Yes.

While a Travel Dashboard must initially be created within a specific file, it is not limited to that file. Travel Dashboards are designed to become a centralized hub where you can bring together itineraries, lookbooks, forms, documents, invoices, and other resources from multiple trips.

How It Works

When you create a Travel Dashboard, it starts within a single file.

However, as soon as you add an itinerary or lookbook from another file, Safari Portal automatically creates a shortcut to that same Travel Dashboard within the additional file.

This means the dashboard becomes shared across all files that contribute content to it.

Example

Let's say a client has:

• A past trip to Italy
• A confirmed trip to South Africa
• A future trip currently in the planning stage

You could create a Travel Dashboard within the South Africa file and then add itineraries or lookbooks from the Italy and future trip files.

Safari Portal will automatically create shortcuts to the same Travel Dashboard within each of those files, giving your client a single place to access all of their travel information.

Creating a Client Travel Hub

You can use Travel Dashboards as an ongoing client hub rather than a trip-specific portal.

This allows clients to:

• Access upcoming trips
• Revisit past itineraries
• Complete forms
• View documents
• Review invoices
• Access travel resources
  

—all from a single dashboard experience.

Key Takeaway

Although a Travel Dashboard must be created within a specific file, it can easily become a centralized dashboard spanning multiple trips. Simply add itineraries, lookbooks, and other content from additional files, and Safari Portal will automatically make that same dashboard accessible from each one.