🎬 Missed Our Thursday Webinar?
Don't worry! Watch it below🌟
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Quick Takeaways
- In this webinar, Safari Portal demoed how to build and share Forms, add e-signatures, collect secure credit card authorizations, and use Smart Fields to keep contact records updated automatically.
- Forms can be created from scratch or edited from samples, with options for guest forms, lead forms, trip-planning forms, feedback forms, waivers, and other custom use cases. Lead forms can also be embedded on your website and automatically create lead Files in your pipeline.
- The Form Builder supports drag-and-drop editing, customizable labels and placeholder text, half-width or full-width layouts, required fields, dividers, headlines, duplicate/delete actions, and fully customizable submit button text, color, and follow-up messaging.
- E-signatures can be added to any form—not just waivers—and users can type or draw their signature. You can also require email verification, which sends the signer a confirmation link to help validate identity and strengthen enforceability.
- For terms and conditions, Safari Portal’s built-in Terms and Policies element dynamically pulls in your saved account terms and requires travelers to actively check a box.
- Guest host Jeff Ment explained that e-signatures are generally widely recognized, but enforceability is strongest when companies use clear consent language, avoid pre-checked boxes, provide copies of signed documents, and maintain a reliable audit trail.
- Jeff strongly recommended keeping email verification turned on for signed forms, especially to help defend against fraud claims or disputes over whether the signer intended to agree.
- For couples, families, or group bookings, the strongest option is to have each traveler sign separately whenever practical. If one person is signing for others, Safari Portal allows you to customize the agreement language so the signer affirms they have authority to sign on behalf of the traveling party.
- Safari Portal also supports secure credit card authorizations from the contact profile. Advisors can request billing address and phone number, choose between a general authorization or fixed amount, request permission to store the card for up to 12 months, and require an e-signature with mandatory email verification.
- Credit card authorization links expire after 96 hours for security. Submitted cards are stored in a PCI-compliant vault rather than on Safari Portal’s servers, and advisors can access secure records.
- Jeff noted that these credit card authorization records can be especially valuable in chargeback disputes, giving advisors stronger evidence to submit to merchant processors and reinforcing the importance of including chargeback language in their terms and conditions.
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Disclaimer: This webinar and recap are provided for general informational and product-education purposes only and do not constitute legal, regulatory, compliance, payments, or tax advice. Any discussion of e-signatures, terms and conditions, privacy, sensitive data, chargebacks, or card authorization practices is general in nature and may not apply to every business, jurisdiction, card network, or use case. Safari Portal does not guarantee that any form, consent flow, signature workflow, or stored record will be legally enforceable or that any dispute or chargeback will be resolved in a user’s favor. Users are responsible for ensuring their documents, disclosures, consent language, data-collection practices, and payment workflows comply with applicable laws, regulations, and card-network rules. Views expressed by guest speakers are their own. Please consult qualified legal counsel or your payment provider regarding your specific situation.