> ## Documentation Index
> Fetch the complete documentation index at: https://help.odia.app/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQs

> The questions we get asked the most, answered here for you.

## General Questions

<AccordionGroup>
  <Accordion title="How do I get started with Odia?">
    Getting started with Odia is simple:

    1. Go to [odia.app](https://www.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 Journeys
  </Accordion>

  <Accordion title="Can I customize the look of my public Journeys?">
    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 public Journeys
      You can set your company colors in the backoffice that is accessible for administrators.
  </Accordion>

  <Accordion title="What happens when a Journey is confirmed?">
    When a Journey is confirmed:

    1. The status changes to **Confirmed**
    2. The same Journey becomes the operational workspace
    3. You can keep editing services, travellers, suppliers, tasks, invoices, and purchase orders
    4. Publish again when saved changes should update the public link
  </Accordion>

  <Accordion title="How do AI features work in Odia?">
    Odia's AI features help you create Journey content automatically:

    **What AI can generate:**

    * **Journey summaries** - Overall trip overview
    * **Day summaries** - Individual summaries for each day's activities

    **How to use AI:**

    1. Open your Journey's **Journey Builder** and expand **Before journey**
    2. Click **Add proposal summary** to write or generate the trip summary
    3. To generate with AI, choose **Generate**; select **Also generate for each day** first if you want daily summaries too
    4. Review the AI credit cost, then confirm generation
    5. 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
    6. Edit any generated summary 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](mailto:customer@odia.app) for additional credits
  </Accordion>

  <Accordion title="How do I use AI to write service descriptions?">
    **Odi•Assist** helps you generate and enhance service descriptions automatically:

    1. Open the description editor in the Library or inside a Journey service
    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.
  </Accordion>

  <Accordion title="What are Content Cards?">
    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. In the Journey Builder, choose an insertion point, open **Add to journey**, and select the **Content Cards** tab

    **Two types:**

    * **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

    **Common uses:** Local customs, safety information, packing recommendations, weather details, visa requirements, travel tips
  </Accordion>
</AccordionGroup>

## Journeys

<AccordionGroup>
  <Accordion title="What are the different Journey statuses?">
    Journeys can have the following 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

    Publishing is separate from status. A Journey can be confirmed and still have unpublished changes if you edited it after the latest publish.
  </Accordion>

  <Accordion title="How do versions work in Journeys?">
    Each time you publish a Journey, it creates a new version. This is useful for:

    * Making client-requested changes
    * Creating versions with and without prices
    * Tracking different iterations of the Journey
    * Reverting to previous versions if needed
  </Accordion>

  <Accordion title="Can I duplicate a Journey?">
    **Yes!** You can duplicate Journeys to quickly create new ones with similar settings and services.

    **How to duplicate:**

    1. Go to the Journeys screen
    2. Click the three dots menu on a Journey row
    3. Select **Duplicate**
    4. A new Journey 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 trips or when building similar Journeys for different dates or travelers.
  </Accordion>

  <Accordion title="How do I manage multiple travellers in a Journey?">
    For Journeys with multiple travellers:

    * 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
  </Accordion>

  <Accordion title="Can I assign specific travelers to individual services?">
    **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 Journey
    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 on Journey services at every stage.
  </Accordion>

  <Accordion title="Can I modify a Journey that's already confirmed?">
    **Yes!** You can still make changes to confirmed Journeys:

    **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 Journey dates:**

    * Update start/end dates in Journey 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 public Journey but remains in your records

    **Important:** Save changes inside Odia, then publish again when the public link should show those changes. Always communicate changes or cancellations with suppliers first to avoid confusion during trip operations.
  </Accordion>
</AccordionGroup>

## Services and Management

<AccordionGroup>
  <Accordion title="How can I prevent duplicate data?">
    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
  </Accordion>

  <Accordion title="How do I use the concierge tab effectively?">
    The concierge tab helps you:

    * Get an overview of weekly activities
    * Track pending confirmations
    * Send duty messages to travellers
    * Manage ongoing confirmed Journeys
  </Accordion>

  <Accordion title="Can I make changes after a Journey is confirmed?">
    Yes. Confirmed Journeys stay editable. If your changes affect what the traveller or travel agent should see, publish again so the public link moves to the latest version.
  </Accordion>
</AccordionGroup>

## Best Practices

<AccordionGroup>
  <Accordion title="What are the best practices for naming and organization?">
    Follow these guidelines:

    * 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
  </Accordion>

  <Accordion title="How should I handle sample or test Journeys?">
    When creating 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
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Something I created doesn't show up - what should I do?">
    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](mailto:customer@odia.app)
  </Accordion>

  <Accordion title="How do I report a bug?">
    If you find a bug, please report it to our support team at [customer@odia.app](mailto:customer@odia.app). The guidelines for reporting bugs can be found <a href="https://help.odia.app/best-practices/bug-reporting">here</a>.
  </Accordion>

  <Accordion title="How do I know if it's a bug?">
    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 Journey 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.
  </Accordion>
</AccordionGroup>