cards themselves through their own app interface.

You can add credits to a customer in two ways:

a) Manually (as a partner)
- Go to the “Customers” tab
- Select the customer
- In their profile, go to the “Cards” tab
- Tap “Add Credits”
- Enter the number of credits
- Tap Save — the credits are immediately available

b) Self-service by the customer
Customers can also top up credits themselves directly through their app via the Dashboard.

There are three ways credits can be used within Orleandr:

‍a) The customer shows up but isn’t registered for a session, or you don't schedule sessions via app
‍You can scan the customer’s QR code to deduct a credit on-site.
➡️ See more in the Help Center article: “Scan QR Code & Redeem Credits”

b) The customer registers (or is registered by you)
‍Credits are automatically deducted as soon as the registration is completed.
👉 Important:
If a customer is already signed up, do not scan their QR code again — this would result in a double deduction.

‍c) Manual redemption via the customer profile
- Go to the “Customers” tab
- Select the customer
- Go to the “Cards” tab in their profile
- Tap “Redeem”
- Choose the number of credits
- Save your changes

✅ Tip: Manual credit redemption is great for special situations — like applying credits retroactively after a session.

Scanning QR codes is especially helpful when:
- A customer shows up spontaneously
- You work without scheduled sessions in Orleandr, but still want to track credit usage

‍How it works:
- Open your Dashboard
- Tap the QR code icon in the bottom right corner
- Your camera will open automatically for check-in

The customer should:
- Open their Dashboard in the app
- Tap the QR code icon on the bottom right of their visible card
- Scan the code — credits are automatically deducted from their balance

⚠️ Important: Only scan if the customer is not already signed up for the session — otherwise their credit will be charged twice.

When a customer signs up for a session — whether on their own or because you added them — a credit is immediately deducted from their balance, even if the session takes place in the future.

📌 What does that mean?
That credit is reserved to secure the customer's place.

💡 Why does it work this way?
- Customers can only book sessions if they have enough credits
- Their spot is guaranteed — no overbooking
- You have a reliable, real-time overview of participation

🔁 What happens if they cancel?
If the customer cancels within your allowed cancellation window (or you remove them), the reserved credit is automatically returned and becomes available again.

✅ Tip: Think of it like a seat reservation:
- Booking = spot reserved + credit blocked
- Canceling = spot released + credit refunded

In the Overview section of your Dashboard, you'll find key performance indicators that help you monitor your business and identify revenue opportunities:

✅ Credits in Circulation
‍Shows the number of credits that have been issued but not yet used — these represent confirmed bookings or outstanding attendances.

✅ Session Utilization
‍Gives you an overview of how fully your upcoming sessions are booked.
This helps you act early — for example, by encouraging additional sign-ups if a session isn’t full.

✅ Resale Opportunity
‍Lists customers with fewer than 2 remaining credits — a perfect signal that they may need to buy another value card soon.

✅ Overdrawn Credits
‍Shows customers who have used more credits than they own — usually due to an overdraft limit being active.

✅ Tip: Tap on each tile to see which customers are affected. You can use this to follow up with reminders, promotions, or offers.

The QR Code button in the bottom-right corner of your Dashboard lets you manually check customers in — even if they didn’t officially sign up for a session.

When you scan a customer’s QR code:
- One credit is automatically deducted from their linked value card
- No booking is required

✅ When is this helpful?
- For spontaneous participation without prior registration
- If you don’t use scheduled sessions in Orleandr but still want to track credit usage

💡 Tip: The customer opens their QR code from their own Dashboard by tapping the QR icon on their value card.

If you don’t see any sessions in the dashboard, there may be a few reasons:
- You haven’t created any sessions yet
- There are no upcoming sessions (past sessions have already taken place)

✅ What to do:
- Open the Sessions tab in the bottom navigation menu
- Tap the “+” icon in the bottom right
- Enter the necessary session details and tap Save

‍Once a session is created, it will appear in your calendar and be available for customers to book.

To create a new session:
- Go to the Sessions tab in the bottom navigation
- Tap the “+” icon
- Tap “Create Session” and enter all necessary details, including: Max number of participants, who will lead the session, which value cards can be used to book
- Tap “Save Changes” — the session goes live immediately.

✅ Tip: You can always edit or delete sessions later if needed.

Linking a value card determines which cards customers can use to book that session.

This allows you to build pricing strategies, like:
- Standard sessions with a lower-priced card
- Premium workshops or 1-on-1 training with a higher-value card
- Exclusive cards for specific formats

✅ Benefit: Full control and flexibility over how you price and offer your services.

- Go to Sessions
- Select the session you want to change
- Tap the pencil icon (top right in session details)
- Make your changes and tap “Save”

‍✅ Tip: Changes to edited sessions go live immediately and are visible to customers right away.

To permanently remove a session:
- Open the Sessions tab
- Select the session
- Scroll to the bottom and tap “Delete Session”

‍⚠️ Note: Deleting sessions is a permanent action and cannot be undone. All associated data will be permanently lost and cannot be recovered.

- Open the Sessions tab
- Select a session
- Tap “Add to Calendar”
- The first time, your phone will ask for permission — confirm it

✅ Note: The session will be added to your device’s default calendar — e.g., Apple Calendar on iOS or Google Calendar on Android.

To manually add someone to a session:
- Go to Sessions
- Select the session
- Tap the “+” next to Participants
- Search for the customer and confirm

✅ Tip: We highly recommend encouraging your customers to sign up for sessions themselves via the Orleandr app. It saves you time, keeps their records up to date, and gives them more flexibility.

If a session is full, customers can join the waitlist.

You can also add them manually:
- Go to Sessions
- Select the session
- Tap the “+” next to Waitlist
- Search for the customer and confirm

📲 If a spot opens up, everyone on the waitlist is notified — the first to confirm gets the spot.

✅ Tip: Customers can also join the waitlist on their own if the session is full.

You have the option to mark sessions as private. Private sessions are not visible to customers unless you specifically invite them. This is ideal for 1-on-1s, small group trainings, or internal events.

🔧 How to create a private session:
- Open the Sessions tab in the bottom navigation
- Tap the “+” button to create a new session
- Fill in all necessary information
- Disable the option “Public Session” — this marks it as private
- Tap Save Changes

If a customer is unable to register for a session, it could be for one of the following reasons:

‍a) Their value card hasn’t been activated yet
‍They may have placed an order, but you haven’t confirmed it yet, or payment hasn't been received. If no overdraft limit is set, they can’t book sessions.

‍b) The session is not linked to their card
‍Each session must be associated with at least one value card. If the customer’s card isn’t compatible, they can’t register.

‍c) The session is full
‍The maximum number of participants has already been reached. In this case, the customer can join the waitlist.

To manually add a customer:
- Go to the Customers tab in the bottom menu
- Tap the “+” button
- Enter customer details (e.g., name, email, phone)

✅ Even better:
Customers can also register themselves by downloading the Orleandr app and creating an account. Once registered, they can search for you using your contact email, connect, buy value cards, and book sessions.

📥 Want to import a long customer list?
If you already have a full customer list (e.g. in Excel), just reach out to us — we’ll handle the import for you.

If you’ve already created a customer manually and they now want to use the app themselves:
- Go to the Customers tab
- Select the customer
- If no email is saved, tap the edit icon and add their email address

Then either:
- Tap “Unconfirmed” in their profile and follow the steps, or
- Have the customer register in the app using that exact email — they’ll automatically be linked to your account

✅ Tip: The email must match exactly for the connection to be established.

You can store additional info about customers in two ways:

‍a) Notes field:
- Go to Customers
- Select a customer
- Tap the “Notes” tab and edit/save any internal notes

Perfect for reminders, preferences, or training-specific info.

‍b) Alias field:
To display a nickname, pet name, or child’s name in the customer list:
- Tap the edit icon in their profile
- Enter the alias — it will appear next to their name in the customer overview

✅ Note: Notes and aliases are only visible to you — not to the customer.

To update a customer’s info:
- Go to Customers
- Select the customer
- Tap the edit icon in their profile
- Update the necessary fields
- Tap Save

‍✅ Tip: You can add or change their alias here too.

This shows whether a customer has their own Orleandr login:
- Unconfirmed: You’ve added them manually, but they haven’t created their own account yet
- Confirmed: The customer has registered using the same email and is now fully connected — they can book sessions, buy value cards, and receive messages.

✅ Tip: Add their email to enable the connection. Once they register using that email, it links automatically.

To message a customer:
- Tap the Chat tab in the bottom navigation
- Select the customer
- Write your message and send

✅ Note: Only confirmed customers (those registered with their email) can receive messages.

Unconfirmed customers don’t have access to chat.

An order is created when:
- You assign a value card or credits to a customer
- A customer buys a card or credits through the app
- All orders appear in the “Orders” section — no matter who initiated them.

✅ Tip: Orders must be manually confirmed by you before the credits become usable.

To approve:
- Go to the Orders tab
- Find the open order
- Tap Confirm

The credits are immediately added to the customer’s account and are available for further usage.

Who can cancel?
You can cancel any order that hasn’t been approved yet and Customers can also cancel their own pending orders.

❌ Orders cannot be canceled if:
- You already marked them as paid or gifted
- You’ve already confirmed the order

🛠️ How to cancel:
- Go to Orders
- Find the open order
- Tap Cancel

The order will be deleted, and no credits will be granted.

To create sessions, you must first add at least one employee — even yourself, if you’re the trainer. This ensures your customers can see who is leading each session.

🔧 How to add an employee:
- Tap the menu icon (top right)
- Select “Employees”
- Tap “Add Employee”
- Enter the employee's details
- Choose whether the person is the Owner or a Team Member

‍✅ Note: You can always edit employee roles and permissions later (see below).

Once you’ve added an employee:
- Tap their name to view their profile
- If no email is saved, tap Edit and enter their email
- Then tap “Create Login”
- The system will generate a temporary password

‍Share this login with your employee — they can log into Orleandr as a Partner using their email and the temporary password.

✅ Tip: The password can be changed by the employee at any time in their profile.

You can control what each employee can see and do in the app:
- Go to Employees via the top-right menu
- Tap on the employee’s name
- In their profile, go to “Permissions”

For several app areas (e.g. value cards, customers, messages), you can choose employee rights:
- No Access
- Read Only
- Full Access (View & Edit)

‍✅ Tip: You can adjust access levels at any time to match each role.

When employees are assigned to sessions, Orleandr automatically tracks their session times. This gives you a clear monthly overview of working hours.

📍 Where to find it:
- Open the menu (top right)
- Go to Employees
- Select a person
- In their profile, scroll to “Time Sheet”

‍You’ll see:
- All sessions the employee conducted
- Their durations
- Monthly totals

💡 How is this useful?
‍The time sheet can help you:
- Track working hours
- Prepare internal payroll data
- Offer transparency for time-based compensation