💡 Did you know? Travel Dashboards do everything a Guest Portal does, plus more — invoices, forms, documents, and a full client hub, all in one link. If you haven't explored them yet, see how they work here →
Just like Itinerary, Lookbook, and Invoice templates, Guest Portal templates are a powerful time-saver that help you stay consistent across trips.
Why Use Guest Portal Templates
Guest Portal templates remember any pages you add through the General Info tab when creating a Guest Portal, including custom titles or edits you make in the inline editor.
For example, you could:
- Always hide the Travel Brief page or the Guest Forms tab.
- Consistently add a Pre-Travel page, visa information, a packing list, and a welcome note.
- Build templates tailored to specific destinations (e.g., Safari, Europe, Asia) so you have a starting point ready for each new trip.
- Remove the default emergency contacts section and replace it with a standalone Emergency Contacts page.
All of these preferences are saved automatically into your template, so you don’t need to repeat the setup each time. Guest Portal templates also remember:
- Any documents added to the Travel Wallet
Guest Portal templates do not show:
- The Guest Forms tab
- The Flights tab
How to Create a Guest Portal Template
There are two ways to create a Guest Portal template:
From Your Templates Module
- Navigate to your Templates module.
- Click + Create New
- Enter the template name.
- Select Guest Portal from the dropdown.
- Click Create.
- The template will be saved in your Templates module on the Guest Portals tab.
When Creating/Editing a Guest Portal
- Create a new Guest Portal for a confirmed trip, or click the Edit button to open an existing Guest Portal you’d like to use as a base.
- In the Guest Portal tab, click the arrow next to the Save button.
- Select Save as Template.
How to Edit a Guest Portal Template
- Go to your Templates module.
- Click the Guest Portals tab.
- Find the Guest Portal template you want to update and click Edit.
- Update the title and internal notes (these are how you’ll search for and identify the template).
- Make any other changes you’d like on any tab—such as removing client-specific info or hiding pages you don’t want visible in the client-facing portal.
How to Use a Guest Portal Template
- When confirming a File, you’ll be prompted to create a Guest Portal. From this modal, you can search for and apply your template.
- If you prefer to create the Guest Portal later, click Enter Portal on the File. You’ll then have the option to start from scratch or from a template.
Keywords: Guest portal, guest portal template, template