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General Questions

Getting started with Odia is simple:
  1. Go to odia.app and click the sign-up button
  2. Use your work email to be part of your organization
  3. Our team can help import your existing data
  4. Customize your branding and start creating proposals
Yes! Odia offers several customization options:
  • Set your company’s colors and brand elements
  • Add your travel agency’s logo
  • Use white-label options for proposals and itineraries You can set your company colors in the backoffice that is accessible for administrators.
When a proposal is confirmed:
  1. The proposal becomes locked and non-editable
  2. An itinerary is automatically generated
  3. The status changes to “Confirmed”
  4. You can track the confirmed services in the concierge tab

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Proposals and Itineraries

Proposals can have the following statuses:
  • To Do: New proposal, not yet assigned
  • In Progress: Being worked on by the owner
  • Published: Ready to be sent to the travel agent
  • On Hold: Temporarily paused
  • Followed Up: Awaiting response after follow-up
  • Accepted: Approved but not yet paid
  • Confirmed: Approved and paid
  • Itinerary: Partially accepted with generated itinerary
Each time you publish a proposal, it creates a new version. This is useful for:
  • Making client-requested changes
  • Creating versions with and without prices
  • Tracking different iterations of the proposal
  • Reverting to previous versions if needed
For proposals with multiple travellers:
  • Add all travellers to the proposal
  • 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

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Services and Management

To maintain clean 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
The concierge tab helps you:
  • Get an overview of weekly activities
  • Track pending confirmations
  • Send duty messages to travellers
  • Manage ongoing itineraries
  • Once a proposal is confirmed and paid for, it cannot be edited
  • For partially accepted proposals (Itinerary status), you can still edit the remaining services
  • Always ensure all details are correct before confirming
  • Use versions to manage different iterations before confirmation

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Best Practices

Follow these guidelines:
  • Use unique, easily identifiable proposal titles
  • Add ‘Test’ or ‘Sample’ in titles for test proposals
  • Use proper name fields for travellers (one person per entry)
  • Organize services with efficient tag grouping
When creating test proposals:
  • 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 proposals

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Bugs

If you find a bug, please report it to our support team at [email protected]. The guidelines for reporting bugs can be found here.
If you think there is a bug, first always check if the version you are using is up to date with the latest version. The version can be found on the bottom left of your screen. If you’re in a proposal make sure to save all changes you have made. Always refresh the screen first and try logging in and out. If the problem persists, follow the guidelines on how to report a bug.