🎬 Missed Our Thursday Webinar On Our Upcoming Features?

Don't worry! Watch this 12-minute video featuring Safari Portal's upcoming dashboards🌟

🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

Quick Takeaways:

• Rachel West, CEO of Safari Portal, provides an overview of new updates, focusing on dashboard enhancements.
• The existing dashboard enables users to organize files with detailed naming conventions and internal notes for easy searchability (e.g., by guest name, trip type, country, etc.).
• The new dashboard will streamline searches and make data organization more efficient, enhancing the user experience.
• Rachel demonstrates how to use the Calendar Builder to create and modify itineraries, such as adding a new stay in Cape Town.
• Users can pull pre-saved accommodations, room types, and other details from the Content Library to streamline itinerary creation.
• The system can automatically populate itineraries with area information for multiple days, enhancing the itinerary with relevant content instead of leaving days blank.
• An upcoming feature will allow users to insert pre-built itinerary templates (e.g., 3 days of private Cape Town tours) into other itineraries.
• The prototype dashboard will include task priority status, low-medium-high ratings, and the ability to set task probabilities of closing.
• Users will be able to add notes with timestamps, attach documents directly to files, and customize dropdowns for trip types, sources, and more.
• Next year, Safari Portal aims to introduce reporting features to analyze trip trends (e.g., referrals vs. repeat clients, family trips vs. solo travelers), with customizable tags for deeper insights.

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