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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
Odia’s AI features help you create proposal content automatically:What AI can generate:
  • Proposal summaries - Overall trip overview
  • Day summaries - Individual summaries for each day’s activities
How to use AI:
  1. Open your proposal and go to the Overview tab
  2. Click the AI button in the top right corner
  3. Choose what to generate (proposal summary, day summaries, or both)
  4. Review the AI credit cost
  5. Click Generate and watch the progress
  6. Edit the generated content as needed
AI Credits:
  • 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
Odi•Assist helps you generate and enhance service descriptions automatically:
  1. Open the description editor (in Library, proposals, or itineraries)
  2. Click the AI button (colorful gradient button)
  3. 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
  4. Review credit cost and click Generate
  5. Edit the result as needed
Note: AI credits are deducted from your organization’s balance. Cost is shown before generating.
Content Cards let you add travel information that isn’t a service, like local tips, cultural insights, or packing lists.How to create and use Content Cards:
  1. Go to Library → Content Cards tab
  2. Create your content card with the information you want to share
  3. Save it to your library
  4. Add it to proposals by navigating to the Content tab and selecting from your library
Two types:
  • Per-Day Cards - Add to specific days for day-specific information
  • Introduction Cards - Add to the top of proposals for general trip information
Common uses: Local customs, safety information, packing recommendations, weather details, visa requirements, travel tips

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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
Yes! You can duplicate proposals to quickly create new ones with similar settings and services.How to duplicate:
  1. Go to the Proposals screen
  2. Click the three dots menu on a proposal row
  3. Select Duplicate Proposal
  4. A new proposal form opens pre-filled with the source’s settings
  5. Make any changes and save
What gets copied: Travel dates, areas, guest count, travel agent, commission, headline, cover image, display settings (hide prices, hide branding, show total only), and all services with their prices and details.What doesn’t get copied: Travelers, content cards, day summaries, and description.This is useful for creating template-style proposals or when building similar trips for different dates or travelers.
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
Yes! You can assign specific travelers to each service when not all travelers participate in every activity.How to assign travelers:
  1. Click on a service in your proposal or itinerary
  2. Go to the Travelers tab
  3. Select travelers using the checkboxes—each is shown by their first and last name
  4. The guest count automatically updates based on your selection
  5. Clear your selection to return to manual guest count entry
When to use this:
  • Family trips where children don’t join certain activities
  • Group tours with optional excursions
  • Spa or wellness services for individual travelers
  • Age-restricted activities
This feature is available in both proposals and itineraries.
Yes! You can still make changes to confirmed itineraries:Modifying confirmed services:
  1. Change the service status to “To Change”
  2. Update the details (dates, times, etc.)
  3. Send a new purchase order to the supplier
  4. Always notify suppliers about changes before updating the system
Changing itinerary dates:
  • Update start/end dates in itinerary settings
  • Manually update dates for each affected service
  • Communicate with all suppliers before making changes in the system
Adding new services:
  • Switch to Board View and click ’+’ on the desired day
  • Select from your service inventory
Cancelling services:
  • Set the service status to “Cancelled”
  • The service will no longer be visible on the itinerary but remains in your records
Important: Always communicate changes or cancellations with suppliers first to avoid confusion during trip operations.

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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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Troubleshooting

If something you just created (like a service, supplier, area, or other item) doesn’t appear in the list right away:First, try refreshing the page:
  1. Click the refresh button in your browser, or press:
    • Mac: Command + R
    • Windows/Linux: Ctrl + R or F5
  2. The item should now appear in the list
Why does this happen?
  • Sometimes the app needs a refresh to display newly created items
  • This is a known behavior and refreshing the page resolves it
If refreshing doesn’t work:
  • 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
If you find a bug, please report it to our support team at customer@odia.app. 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.