🎬  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 walked through how to unlock greater efficiency by layering modules like financials, tasks, integrations, and forms into your existing workflows.
• The platform is modular—use it for Itineraries or Lookbook creation alone, or combine features (tasks, invoicing, messaging, contacts) to significantly increase automation and visibility across your business.
• Creating invoice templates is a key best practice, allowing you to standardize deposits, payment schedules, and planning fees while saving time on every new File.
• Adding expenses alongside client invoices unlocks true profitability tracking, giving you real-time visibility into margin and profit by File.
• The financials Dashboard centralizes accounts receivable and payable, enabling quick filtering of unpaid invoices, upcoming expenses, and overdue payments.
• Payment integrations (e.g., Stripe, Flywire, NMI) enable secure checkout, automated reminders, and fully bookable Itineraries for clients.
• Supplier payments can be managed directly in-platform via FlowBrite, reducing reliance on external tools and improving FX rates and payment workflows.
• The new Dashboard calendar view provides a real-time snapshot of tasks, payments, and events, giving full visibility across your operations and each File.
• Forms, contacts, and Files are fully connected—submissions automatically create/update contacts, attach to trips, and populate Guest Portal details without manual admin.
• Contact segmentation and filtering support targeted marketing and reporting, with upcoming Zapier integrations set to further automate and connect your systems.

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