> ## Documentation Index
> Fetch the complete documentation index at: https://help.odia.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Concierge

> The Concierge screen is your daily operations dashboard. See the services scheduled across your Journeys on any given day in one place.

## 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 across your Journeys — not just confirmed ones — and lists them chronologically.

<Note>
  Think of it as your daily to-do list for all active trips combined. It's especially useful when you have multiple trips happening simultaneously.
</Note>

## How It Works

The Concierge pulls the dated services from your 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.

**Common uses:**

* 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:

<CardGroup cols={2}>
  <Card title="View Options" icon="calendar">
    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
  </Card>

  <Card title="Navigation" icon="arrows-left-right">
    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
  </Card>
</CardGroup>

<Tip>
  Start with Day view for your morning briefing, then switch to Week view for planning ahead.
</Tip>

## Information Displayed

Each service row shows key operational details:

| Column                 | What It Shows                                         |
| ---------------------- | ----------------------------------------------------- |
| **Service & Supplier** | Service name with the supplier name below             |
| **Owner**              | The team member responsible for the service           |
| **Traveller**          | Guest name (clickable to see their profile)           |
| **Travel Agent**       | Collaborating travel agent (clickable to see profile) |
| **Status**             | Current service status                                |
| **Date & Time**        | When the service takes place                          |
| **Tasks**              | Number of tasks on the service (click to view)        |
| **Travellers**         | How many guests are on the service                    |

## Opening Service Details

Click on any service row to open the service details panel where you can:

<CardGroup cols={2}>
  <Card title="Edit Service Details" icon="pen-to-square">
    * Update time, location, notes, description
    * All fields available to edit
    * Changes sync back to the Journey service
  </Card>

  <Card title="Change Status" icon="check">
    * Update service status (Ready, Confirmed, Completed, etc.)
    * Status changes reflect on the Journey service
  </Card>

  <Card title="Manage Tasks" icon="clipboard-list-check">
    * View tasks linked to this service
    * Add new tasks or mark existing ones as complete
    * Track progress on service-related to-dos
  </Card>

  <Card title="Navigate to Journey" icon="arrows-turn-to-dots">
    * Click the **Journey button at the bottom** of the service details panel
    * Opens the full trip in context
    * See all services together
  </Card>
</CardGroup>

## Purchase Orders & Messaging

### Send a purchase order

* **One service:** click a service to open it, then click **Purchase Order**, choose which fields to include, and send it to the supplier.
* **Several services (same supplier):** tick the checkboxes next to them and send a single purchase order covering all of them.

<Note>
  A purchase order can only be sent once its mandatory fields are filled in — Odia tells you which fields are missing before you send.
</Note>

### Email a supplier

Select one or more services that share the **same supplier**, then click **Send Email** to email the supplier about all of them at once.

### Message a traveller

Select one or more services for the **same traveller**, then click **Send Message** to send them a duty message via WhatsApp.

<Warning>
  You can only act on services that share the same supplier (for purchase orders and emails) or the same traveller (for messages). The buttons disable if your selection mixes different suppliers or travellers, so you can't send something to the wrong recipient.
</Warning>

## Filtering

Services are always listed by date. Use the filters to narrow the view to what matters:

<CardGroup cols={2}>
  <Card title="Category" icon="folder-tree">
    Show only services of a given type (Accommodation, Activities, etc.).
  </Card>

  <Card title="Supplier" icon="building-user">
    Focus on services from a specific supplier.
  </Card>

  <Card title="Traveller" icon="person-walking-luggage">
    See everything for a specific guest across all trips.
  </Card>

  <Card title="Owner" icon="user">
    Show services owned by a specific team member.
  </Card>
</CardGroup>

## Common Workflows

### Morning Briefing

<Steps>
  <Step title="Open Concierge">
    Default view shows all services happening today (Day view)
  </Step>

  <Step title="Review Status">
    Check which services still need confirmation
  </Step>

  <Step title="Send Purchase Orders">
    Send any remaining purchase orders for today's services
  </Step>

  <Step title="Check Tasks">
    Review any pending tasks for today
  </Step>
</Steps>

### Pre-Trip Preparation

<Steps>
  <Step title="Switch to Week View">
    View services for the upcoming week
  </Step>

  <Step title="Check Statuses">
    Scan the Status column for services that aren't confirmed yet
  </Step>

  <Step title="Bulk Purchase Orders">
    Select multiple services from the same supplier and send one PO
  </Step>

  <Step title="Review Details">
    Check service times, locations, and that all PO fields are complete
  </Step>
</Steps>

### Day-of Operations

<Steps>
  <Step title="Monitor Today">
    Keep Concierge open in Day view to track today's services
  </Step>

  <Step title="Update Status">
    Mark services as completed as they finish
  </Step>

  <Step title="Handle Issues">
    Quickly contact suppliers or travellers if problems arise
  </Step>

  <Step title="Complete Tasks">
    Check off tasks as they're completed throughout the day
  </Step>
</Steps>

## 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

<Card title="Learn More About Concierge" icon="book" href="/features/concierge">
  View the complete Concierge documentation for detailed information about workflows, bulk operations, and advanced features.
</Card>