🎬  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 previewed Travel Dashboards— expected to go live within the next couple of weeks— a flexible, beautifully designed client-facing canvas that is intended to become the next generation of Guest Portals.
• Unlike Guest Portals, Travel Dashboards can be created at any stage of the sales process — leads, planning, confirmed, or archived — and are not limited to confirmed Itineraries.
• A single Dashboard can pull in content from multiple Files — Itineraries, Lookbooks, forms, invoices, flight info, documents, insurance widgets, content pages, and external URLs — all mixed and matched in one place.
• Dashboards can be shared via a simple copyable link (no login required) or by email with an optional one-time passcode for added security around personal information.
• Travel Dashboards sync to the Safari Portal app. Clients using the app will see a dedicated Dashboards tab alongside their Itineraries tab.
• The List card is the most flexible element — it can hold Itineraries, Lookbooks, forms, invoices, content pages, and external URLs all in one card, in any combination.
• Forms embedded in a Dashboard include configurable visibility settings: control whether guests can view, edit, or add responses, and choose whether responses auto-sync to a File.
• The Insurance widget pre-populates with travelers already added to the File; once a policy is purchased, documents are automatically added to the widget.
• Dashboards have autosave and a separate Publish action, so you can build and edit privately before pushing changes live to clients — and updates reflect in real time once published.
• Features still being finalized before launch include: custom URL/white-label support, full branding and font controls, the ability to duplicate Dashboards, and the ability to save your own reusable Dashboard templates.
• Existing Guest Portals will continue to be supported; migrating to Travel Dashboards is optional, but recreating them is straightforward since both tools draw from the same underlying components.

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