🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below🌟

🚀 Pro Tip: All of our webinars are available via the Help Center in the Webinar Library section.

🎧 Tip: Turn on subtitles using the gear icon (⚙️) in the video player.

Quick Takeaways

• In this webinar, Safari Portal shared best practices and power tips across Files, pipelines, financials, Bookable Trips, and integrations, including several new releases and what’s coming soon.
• To match Safari Portal to your workflow, customize your pipelines and stages under Dashboard → More Options → Edit Stages (rename, reorder, delete, and color-code stages so you can see what’s “waiting for client,” “in revisions,” etc., at a glance).
• More Options tools (Bed Night Report, Export Dashboard Data, Edit Stages) are permission-based—if they’re grayed out, ask your account admin to enable access.
• Best practice: one file = one inquiry / one trip (not one file per client). This keeps records organized and makes it easier to track what’s been shared (Itineraries, Lookbooks, forms) and whether a trip is bookable.
• The Information tab is your foundation for reporting—get in the habit of filling in key fields like sales consultant (even if File ownership changes), partner agent, trip leader, suppliers, tags, lead source, trip type, and travel regions.
• Safari Portal recommends a consistent naming convention (e.g., Surname + # guests + destination + month/year), and the new File ID stays the same even if the File name changes—helpful for reporting and searching.
• Use More Options → Export Data to pull dashboard data; the Help Center reporting article includes copy/paste AI prompts you can use to analyze trends like departures by month, lead volume by month, conversion rates, and regional mix.
• The Travelers tab has been upgraded: travelers are now added automatically when someone is invoiced, completes a file-attached form, or goes through a booking flow (and you can still add travelers manually).
• Traveler data now syncs from the contact profile, so shared traveler exports pull the most up-to-date info; you can also see useful details at a glance (DOB/age, health/dietary, passport, and whether the app is installed).
• Traveler information sharing is more flexible—choose what to share (manifest, flights/transfers, DOBs, passports, health/dietary, etc.), and include all remaining custom form fields to generate one consolidated CSV, even if multiple Guest Portals were used.
• Safari Portal supports client invoicing and payment collection via multiple providers (including Stripe, Flywire, and NMI/Path Payments, with PPS for UK/EU coming soon) and supports supplier expense workflows via Flowbrite, including FX advantages and status tracking.
• Bookable Trips let you turn proposals into live booking pages with packages, options, add-ons, capacity controls, automated invoices, and payment reminders—ideal for FIT and group trips (including waitlist behavior when a trip fills).
• New and upcoming integrations include Zapier (in progress), Redpoint travel insurance (expected next week), and more. Note: white-labeled itineraries (DMC use cases) are not eligible for the travel insurance integration because you must be the seller of record.
• The File-level Attachments section is internal-only (great for storing items like DMC quotes). Client-facing documents must be added to the Itinerary/Guest Portal/travel wallet (and those items are stored in your document library).

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