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Find setup guides, answers and resources for managing your business with OptiGain. From your first sale to multi-branch management, we're here to help you get the most from the platform.
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Find what you need
Explore the main areas of OptiGain and find the guides that match what you're trying to accomplish.
Getting Started
Create your account, set up your business, configure your first branch and understand your dashboard.
Explore guides →Sales & Payments
Learn how to create sales, process customer payments and keep transaction records aligned with your business activity.
Explore guides →Inventory
Add products, manage stock, track inventory movement and understand product performance.
Explore guides →Employees & Roles
Create employee accounts, assign branches and manage access according to staff responsibilities.
Explore guides →Branch Management
Manage multiple business locations while maintaining centralized visibility and reporting.
Explore guides →Account & Subscription
Learn about your free trial, plans, account management, billing and password recovery.
Browse FAQs →Popular Help Articles
Start with these commonly needed guides when setting up and using OptiGain.
Connect Your M-PESA Paybill
Learn about the M-PESA payment integration process and the credentials required when connecting supported payment workflows.
Create Your First Sale
Learn how products, sales, payment confirmation, revenue records and inventory updates work together during a transaction.
Managing Multiple Branches
Understand how branches operate independently while business owners maintain centralized visibility across the organization.
Create Employee Accounts
Learn how to create employee accounts, assign users to branches and control access based on responsibilities.
Manage Your Inventory
Add products, monitor stock levels, track inventory movement and understand product performance.
Understand Analytics & Forecasting
Learn how revenue, expenses, inventory, forecasting and business intelligence can help you understand performance.
Get up and running quickly.
The simplest way to start is to build your business setup step by step.
Create Account
Register your OptiGain business account.
Set Up Business
Configure your business and primary branch.
Add Products
Build your product catalog and stock records.
Start Selling
Create sales and monitor business activity.
Something not working?
Before contacting support, check these common areas for quick solutions.
🔐 Can't access your account?
Check your login credentials and use the available password recovery process if you have forgotten your password.
💳 Payment not showing?
Confirm that the payment has been completed and check the transaction details before contacting support.
📦 Stock looks incorrect?
Review recent sales and inventory movements to identify transactions that may have affected the current stock balance.
👥 Employee access issue?
Check the employee's assigned branch and permissions to make sure their account has the access required for their role.
🏢 Branch information missing?
Verify that the branch has been created correctly and that the relevant user or business account is associated with it.
📊 Dashboard looks unusual?
Check the underlying sales, revenue and expense records first, then contact support if the information still appears incorrect.
Need somewhere else?
Still need assistance?
If you cannot find the answer you're looking for, contact the OptiGain team. We're available to help with setup, payments, subscriptions and platform questions.