What is Concierge?
The Concierge screen is your operational command center. Instead of opening individual Journeys to see what’s happening today, Concierge gathers the scheduled services from your confirmed Journeys and lists them chronologically.Think of it as your daily to-do list for all trips in operation. It’s especially useful when you have multiple trips happening simultaneously.
How It Works
The Concierge pulls the dated services from your confirmed Journeys and lays them out by date. By default it shows today’s services, but you can switch between day, week, month, or year views. A service you expected isn’t there? Check these three things, in order:- The Journey’s status. Only Confirmed Journeys appear here — a Journey still being quoted, or waiting on the client, keeps its services out of Concierge until you set its status to Confirmed.
- The date. Concierge opens on today; a service scheduled for another day sits on that day.
- Your filters. Filters stay on as you move between dates, so a day can look emptier than it is.
- Morning briefing - see everything happening today
- Pre-trip checks - review upcoming services this week or month
- Status updates - quickly update multiple services across different trips
- Supplier communication - send purchase orders or messages to suppliers
Navigating Dates
Choose how you want to view your services:View Options
Select your time view:
- Day - See all services for a specific day
- Week - View services across a full week
- Month - See the entire month’s services
- Year - Annual overview of all services
Navigation
Once you’ve selected a view:
- Use the dropdown to select which day, week, month, or year to view
- Use arrow buttons to navigate forward or backward
- Click “Today” button to quickly return to the current day
Information Displayed
Each service row shows key operational details:Opening Service Details
Click on any service row to open the service details panel where you can:Edit Service Details
- Update time, location, notes, description
- All fields available to edit
- Changes sync back to the Journey service
Change Status
- Update the service status: Ready, PO sent, Confirmed, To change, Completed, Verified, or Cancelled
- Status changes reflect on the Journey service
Manage Tasks
- View tasks linked to this service
- Add new tasks or mark existing ones as complete
- Track progress on service-related to-dos
Navigate to Journey
- Click the Journey button at the bottom of the service details panel
- Opens the full trip in context
- See all services together
Purchase Orders & Messaging
Purchase orders and supplier emails both start the same way: tick the checkbox on the services you want, then use the buttons that appear. This is true for a single service too — tick that one service rather than opening it.Send a purchase order
1
Select the services
Tick the checkbox on one service, or on several that share the same supplier. Several services go out as a single purchase order.
2
Open Contact supplier
Click Contact supplier, then choose Send purchase order.
3
Review and send
Check the email, then send it.
A purchase order can only be sent once its mandatory fields are filled in — Odia tells you which fields are missing before you send.
Email a supplier
Select one or more services that share the same supplier, click Contact supplier, then choose Write email to email the supplier about all of them at once.Message a traveller
Duty messages go out over WhatsApp, which is a paid add-on. If it isn’t on your organisation’s plan, this doesn’t apply to you — skip to the next section. Select one or more services for the same traveller, then click Send Message to send them a duty message via WhatsApp. The traveller needs a phone number on their profile — without one, the Send Message button does not appear.Filtering
Services are always listed by date. Use the filters to narrow the view to what matters:Status
Show only services at a given stage — for example everything still Ready rather than Confirmed.
Category
Show only services of a given type (Accommodation, Activities, etc.).
Supplier
Focus on services from a specific supplier.
Traveller
See everything for a specific guest across all trips.
Owner
Show services owned by a specific team member.
Booked by TA
Separate the trips that came through a travel agent from your direct bookings.
Common Workflows
Morning Briefing
1
Open Concierge
Default view shows all services happening today (Day view)
2
Review Status
Check which services still need confirmation
3
Send Purchase Orders
Send any remaining purchase orders for today’s services
4
Check Tasks
Review any pending tasks for today
Pre-Trip Preparation
1
Switch to Week View
View services for the upcoming week
2
Check Statuses
Scan the Status column for services that aren’t confirmed yet
3
Bulk Purchase Orders
Select multiple services from the same supplier and send one PO
4
Review Details
Check service times, locations, and that all PO fields are complete
Day-of Operations
1
Monitor Today
Keep Concierge open in Day view 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
Complete Tasks
Check off tasks as they’re completed throughout the day
What’s Next?
Now that you understand the Concierge, learn about:- Tasks — Keep track of everything that needs to be done
- My Odia — Your home dashboard: an overview of Journeys, tasks, and operations
Learn More About Concierge
View the complete Concierge documentation for detailed information about workflows, bulk operations, and advanced features.