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This guide is for Owners and Admins only. If you’re a Supervisor or User, you can skip to the next section.

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Organization

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General Settings

In General Settings, you can upload your company logo and fill out your company’s contact information. This information will show up on your public Journeys. If you leave a field empty, it will not show up on the public Journey.
1

Go to General Settings

Navigate to Settings > Organization > General Settings
2

Upload Your Logo

Upload your organization logo. This will appear on Journeys (unless you enable white-label mode)
3

Add Contact Information

Fill out your company’s contact information:
  • Company name
  • Phone number(s)
  • Email
  • Website
Only fields you fill out will appear on your public Journeys. Leave fields empty if you don’t want them displayed.
General Settings also has an Invoicing tab where you can configure your company details for invoices — including the company name, logo, and bank information that appears on invoice PDFs and the public invoice view.

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Branding

Customise the visual style of your public Journeys at Settings > Organization > Branding. Everything here applies across all your organisation’s Journeys — it can’t be set per Journey, and only Owners and Admins can edit it. A live preview at the top of the page updates as you make changes. Colours Fonts Both are picked from a curated list of display and body fonts. Display toggles (optional)
  • Use Button color as accent — extends your Accent colour to tabs, price chips, and CTAs. Useful when your Primary is a neutral dark tone and you want interactive elements to stand out. When off, these use Primary.
  • Filled header — fills the top navigation bar with your accent colour and switches the text to white, for a bold, branded look. When off, the header stays clean and white.
You can also pick a Page Layout to set how your Journeys are presented.

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Team

Set up your team members and their roles.

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User Roles

Odia has four user roles with different levels of access:
Full system control - Only one Owner per organizationUnique permissions:
  • Transfer ownership to another user
  • All permissions of Admin role
The Owner has complete access to all features and settings.
Administrative accessSettings & Configuration:
  • Configure all settings (categories, areas, branding, custom fields, purchase orders)
  • Manage users and assign roles
  • Access all financial settings
Operations:
  • Create and edit services
  • Create Journeys
  • Create and manage suppliers, travel agencies, and all contacts
  • Send purchase orders
  • View all organization data
Operational management accessContent Management:
  • Create and edit services
  • Create Journeys
  • Create and manage suppliers, travel agencies, and all contacts
  • Send purchase orders
Limitations:
  • Cannot manage users or assign roles
  • Cannot configure organization settings
Basic operational accessWhat Users can do:
  • View services (cannot create or edit)
  • Create Journeys
  • Create and manage suppliers, travel agencies, and all contacts
  • Send purchase orders
Limitations:
  • Cannot create or edit services
  • Cannot manage users or assign roles
  • Cannot configure organization settings
Choosing the right role:
  • Admin - For managers who handle settings and oversee operations
  • Supervisor - For team members who create services and manage trips
  • User - For team members who build Journeys and manage day-to-day operations

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Assigning Roles

1

Team Members Sign Up

Have team members sign up at odia.app using their work email. If their email domain matches your organization, they’ll automatically join.
2

Access User Management

Go to Settings > Organization > Team
3

Assign Roles

Select the appropriate role for each team member based on their responsibilities
Only Owners and Admins can assign user roles.

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Terms & Policies

Your terms and conditions, shown to clients on their public Journeys. Everything lives in one document, so your privacy policy, cancellation policy and anything else go in as sections of the same text rather than as separate entries. Odia starts you off with placeholder terms, and those placeholders are not published — so until you publish your own, your Journeys show no terms at all.
1

Go to Terms & Policies

Navigate to Settings > Organization > Terms & Policies
2

Write your terms

Replace the placeholder text with your own. Add a section for each policy you need — privacy, cancellation, or anything else. Use Text style to turn a line into a heading.If your terms are already in Google Docs or Word, copy and paste them in. Headings, bold, lists and links are kept. Fonts, colours and text sizes are not, so your terms match the rest of the Journey.
3

Publish

Choose Publish. This is the step that makes your terms visible to clients — and the only way to store them, since the screen has no Save button.
Anything you type but do not publish is held in your browser only. Open the screen on another computer, or clear your browser data, and that draft is gone. Write and publish in one sitting.
The line below the editor tells you where you stand: Published with a date and time, or Not published yet.
Terms are read fresh each time a client opens a Journey, so publishing updates every Journey at once — including ones already sent. You never need to resend a Journey to correct your terms.

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Content Management

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Categories

Service categories help organize your services and make them easier to find when building Journeys. Categories are displayed in a table showing each category’s name and icon, how many services use it, and when it was created. Categories are grouped under template headers (e.g., Accommodation, Activities, Transportation) and sorted alphabetically within each group.
1

Go to Categories

Navigate to Settings > Content Management > Categories
2

Add a Category

Click “Add Category”. Fill in the category name, choose an icon, and assign it to a template group (required — this controls how it is grouped in the table)
3

Add Your Core Categories

Start with the service types you offer, for example:
  • Accommodation
  • Activities
  • Transportation
  • Dining
  • Tours & Guides
You can have as many categories as you need, but it’s recommended to have at least 10 services per category. Use the search bar at the top of the categories table to quickly find a specific category. To make subcategories, use tags — for example, under “Accommodation” create tags like “Hotel”, “Lodge”, or “Villa”.
You can only delete a category if it has no services assigned to it. The delete button is disabled when a category is in use — the number of assigned services is shown in the Services column of the category row. To remove a category, first reassign all its services to a different category. Alternatively, rename the category — all services will automatically use the new name.

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Tags

Tags let you create subcategories and filters within your service library. They’re created inline when adding them to services — type the tag name in the Tags field on any service and click “Add as new tag”. You can manage all existing tags in Settings > Content Management > Tags. From there you can see how many services use each tag, search across all tags, and delete any that are no longer needed.
Use tags to add detail within a category. For example, under “Accommodation” you might create tags like “Hotel”, “Lodge”, “Camp”, or “Villa” to help designers filter services quickly when building Journeys.

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Countries & Areas

Areas are the specific locations where you offer services. These will appear on Journeys that travellers see.
1

Add Countries First

Go to Settings > Content Management > Countries & Areas and click “Add Country”
2

Add Areas Within Countries

Click “Add Area”, select the country, and add the specific location name (city, region, or destination)
3

Use Recognizable Names

Use names travellers will recognize like “Paris”, “Bangkok”, or “Cape Town” - not abbreviations or internal codes
4

Map Areas to Google Maps (Recommended)

After creating an area, click the edit icon and map it to the corresponding Google Maps location. This enables interactive maps on public Journeys showing trip destinations.
Areas appear on public Journeys that travellers see, so use clear, recognizable destination names. Add areas where you actually operate - don’t create areas with no services yet. Map all your areas to Google Maps locations when you first create them to enable interactive maps.
About Maps on Journeys: When areas are mapped to Google Maps locations, public Journeys can display an interactive map in the overview section showing all destinations. This helps travellers visualize the geographical scope of their trip. The map can be hidden at any time from the Journey Designer display settings.
You can only delete a country if it has no areas assigned to it. Areas can be archived at any time — if the area is in use, you’ll see a warning showing how many services, Journeys and other records reference it. Archiving hides the area from future selection but does not affect existing records, which keep their area assignment.

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Custom Fields

Add organization-specific fields to contacts, organizations (suppliers and agencies), or service categories. Custom fields let you track information specific to your operations. You can add fields like passport numbers for travellers, commission rates for agencies, or room types on your accommodation services.
Only Admins and Owners can create, edit, or delete custom fields. This ensures consistency across your organization.
1

Go to Custom Fields

Navigate to Settings > Content Management > Custom Fields
2

Click Add Custom Field

Click “Add Custom Field” button
3

Select Entity Type

Choose where the field will be used:
  • Contact (travellers, agents, supplier contacts)
  • Organization (travel agencies and suppliers)
  • Service Category (extra fields on the services in a category)
4

Choose Field Type

Select the appropriate field type: Text, Number, Yes/No, Date, Multi Option, or Reference
5

Configure and Save

Enter field name, mark as required or optional, and save
Start simple with custom fields. Don’t create too many upfront - add them as you identify the need. Focus on data you’ll consistently use.

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Purchase Order Fields

Configure which fields appear on purchase orders sent to suppliers, per service category. This is separate from the email settings — it controls the content of the PO itself. Navigate to Settings > Content Management > Purchase Order Fields to:
  • Select which fields to include on POs for each service category (e.g., check-in time and room type for Accommodation, pickup time for Activities)
  • Add custom fields to purchase orders
  • Set the display order of fields
  • Mark fields as required or optional
Set up purchase order fields per category so that when you send a PO, all the information a supplier needs is already structured and consistent. Required fields must be filled out before a PO can be sent.

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Financial

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Pricing Rules

Configure how your services are priced and how commissions are structured for travel agents. Navigate to Settings > Financial > Pricing Rules, which has three tabs: Markups, Commissions, and TA Commission basis. Markups tab Markups are what tell Odia how to calculate a selling price from a supplier cost. Once you have at least one markup configured, the pricing dialog on every Journey switches into formula mode — your team enters a cost and the system automatically calculates the selling price for them, with a live breakdown showing every step.
1

Add your markups

Click Add Markup, give it a name (e.g. “Standard 20%”), and enter the percentage.
2

Set a default

Open a markup’s menu and choose Set as Default. The pricing dialog pre-selects this whenever your team opens pricing for a service.
3

Category-specific markups (optional)

Assign different markups to specific service categories (e.g. lower for accommodation, higher for experiences). A category default overrides the global default for services in that category.
Markup priority (highest wins): the markup chosen in the pricing dialog → a Journey-level markup → category default → global default. Commissions tab Set up how travel agent commissions work across your organisation. Choose between two pricing methods: Create commission tiers (e.g., “Silver 5%”, “Gold 10%”) and assign them to travel agents in their CRM profile. Commission can also be toggled on/off and overridden per individual service from the pricing dialog when building a Journey.

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Financial Currencies

Manage the currencies available to your Tenant and its selling currency. This is a Tenant-wide Financial setting, not a field on an individual Journey.
1

Go to Financial Currencies

Navigate to Settings > Financial > Currencies
2

Add Currencies

Click Add Currency and select from the list
3

Set Your Default Currencies

Use the star buttons on each row to set the Selling Default (used for sales prices and proposals) and the Cost Default (used for cost tracking and supplier pricing). They can be the same currency or two different ones.Both are Tenant-wide, and act as Odia’s financial fallback wherever a currency is not set explicitly.
Every service added to a Journey is created with these two defaults, and both are editable per service: open the service’s price dialog inside the Journey and change the currency next to Cost, next to Selling price, or both. They do not have to match.Because these defaults are Tenant-wide, do not change them to show one Journey in another currency. Choose that Journey’s currency from the currency symbol in its preview toolbar instead (see Journey currency).
The Currencies settings has two tabs: Active Currencies (the ones above) and Exchange Rate Settings (available once you have two or more currencies). On the Exchange Rate Settings tab, set the rate between any two currencies (e.g., 1 USD = 0.92 EUR) so Odia can convert costs and prices automatically across your Journeys.
You cannot remove a currency while it is set as the Selling Default or the Cost Default. Assign that default to a different currency first, then remove it.Removal is not blocked by usage, so check the financial records that reference a currency before you remove it.

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Communications

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Email setup

Settings > Communications > Email setup is where you see who your organisation’s emails are sent from and where replies arrive. This is what lets your team send purchase orders and supplier emails from inside Odia. The screen has three tabs. Your team can see Email setup; Email defaults and Reminder fields are visible to the Owner only — an Admin will not see them.

Full email setup documentation

Sender addresses, reply-to, and how your organisation’s mail is sent, in detail.

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Purchase Order Email Settings

Purchase orders are one of the email types on the Email defaults tab of Settings > Communications > Email setup. That is an Owner-only tab. There you can:
  • Set the starting text for purchase order emails — your team can still edit it on each send
  • Add a CC address if you want copies of the purchase orders that go out
To configure which fields appear on the purchase order itself (e.g. room type, pickup time), go to Settings > Content Management > Purchase Order Fields — that’s where you control PO content per service category.

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WhatsApp

WhatsApp is a paid add-on, not part of the standard product. If it isn’t on your organisation’s plan, Settings > Communications > WhatsApp and the Messages menu item don’t appear at all — for anyone, including the Owner. Only your Owner can add it, by contacting the Odia team.
If your organisation uses WhatsApp to communicate with suppliers or clients, go to Settings > Communications > WhatsApp. Connect your number on the Connected Phones tab, and customise your default message templates on the Templates tab.

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Setup Complete!

Once you’ve completed these settings, your team can start:
  • Adding services to your inventory
  • Creating suppliers and contacts
  • Building Journeys for clients

View Detailed Settings Documentation

For more detailed information about all settings, check the full Settings documentation.