General Questions
How do I get started with Odia?
How do I get started with Odia?
- Go to odia.app and click the sign-up button
- Use your work email to be part of your organization
- Our team can help import your existing data
- Customize your branding and start creating Journeys
Can I customize the look of my public Journeys?
Can I customize the look of my public Journeys?
- Set your company’s colors and brand elements
- Add your travel agency’s logo
- Use white-label options for public Journeys You can set your company colors in the backoffice that is accessible for administrators.
What happens when a Journey is confirmed?
What happens when a Journey is confirmed?
- The status changes to Confirmed
- The same Journey becomes the operational workspace
- You can keep editing services, travellers, suppliers, tasks, invoices, and purchase orders
- Publish again when saved changes should update the public link
How do AI features work in Odia?
How do AI features work in Odia?
- Journey summaries - Overall trip overview
- Day summaries - Individual summaries for each day’s activities
- Open your Journey’s Journey Builder and expand Before journey
- Click Add proposal summary to write or generate the trip summary
- To generate with AI, choose Generate; select Also generate for each day first if you want daily summaries too
- Review the AI credit cost, then confirm generation
- Use Show summaries in the builder toolbar to view day summaries, and a day’s three-dot menu to generate or edit one day at a time
- Edit any generated summary as needed
- AI features use credits from your organization’s balance
- Cost is shown upfront before generating
- New users receive complimentary credits to test features
- Contact customer@odia.app for additional credits
How do I use AI to write service descriptions?
How do I use AI to write service descriptions?
- Open the description editor in the Library or inside a Journey service
- Click the AI button (colorful gradient button)
- Choose an action:
- Custom prompt - Write your own instructions
- Translate - Convert to English, French, or Spanish
- Make more descriptive & luxurious - Enhance with sensory details
- Shorten - Keep key details in concise copy
- Expand - Add more information
- Complete rewrite - Generate entirely new content
- Review credit cost and click Generate
- Edit the result as needed
What are Content Cards?
What are Content Cards?
- Go to Library → Content Cards tab
- Create your content card with the information you want to share
- Save it to your library
- In the Journey Builder, choose an insertion point, open Add to journey, and select the Content Cards tab
- Per-Day Cards - Add at a specific point on a day, then arrange them among services
- Intro And Closing Cards - Expand Before journey and use Add content card for trip-wide introductory information, or expand After journey and use the same action to add closing cards at the end of the Journey
Journeys
What are the different Journey statuses?
What are the different Journey statuses?
- To Do: New Journey, not yet assigned
- In Progress: Being worked on by the owner
- Sent: Shared with the travel agent or traveller
- On Hold: Temporarily paused
- Followed Up: Awaiting response after follow-up
- Accepted: Approved but not yet paid
- Confirmed: Paid or operationally confirmed
- Not Booked: The trip did not go ahead
How do versions work in Journeys?
How do versions work in Journeys?
- Making client-requested changes
- Creating versions with and without prices
- Tracking different iterations of the Journey
- Reverting to previous versions if needed
Can I duplicate a Journey?
Can I duplicate a Journey?
- Go to the Journeys screen
- Click the three dots menu on a Journey row
- Select Duplicate
- A new Journey form opens pre-filled with the source’s settings
- Make any changes and save
How do I manage multiple travellers in a Journey?
How do I manage multiple travellers in a Journey?
- Add all travellers to the Journey
- The first traveller added becomes the primary traveller automatically
- Change the primary traveller by clicking the three dots next to their name
- Only one traveller can be primary (marked with a crown icon)
- Primary traveller’s information is used for all communications
Can I assign specific travelers to individual services?
Can I assign specific travelers to individual services?
- Click on a service in your Journey
- Go to the Travelers tab
- Select travelers using the checkboxes—each is shown by their first and last name
- The guest count automatically updates based on your selection
- Clear your selection to return to manual guest count entry
- Family trips where children don’t join certain activities
- Group tours with optional excursions
- Spa or wellness services for individual travelers
- Age-restricted activities
Can I modify a Journey that's already confirmed?
Can I modify a Journey that's already confirmed?
- Change the service status to “To Change”
- Update the details (dates, times, etc.)
- Send a new purchase order to the supplier
- Always notify suppliers about changes before updating the system
- Update start/end dates in Journey settings
- Manually update dates for each affected service
- Communicate with all suppliers before making changes in the system
- Switch to Board View and click ’+’ on the desired day
- Select from your service inventory
- Set the service status to “Cancelled”
- The service will no longer be visible on the public Journey but remains in your records
Services and Management
How can I prevent duplicate data?
How can I prevent duplicate data?
- Always check if a service or contact exists before adding new ones
- Use the search function to find existing entries
- Follow the proper naming conventions
- Use tags efficiently to organize services
How do I use the concierge tab effectively?
How do I use the concierge tab effectively?
- Get an overview of weekly activities
- Track pending confirmations
- Send duty messages to travellers
- Manage ongoing confirmed Journeys
Can I make changes after a Journey is confirmed?
Can I make changes after a Journey is confirmed?
Best Practices
What are the best practices for naming and organization?
What are the best practices for naming and organization?
- Use unique, easily identifiable Journey titles
- Add ‘Test’ or ‘Sample’ in titles for test Journeys
- Use proper name fields for travellers (one person per entry)
- Organize services with efficient tag grouping
How should I handle sample or test Journeys?
How should I handle sample or test Journeys?
- Always include ‘Test’ or ‘Sample’ in the title
- This ensures they won’t affect your analytics
- Use them for training or testing new features
- Keep them separate from actual traveller Journeys
Troubleshooting
Something I created doesn't show up - what should I do?
Something I created doesn't show up - what should I do?
- Click the refresh button in your browser, or press:
- Mac: Command + R
- Windows/Linux: Ctrl + R or F5
- The item should now appear in the list
- Sometimes the app needs a refresh to display newly created items
- This is a known behavior and refreshing the page resolves it
- Make sure you clicked “Save” or “Create” to complete the action
- Check if you’re looking in the correct area or using the right filters
- Try logging out and logging back in
- If the problem persists, contact support at customer@odia.app
How do I report a bug?
How do I report a bug?
How do I know if it's a bug?
How do I know if it's a bug?