🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below🌟 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 session, Rachel built a Travel Dashboard live from scratch, walking one imaginary honeymoon inquiry through the entire client journey — from first inquiry through travel and beyond. The webinar also featured a property spotlight from Jolene Windt of Spier Wine Farms, the 300-year-old wine estate and hotel in the Stellenbosch Winelands.
• Spier is a regenerative wine farm and hotel on 650 hectares in the Stellenbosch Winelands, just 20 minutes from Cape Town Airport, where wine has been made since 1692. After a full year-long refurbishment, the estate now offers 80 art-filled rooms and suites, 2 private villas, 2 restaurants, 3 bars, and a year-round heated pool — a deliberate shift from high-volume conferencing to quality-led luxury.
• Sustainability and sense of place define the Spier experience: the spa's signature Cape Herbal Bath House uses botanicals grown on-farm, the estate holds Fairtrade in Tourism accreditation, and one of the largest collections of contemporary South African art on the continent is woven throughout the property.
• A Travel Dashboard is one link that grows with the trip — you don't have to wait for a confirmed file, and the same link always shows the client what's most relevant to their current stage.
• A little prep makes building fast: set up your invoice templates, reusable Forms, and Lookbook/Invoice templates first. You can now create templates directly from the new Templates dashboard without building a lookbook or itinerary first.
• Pre-planning phase: combine a planning Form and a planning-fee invoice in one section. Forms can capture terms and conditions and e-signatures. Responses auto-attach to the File when you toggle that setting on.
• Sharing: copy an open link or send via email with passcode protection. Be mindful with open links — if a Form lets clients view their submissions, anyone with that link could see personal info, so passcode-protected email is often the safer choice.
• App sync: when you share a dashboard by email, everything preloads into the client's Travel Portal app automatically — even if they download the app weeks later and register with that same email.
• Dreaming phase: share multiple Lookbook options side by side with a feedback Form to capture their thoughts. Mark finished stages "complete" with a checkmark emoji, or simply remove the section so the dashboard stays clean.
• Confirmation phase: add the final itinerary, a deposit invoice with a payment schedule, a client information Form, and a Redpoint Insurance widget for an instant in-flow travel insurance quote (and commission).
• Pre-travel phase: layer in a packing list, weather widget, a Spotify playlist via the iFrame element, e-tickets, and a Flights card. Post-trip, add a feedback Form; when the client returns for a new trip, start a new section pulling content from the new file — the dashboard then lives in both files.
• Autosave plus undo/redo means you never lose progress, but changes only go live when you click Publish. Rachel's recommendation: move from Guest Portals to Travel Dashboards — they do everything Guest Portals do and more, and will eventually replace them.

📌 Check out Spier Wine Farm, and keep an eye on our Notice Board for new and upcoming releases!