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Overview

A service in Odia is anything you can offer to your travellers and add to their trip. Examples include: accommodations, tours, activities, transportation, meals, guides, and transfers. Your service library serves as your inventory catalog, making it easy to build proposals and manage offerings.

Create Services

Add services from the Services screen or while building a proposal. Permission required: Only Supervisors and Admins can create services.

Manage Inventory

Organize services with categories (e.g., “Accommodation”, “Activity”), areas (geographic locations), and tags for easy filtering and search.

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Creating a Service

1

Access Service Creation

Two ways to create:
  • From Services screen: Click the ’+ New Service’ button in the top right
  • From Proposal: Click ‘Add Service’ then ‘Create New Service’
2

Add Basic Information

Required fields:
  • Title (mandatory) - The service name, used for searching and display
Recommended fields:
  • Category (optional but recommended) - Primary classification (e.g., “Accommodation”, “Transport”, “Activity”)
  • Area (optional but recommended) - Geographic location where service is offered (e.g., “Cape Town”, “Serengeti”)
3

Enhance Description

Add optional details:
  • Headline - Short, attention-grabbing statement (shows in proposals)
  • Description - Detailed service information (visible to clients)
  • Internal Notes - Team-only information (never visible to clients)
4

Add Visual Content

Add images from three sources:
  • Unsplash integration - Search and add high-quality stock images directly
  • Odia Gallery - Access all images previously uploaded to your Odia workspace
  • Your computer - Upload new images directly from your device
Set the primary display image by selecting it (it will appear first in proposals and itineraries).

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Service Components

Essential Fields

FieldRequiredVisible to ClientsDescription
TitleYesYesService name used for searching and display in proposals
CategoryNo (recommended)YesPrimary classification (e.g., Accommodation, Activity, Transport)
AreaNo (recommended)YesGeographic location where service is offered
HeadlineNoYesShort, attention-grabbing description (appears in proposals)
DescriptionNoYesDetailed service information shown to clients
Internal NotesNoNoTeam-only information, never visible to clients
TagsNoNoInternal organizational labels (not shown to clients)
SuppliersNoNoLink to supplier organizations providing this service
Reference CodesNoNoCustom codes for internal tracking and external system integration
Add unlimited photos to your service using three methods:
  1. Unsplash Integration: Search Unsplash’s library and add professional stock images
  2. Odia Gallery: Browse and select from all images already uploaded to your workspace
  3. Custom Upload: Upload new images directly from your computer
Image ordering: The first selected image becomes the primary image displayed in proposals and itineraries. Drag to reorder images.
Tags help you organize and filter services internally:
  • Add multiple tags per service (e.g., “luxury”, “family-friendly”, “adventure”)
  • Tags are not visible to clients - they’re for internal organization only
  • Use tags for detailed categorization beyond categories and areas
Suppliers:
  • Link services to one or more supplier organizations
  • Track which suppliers provide which services
  • Useful for sending purchase orders and managing supplier relationships
Reference Codes:
  • Add custom reference codes for internal tracking
  • Link to external systems or your own numbering system
  • Useful for mapping to accounting software, supplier codes, or legacy systems

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Finding & Filtering Services

Search

Search by service title using the search bar. Search looks for matches in the service name/title field.

Categories

Filter by service type (e.g., “Accommodation”, “Activity”, “Transport”). Admins can create and manage categories in Settings > Categories.

Areas

Filter by geographic location. If you offer the same service in multiple locations, create separate service entries for each area.

Tags

Filter by tags for detailed organization. Multi-tag filtering: Selecting multiple tags shows only services that have ALL selected tags (AND logic, not OR).

Suppliers

Filter to show only services provided by specific supplier organizations.

Sort Options

Sort services by: Creation date, Last modified, or Alphabetically (A-Z or Z-A).

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Using Filters Effectively

Combining Filters

You can combine multiple filters simultaneously:
  • Select multiple areas to search across regions (e.g., “Cape Town” + “Johannesburg”)
  • Combine category + area + tags for precise results (e.g., “Accommodation” + “Serengeti” + “luxury”)
  • Add supplier filter to see specific vendor offerings
Example: Find all luxury safari lodges in Kenya by filtering: Category = “Accommodation”, Area = “Masai Mara”, Tags = “luxury” + “safari”
Important: Tag filtering uses AND logic:
  • Selecting 1 tag: Shows all services with that tag
  • Selecting 2+ tags: Shows only services that have ALL selected tags
Example:
  • Tags selected: “luxury” + “family-friendly”
  • Results: Only services tagged with both “luxury” AND “family-friendly”
  • Services with only one of these tags will NOT appear
New to Odia? Set up your areas and categories in Settings before adding services. This makes organization easier from the start. Learn how to configure categories and areas.

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Organizing Your Service Library

Naming Services

Best practices:
  • Use clear, descriptive titles (e.g., “Luxury Safari Lodge - Serengeti” not “Lodge 1”)
  • Include key details in the title if you have similar services
  • Make titles searchable - think about what you’d type to find it
  • Keep titles concise but specific

Using Categories

Best practices:
  • Assign a category to every service for easier filtering
  • Use consistent category names across your team
  • Common categories: Accommodation, Activity, Transport, Meals, Guides
  • Create categories that match your business workflow

Area Strategy

Best practices:
  • Assign areas to help with location-based filtering
  • Create separate services for the same offering in different locations
  • Use consistent area naming (e.g., always “Cape Town” not sometimes “CPT”)
  • Areas are set up in Settings > Destinations

Tag Strategy

Best practices:
  • Create tags for attributes that don’t fit in categories (e.g., “luxury”, “budget”, “family-friendly”)
  • Check for existing tags before creating new ones to avoid duplicates
  • Review your tag list periodically to consolidate similar tags
  • Remember: multiple tag selection = AND logic (services must have all tags)

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Service Lifecycle

To edit a service:
  1. Navigate to Services screen
  2. Click on the service you want to edit
  3. Make your changes
  4. Changes are saved automatically (or click Save if prompted)
Who can edit: Supervisors and Admins can edit any service. Regular users cannot edit services.Impact of edits:
  • Changes to services do NOT affect existing proposals or itineraries
  • Only future uses of the service will reflect the updated information
Archive services you no longer offer but want to keep for historical records:
  • Archived services don’t appear in search results when adding to proposals
  • Existing proposals/itineraries with archived services are unaffected
  • You can unarchive services later if needed
Delete services only if you’re certain you won’t need them:
  • Deletion is permanent
  • Consider archiving instead to preserve historical data
Adding services to proposals:
  1. Open a proposal
  2. Click “Add Service”
  3. Search or filter to find the service
  4. Click to add it to the proposal timeline
Service details in proposals:
  • You can edit service details within the proposal (dates, times, pricing, notes)
  • Changes made in a proposal don’t affect the master service in your library
  • Each proposal has its own copy of the service data

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Common Questions

Categories are broad classifications of service types (e.g., Accommodation, Activity, Transport). Each service typically has one category.Tags are flexible labels for more detailed organization (e.g., luxury, budget, family-friendly, adventure). Services can have multiple tags.Example: A service might have Category = “Accommodation” and Tags = “luxury” + “safari” + “family-friendly”
Create location-specific services (e.g., “City Tour - Cape Town” and “City Tour - Johannesburg” as separate services) because:
  • Different pricing by location
  • Different suppliers in each area
  • Area-based filtering and organization
  • Location-specific descriptions and images
No. Tags and internal notes are team-only information. Clients see:
  • Service title
  • Headline
  • Description
  • Images
  • Category and area (if you choose to display them)
Clients do not see: Tags, internal notes, suppliers, or reference codes.
Existing proposals are not affected. When you add a service to a proposal, it creates a copy of that service. Editing the master service in your library only affects future uses.If you need to update a service in existing proposals, you must edit it within each proposal individually.
Refreshing your view: Refresh your webpage if you’ve made changes in Settings (like adding categories or areas) and they’re not appearing yet. This ensures you’re seeing the latest data.