Help Center
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Getting Started
Get Learning
✨ What is Safari Portal?
🎓 What is the best way to learn how to use Safari Portal?
⚙️ Account Settings
🧩 Content Library
🛠️ Element Library
🧭 Lookbooks
🗺️ Itineraries
👥 Guest Portals
✅ Task Manager
📲 Travel Portal App
📁 Contact Management
💲Invoicing & Financials
Get Inspired
Lookbook Inspiration
Itinerary Inspiration
Travel Dashboard Inspiration
Get Creating
How should I make restaurant profiles?
How should I use restaurant pages? How should I make restaurant lists?
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Files Dashboard
💞 Why You'll Love The Files Dashboard
Why you'll love the Files Dashboard!
🗃️ Overview of the Files Dashboard
Managing Files on the Files Dashboard
What is a File?
What are the different tabs on the Files Dashboard?
What are custom Files Dashboard stages?
How do I search my Files Dashboard?
How do I collapse the sidebar navigation?
⚡️ Keeping Your Files Dashboard Organized
What should I name my Files?
How do I rename a File?
How do I organize multiple proposals within one File?
How do I delete a File from my Files Dashboard?
How do I delete an Itinerary or Lookbook from within a File?
How do I move an Itinerary or Lookbook to a different File?
How do I filter my Files Dashboard?
How do I confirm a File or Itinerary?
🗄️ File Dashboard Management
How can I keep a history of past versions of proposals that I've shared?
What are Internal File Notes?
If I archive a File, will the proposal links still be active?
How do I assign a File to another team member?
Can I change an already confirmed Itinerary to a different Itinerary?
How can I edit a confirmed Itinerary?
What are Leads Files, and how do I use them?
What information can I include on a File?
Viewing and managing internal documents
Forecasting estimated revenue and profit in your pipeline
📊 Reporting
How do I generate a Bednight Report?
What can I do with the data from my Files Dashboard? What kinds of reports can I use it to create for me?
🔔 Notifications & Activity Tracking
Can I make a proposal link no longer viewable?
Can I see when and where people are viewing my proposals?
How do I enable or disable email notifications for Itinerary and Lookbook views?
Why am I still getting notifications for a deactivated proposal?
Where can I see the activity history for my Files?
Why am I not receiving view notifications for my proposals?
🛟 Troubleshooting
Help! I can’t find an Itinerary or Lookbook.
Help! The system won't let me confirm my Itinerary.
Help! It won't let me click the Share button?
Help! I deleted a File. How can I recover it?
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Lookbooks™
👋 Introduction to Lookbooks
What is the difference between a Lookbook and an Itinerary?
How do I create a Lookbook?
Can I convert a Lookbook into an Itinerary?
How do I rearrange the order of the pages in a Lookbook?
How do I delete a page from a Lookbook?
📋 Lookbook Templates
What is a Lookbook template?
How do I create a Lookbook template?
How do I use a Lookbook template?
How do I edit a Lookbook template?
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All Itineraries
🔗 Sharing
How do I share a Lookbook or Itinerary?
Can I share a proposal with more than one person at a time?
How long will an Itinerary URL stay active for?
What does "copied to clipboard" mean?
How do I set a default email template for when I'm sharing proposals?
Will I get a copy of emails I send from Safari Portal?
How can I share a Safari Portal PDF download in another language?
How do I CC or BCC someone on an email?
📤 Exporting
How do I export my Itinerary, Lookbook, or Guest Portal as a PDF?
How do I export my Itinerary, Lookbook, or Guest Portal as a Microsoft Word document?
Can I expand the margins on the itinerary PDF outputs?
Why are only some of my images pulling through when I export to PDF?
Is it possible to download just the Itinerary Overview?
📋 Itinerary Templates
What is an Itinerary template?
How do I create an Itinerary template?
How do I use an Itinerary template?
How do I edit an Itinerary template?
How do I merge or combine Itineraries?
🤔 General Questions
How do I sync Itinerary events to my calendar?
How do I add extra pages to the beginning or end of my Itinerary?
How do I hide pages that I don't want to show in an Itinerary or Lookbook?
Can I create itineraries without firm dates?
How do I duplicate Itineraries and Lookbooks?
How do I add hyperlinks to a Content Page, Itinerary, Lookbook, or Guest Portal?
How do I change Itinerary start dates?
How can I add in flights that have not been booked yet?
Can I convert an Itinerary from the Classic Builder to the Calendar Builder?
How do flight notifications work? Will flights automatically update if there are flight changes?
What information is displayed on the Overview/ Travel Brief page in itineraries?
How do I use Safari Portal in other languages?
How do I update a Bednight report?
What can I customize in Itinerary settings?
How do I add internal notes to Itineraries and track statuses of services?
Can I embed Trustpilot reviews into Safari Portal?
How do I manage large group trips in Safari Portal?
What is the Travelers tab on expanded Files?
🤝 Collaborating
How can I share an Itinerary with an agent from another company who also uses Safari Portal?
What is White Labeling and how do I use it?
How can I add co-branding to a proposal?
What DMCs are using Safari Portal?
🖌️ Custom Branding
What is a Custom Template? How do I use one?
Can I customize my proposal's style? Can I add my own branding? Can I use my own fonts?
How can I create a custom URL?
How do I customize Itinerary and Lookbook links?
What if I want to show the costs at the beginning of an Itinerary or customize the costs page?
Can I use my own custom quotes or text on Itinerary or Lookbook Cover Pages?
Can I use more safari themed language everywhere?
What is possible with a Custom Template?
How can I customize and set default map styles?
Is it possible to set a favicon?
ℹ️ The General Info Tab
The General Info tab when creating itineraries
Why can’t I pull Area or Property pages in on the General Info tab?
What are Internal Itinerary Notes?
💵 The Costs Tab
What if I don’t want to quote by any of the available options?
How do I create a Cost Template?
How do I edit a Cost Template?
🎚️ Configuring Events
How do I create an itinerary that includes a cruise, hike, or multi-day experience?
How do I create a property page for a cruise ship that moves?
How do I create an itinerary using a private mobile camp?
How can I add departure day, closing, or next steps pages to an itinerary?
🛟 Troubleshooting
Why is the title of my page going onto the next line?
Why is the map page not displaying anything in my Itinerary? How can I include activities on my maps?
Why is it saying my Itinerary can't be saved?
Help! I've updated a page in my Content Library but it's not updating in an Itinerary.
Ruh-roh. I built an Itinerary without starting from my custom template. Can I fix it?
Can I save a page I created or edited within an Itinerary to my Content Library so I can reuse it again later?
Help! Why can't I download a PDF of my Itinerary or Lookbook?
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Calendar Builder Itineraries
🗓️ Introduction to the Calendar Builder
How do I create an Itinerary using Calendar Builder?
How can I reorder events within a single day in the Calendar Builder?
Can I move several events at the same time in the Calendar Builder?
How can I change Event Icons in the Calendar Builder?
How can I add content to pages that only show "Overnight at..."?
How can I extend or shorten an event in the Calendar Builder?
What does "Save For Future Use" do?
➕ Adding and Customizing Events
How do I create a one-off placeholder event in the Calendar Builder?
How do I add a meal in the Calendar Builder?
What does "Collapse Content within More Details" mean?
What is an "Alternative Accommodation"?
How do I use Flight Events?
How can I add a train to a Calendar builder Itinerary?
How can I add a car hire/car rental to a Calendar Builder Itinerary?
How do I add directions for a self-drive itinerary to the Calendar Builder without a Content Page?
Can I use bulk actions in Calendar Builder to duplicate or delete events?
How do I save check in and check out times for hotels?
Can I create custom Basis of Stay options in Calendar Builder?
✨ Magic Import
What is Magic Import?
How do I use the Magic Import feature?
How do I optimize my PDF for Magic Import?
How can I use AI tools to get the best possible results with Magic Import?
How can I remove images from a PDF before using Magic Import?
How do I use the Magic Import feature to import cruise Itineraries?
❓ FAQs
How do I get rid of the dark gradient photo overlay on Calendar Builder itineraries?
How do I input International Dateline flights in the Calendar Builder?
Can I create a quote from an Itinerary?
🛟 Troubleshooting
Why is updating the start date not working? The first day is blank - how do I delete a day?
How do I remove blank days at the beginning of my Itinerary?
Why does my Calendar Builder Itinerary have 100 blank days?
Help! Information events aren’t appearing on the Travel Brief.
What should I do if I can't find a flight?
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Classic Builder Itineraries
👋 Introduction to the Classic Builder
How do I create an Itinerary in Classic Builder?
How do I rearrange, add, duplicate, and delete days in the Classic Builder?
How do I show the basis of stay in Classic Builder?
➕ Adding Events
How can I add daily activities to my itinerary using the Classic Builder?
How to add trip extensions to an Itinerary in the Classic Builder?
How do I present alternate accommodation options in Classic Builder?
How can I add transfer information to Classic Builder itineraries?
How can I add transfer information to Classic Builder itineraries?
How do I add or change the room type or associated Area page in Classic builder?
Ugh… I don’t want to create a whole Itinerary just for a hotel booking!
✏️ Customizing Stuff
Can I remove the text from the cover page?
How can I make the Overview text left-aligned?
How do I add a line break to the travel brief page?
What if I want the Area Page to appear AFTER the Property Page?
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Guest Portals
👋 Introduction to Guest Portals
What are Guest Portals?
How do I create and use a Guest Portal?
What kinds of pages should I pull into my Guest Portal?
What do clients see when they receive their Guest Portal?
What are Guest Forms and how can I unlock them?
How should I use Guest Forms?
What is everything I need to know about Guest Portal templates?
Why do I need to add my Terms & Policies in order to unlock Guest Forms?
❓ FAQs
How do clients share a Guest Portal with other travelers?
Do I have to confirm an Itinerary before I can create a Guest Portal?
What is the best way to share emergency contacts?
How do I download passports submitted through a Guest Portal?
How do I download specific pages from my Guest Portal?
How do I use Guest Portals when White Labeling for another agent?
How to use Guest Portals for multiple families or groups on the SAME trip?
How to use Guest Portals for multiple families or groups with slightly DIFFERENT Itineraries on the same trip?
What are the differences between Guest Portals attached to Classic itineraries versus Calendar itineraries?
How do I share relevant client information with suppliers, DMCs, and partners?
How can I use one Guest Portal without clients seeing each other’s info?
🛟 Troubleshooting
Can I attach a new Itinerary to an existing Guest Portal?
How can a misspelled name on a Guest Portal invite be corrected?
Help! I sent a Guest Portal to the wrong person. How can I fix this?
Why can't I access the Element Library in a Guest Portal?
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Travel Dashboards
💞 Why You'll Love Travel Dashboards
Why you'll love Travel Dashboards!
🧭 Basics
How do I create a Travel Dashboard?
How Do Travel Dashboards Work?
How to create and use Travel Dashboard templates
Customizing Travel Dashboard themes
How do I passcode protect my Travel Dashboards?
🧩 Adding Different Types of Content
Adding a Form Card to a Travel Dashboard
Adding a Travel Brief Card to a Travel Dashboard
Adding a List Card to a Travel Dashboard
Adding an Invoice Card to a Travel Dashboard
Adding a Travel Brief Card to a Travel Dashboard
Adding an Itinerary Card to a Travel Dashboard
Adding a Lookbook Card to a Travel Dashboard
Adding a Documents Card to a Travel Dashboard
Adding a Travel Insurance Card to a Travel Dashboard
Adding a Content Page Card to a Travel Dashboard
📚 FAQs
Can a Travel Dashboard include multiple trips?
Displaying flights in Travel Dashboards for Classic Builder Itineraries
How to Prepopulate Forms in Travel Dashboards with Existing Contact Information
How Do I Prevent Guests from Seeing Each Other's Information on a Travel Dashboard?
Help! Clicking the "back" button takes me to a different Travel Dashboard.
How to add an empty text card to a Travel Dashboard
Using Form Cards in Travel Dashboard Templates
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Content Library
💞 Why You'll Love the Content Library
Why you'll love the Content Library!
👋 Introduction to the Content Library
What is the Content Library?
How do I create Content Pages?
What happens if I delete a Content Page from my Content Library?
✏️ Types of Content Pages
Property Pages
Area Pages
Activity Pages
Miscellaneous Pages
Pre-Travel Information Pages
Introductory Note Pages
About Us Pages
❓ FAQs
What pages should I create in my Content Library?
How do I use AI to automatically draft the text of a Property Page?
How do I use Safari Portal's AI?
How can I share a page from my Content Library?
How do I share a Lookbook or Itinerary template?
Can I convert a page from one type to another?
What is a Master Property Page?
How can I save a Pre-Travel Information page or other Content page as a PDF?
How can I translate Content Pages?
What does "Apply Updates" mean? Are updates made to pages within the Content Library automatically reflected within live Itineraries?
Can I duplicate pages in the Content Library?
How do I use tags to create different versions of Content Pages?
How do I search for content in my Content Library?
Can I remove my company branding from a Content Page?
How can I share a page from the Content Library with my logo on it?
Can I share my custom Content Pages with partner agents from other companies?
How do I delete a Content Page?
What if the property I need isn't in the Content Library?
Are there pre-built pre-travel information pages available in the Safari Portal Content Library?
🛟 Troubleshooting
Help! Safari Portal's AI can't generate a Property Page for me.
Help! I can't add in GPS coordinates.
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Editing Content
📚 The Element Library
What is the Element Library?
🔠 The Text Element
About the Text Element
How can I bold, italicize, or underline text in an Itinerary?
🖼️ The Image Element
About the Image Element
How do I copy and paste photos into Safari Portal?
How can I reposition the focus point of a photo?
What is the ideal image size to upload to Safari Portal?
How can I rearrange images in a slideshow?
Can I bulk upload images?
What are the different photo layouts?
➗ The Sections Element
About the Section Element
Help! I accidentally deleted a section in the inline editor.
▶️ The Video Element
About the Video Element
👟 The Fast Facts Element
About the Fast Facts Element
Why have my Fast Facts icons disappeared?
📄 The PDF Element
About the PDF Element
Help! I can't upload a PDF!
How do I delete individual documents from a group of PDFs?
🧱 The Content Block Element
About the Content Block Element
⚡ The iFrame Element
About the iFrame Element
How do I embed a Google Map in a proposal?
How do I add custom maps from Google My Maps?
What can I do with the iFrame Arcade option and how do I use it?
What things can I embed in proposals using iFrames? Do you have a recommended list?
🪗 The Accordion Element
About the Accordion Element
💵 The Invoice Element
About the Invoice Element
📝 The Forms Element
About the Forms Element
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Task Manager
💞 Why You'll Love the Task Manager
Why you'll love the Task Manager!
👋 Introduction to Task Manager
How can I change what time I receive my daily Task reminder email?
How do I get to the Task Manager?
What are Task Sets? How do I customize them?
What are the different parts of a task?
How do I automatically apply my Task Set to new Files?
How do I edit individual tasks?
How do I create a one-off task?
How do I manually apply a Task Set to a File?
If I adjust a task’s due date in my Task Set, will that change apply to all existing Files that use the task?
How do I add tasks to my calendar?
How do I bulk manage my tasks?
📝 Email Templates
How do I create an email template?
How do I use the email template I made for my email tasks?
How do I edit an email template?
How do I edit or delete an email template?
Help! I updated my email template, but it didn't update for tasks I already made.
How do I make an email task?
🤝 Working as a Team
How do I add someone to my team in Task Manager?
Can I share a Task Set with someone else on my team?
How do I reassign a task to another member of my team?
How do I see other people's tasks?
How can I create tasks that aren’t associated with a File?
🖌️Configuring your View
How do I sort and filter tasks?
What if I only want to see tasks assigned to me?
🛟 Troubleshooting
Help! I can't edit or delete a task.
Help! Events to calculate due dates aren't showing up.
Why are all the tasks I added in the TBD column?
Help! Why aren't the emails I draft in Task Manager showing up in my "new message" pop-up?
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Contacts
💞 Why You'll Love the Contacts Module
Why you'll love the Contacts Module!
👋 Introduction to the Contacts module
What is a Contact Profile?
How can I add contacts to my Contacts module?
❓ FAQs
How do I filter my Contacts?
Can I filter Contacts by their travel history?
What are tags and how do I add them to contacts?
How can I merge duplicate Contact Profiles?
How do I export a list of contacts?
How do I sort my contacts?
How do I manage custom fields on contact profiles?
✍️ Credit Card Authorizations
How do I collect credit card authorizations?
Who can view credit card information?
How do I share credit card authorizations via email?
What happens when a credit card authorization expires?
Why can I see the card number but not the CVV?
🤝 Partner Agents & Suppliers
What are Partner Agents and Suppliers?
How do I import Supplier or Partner Agent contacts?
How do I update a Partner Agent for White Labeling after it's been created?
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Invoicing & Financials
💞 Why You'll Love The Financials Module
Why You'll Love the Financials Module!
🧾 Basics
What will my clients experience when viewing an invoice?
Understanding fees for Safari Portal’s Invoicing & Financials solution
How do I enable and schedule Payment Reminders?
Can I use the Invoicing & Financials solution to collect planning fees?
Can I use the Invoicing & Financials module without syncing with a payment processor?
What is included in the 'All Payments' CSV export from the Financials module?
Can I add tags to payments?
Can I add different payment types to an invoice?
Can I integrate with more than one payment processor?
Where do I view the billing details requested on a credit card authorization form?
My client made a partial payment. How do I handle this?
What does pending status mean on a payment?
What country is each payment processor available in?
Choosing Your Preferred Payment Processors in Safari Portal
💰 Creating Invoices
How to Create Invoices and Invoice Templates
How do I share Invoices?
Configuring Credit Card Payments & Surcharges in Invoices
Where is the Total Invoice Amount being pulled from?
How do payment reminders work?
How do I add a refund to an invoice?
Help! I added credit card surcharge fees but they are not being charged!
Can I apply a discount to an invoice?
Can I include Itinerary information on an invoice?
🛄 Bookable Trips
Can I let clients choose their own options and book trips directly?
What do clients see on a bookable trip?
Can I collect client information and offer travel insurance in a booking/ registration flow??
When are Bookable Trip emails sent?
💸 Managing Expenses / Supplier Payments
Adding Supplier Payments or Expenses into Safari Portal
How do I bulk pay suppliers?
How to Manage Supplier Credit Notes
🪙 Advanced
How to Refund a Payment
Tracking Commissions in Safari Portal
How can I create an invoice without a firm due date?
Managing Multiple Currencies
What does "Net Amount" show on a paid payment?
What is the "View Statistics" tab used for in the Financials module?
How can I filter invoices and expenses by paid, overdue, and unpaid?
How can I view the profit margin for Files?
Adding Costs to an Invoice After a Payment Has Already Been Paid
How do I change and rearrange columns on the 'All Payments' tab?
🛟 Troubleshooting
Help! My invoice says “Error creating a checkout session”
What should I do if my client is having trouble paying an invoice?
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Forms
💞 Why You'll Love Custom Forms
Why you'll love Custom Forms!
👋 Introduction to Forms
Custom Forms in Safari Portal
What are Smart Fields on Custom Forms?
How do I customize the form submission message?
How do I embed Custom Forms?
Can I share Custom Forms via email?
Can I add an e-signature to a Custom Form?
How do I trigger an automated email when someone submits a form?
📚 Frequently Asked Questions
Who gets notified when a form is submitted?
How can I share a form without displaying my logo?
How do I collect different information for adults and children using custom forms?
How do I assign a Form to a different File or remove it?
How do I assign a form submission to a different File?
How can I see exactly what was filled out on a form, including text like terms and conditions?
How do I add emojis to Form headlines?
🛟 Troubleshooting
Help! Why can't I share my Form?
Help! My Custom Form isn’t showing on my Squarespace website.
Help! My Custom Form isn’t showing on my WIX website.
Help! I added a form to a Travel Dashboard, but the responses didn't attach to the file
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Travel Portal App
💞 Why You'll Love the Travel Portal App
Why you'll love the Travel Portal app!
👋 Introduction to the Travel Portal App
How do I share content to the Travel Portal app?
How does the Travel Portal app work?
How can I customize the Travel Portal app?
Understanding the Trips and Travel Dashboards tabs in the Travel Portal app
❓ FAQs
How do I avoid confusion when sharing multiple options or versions of a trip?
Are itineraries available offline within the Travel Portal app?
How do I get an Itinerary on my Files Dashboard to show up in my Travel Portal app?
How Files in Safari Portal Connect to the Travel Portal App
Is it possible to share Itineraries from the Travel Portal app?
Help! My Travel Portal countdown is showing the wrong departure time.
If I upgrade to a custom app, how does that affect my existing Itineraries?
Can I see which clients have downloaded the app?
Help! My client needs to change their email in the Travel Portal app.
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In-App Messaging
Introduction to Messaging
About In-App Messaging
Messaging FAQs
Can I turn off notifications for in-app messages?
Can I schedule chat messages?
Can I create multiple chats groups for one File?
Can guests send file attachments in chat?
Message Settings
What does "Show new chat message alerts" do?
What does "Allow travelers to send private messages to the chat owner from the app" do?
What does "Automatically create chats for all newly confirmed files" do?
What does "Make another team member the chat owner for all my files" do?
What is a chat owner?
Message Templates & Message Sets
What are Message Templates?
What are Message Sets?
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Templates & Media
⚡️ Templates
What is the Templates Module?
How do folders work in the Templates module?
🖼️ Media Library
What is the Media Library?
What is the Documents tab of the Media Library?
Where can I find my Document Library now?
What is the Photos tab of the Media Library?
How do I add or edit image tags?
Can you use stock images from Safari Portal's Media Library outside of the platform?
Can I use images from Safari Portal created Property Pages in my Itineraries?
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Account Settings
🏠 Overview
How do I set up my Account Settings as an Account Admin?
🏢 Company Settings
How do I make my logo bigger?
How do I add or change my logo?
What is Google Tag Manager (GTM) and how can I use it with Safari Portal?
🧑‍🤝‍🧑 Users
How can I add another user to my account?
How do I set permissions for users on my team?
What do user permissions control in Safari Portal?
How do I change the person in charge of my company’s account?
What are best practices for working with an assistant or a VA on Safari Portal?
What Is a Permissions-Based Feature?
How do I remove a user from my Safari Portal account?
How can I update my email address or transfer a seat to another user?
🧾 Subscription
🙌 I'm ready to sign up! Now what?
Where can I find invoices for my Safari Portal subscription?
How do I add or change my credit card or billing address on file?
What happens if I cancel my account?
Can I cancel or pause my Safari Portal Subscription?
🌐 Integrations
What integrations are currently supported by Safari Portal?
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Integrations
Which plans allow which integrations?
⚡ Zapier
Getting Started: What is Safari Portal's Zapier integration?
How do I set up the Zapier integration?
What Zapier triggers are available for Safari Portal?
What Zapier actions are available for Safari Portal?
Help! My Zap isn't working.
☔ Redpoint Travel Protection
How do I set up the Redpoint integration?
How do I offer travel insurance in Safari Portal?
Why did SP partner with Redpoint travel insurance? How do they compare to other travel insurance providers?
Can I use custom forms with the Redpoint Travel Insurance integration?
Why Safari Portal chose Redpoint as our travel insurance partner
How can I generate a quick insurance quote if I don’t have an Itinerary?
💳 Stripe
Can I connect my existing Stripe account to Safari Portal?
How to connect Safari Portal to Stripe
How can I configure which payment methods I accept in via Stripe?
How do I get started with Stripe?
Why did Stripe take so much in fees from my first transaction?
Can I accept Apple Pay or Google Pay if card payments are disabled in Stripe?
Help! Why isn't my surcharge working?
Which currencies support ACH payments in Stripe?
What is multi-currency settlement in Stripe, and how does it work?
Can I connect multiple Stripe accounts to one Safari Portal account?
💸 Flowbrite
How to send supplier / expense payments through SP using Flowbrite
Why use the Flowbrite integration for supplier and expense payments?
Which currencies am I able to pay suppliers in via the Flowbrite integration?
How Flowbrite Payments Work in Safari Portal
💵 Flywire
How to configure the Flywire integration
Why is the “Pay” button missing on an invoice even though I have Flywire set up?
💰 NMI
NMI / Safari Portal Integration Overview
🔐 Protected Payment Services (PPS)
How do I connect my Protected Payment Services (PPS) account?
📄 Google Sheets
How can I integrate Safari Portal with my CRM and set up the Google Sheets integration?
How do I manage multiple currencies in the Google Sheets Itinerary export?
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General
🧾 Services & Policies
How do I enable cookies on my browser?
How long is guest information kept for after being entered into a Guest Form?
What does Safari Portal do about web security? How can we be assured our guest information is secure?
How does Safari Portal handle data security and privacy?
Looking for destination-specific training? We’ve got you covered.
Credit card authorization security & PCI compliance
🖌️ Branding
How do I set up a custom domain link?
How do I customize the subject line when sharing a proposal?
How do I create and edit an email template when sharing proposals?
Custom domains and existing links
❓ FAQs
How does the language translation feature work?
How do I switch between different accounts?
What New Features Have Been Released?
Can I have my clients sign contracts and waivers within Safari Portal?
Can I use textual descriptions housed in a third-party system?
What does the Safari Portal API do?
Can I change Safari Portal content into a different language?
How can I add a call-to-action (CTA) button to my proposals?
Which languages are supported by the Safari Portal translation widget?
Can I pick which pages get included when I export an Itinerary or Lookbook as a PDF?
How to change your custom domain for branded links
🛟 Troubleshooting
Help! I can't log in to Safari Portal.
Why isn’t the image showing when I share link in WhatsApp?
Help! My password from Safari Portal Academy isn't working to log into Safari Portal / my Safari Portal password isn't working to log into the academy!?
How do I reset my password?
How do I get the pop-up asking me to refresh to go away?
Why are my clients being asked to log in when trying to view a proposal?
Help! The "Help & Updates" button isn't appearing
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Webinars
2026 Webinars
July 16, 2026 | What's New in Travel Dashboards — Plus a Chance to Win!
July 9, 2026 | A Whole New App Experience
June 25, 2026 | New Insurance Plan + More Ways to Offer Coverage in Safari Portal
June 18, 2026 | Zapier Workflow Deep Dive
June 11, 2026 | Live Working Session: One Travel Dashboard, The Entire Client Journey
June 4, 2026 | Automate Your Workflows with Zapier
May 28, 2026 | New Ways to Scale with Safari Portal
May 21, 2026 | Introducing Blueprint, Safari Portal's Operational Transformation Services
May 14, 2026 | New Travel Dashboards
May 7, 2026 | Marketing for Travel Companies
April 30, 2026 | Streamlining Your Booking Flow
April 23, 2026 | Unlocking More Efficiency
April 16, 2026 | Your New Dashboard
April 9, 2026 | Selling Travel Insurance
April 2, 2026 | Bookable Trips Featuring WTL
March 26, 2026 | What's Next & Pure Africa
March 12, 2026 | E-Signatures Made Easy
March 5, 2026 | Travel Insurance Deep Dive
February 26, 2026 | Imvelo & New Features Reveal
February 19, 2026 | Integrated Payments with NMI
February 12, 2026 | Bookable Trips & Asilia Africa
February 5, 2026 | Best Practices & Power Tips
January 29, 2026 | Built-in Insurance with Redpoint
January 22, 2026 | Supplier Payments with Flowbrite
January 15, 2026 | New Releases & Natural Wanders
2025 Webinars
December 11, 2025 | Year In Review & What's Next
November 20, 2025 | Enduata & Get Academy Certified
November 13, 2025 | Updates on Forms, Emails & Payments
November 6, 2025 | Spotlight on Serian & Easy File Recovery
October 30, 2025 | Upgrade Your Workflow
October 9, 2025 | Amaya Spotlight & New Map Styles
October 2, 2025 | Get Paid Faster with Safari Portal
September 25, 2025 | Evolve Back & Guest Portal Templates
September 11, 2025 | Entara Spotlight & Invoice Updates
September 4, 2025 | Intro to Custom Forms
August 28, 2025 | Mashatu Spotlight & Email Templates
August 21, 2025 | Automated Quotes with Google Sheets
August 14, 2025 | Credit Card Tools & African Bush Camps
July 31, 2025 | Desert & Delta Safaris Spotlight
July 24, 2025 | AI Master Class
July 17, 2025 | Updates from Lengishu & Borana
July 10, 2025 | Instant Proposals with Magic Import
June 19, 2025 | Power Up Your PR Program
June 12, 2025 | Master Class: Financials Module
June 5, 2025 | Dashboard Stages & Volcanoes Safaris
May 15, 2025 | Deep Dive: Book Now Buttons
May 8, 2025 | Calendar Builder Tips + Amaya
May 1, 2025 | Sneak Peek into Future Plans
April 24, 2025 | New Feature & Azulik Showcase
April 17, 2025 | Optimizing Travel Payments
April 10, 2025 | All About iFrames
April 3, 2025 | Interactive Workflow Workshop
March 27, 2025 | Custom Apps & Custom Templates
March 20, 2025 | Invoicing & Financials Intro
March 13, 2025 | Guest Portal Updates & LOIRIEN Mara
March 6, 2025 | Creating Custom Content
February 27, 2025 | Sharing Content & Morukuru Family
February 20, 2025 | Lookbooks Masterclass
February 13, 2025 | Creating Content on the Fly
February 6, 2025 | Guest Portal Best Practices
January 23, 2025 | The Ultimate Showdown: Classic Versus Calendar
2024 Webinars
December 5, 2024: Safari Portal's Year-End Update
November 21, 2024: Special Release: Recent & Upcoming Features
November 21, 2024: Few & Far Luvhondo & AI for Property Pages
November 14, 2024: Updates for Task Manager & Contacts
November 7, 2024: ENVI Sisini Serengeti Feature & Rearranging Travel Wallet Documents
October 31, 2024: Sneak Peak of Invoicing & Financials
October 24, 2024: Azulik Collection Feature & Merging Itineraries
October 17, 2024: Sneak Peak Of Our New Dashboards
October 10, 2024: Chuchungi House, The Safari Series & Bednight Reporting
October 3, 2024: Introducing Contacts
September 19, 2024: AI for Content Building
September 12, 2024: A Spotlight on Bush and Beyond with Jenny Salentine & Safari Portal's Task Manager
August 29 & 30, 2024: Introduction to the Task Manager
May 8, 2024: A Spotlight on Sion with Irving Betesh
April 25, 2024: Serengeti Balloon Safaris with Charlie Morison
March 28, 2024: Olepangi Farm with Elizabeth Loker
February 28, 2024: Ikuka Safari Camp with Charlie Morison
February 21, 2024: Evolve Back with Thomas Ramapuram
February 14, 2024: Finch Hattons with Wahza Dube
January 10, 2024: Year in Review & What's Coming Next with Rachel West
2023 Webinars
November 29, 2023: Ultimate Safaris with Birgit Mohrmann
November 22, 2023: Emboo River with Valery Super
November 15, 2023: African Bush Camps (with a focus on Zimbabwe) with Ray Berrouet
November 8, 2023: The Lion Trail & Constantia Wine Walk with Matthew Sterne
November 1, 2023: Desert & Delta Safaris with Stephen Frenkel
October 25, 2023: Sandcastle Luxury Villa with Cara Levinsohn
October 18, 2023: Cape Town Helicopters with Tamryn Russell
October 11, 2023: Time + Tide Africa with Kimi Reardon
September 27, 2023: Singita with Jessica Robertson
September 20, 2023: Kafunta Safaris with Izzy Defourny
September 13, 2023: Miracle Experience with Yago Leon
September 6, 2023: The Safari Series with Moon Hough
August 30, 2023: Cottar's Safaris with Brooke Berlin
August 23, 2023: Tortilis Marketing with Alex Johnston
August 16, 2023: Helicopter Horizons with Laura Morrison
August 9, 2023: Ol Jogi with Brooke Berlin
August 3, 2023: Using the iFrame Element in Safari Portal
July 26, 2023: Creating and Using Content Blocks in Safari Portal
July 19, 2023: African Bush Camps with Ray Berrouet
July 12, 2023: Icon Villas with Therese Botha
July 5, 2023: Lengishu with Eloise Best + Grouping Days in the Calendar Builder
June 28, 2023: Change The Order Of Events In Calendar Builder
June 21, 2023: Full Walkthrough of Safari Portal 2.0 with Rachel West
June 7, 2023: Sneak Peek of Safari Portal 2.0 with Rachel West
May 3, 2023: Sungani with Jordan Davy
April 26, 2023: The Royal Portfolio with Kimi Reardon
March 30, 2023: Using Templates
March 8, 2023: Lewa Wilderness with Kimi Reardon + Past Webinars
March 1, 2023: Export To Word
February 8, 2023: Zannier Hotels with Elizabeth Ferrer + Notice Board
2022 Webinars
December 14, 2022: African Bush Camps with Wahza Dube
December 7, 2022: Singita with Adrian Kaplan
November 9, 2022: Privacy Policy For Guest Forms
November 23, 2022: Time + Tide with Kimi Reardon + Duplicating Itineraries
November 2, 2022: Colina Verde Mozambique with Graham Pollard + Pre-Travel Pages
October 19, 2022: Angama Amboseli with Kate Boyd + Google MyMaps
October 12, 2022: Lengishu with Eloise Best + Content Filters + Deactivating Links
September 28, 2022: Kafunta Safaris with Izzy Defourny + Day by Day Itinerary
September 22, 2022: Best Practices
September 14, 2022: Icon Villas with Therese Botha + Itinerary Templates
September 7, 2022: iFrames
August 17, 2022: Borana Lodge with Eloise Best + Costing Templates
August 10, 2022: Newest Features
July 13, 2022: Push Updates
July 4, 2022: African Bush Camps with Wahza Dube + Activity Logs
June 22, 2022: Great Plains Conservation with Sarah Boeckmann + Save Function
June 15, 2022: Seas4Life with Julie Church + Save To Your Homescreen
June 8, 2022: The Hildana Lodge with Melissa Shepherd + 5 Top Tips
May 25, 2022: Asilia Africa with James Denny + Content Blocks for Costing Pages
April 20, 2022: Cottar's 1920 Camp with Brooke Berlin + File Names
April 9, 2022: Kapama Private Game Reserve with Ruth Bassett + Content Pages
March 23, 2022: Impodimo Game Lodge with Francois Schutte + Itinerary Templates
March 9, 2022: Content Blocks
February 23, 2022: Sungani with Jordan Davy + Resource Library
February 8, 2022: Morukuru Family with Rinse Wassenaar + Flights and Transfers Tab
January 25, 2022: Lewa Wilderness with Kimi Reardon + Content Pages
2021 Webinars
December 8, 2021: Mashatu with Kelly Braby + Managing Guest Portals
November 24, 2021: Everything PDFs
November 10, 2021: Lookbooks & Activity Log
October 27, 2021: Guest Portals
September 15, 2021: Adding Flights, Transfers & Basis of Stay
September 1, 2021: White Labeling
January 19, 2021: 2021 Review and 2022 Preview
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How do I rename a File?
How to quickly update the name of a File.

Changing the Internal File Name—the "bucket" that stores all Itineraries and Lookbooks related to a trip or client—is quick and easy.


Step-By-Step Instructions

  1. Click the three dots next to the File you want to update.
  2. Select Update File Info.
  3. In the File Name field, make your edits.
  4. Click Save.


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Keywords: File, rename a file, update file name, change file name.

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