🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below 🌟

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🎧 Tip: Turn on subtitles using the gear icon (⚙️) in the video player.

Quick Takeaways

• Rachel covered two new features — custom contact fields (already live) and credit card authorization forms (releasing in the next couple of days) — then went back to basics on Files, Task Sets, and supplier expense tracking.
• Custom contact fields are live now. Create your own fields on any traveler profile from Contacts > More Options, then make a field "Smart" so it auto-fills straight onto the profile from a form submission — works alongside existing smart fields for preferences, loyalty programs, and passport details. Create your own Custom Fields
• Credit card authorizations are moving into Forms, online in the next couple of days. Build one reusable, evergreen authorization form instead of generating a new link from each contact profile — no more 96-hour expiration window, and submissions match to the right contact automatically by name and email. Credit Card Authorization forms
• Add an e-signature and required terms to every authorization form. Rachel's strong recommendation: without an e-signature and email verification, you will not win a chargeback dispute if one comes in.
• CVVs and card numbers store for 60 days by default. Turn on the authorization button's extended-storage setting to keep both accessible for up to 12 months.
• A File is the hub for one inquiry, not one client. The same family can have two Files open at once — say a confirmed safari and a separate holiday inquiry — because proposals, invoices, and payments all live at the File level.
• Fill in the Information tab on every File. Sales consultant, partner agent, tags, and trip type all live there, and the in-app AI assistant (in beta as "Ask Ms. Wilde" at recording time) can only surface insights from Files where that data was actually entered. Meet Lily, Your Safari Portal AI Assistant
• Task Sets keep repeatable work from falling through the cracks. Build a reusable set of tasks per trip type, toggle it to auto-attach to every new File, and due dates fill in automatically once the triggering event happens. What are Task Sets?
• Task Sets are shareable across your team, so one person builds the standard set and everyone uses it instead of recreating their own.
• Track supplier expenses, not just client invoices, for real profit numbers. Logging expenses alongside client payments gives you margin and projected profit per File — and paying suppliers through the Flowbrite integration carries no platform fee at all. Supplier payments with Flowbrite
• From the Q&A. Dashboard card visibility settings only matter when you want a specific card — like an invoice — hidden from some recipients; without them, everyone sees every card. A one-time passcode on a shared link works by wrapping the itinerary in a Travel Dashboard and passcode-protecting the dashboard as a whole; itinerary links are hidden from search engines by default. Custom contact field updates apply to every contact, not just one. A multi-admin, role-based permissions update is coming in the next few weeks.
• Guest Portals are being phased out in favor of Travel Dashboards. New ones can be created through the end of 2026; existing ones stay live for clients through the end of 2027. What are Guest Portals?

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

custom contact fields, smart fields, contact profile, credit card authorization, credit card authorization forms, chargeback, e-signature, pci compliance, files dashboard, information tab, task sets, task manager, supplier expenses, flowbrite, dashboard card visibility, travel dashboard, passcode protection, guest portal, guest portals, webinar, august 2026