Best practices, tips & inspiration
Getting Started
Quick Start Guides and Inspo
Dashboard
Create and Manage Proposals & Organize Your Salesflow
Lookbooks™
Quickly Share Inspiration, Options, and Ideas
All Itineraries
About Itineraries in General
Calendar Builder Itineraries
Everything Relating to the Calendar Builder
Classic Builder Itineraries
Everything Relating to the Classic Builder
Guest Portals
Collect Client Information & Share Pre Departure Materials
Travel Dashboards
One shareable space for everything
Content Library
How to create content in Safari Portal
Editing Content
Making changes to proposals and pages
Task Manager
Manage Your Tasks & Workflow
Contacts
Manage Traveler & Partner Agent Profiles
Invoicing & Financials
Collect Client Payments, Automate Payment Reminders, Pay Suppliers, Track Profitability
Forms
Create Custom Forms
Travel Portal App
Learn How the App Works
In-App Messaging
Communicate directly from within Safari Portal
Templates & Media
Manage Reusable Templates, Images, Documents
Account Settings
Configure Your Account
Integrations
Third-party tools you can use with Safari Portal
General
General Questions, Language Translation, Services & Policies
Webinars
Webinar Library
Book a One-on-One Training
Need help? Book time with the SP Team
Featured Articles
How Do Travel Dashboards Work?
Learn when to use Travel Dashboards, what you can include, how they sync with the Travel Portal app, and best practices for sharing them with clients.
Offering Travel Insurance in Safari Portal
How to use the Redpoint travel insurance integration to offer travel insurance to your clients or let them generate instant quotes themselves, and earn commissions
Can I let clients choose their own options and book trips directly?
Everything you need to know for clients to select their own options and Add Ons and book their trips via the Make Bookable flow.
How can I customize the Travel Portal app?
Elevate your client experience with your own branded Travel Portal app.
Can I customize my proposal's style? Can I add my own branding? Can I use my own fonts?
Our secret sauce is helping you showcase your personality and expertise! Let us create a custom itinerary template tailored to your brand’s fonts, colors, and styles.