🎬  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 introduced its new Calendar Dashboard, a centralized calendar-style view for managing events, tasks, and payments.
• The Dashboard will launch within days, with additional features like Zapier integrations, Travel Dashboards, and Super Builder planned for the coming months.
• Toggle between the Dashboard List view and Calendar view, with flexible daily, weekly, and monthly layouts.
• View Itinerary events, tasks, and payments in one place, with clear visibility into what’s happening across all trips.
• Apply filters (e.g., tasks, events, invoices, and expenses) to segment and analyze your data.
• Expand or collapse items to quickly see where travelers are and what actions are due at any given time.
• Click into events, tasks, or invoices to edit, reassign, mark complete, or open the full File details—directly from the Dashboard.
• Payments and invoices are shown based on due dates, ensuring accurate tracking of upcoming financial activity. Events are displayed based on due dates, not travel dates.
• The Dashboard is fully interactive, with future plans for AI-powered reporting and expanded integrations.
• Team visibility is governed by existing File permissions — no changes to access controls needed.

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