Itineraries

• Set proposal status to ‘Part Confirmed’
• The itinerary is created automatically alongside the proposal
• You manually mark individual services as confirmed in the itinerary
• The proposal stays editable for remaining unconfirmed services
• Payment status: Partial payment made
• Best when: Services confirm gradually over time or when traveller makes partial payment

• Set proposal status to ‘Confirmed’
• The entire proposal automatically becomes an itinerary
• All services are copied to the itinerary
• The proposal becomes non-editable
• Payment status: Paid (deposit or full)
• Best when: All services are confirmed at once and traveller has paid

1. Edit the itinerary start/end dates in itinerary settings
2. Services on removed days remain visible in the itinerary
3. Update the date in each affected service’s details manually

• Service status automatically reverts to “Ready” for affected services
• You need to update or cancel these services
• Send new purchase orders to suppliers for date-changed services
• Notify suppliers of cancellations if needed

• When a service extends beyond a single day, a visual banner indicates it spans multiple days
• The banner shows the date range the service covers
• This indicator is only visible inside Odia - it helps your team identify multi-day services at a glance

1. Click on the service in List View
2. In the Details tab, set both Start Date and End Date
3. If the end date is different from the start date, the service automatically displays as multi-day
4. The spanning banner appears in your itinerary view

• Hotel stays (check-in to check-out)
• Multi-day safari packages
• Cruise itineraries
• Extended tours or treks
• Car rentals spanning multiple days

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Service Information

• Dates & Times — Start and end date (required), start and end time (optional). How start times affect ordering depends on the Service Ordering Mode (see above). In Start time mode, services are sorted chronologically. In Manual mode, you control the order directly on the Board.
• Travelers — Assign specific travelers to this service. Guest count updates automatically. Perfect for activities where only some travelers participate.
• Location — Meeting point and address. If filled out, a Google Maps map appears on the web itinerary with directions.
• Description & Notes — Additional information (highlighted for travellers, from proposal), service description (what travellers see), and special notes (internal only — for purchase orders, not visible on web itinerary).
• Custom Fields — Organisation-specific fields configured by admins in Settings > Custom Fields. Only appears if custom fields exist for this service category.
• Files — Upload tickets, vouchers, and confirmations. Travellers can download directly from the web itinerary.

• Supplier — Select the supplier to send the purchase order to, and a specific contact (guides, drivers). If the contact has a phone number, it shows on the itinerary.
• Pricing — Shows price from proposal. Not visible on the web itinerary.

• Tasks — Add tasks directly related to this service. Examples: “Reserve the restaurant”, “Confirm dietary restrictions”. Tasks appear on your dashboard and tasks screen.
• Communications — Full history of emails and messages sent for this service.

1. Open the itinerary or find it in the itinerary list
2. Click the three dots menu (⋮)
3. Select Archive
4. The itinerary is moved to the archive

• Itinerary is hidden from the main itinerary list
• All data and history is preserved
• Can be accessed via the archive filter
• Does not affect any linked proposals or records

• Archived itineraries can be unarchived at any time
• Find the itinerary in the archive view
• Click the three dots menu and select Unarchive
• The itinerary returns to your active list

1. Creation - Itinerary created from confirmed proposal
2. Service Management - Add/edit services, assign suppliers
3. Purchase Orders - Send POs to suppliers (status: “PO Sent”)
4. Confirmations - Mark services as confirmed when supplier responds
5. Pre-Trip - Upload tickets, add final details, send to traveller
6. During Trip - Monitor service delivery, handle changes
7. Post-Trip - Mark services as completed
8. Archive - Hide completed itinerary from active list

1. Assign Supplier - Select supplier for each service
2. Send Purchase Order - Click ‘Purchase Order’ on service (status changes to “PO Sent”)
3. Track Response - Check if supplier has viewed/confirmed
4. Follow Up - Use ‘Contact Supplier’ to send reminders if needed
5. Mark Confirmed - Change status to “Confirmed” when supplier confirms
6. Handle Changes - Use “To Change” status if modifications needed

• Travellers access itinerary via shareable link
• See all services, dates, times, locations
• View maps and directions
• Download attachments (tickets, vouchers)
• See embedded media and images
• Print or save as PDF (PDF always uses a Flow-style layout)

• Internal notes
• Supplier names (unless you choose to show them)
• Cost information
• Purchase order details
• Task lists

• Used to present options to travel agents and travellers
• Can be edited freely and create multiple versions
• Can show pricing with options: full pricing, hide prices, or show total only
• Includes a price breakdown page (unless hidden)
• Focused on winning the booking
• What happens: You create proposals, send to travel agents, make revisions based on feedback

• Created automatically when you set proposal status to “Confirmed”
• Recommendation: Only set to confirmed when traveller has paid deposit or full payment
• The proposal becomes non-editable once confirmed
• All services from the proposal are copied to the itinerary
• You can send purchase orders (vouchers) to suppliers
• Set detailed timings, meeting points, contact phone numbers
• Add maps and location information for travellers
• Manages confirmed services and tracks service status
• Focused on executing the actual trip

1. Create proposal → Send to travel agent → Make revisions → Create multiple versions
2. Travel agent confirms → Traveller pays
3. Set proposal status to “Confirmed” → Itinerary auto-generates
4. Send purchase orders to suppliers → Manage trip operations → Traveller receives detailed itinerary

1. Change the service status to “To Change”
2. Update the service details (dates, times, etc.)
3. Send a new purchase order to the supplier
4. It’s important to notify suppliers about changes before making them in the system to avoid confusion

• Update the start/end dates in itinerary settings
• Manually update the date for each affected service
• Communicate with all suppliers before making changes in the system
• This helps keep everything clear during trip operations

• Switch to Board View in the itinerary
• Click the ’+’ icon on the day where you want to add a service
• Select from your service inventory
• Fill in the service details and send purchase order

• If a service is no longer happening, set the status to “Cancelled”
• The service will no longer be visible on the itinerary
• This maintains a record of the cancelled service for your operations history

• The itinerary is created automatically alongside the proposal
• Confirmed services live in the itinerary (you send POs, mark them confirmed)
• Unconfirmed services stay in the proposal (you keep editing and refining)
• The proposal remains editable until all services are confirmed

• One experience requires multiple suppliers
• You want to show one item to the traveller but manage multiple bookings
• Services happen together but have different providers

• Tour + Transport (tour company + driver company)
• Accommodation + Meals (hotel + restaurant)
• Activity + Guide (activity provider + guide service)

• Cleaner web itinerary for travellers (shows as one experience)
• Separate purchase orders for each supplier
• Better organization of related services

1. Switch to Board View
2. Click the ”+” icon on the day where you want to add a service
3. Select from your service inventory
4. Save changes
5. Add details in List View and send purchase order

• Last-minute additions
• Upgrades or changes requested by traveller
• Operational services (transfers, etc.) not shown in proposal