NAMA OS User Manual

If you are brand new to NAMA, start with Start Here: Your First Day. It takes you from an empty workspace to your first quotation.

If you need a quick answer, use the search box at the top of every tab. It understands the words you'd actually type: search "quote" and it finds Quotations, search "supplier" and it finds Vendors. Results can come from any tab — clicking one takes you straight to that section. You never need to read the manual front to back.

If you're looking for a specific screen, the URL Directory under Help lists every page and where to find it.

The manual is split into six tabs — Getting Started · Sales · Operations & Money · Comms & AI · Admin & Settings · Help — and each tab lists its sections down the left.

Common searches and where they lead:

A busy month, most of it driven by feedback from agencies using NAMA every day. If you last read this manual in July, read the August highlights at the end of this section too.

Early October (v7.3): bookings confirm themselves, money shows to the paisa, and the client portal got fixed up.

• A booking confirms itself. The moment the last service line on a booking is confirmed, the booking flips to Confirmed and everything that follows a confirmation runs, with no separate Confirm tap. A booking with no service lines never confirms by itself, and Confirmed never flips back.
• Exact amounts, to the paisa, everywhere. Every rupee amount now shows two decimals with Indian grouping, for example ₹6,986.59, never rounded: on leads, itineraries, quotations, the Cost Sheet, bookings, finance, the client portal and in emails, WhatsApp messages and PDFs. Paid now means the pending due is exactly ₹0.00. The Record payment form shows the pending due and has a Pay full balance button, and a booking left with under ₹1 pending shows a Settle ₹0.xx button on its Payments tab.
• Customers see the sell price only. The public quote page, the itinerary PDF and the quote PDF print your selling total, never a sum of costs. An itinerary with no quotation behind it is labelled Estimated itinerary price, not a quotation. Under Settings → Markups, set whether your price includes GST and service charge (Included, Not included or Not stated); the line under the price follows that setting and says nothing when it is Not stated.
• Rates to review works for every role again, and says so when your role cannot do it. A role that cannot see supplier costs (Sales Manager and Agent by default) gets a clear message, "Your role can't set supplier rates; ask someone who can see costs to accept this", instead of a rate that quietly did not update. Ask an admin or another cost-viewing role to accept it.
• Bookings table sorts. Click a header (Booking #, Client, Amount, Created by, Status, Payment status) to sort. Sorting applies to the rows your tab, search and filters already show.
• View Itinerary opens the booking's own trip. From a booking, Actions → View Itinerary and the Trip Summary itinerary link open that itinerary's read-only customer preview.
• Voucher emails use the Horizon design: a hero, a card showing the voucher count and how long the link is valid, a "Vouchers in this email" list and a View-online button. Replies go to your agency's official contact.
• Client portal fixes. The 24/7 Emergency row shows your Company Profile phone and hides itself when none is saved. Save PDF saves the portal page itself through your browser's print dialog. Download itinerary downloads the booking's quotation PDF (itinerary with pricing), the same file the Quotations module sends. The share card is gone, and Travel Tips are one generic list.
• Beta builder shows each day's cities itself. Day headers show the cities read from that day's cards, in order ("Mumbai + Dubai"). The per-day city dropdown is gone. Quotation destinations, the booking itinerary view and the PDF read the same cities.
• The booking page talks to the client. The client card on a booking has Email and WhatsApp buttons that open the same in-app composer as the lead page: the message goes out through your connected email or WhatsApp and is recorded on the lead's thread, not through your phone's apps. Anyone who can open the booking sees the client's email and phone on it, whoever owns the lead.
• Booking totals come from the Cost Sheet. The numbers in the booking header (Total value, GST, TCS and, for roles allowed to see it, Margin) are read live from the quotation's Cost Sheet, the same figures as the Quotations list and the PDF, and the booking's stored total is brought back in line with it. A booking made by hand, with no quotation, shows a dash for these.
• The Bookings list pages at 10 a page, with the range ("Showing 1 to 10 of 42") and page controls under the table.
• The lead page is a summary. It shows only the fields that are filled, with one Edit button, one status control, comments and then the audit history, and the quote button as the main action. Trip Parameters shows Cities and Nights.
• Public lead-capture forms no longer fail after a lead is saved: the visitor now gets the confirmation and the follow-up steps run.

Late September (v7.2): the quote builds itself, vouchers send themselves, Performance grows teeth.

• Itineraries (Beta) is the new trip builder, fed by your Masters library: set up destinations, trip details (FIT, GIT or Corporate changes the traveller fields), then drag hotels, transfers, activities and flights onto the day plan. A scheduling engine refuses a drop that cannot fit — and says why — instead of letting you build an impossible day. It sits in the sidebar between Quotations and Masters; your existing itineraries are untouched, but new quotations and bookings now build from Beta trips.
• Build quote from this lead — one button on every lead with a destination, opening the Beta builder already laid out from the enquiry: cities, nights, party size, hotels from your own rate library.
• Auto-quote (opt-in preview). A ready enquiry gets a priced draft quote prepared automatically, checked every 15 minutes — before anyone types. The lead shows an Auto-quote drafted chip; you open the draft, review and send. Nothing ever sends itself. Write to hello@getnama.app to switch it on for your workspace.
• Why this quote is safe — every quote preview shows how many lines priced from your rate cards versus typed by hand, with anything unusual flagged before it reaches a client. The customer never sees this panel.
• Vouchers send themselves now. The booking's Traveller contact card (pre-filled from the lead) sets who receives them; send one voucher or all of them by WhatsApp (a tracked link) and email (PDF attached) — from your own number and address, never NAMA's. Links stay valid until 30 days after the trip ends, and every send keeps a delivery record.
• Supplier confirmations, rebuilt. The booking lays every service out day by day and category by category; confirm each one and generate its voucher from the same place.
• Credit and debit notes are real tax documents — heading, the invoice they revise, the reason, all per Section 34 of the CGST Act.
• TCS follows Budget 2026: a flat 2% on the full GST-inclusive value for international packages — no threshold, and never on domestic trips. International invoices need your TAN under Settings → Company profile; NAMA refuses to issue without one rather than file a wrong return. Form 27EQ exports carry the 6CO collection code.
• Rate sheets read themselves out of your inbox. With email connected, a supplier's rate sheet lands in the review queue automatically — up to 20 a day, a human accepts every row, and Accept-all-matched clears the confident ones in a click. Reject a sender twice and their mail stops being scanned.
• The overnight receipt. Every morning at 8:00 IST, admins get one email: enquiries in, hot ones, what was acknowledged, what waits on a human, whether the AI checks are green.
• Marketing broadcasts close the loop: message → audience → preview → Send now or Send later, a per-recipient record (sent, failed, or skipped with the reason), consent segments, and an AI composer that drafts the message from a one-line brief.
• Performance grew teeth: role scorecards with weighted lines and gates, validated targets, cash spot awards against a monthly budget cap, and a ledger everyone can see.
• Dashboards fit the role: each role sees its own default widgets, and each person can show or hide theirs.
• A gentler first day: new workspaces open on a finished sample quote with three clear jobs — paste an enquiry, build a quote, connect a channel — and the full app unlocks after the first real quote.
• Team Chat pings you: a direct message sent while you're away fires a web push to your devices.
• Small but felt: lead-capture forms publish and submit end-to-end again, the Bookings list is a proper table with Category and Created-by filters, deleted bookings are soft-deleted and restorable, the quotation and itinerary PDFs were redesigned, and new accounts verify their email address on signup.

Itineraries were rebuilt around the list and the stop.

• All Itineraries is now where you land, with search, a Created-by filter and 10 rows a page. Every row carries the actions you actually need: assign a customer, download the itinerary PDF, generate the quotation PDF, share, delete. A deleted itinerary is really gone from the list and its share link stops working — it is no longer just marked "expired".
• The builder header is four controls — All itineraries, More, Save and the autosave indicator. Everything else (AI generation, templates, duplicate, live inventory search, preview, PDF export, share) lives under More.
• An itinerary needs a title, not a client. Build the trip first and attach the customer later. Trip dates are read from the linked lead's travel dates.
• "Add a stop" is a proper editor. Nine stop types — Transfer, Accommodation, Activity, Flight, Dining, Guide, Package, Optional, Note — a rich-text description with formatting, exact point sizes, font families, an eight-colour palette, tables, links, quotes, dividers and images you can paste and resize, and a travel date picker. The Vendor field and the From/To times are gone.
• The itinerary PDF was redesigned: your logo (or your agency name), a Prepared By block with the planner's name, email and phone, the destination as the headline, dated day rows and a distinct icon per stop type. Cover images were removed from itineraries and quotations everywhere.

Quotations price from the itinerary, and the Cost Sheet is the only calculation.

• New Quotation wizard: Basics (pick the lead — required — link the itinerary, notes), Scope, Pricing. Base Price is optional and fills itself from the linked itinerary's value.
• Cost Sheet as the single source of truth. Every number on the quotation — the list, the summary, the PDF — comes from the Cost Sheet. GST and markup default per service type from Settings; a rate you type by hand is never overwritten, even after Rebuild from itinerary. The Quotations list shows Margin (₹) instead of a percentage.
• The quotation PDF was rebuilt in your branding: logo, quotation number, Prepared For / Prepared By, a day plan without per-item prices, and a three-line pricing breakdown — Land Amount, GST, Grand Total. Your margin never appears on a client document.
• Send to client actually sends. Email goes out with the PDF attached; WhatsApp goes from your business number with a tracked link. Shared itinerary and quotation links that used to say "Not Found" work again — mint a fresh link if an old one still fails.
• Removed: Bundle as proposal, the template picker and voice fill on the Basics step, and the duplicate Margin % field.

Settings

• Tax has eight fixed service rows — Transfer, Accommodation, Activity, Flight, Dining, Guide, Package, Other — with quick-fill chips that only fill empty rows, so a mis-click never wipes a rate you typed.
• Markups are keyed by the same nine service types the itinerary builder uses.
• One agency logo. Upload it once under Branding and it appears on itinerary and quotation PDFs and in the enquiry-confirmation email. No Save button needed, and it survives a refresh.

WhatsApp

• Templates come from Meta, with their real status — Approved, In review, Rejected — under Comms → Message Templates. Only an Approved template can be sent.
• Automated messages use approved templates, so follow-up drips and confirmations deliver outside Meta's 24-hour reply window. A message you type from a lead is still free-form and needs the client to have messaged you in the last 24 hours; if they haven't, the error now says so and points you at the templates.
• A failed send tells you what to fix, with a Connect WhatsApp link when that is the reason. A Resubscribe webhook button in Settings → WhatsApp restores delivery statuses and inbound replies on older connections.

Leads

• Every new lead is acknowledged as your agency: an "Enquiry details" confirmation email showing what you captured, and a WhatsApp acknowledgement where WhatsApp is connected. Neither mentions NAMA.
• Won from anywhere. A lead can be marked Won from any stage that isn't already Won or Lost.
• The KPI cards and the list always agree, whatever you filter by — status, temperature, city, state, source or executive.
• Assignment notifications land in the bell, which now updates live and shows a toast.
• Agents work their own follow-ups, tasks, comments and bookings, and can reassign a lead they own.
• Add Lead: a B2C traveller's address is now required, there is a DMC Name field, and the Executive field moved to Edit Lead.

Also this month

• Sign-up needs a mobile number in international format.
• Billing shows your NAMA invoices and receipts, with a Balance due chip when an invoice is part-paid. Paying from outside India: self-serve checkout is INR-only for now — write to hello@getnama.app and we activate your plan.
• Service Allocation picks the booking from a list instead of asking you to type an ID.
• My Settings is one click for every role — the gear at the bottom of the sidebar.
• Quotations and All Itineraries both paginate at 10 a page, with search and totals computed across everything you have, not just the rows on screen.

August 2026 highlights

If you last read this manual in July, these landed in August:

• Every enquiry gets its own lead number, on every channel, and a lead opens as a full page with a comment thread, an activity timeline and a Status Audit History. Every status change asks you why and keeps the answer.
• The lead list is grouped by date and ordered by travel date, with live counts on the status tabs, new filters (City, State, B2B/B2C, Assigned to, Reference, Executive), and a Trash you can restore from.
• Two new pipeline stages: Negotiation and an optional Unresponsive stage.
• Add Lead was redesigned with a B2B/B2C toggle; only fields marked * are mandatory.
• Messaging from a lead is a real send with an honest delivery state — green when delivered, amber with the reason when it could not go out.
• Quotation line items carry charge units — per Person / Room / Vehicle / Group × per Night / Day / Week / Fixed — and NAMA multiplies out the line total.
• Trips, one screen for everything about one enquiry; Follow-ups in the sidebar under Sales pipeline; Ops Executives can claim unowned leads and reassign; and a role change signs the person out immediately.

Availability note (honest status): AI voice and autonomous agents are in limited preview and off by default; the DMC marketplace browse is early-access (single-tenant storefronts are fully live); live-inventory booking is a search-only beta. Custom domains (white-label) are a Meridian-plan capability. EKLA on your own website (visitors chat with EKLA and become leads) is built but off by default. Contact hello@getnama.app to enable any preview.

This is the path from a brand-new account to your first quotation. Under an hour for most agencies; each step links to the full detail.

1. Create your workspace

1. Go to getnama.app/register.
2. Fill in your name, agency name, email, mobile number with country code (for example +91 98765 43210), and a password, then click Create Account.
3. You are signed in as your agency's administrator — the first user on a new account gets full administrative access (the Org Admin role).
4. Every new workspace starts on a 14-day free trial with every feature included and no credit card. If the trial ends without payment you drop to the free Compass plan and keep all your data.

2. Walk the Quick Setup wizard (7 short screens)

The wizard launches right after registration: Welcome → Your business → Company details → Lead channels → Team → One touchpoint → Done. You can skip any screen and come back later — the setup progress card on your dashboard remembers what's left and links straight back into each step.

The one screen worth doing carefully is Company details: legal name, address, country, currency and tax number, captured once. NAMA shows the right tax field for your country (GSTIN in India, VAT number in the UK and EU, ABN in Australia, sales-tax ID in the US) and sets your currency from the country you pick — so quotations and invoices come out correct from day one.

⚠️ WhatsApp is deliberately not inside the wizard. Connecting it needs a verified Meta Business Account, which is easier once your workspace exists. It's the first item on your setup card afterwards — see WhatsApp & Email.

3. Invite your team

Go to Settings → Team. Invite each person by email with a role, department and designation — or paste a CSV to invite everyone at once. Full walkthrough (including which role to give whom): Team, Roles & Structure.

4. Bring your existing leads in

If you have a spreadsheet of enquiries or clients, import it now rather than retyping: Leads → Import, map your own column names to NAMA's fields, up to 30,000 rows per file. See Leads.

5. Create your first lead, itinerary and quotation

1. On the dashboard, click New Lead and enter a real enquiry (or a test one). Fill in the destination and travel dates — the itinerary and the quotation read them from the lead.
2. Itineraries → Auto Generate with AI — type one sentence in the Quick Brief box like "Honeymoon couple, Maldives, 6 nights, luxury, ₹2.5L budget" and let the AI draft a day-by-day plan you can edit. Or Build Manually and add stops yourself. Save.
3. Quotations → + New Quotation: pick the lead, link the itinerary, and NAMA builds the Cost Sheet from the stops with your default markups and GST. Download PDF — your logo and company details from setup appear on it.

6. Verify your workspace end-to-end

Before your team goes live, run this check with test data:

1. Create a test lead → AI triage fills destination and budget → the client receives an enquiry-details email (if you gave a test email address).
2. Build an itinerary with 2–3 stops → create a quotation linked to it → open the Cost Sheet → Download PDF → your logo and Prepared By appear, and no cost or margin figure is visible anywhere.
3. Mark Accepted on the quotation → NAMA creates the booking → open the client portal link on your phone.
4. Send a WhatsApp message from the lead → the composer shows Delivered (green). If it shows amber, read the reason — usually WhatsApp isn't connected yet.
5. Delete the test data (deleted leads sit under Deleted leads if you need them back).

Five-minute versions of the most common jobs. Each links to the full section.

Add a lead (2 minutes)

1. Dashboard → New Lead (or Leads → + Add Lead).
2. Pick the lead type: B2C (a traveller — name, phone, email, city and address) or B2B (a partner agency — you capture the agency and its agent).
3. Fill the fields marked * — only those are mandatory — then the destination and travel dates.
4. Save. The lead gets its own number, the client gets a confirmation, and the lead appears at the top of your pipeline.

Create a quotation (5 minutes)

1. Quotations → + New Quotation.
2. Basics: pick the client from the suggestions (they must already be a lead — if not, add them in Leads first), link the itinerary, add any notes for the client. Base Price fills itself from the itinerary.
3. Scope: inclusions, exclusions and terms — all optional here.
4. Pricing: markup %, the GST/TCS toggle (the rate comes from Settings → Tax), a valid-until date. The Total updates live. Create.
5. Open the quotation → Cost Sheet: one row per stop, with GST and markup already defaulted by service type. Adjust any cell you need to.
6. Send to client (email with the PDF, or a tracked WhatsApp link) or Download PDF.

Turn a quotation into a booking (1 minute)

1. Open the quotation the client said yes to.
2. Click Mark Accepted. NAMA creates the booking for you — one per quotation, never a duplicate — and shows an open it link.
3. Add travellers on the booking, then share the Client Portal link.

Collect a deposit (2 minutes)

1. Open the quotation → Collect Deposit.
2. The amount defaults to 25% (chips for 10 / 25 / 50%). Adjust if needed.
3. Create the payment link and send it on WhatsApp in one click. Requires your Razorpay keys — see Finance, Invoices & Payments.

Import your old data (15 minutes)

1. Leads → Import (or Contacts → Import): download the template, or upload your own spreadsheet and map your column names to NAMA's fields.
2. Preview — duplicates by email/phone are flagged.
3. Import up to 30,000 rows per file. A summary shows created / skipped / failed rows.

Every person in your workspace has exactly one role. Roles are set when you invite someone and can be changed later by an admin (Settings → Team).

The roles

💡 The workspace's first registered user is an Org Admin automatically. NAMA will never let the last active Org Admin be removed or downgraded — there is always someone who can administer the workspace.

What each role sees

The sidebar itself adapts to your role — people only see modules they can open. The high-level access map:

Bookings: the Own-only limit for Agents applies to which bookings they can open. On a booking you can open, you see the client's email and phone and can message them from the booking page, whoever owns the lead.

*Sales Managers see all leads by default. An Org Admin can restrict any role to "own leads only" with the View all leads toggle in Roles & Permissions — the list, counts and search all respect it.

⚠️ Role changes take effect immediately — when an admin changes someone's role or deactivates them, their current session ends and they sign in with the new permissions. Removing a user never deletes their history; their leads and bookings remain, and admins can reassign them.

Fine-tuning permissions

Settings → Roles & Permissions lets an Org Admin adjust what each role can do in your workspace — for example, granting lead-delete rights, data export, or tax/banking/finance write access to specific roles. Per-user exceptions are handled from the Team tab.

Sign in

1. Go to getnama.app/login, enter your email and password, and click Sign In. You land on your dashboard.
2. Or click Continue with Google to sign in with your Google account. If your email is already on a NAMA account, you're signed in without creating a duplicate.

Reset a forgotten password

1. On the login page, click Forgot password? and enter your email.
2. The reset link in your inbox is valid for 30 minutes and works once. Clicked it twice or waited too long? Just request a new one.
3. Set your new password — you're signed in automatically.

Change your password, name, phone or theme

You don't need an admin for this. Open My Settings — the gear at the bottom of the sidebar, or Advanced → My Settings — to edit your name and phone and pick a theme (system, light or dark). To change your password, use the password-reset button there: NAMA emails you a reset link, valid for 30 minutes.

Your personal data

Exports and deletion of personal data are handled by your workspace's Org Admin through the Compliance module, or by writing to hello@getnama.app. See Data Privacy & Compliance.

The dashboard

Your home screen shows, top to bottom:

• What needs your attention — a banner of the things that actually need action today (untouched enquiries, stalled quotes, imminent departures).
• Quick-create shortcuts — New Lead, New Quote, New Booking — open the create form straight away in the right module.
• KPI cards and activity — your pipeline and money numbers at a glance.
• Setup progress card — only while parts of setup are unfinished; it disappears when you're done.

The sidebar

Modules are grouped: Sales pipeline · Catalogue · Calendar & tasks · Customers · Engagement · Communications · AI & intel · Docs & finance · Operations · Integrations · Advanced (and DMC network, for DMC accounts). Four items are pinned by default — Leads, Quotations, Comms, Calendar — and you can customise your own pins. You only see what your role can open. The gear at the bottom opens My Settings for every role; the bell shows notifications live, with a toast when a new one arrives.

Global search

Press Cmd/Ctrl + K anywhere. Search spans leads, contacts, agencies, itineraries, quotations, bookings and vendors, ranked together and grouped by type. If part of search is temporarily unavailable, NAMA tells you which module didn't respond rather than pretending nothing matched.

Module directory

Every module in one table — what it is and who sees it. Deep-dives follow in their own sections.

Everything in NAMA hangs off one spine. Whatever your team's size, the flow is:

Enquiry arrives (WhatsApp / email / website / call / walk-in)
   ↓  becomes a Lead — lead number, AI triage, confirmation sent to the client as your agency
Qualify & follow up (Leads, Call Queue, Follow-ups)
   ↓
Itinerary (day-by-day stops — drafted by AI or built by hand)
   ↓
Quotation (linked to the itinerary → Cost Sheet → branded PDF → send)
   ↓  client accepts → Mark Accepted
Booking (created automatically — travellers, documents, portal link)
   ↓
Vouchers & confirmations → Invoice → Payments (deposit link, reminders)
   ↓
Post-trip: feedback, occasions, referrals, repeat business

Each arrow is one click in the product: a lead's travel dates flow into its itinerary, an itinerary builds a quotation's Cost Sheet, marking a quotation accepted creates the booking, and a booking generates its documents and invoice. The Trips screen shows this whole chain for any single enquiry.

If you only learn five screens, learn these: Leads → Itineraries → Quotations → Bookings → Finance.