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Orcoda Care 

This article will explain how to use the Orcoda Care (Customer Booking) Portal.

The Orcoda Care portal enables community transport users to submit their own booking requests and efficiently manage upcoming transport reservations.

 

Creating a new Customer User

Community transport providers can enable this function for transport customers through their OBS (Orcoda Booking Portal) profile, this can be actioned from the client's "Full Profile" page at the very bottom under "Customer App User".

To activate the Orcoda Care portal for a client, enter the user’s first and last name, along with either their mobile phone number or email address.

You can associate multiple Orcoda Care Customer Users with a client’s profile. This may include the client themselves as well as caregivers who are authorised to make booking requests on the client’s behalf.

When adding a new Customer User, you must provide either a mobile phone number or an email address, which will serve as the login credential for the Orcoda Care portal.

After the Customer User is created, a welcome message will be sent to the user—an email if an email address is used, or an SMS if a mobile number is provided. The welcome message includes a prompt for the user to create a password.

 

 

Logging into the Orcoda Care portal

On the Orcoda Care login page, users will be required to enter the Organisation Code, Username and Password.

 

The Organisation Code will be provided to the user by community transport provider; this is typically a moniker of the provider's name.

The Username will be either the mobile number or email address for the customer user.

The Password is created upon receiving the welcome email/SMS, if forgotten the user can select "Forgot password" to trigger a password reset email/SMS.

 

 

 

Making a booking request:

Once you've successfully logged into the Orcoda Care portal, the user will land on the Requests page as shown below.

From the requests page, the user can make booking requests by simply entering the following details.

  • Pickup Location
  • Destination Location
  • Travel Purpose 
  • Additional Passengers
  • Trip Type (One way or return)
  • Date and Time
    Please note that only the arrival date and time is required on the forward leg of the trip, for the return leg of the trip just the pick-up time is required.
  • Customer Notes
     
    These are any booking notes that you wish to associate with the booking

After successfully submitting a booking request, the user will be displayed a confirmation message including the booking details as shown below:


Users can view their current booking details by selecting the "View My Bookings" link in the confirmation pop-up or by navigating to the Bookings page, where they can access and manage both past and upcoming bookings as shown below.

 

 

Within the Bookings page, users can switch between two tabs to review both upcoming and previous bookings. 

Next to each booking, a status will be displayed of three options as shown below:




As shown above, users can cancel any upcoming booking requests that have not yet been processed by the booking team directly from the portal. To cancel a “Confirmed” trip, users should contact the community transport provider.

To log out of the Orcoda Care portal, click the profile icon located at the top right corner of the page and select "Logout."