🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below 🌟

🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

Quick Takeaways

• In this week’s webinar, Rachel and Sarah introduced the new “Book Now” button, a flexible tool for driving action directly from itineraries and Lookbooks™.
• Users can toggle the Book Now button on any itinerary or Lookbook™, then fully customize it, including the button text, color, and link. It can point to a website, email, phone number, or a Safari Portal invoice.
• Rachel walked through linking the button to an invoice using the Financials module. Invoice templates automatically pull in company details, costs, payment processors (Stripe or Flywire), card fees, due dates, and payment schedules.
• Payment reminders can be scheduled and sent via email. The invoice link can then be copied directly into the Book Now button for a seamless experience.
• A preview of the upcoming “Book Now v2” feature was shared. This next iteration will let clients choose from multiple invoice options (e.g., different room nights), select add-ons, and pay directly—ideal for group trips or web/social sharing.
• Users will also be able to automatically hide Book Now buttons after a set time (like 7 or 14 days), useful when provisionally holding space.
• Rachel demonstrated how payment options will dynamically update based on selection, and how availability is tracked and updated in real time.
• Lastly, Rachel covered powerful new updates to the Financials dashboard. The “View by Date” tab helps track payments in and out by time frame, while the “View Statistics” tab offers a snapshot of projected profit, revenue, and payment balance. Filters allow users to isolate incoming/outgoing totals, track specific suppliers, and compare financial years.
• The Financials module is now free to use through December 2025. Standard platform and transaction fees still apply.

📌 Keep an eye on our Notice Board for new and upcoming releases!