🎬  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 webinar, Safari Portal unveiled its powerful new Custom Forms feature, giving users the flexibility to create, edit, and share tailored forms for leads, trip planning, feedback, waivers, and more.
• Access the new Forms module to explore sample pre-built forms, or click Create New to design one from scratch.
• Lead forms have built-in automation: submissions instantly generate or update a contact profile, automatically attaching responses to the Lead on the Dashboard.
• Forms can be duplicated, renamed, categorized, and tagged for team use. To ensure form responses notify the right person, each teammate can maintain their own versions with personal tags.
• The drag-and-drop builder allows for complete customization; add headlines, text, checkboxes, dropdowns, smart fields, file uploads, or even pre-mapped groups like Health & Dietary.
• Smart fields connect responses directly to system contact fields (e.g., date of birth, dietary preferences), ensuring Contact Profiles stay updated automatically.
• Additional features include configurable submit buttons with a color picker, post-submission messages, autosaving added inputs, and publishing for instant sharing.
• Forms can be shared in multiple ways: link them directly, assign them to specific files, or embed them into Guest Portals.
• Custom forms support flexible workflows, whether attaching submissions to Files, updating client travel history, or sending links outside of Guest Portals (e.g., “Click here to pay” or “Click here to fill in your form”).
• This feature eliminates copy-pasting and keeps client data streamlined, providing a faster, smarter, and more personalized way to capture guest information.

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