Journeys

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Overview

Before, proposals and itineraries were separate places. Now they are one Journey, so confirmed trips stay editable and you do not need to create or share a second itinerary link.

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Journey Stages

The Journey status tracks where the trip is commercially. You can update it manually as the booking moves forward.

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Saving and publishing

Every Journey has one public link once it has been published. You can keep sending the same link throughout the trip lifecycle. The header shows one of three states: When you select Publish, you can optionally add a Description noting what changed in that version before confirming.

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What your client sees on the public link

The standard public Journey link opens the latest published version. Saving inside Odia does not move that link to a newer version. A version-specific link stays on its chosen version. Display settings are captured when you publish. Supplier contact details and service times follow those settings. Flight-tracking information can refresh on the current public Journey when flight tracking and service times are enabled; older version links keep their historical view. Changing a Journey’s status leaves its published version and link as they are, except when you confirm the Journey, which publishes its latest version. Publishing alone does not prove that someone received or opened the link. Check Link Activity for recorded views.

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Confirming Auto-Publishes

Setting a Journey’s status to Confirmed for the first time automatically publishes its current snapshot — you don’t need a separate publish step. A toast confirms it: “Journey confirmed” / “Latest journey snapshot has been published.” Review past Journeys is a special case for trips that already happened while their status still showed Published. You can select one or several of these Journeys and set them to Confirmed. This corrects their status without opening the usual confirmation dialog or publishing a new version. Their publication time stays the same.

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Disable Public Link

In the Journey’s settings, toggle Disable Public Link to turn off the in-app buttons for opening the published Journey link.

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Version history

Each publish creates a numbered version: v1, v2, v3, and so on.

• The public Journey link opens the latest published version.
• Version-specific links stay locked to that exact version.
• Use version-specific links when you want to share different presentations, for example a version with prices and a version without prices.
• You can restore an older version as the current working copy if needed.

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Creating A Journey

Click New Journey or Add Journey from the Journeys screen. Three fields are required:

• Title - internal name your team sees
• Travel dates - creates the Journey days
• Guest count - total number of travellers

You can fill in everything else now or later:

• Destination areas and area timeline
• Travel agent and commission
• Primary traveller and additional travellers
• Cover image
• Display settings such as hide prices, hide branding, or show total only

There is no currency field when you create a Journey. Services pick up your account’s default currencies — see Currency In A Journey.

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Journey Builder

Use the Journey Builder to create the day-by-day trip:

• Add services from the Library, then arrange them within and across days
• Group services as Options (the client picks one) or Bundles (sold together as a package)
• Attach variants (different versions of one service, such as room types) and add-ons (optional extras)
• Add content cards, a journey summary, and day summaries

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Editing A Journey

Opening a Journey from the Journeys screen takes you into the Journey workspace — the Areas, Journey Builder, Travelers, Financials, and Tasks & Activity tabs. That is where you work on the contents of the trip: services, pricing, travellers, and operations. The Journey’s own details — title, travel dates, guest count, travel agent, and display settings — are edited in a separate Edit Journey dialog. Open it from inside the Journey in either of two ways:

• Click the pencil icon in the Journey header, or
• Open the ⋯ menu (More journey actions) and choose Edit journey

The dialog has five tabs: The ⋯ menu also shows a read-only Display summary — Pricing, Branding, and Total only, each with an eye icon showing whether it is currently visible to the customer. These are indicators only; to change any of them, go to Edit journey > Settings.

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Currency In A Journey

Where the currency comes from. Every service you add to a Journey is created with the two account defaults set in Settings > Financial > Currencies: Changing the currency on a service. Every service carries two independent currencies, and you can change either one: They do not have to match. A service can have its cost in USD and its selling price in EUR — when the two differ, Odia converts between them using the rates on Settings > Financial > Currencies > Exchange Rate Settings to work out the margin. To change either one, open the service inside the Journey and open its price dialog — from the price on the service card in the Journey Builder, from the Financials tab, or from the pricing table. Each of the Cost and Selling price rows has its own currency selector next to the amount. Change it and save the service. A single Journey can hold services in several different currencies — for example EUR for a Paris hotel and USD for international flights. Internal Journey totals. The Journey header and Financials totals use your account’s Selling Default. The client preview, public link and PDF can use a different display currency chosen for that Journey. Changing the client display currency leaves your account defaults and original service prices unchanged.

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The currency your client sees

In the Journey preview, select the currency symbol in the toolbar to open Currency. Choose one of your organization’s currencies, review Total, then choose Use with the currency code, for example Use USD. Cancel keeps the current currency. The preview then shows the Journey’s prices and total in that currency, converted with your configured exchange rates. Your client’s link and its PDF change when you publish. Each service keeps its own selling price and currency. Services paid directly to suppliers by the client keep their own currencies and stay out of the total. Before choosing the currency, your Organization Owner or Admin must add it and configure a rate between each relevant service selling currency and the chosen display currency. Either rate direction works; Odia does not calculate a missing pair through a third currency. See Exchange rates for Journey display currencies for the fields and an example. Your choice stays selected when service prices change. Publish again to update the public prices. Published versions keep their own prices and saved exchange rates. See Journey currency for the complete steps.

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Confirmed Journeys

When a Journey becomes confirmed, it stays in the same workspace. The status changes, but the trip does not become locked and you do not switch to a separate itinerary record. For confirmed trips, use the same Journey to:

• Add or update services
• Send purchase orders
• Track service status: Ready, PO Sent, Confirmed, To Change, Cancelled, Completed
• Assign travellers to services
• Upload tickets and confirmations
• Create invoices
• Add tasks and manage communications

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Correcting a service that was never in scope

Use Cancel service when a confirmed service was sold or operational and was later cancelled. It stays visible as cancelled so its operational history remains clear. If a service was never part of the confirmed scope, an Owner can choose Remove, provide a reason, and remove it from the current Journey only. The correction is available only for a Ready, active, unpaid service on a confirmed Journey. Other roles see Only the owner can remove and cannot perform the correction. Historical published versions and audit history are preserved.

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Journeys Screen

The Journeys screen helps you find the right work quickly, with four views:

• All journeys shows the full pipeline
• Confirmed focuses on operational trips
• Published shows Journeys you have published that are not Confirmed or Not Booked, for trips that have not ended, with the most recent publication first
• Follow-up shows published In Progress or On Hold Journeys that need a client follow-up — see Follow-ups

Open the ⋯ menu next to the view tabs for:

• Make this my default Journey view — the view you land on next time, remembered on this browser for a year (it isn’t synced to other devices)
• Copy link to view — copies a direct link to whichever view and filters you currently have open

Other tools on this screen:

• The Received / Published column shows when the request came in and, underneath, when your client last got a published version. Before the first publication it shows Not published and how many days the Journey has waited; open, unarchived Journeys waiting two days or more are highlighted in amber
• Sort by Last Published to see the most recent publications first
• Filters help by date, owner, status, travel agent, archived state, and search
• Version buttons show publish history
• The public-link action opens the latest published Journey
• The preview action opens the internal preview and Journey Designer

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Journey Designer

Use the eye preview to control how the public Journey looks before publishing. You can choose:

• Page layout: Flow, Timeline, Magazine, Split, or Condensed
• Card styles for supported layouts
• Display settings, including prices, branding, summaries, map, content cards, and category tags
• Cover image and service image cropping

Design changes are saved to the Journey, then go live on the public link when you publish.

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Export As PDF

Download the web Journey as a PDF when a client or your team needs a copy that works without opening the online link:

• Open the web Journey, then select the three-line icon in the top-right corner
• Toggle Photos and Branding on or off
• Select Download PDF

It always uses a Flow-style layout regardless of the layout selected in Journey Designer, and anyone with the Journey’s public link can download it the same way.

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Common Questions