Skip to main content

​
Get Started

To start using Odia, navigate to odia.app and sign up with your work email. Once you’ve signed up, you’ll be able to access the platform and start building your proposals.

​
About This Guide

This onboarding guide will walk you through the Odia platform step by step. You’ll learn the workflow, all the features available, and how to use them effectively.

​
Getting Help

As you explore Odia, you have multiple ways to get assistance:

Fin AI Assistant

Your 24/7 AI helperLook for the AI chat icon in the bottom right corner of your screen. Fin can answer questions about:
  • How features work
  • Where to find specific settings
  • Best practices for workflows
  • Quick troubleshooting tips
Available anytime you need instant help.

Customer Success Team

Direct support from our teamEmail: [email protected]Reach out for:
  • Technical issues or bugs
  • Feature requests
  • Account setup assistance
  • Training and onboarding help
  • Data migration services
We typically respond within 24 hours.
Pro tip: Try Fin AI first for quick questions. For complex issues, technical problems, or feature discussions, reach out to our Customer Success team at [email protected].

​
Onboarding Steps

1

Admin Setup (Admins & Owners only)

Set up categories, areas, currencies, branding, and user roles. This initial setup is necessary before your team can start working.
2

Data Entry

Add your services and suppliers to build your inventory. You can do this manually or contact us about data import services.
3

CRM

Learn how to manage travellers, travel agencies, and suppliers. Understanding these contacts is important before creating proposals.
4

Create Your First Proposal

Build your first proposal using the Journey Builder. You can use a real request from a travel agent to practice.
5

Proposal Screen

Understand the proposal interface, designer view, and leads view.
6

Invoices

Learn how to manage invoicing for your confirmed proposals.
7

Itineraries

When a proposal is confirmed, an itinerary is automatically created. Learn how to manage it and send purchase orders to suppliers.
8

Concierge

Monitor all services happening on a specific day or timeframe. Send reminders to suppliers and stay on top of your trips.
9

Tasks

Keep track of everything that needs to be done. Create tasks from the task screen or attach them to specific services in itineraries.

​
Ready to Start?

Click “Admin setup guide” below or use the navigation menu on the left to begin with the Admin Setup guide.