Portal (Dashboard)

Portal is Obvlo’s management dashboard. Use it to review and manage content, configure delivery settings, and publish updates. Use this guide alongside Getting Started to understand where Portal actions fit in your overall onboarding.

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1. Getting access

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Logging in

Go to portal.obvlo.com to access the Portal. When Obvlo invites you, you will receive a welcome email with your invite link. You can sign in in one of two ways:

• Google Sign-In if your email is a Google Workspace account. Once invited, you can sign in with Google without setting a password first.
• Email and password by clicking Forgot Password, entering your invited email address, following the reset email, and setting your password before signing in.

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Access roles

Most users only need Admin or Editor access.

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2. Getting oriented in the Portal

When you first log in, you may land on the Dashboard. Your main workspace is elsewhere. Your primary navigation path is:

1. Go to Destinations.
2. Select your destination from the list.
3. Open Review Content.

Most of your day-to-day work happens here. Other sections you will use depending on your product path:

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3. Reviewing your content

Review Content is your main workspace during onboarding.

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How to get there

1. Go to Destinations.
2. Select your destination.
3. Open Review Content.

Inside Review Content you will use:

• Guide Catalogue to see all curated guides.
• All Listings to see all listings curated for the destination.

Most teams start in Guide Catalogue, then move into All Listings when they want to refine individual places in more detail.

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What to review first

• Guide names and descriptions
• Which venues and places are included
• Listing copy and practical details
• Imagery
• Any owned venues or outlets that should be prioritised or featured

Most personalisation is already configured by Obvlo. You can still review guide-level settings if needed, but most teams do not need to rebuild personalisation from scratch.

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4. Editing guides

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Opening the guide catalogue

1. Go to Destinations > your destination > Review Content.
2. Open Guide Catalogue.

This shows all guides created for your destination.

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Editing a guide

1. In Guide Catalogue, find the guide you want to update.
2. Open the guide editor.
3. Update the guide name, description, or included listings.
4. Click Save.
5. Click Publish to make the change live.

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Viewing listings inside a guide

From Guide Catalogue, open a guide to see the listings included in it. You can also edit individual listings from within the guide view.

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Featuring a guide

Apply the star to a guide to feature it on the homepage. Featured guides stay visible regardless of a traveller’s personalisation settings. Use featured guides sparingly. Feature the guides that matter most, not everything.

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5. Adding a new guide

1. Go to Destinations > your destination > Review Content.
2. Click Add Guide.
3. Complete the Guide Wizard steps.
4. Click Publish, then Save to make it live.

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Importing a place not in the database

Once added, the system generates content and imagery automatically. The status changes to Published when ready.

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6. Editing listings

Listings are the individual places inside your guides. Editing a listing updates it everywhere it appears.

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Viewing all listings

1. Go to Destinations > your destination > Review Content.
2. Click All Listings.

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Editing a listing

1. Open the listing from All Listings.
2. Edit the fields you want to update.
3. Click Save.
4. Click Publish to make the change live.

This is most useful for owned venues or for listings where you want to fine-tune the description, website link, contact details, or other practical fields.

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Regenerating listing text

If a listing is noticeably out of date, open it and go to Advanced Options > Regenerate Text Attributes. Obvlo runs scheduled updates to keep listings current, so this is rarely needed.

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Managing listing images

Open a listing inside a guide to manage its images. Hover over an image to access removal options.

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7. Updating handbook content

Use Pages to manage the handbook and other guest information content that supports the live experience.

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How to get there

1. Go to Destinations > your destination.
2. Open Pages.

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Managing the handbook structure

1. Open Manage Information Page.
2. Go to Manage Chapters.

This is where you build the structure guests see in the live experience:

• Chapters are the main content blocks or page parts.
• Sections sit inside each chapter and act as rows.
• Items sit inside sections and hold the actual content, such as FAQs or practical guest information.

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Adding or editing content

You can:

• Start from a blank chapter using Add Chapter.
• Add or reorder sections within a chapter.
• Add individual items within each section.
• Use the live preview to check the layout before publishing.

Keep handbook content concise and practical so guests can find key information quickly.

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8. Managing promos

Promos help you highlight priority messages on the live experience, such as offers, events, or useful next actions.

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How to get there

1. Go to Destinations > your destination.
2. Open Promos.

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Adding a promo

1. Click Add Promo.
2. Complete the promo form.
3. Choose the promo type.
4. Review the content and settings.
5. Save the promo.

You can also set start and end dates, add personalisation, and set time-of-day preferences where relevant. As a practical default, use no more than two promo rows at the same time so guides and destination content remain visible.

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9. Web App (Digital Concierge) settings

Use Hosted & Widget to manage presentation settings for the live experience.

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What this section is for

This is where you update settings such as:

• the cover image
• the logo treatment
• other visual settings already configured during setup

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What you are most likely to change

In practice, the most common update is the hero or cover image shown on the Web App (Digital Concierge) home screen. Most branding is already configured by Obvlo, so teams rarely need to make wider visual changes themselves.

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10. Distribution links

Use Distribution to access and manage links for sharing the Web App (Digital Concierge) with guests.

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How to get there

1. Go to Destinations > your destination.
2. Open Distribution.

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What you will find here

This section usually contains the tracked short links agreed during onboarding. These links:

• let guests open the Web App (Digital Concierge) directly
• support UTM tracking
• help you understand where sessions are coming from

You can copy these links into pre-arrival email templates, share them directly with guests, or use them to generate QR codes for physical touchpoints. Common channel examples include pre-stay email communications, check-in and reception touchpoints, in-room QR placements, and partner or concierge surfaces.

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11. Reporting

Reporting gives you a high-level view of usage once the experience is live.

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How to get there

1. Click Reporting in the left sidebar.
2. Open Reports.

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What reporting shows

Available reports depend on your product path, but they typically include:

• sessions and usage over time
• language and location mix
• time-of-day activity
• channel sources
• traveller interests or related engagement signals where supported

Reporting only starts to populate after launch and real user activity. Empty reports immediately after setup are expected.

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12. Organisation settings

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Adding team members

1. Go to Organization Settings.
2. Open Users.
3. Click Add Permissions.
4. Enter the new user’s details and assign a role.

They will receive a welcome email with their invite link. If they use Google Sign-In and have already been invited, they can sign in straight away. Otherwise, they can use Forgot Password to set their password.

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Brand settings

Go to Organization Settings > Brands to update organisation-level settings such as colours. Most of this is pre-configured by Obvlo during setup. Update here if your branding changes after launch.

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FAQs

I have not received my login email. Check your spam folder first. If the invite is still missing, go to portal.obvlo.com and use Forgot Password with your invited email address to set your password and sign in. The original invite link no longer works. Invite links expire after 24 hours. Use Forgot Password to set your password and sign in. If your invited email supports Google Workspace, you can also use Google Sign-In once the invitation has been created. Where do we manage content day to day? Go to Destinations > your destination > Review Content. This is the main area for managing guides and listings. Can we edit guide and listing content ourselves? Yes. Use Guide Catalogue to edit guides and All Listings to edit individual listings. Save your changes, then publish them when ready. Can we add a place that is not already in the database? Yes, as long as the place exists as a business on Google Maps. The Portal uses that listing to generate copy, imagery, and listing data automatically. What if generated listing copy is out of date? Open the listing and go to Advanced Options > Regenerate Text Attributes. In most cases, manual editing is enough and regeneration is only needed when a listing is clearly out of date. How do we update handbook content? If you are using Web App (Digital Concierge), go to Destinations > your destination > Pages > Manage Information Page > Manage Chapters. How many promos should we run at once? If you are using Web App (Digital Concierge), keep it focused. As a practical default, use no more than two promo rows at the same time so guides and destination content stay visible. Where do we change the cover image? If you are using Web App (Digital Concierge), go to Destinations > your destination > Hosted & Widget. This is where you manage the cover image and related visual settings. Why is Reporting empty? Reporting only starts to populate after launch and real user activity. At the moment, reporting is available for Web App (Digital Concierge) and Embeddable Widget. Microsite reporting is coming soon. How do we add new team members? Go to Organization Settings > Users > Add Permissions, then enter the user’s details and assign the right role. Where can we get help? Contact your account manager or email support@obvlo.com.

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Related FAQs

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Related pages

• Getting Started
• Web App (Digital Concierge)
• Embeddable Widget (Trip Planner)
• Microsite (HTML Pages)