What is the Templates Module?
The Templates Module is your central hub for managing reusable templates across your entire Safari Portal ecosystem — helping you and your team work faster, stay consistent, and streamline everyday workflows.
From client-facing proposal templates to shared email templates, everything can be created, organized, updated, and managed in one place.
What can you manage in the Templates Module?
You can create and manage templates for:
- Itinerary Templates
- Lookbook Templates
- Guest Portal / Travel Dashboard Templates
- Invoice Templates
- Form Templates
- Task Email Templates
- Sharing Email Templates
- And more
This makes it easy to standardize your workflows and ensure a polished, consistent experience across your business.
Team Sharing & Permissions
Templates can either be:
- Private to you
or - Shared with your entire team
Sharing and editing team-wide templates is permission-based, meaning not every user in your account will automatically have access to manage shared templates.
This gives you flexibility to maintain consistency across your organization while still allowing individual consultants to create and manage their own personal templates.
Why use Templates?
Using templates helps your team:
- Save time on repetitive work
- Maintain consistent branding and messaging
- Standardize proposal and operational workflows
- Quickly launch new client experiences
- Reduce manual setup across files and trips
Instead of rebuilding the same content over and over again, your team can create reusable systems that scale with your business.
One Centralized Place for Everything
The Templates Module brings all reusable assets together into one organized space — making it easier to:
- Find templates quickly
- Keep content updated
- Manage team standards
- Improve operational efficiency across your business
Whether you're sharing proposals, forms, or invoices, or incorporating email templates into your operational workflows and tasks, the Templates Module helps ensure your team is always starting from a consistent, efficient, and professional foundation.