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Overview

The Concierge screen is your central hub for day-to-day operations, automatically displaying all services from active itineraries. It pulls together everything happening on any given day, allowing you to navigate easily between dates and manage all your daily activities from one place.

Daily Overview

View and manage all services scheduled for the current day or any selected date. See everything happening across all your active trips in one view.

Real-time Management

Track service status, handle communications with travellers and suppliers, and manage tasks in real-time as services happen.

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What is the Concierge Screen?

The Concierge screen is your operational command center. Instead of opening individual itineraries to see what’s happening today, the Concierge automatically collects all services from all active itineraries and displays them chronologically by date. Think of it as: Your daily to-do list for all active trips combined. Common uses:
  • Morning briefing - see everything happening today
  • Pre-trip checks - review upcoming services tomorrow or next week
  • Status updates - quickly update multiple services across different trips
  • Supplier communication - contact suppliers about today’s services

Date Navigation

Navigate to any date:
  • Default view: Current day (today)
  • Arrow buttons: Move forward/backward one day at a time
  • Calendar date picker: Jump to any specific date or select a date range
  • “Today” button: Quickly return to today’s view
The Concierge shows services for the selected date(s) across all active itineraries.

Service Display

How services are shown:
  • Chronological listing by start time (earliest first)
  • Itinerary access: Click to open the full itinerary
  • Status indicators: Same status system as itineraries (Ready, PO Sent, Confirmed, etc.)
  • Task tracking: See associated tasks in the task column
Each row represents one service from one itinerary.

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Service Information

Every service in the Concierge displays key operational details:

Essential Details

FieldDescriptionActions
Service TitleName and type of serviceClick to open service details
SupplierAssociated service providerShows which supplier is delivering this service
TravellerCustomer nameClick to open full traveller profile
TimeStart and end timesShows when service occurs
PaxNumber of participantsGuest count for this service
Travel AgentAssociated agent detailsClick to open agent profile
StatusCurrent service statusVisual indicator (Ready, Confirmed, etc.)
TasksAssociated tasksShows task count and completion status
Interactive elements: Traveller names and agent names are clickable links to their full profiles.
Monitor service progress with:
  • Current status indicator - Visual badge showing service status
  • Message history - Open the service details to view all communications
  • Associated tasks - See task count in the task column, click to view details
Status options (same as itineraries):
  • Ready
  • PO Sent
  • Confirmed
  • To Change
  • Cancelled
  • Completed
You can update status directly from the Concierge by clicking on a service.

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Communication Hub

Contact travellers and suppliers directly from the Concierge:

Traveller Contact

Message travellers:
  • Select one or more services for the same traveller
  • Click ‘Contact Traveller’
  • Send messages about the selected services
Useful for: Check-ins, reminders, updates, confirmations

Supplier Updates

Two ways to contact suppliers:Single service:
  1. Open a service
  2. Click ‘Contact Supplier’
  3. Send message about that specific service
Multiple services (same supplier):
  1. Select all services with the same supplier
  2. Click ‘Contact Supplier’
  3. Send one message regarding all selected services
Useful for: Reconfirmations, updates, changes, cancellations

Message History

Track all communications:
  • Click on any service to view message history
  • See all past communications with timestamp
  • Thread history shows all messages sent and received
  • Filter by traveller or supplier messages
All messages are logged and timestamped.
Bulk messaging: When selecting multiple services for messaging, ensure they belong to the same traveller or supplier. The contact button automatically disables if you select services from different travellers/suppliers to prevent sending incorrect messages.

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Organization Tools

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Filtering Options

Organize your Concierge view to focus on what matters:

Time-based Filters

Date Range

Select custom date ranges:
  • Use the date picker in the top right of the screen
  • View services across multiple days
  • See upcoming week, month, or custom period
Examples:
  • Today only (default)
  • This week (Mon-Sun)
  • Next 7 days
  • Specific date range (e.g., Feb 1-14)

Time Sort

Order services chronologically:
  • Default: Earliest to latest start time
  • Services displayed in the order they occur throughout the day
  • Makes it easy to see your daily schedule flow

Traveller Groups

Group by traveller:
  • Services organized by traveller name
  • Alphabetically ordered by traveller
  • See all services for each traveller together
Best for: Managing multiple trips, checking on specific travellers

Status Groups

Organize by status:
  • Services grouped by current status (Ready, Confirmed, etc.)
  • Quickly see what needs action vs. what’s complete
Best for: Identifying services that need attention, batch status updates

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Service Management

Quick Actions

Perform actions directly from the Concierge:
  • Update service status - Click service, change status dropdown
  • Access itinerary details - Click to open full itinerary
  • View traveller profiles - Click traveller name to see full profile
  • Track task progress - Click task count to view/manage tasks
No need to open the full itinerary for quick updates.

Bulk Operations

Select multiple services for batch actions:
  • Select services - Check boxes next to multiple services
  • Update status in batch - Change status for all selected at once
  • Send group messages - Message supplier about multiple services
  • Manage related tasks - Handle tasks across multiple services
Requirements: For messaging, all selected services must share the same traveller or supplier.

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Service Details Window

Click on any service to open detailed information:

Information Access

Click any service row to open the service details panel where you can:
  • View and edit complete service details - All fields (time, location, notes, description, etc.)
  • View communication history - All messages sent/received for this service
  • Manage task assignments - Tasks linked to this service
  • View status updates - History of status changes
  • Access purchase order details - PO information and supplier confirmations
  • Make changes - Edit any service field directly from the Concierge
The service details panel opens on the right side of the screen. All edits automatically sync with the itinerary.
Access full itinerary context:
  • Click the icon next to the service title
  • Opens the complete itinerary in a new view
  • View trip summary - See all services for this trip
  • Make service adjustments - Edit service details in the itinerary
  • Track related services - See other services in the same trip
  • Monitor overall progress - Check trip-wide status
Use when: You need to see or edit the broader trip context, not just this one service.
Quick itinerary access: Use the button next to each service title for quick access to the full trip context and editing capabilities. All changes made in the itinerary automatically sync back to the Concierge view.

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Concierge Workflows

Start your day with the Concierge:
  1. Check today’s services - Default view shows all services happening today
  2. Review status - Identify any services not yet confirmed
  3. Contact suppliers - Send reconfirmation messages for today’s services
  4. Check tasks - Review any pending tasks for today
  5. Update travellers - Send any necessary communications to travellers
Pro tip: Group by status to quickly see what needs attention.
Preparing for upcoming trips:
  1. Select date range - View services for tomorrow or the upcoming week
  2. Filter by status - Focus on services that aren’t confirmed yet
  3. Bulk messaging - Contact multiple suppliers about reconfirmations
  4. Check details - Review service times, locations, guest counts
  5. Create tasks - Add any pre-trip tasks that need completion
Pro tip: Check 2-3 days ahead to catch any missing confirmations early.
Managing services as they happen:
  1. Monitor in real-time - Keep Concierge open to track today’s services
  2. Update status - Mark services as completed as they finish
  3. Handle issues - Quickly contact suppliers or travellers if problems arise
  4. Task completion - Check off tasks as they’re completed
  5. Document changes - Add notes to services about any modifications
Pro tip: Update status to “Completed” as services finish to track progress throughout the day.
Managing multiple trips simultaneously:
  1. Group by traveller - See all services for each traveller together
  2. Identify conflicts - Check for overlapping services or issues
  3. Batch communications - Message all travellers with today’s services
  4. Status overview - Quick view of which trips are on track vs. need attention
Pro tip: The Concierge shines when you have 5+ active trips happening simultaneously.

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Common Questions

The Concierge shows services from:
  • All active itineraries (not completed)
  • For the selected date or date range
  • Across all trips your team is managing
Not shown:
  • Completed trips (you can toggle to show/hide completed itineraries)
  • Proposal services (only confirmed itinerary services appear)
If you expect to see a service but don’t, check that the itinerary isn’t marked as completed and the service date matches your selected date.
Yes! You can edit services directly from the Concierge:
  • Update status
  • Send messages
  • Manage tasks
  • Edit service details - Click on a service to open the service details panel where you can edit time, location, description, and all other service fields
To access full itinerary context:
  • Click the icon to open the complete itinerary
  • Useful when you need to see all services in the trip together
  • Changes made in either location automatically sync
The Concierge provides full service editing capabilities - you don’t need to open the itinerary unless you want to see the broader trip context.
To contact multiple suppliers:If same supplier:
  1. Select all services provided by that supplier (check boxes)
  2. Click ‘Contact Supplier’
  3. One message sent regarding all selected services
If different suppliers:
  • You must contact them separately
  • The contact button disables if you select services from different suppliers
  • This prevents accidentally sending the wrong message to the wrong supplier
Best practice: Filter or group by supplier, then select all their services for bulk messaging.
Group by Traveller:
  • Services organized by which traveller they belong to
  • Alphabetically by traveller name
  • Best for: Managing traveller communications, checking on specific guests
Group by Status:
  • Services organized by current status (Ready, Confirmed, etc.)
  • Best for: Identifying what needs action, batch status updates
Example use cases:
  • Group by traveller: “Let me check on the Smith family’s services today”
  • Group by status: “Let me see all services that still need confirmation”
Safety feature to prevent errors:When you select multiple services and click ‘Contact Traveller’, Odia sends one message to the traveller. If you selected services from different travellers, the system doesn’t know which traveller to message.The button disables when you select:
  • Services from different travellers (for traveller messaging)
  • Services from different suppliers (for supplier messaging)
This prevents you from accidentally sending:
  • The wrong message to the wrong person
  • Confusing messages about services that don’t belong to that traveller/supplier
  • Itineraries - Understanding itineraries and service management
  • Services - Learn about service details and configuration
  • Tasks - Managing operational tasks
  • Suppliers - Supplier contact management
  • Communication - Messaging travellers and suppliers