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Safari Portal
Best practices, tips & inspiration
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
Get Creating
How should I make restaurant profiles?
How should I use restaurant pages? How should I make restaurant lists?
Dashboard
💞 Why You'll Love The Dashboard
Why you'll love the Dashboard!
🗃️ Overview of the Dashboard
What is the Dashboard?
What is a File?
What are the different tabs on the Dashboard?
What are custom Dashboard stages?
How do I search my Dashboard?
How do I collapse the sidebar navigation?
⚡️ Keeping Your 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 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?
🗄️ File 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 on my Dashboard, and how do I use them?
What information can I include on a File?
📊 Reporting
How do I generate a Bednight Report?
What can I do with the data from my 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?
🛟 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?
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?
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 can I generate a quick insurance quote if I don’t have an Itinerary?
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?
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 use the Magic Import feature to import cruise Itineraries?
How do I save check in and check out times for hotels?
Can I create custom Basis of Stay options in Calendar Builder?
❓ 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?
How do I use the Magic Import feature?
Can I create a quote from an Itinerary?
How do I manage multiple currencies in the Google Sheets Itinerary export?
🛟 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?
How can I remove images from a PDF before using Magic Import?
Help! Information events aren’t appearing on the Travel Brief.
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?
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?
Offering Travel Insurance in Safari Portal
❓ 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?
Can I use custom forms with the Redpoint Travel Insurance integration?
Why Safari Portal chose Redpoint as our travel insurance partner
🛟 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?
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?
Share Custom Content Pages with External Agents
🛟 Troubleshooting
Help! Safari Portal's AI can't generate a Property Page for me.
Help! I can't add in GPS coordinates.
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
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 make an email template?
How do I use the email template I made for my email tasks?
How do I edit an email template?
Help! How do I 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?
Contacts
💞 Why You'll Love the Contacts Module
Why you'll love the Contacts Module!
👋 Introduction to the Contacts module
How can I add contacts into my Contacts tab?
❓ 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 do I update a Partner Agent for White Labeling after it's been created?
What are Partner Agents?
How do I collect credit card authorizations?
How do I import Supplier or Partner Agent contacts?
How can I merge duplicate Contact profiles?
How do I export a list of contacts?
How do I share credit card authorizations via email?
Who can view credit card information?
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 use the Travel Portal app?
What instructions should I give my clients on how to download the Travel Portal app?
How can I customize 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 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.
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?
How to configure the Flywire integration
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?
NMI / Safari Portal Integration Overview
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 when completing the bookable trip process?
💸 Managing Expenses / Supplier Payments
Why use the Flowbrite integration for supplier and expense payments?
How to send supplier / expense payments through SP using Flowbrite
How Flowbrite Payments Work in Safari Portal
Adding Supplier Payments or Expenses into Safari Portal
Which currencies am I able to pay suppliers in via the Flowbrite integration?
How do I bulk pay suppliers?
💳 Stripe Integration
How do I get started with 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?
Why did Stripe take so much in fees from my first transaction?
What is multi-currency settlement in Stripe, and how does it work?
Help! Why isn't my surcharge working?
Can I accept Apple Pay or Google Pay if card payments are disabled in Stripe?
Which currencies support ACH payments in Stripe?
🪙 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 overdue and unpaid?
How can I view the profit margin for Files?
Adding Costs to an Invoice After a Payment Has Already Been Paid
🛟 Troubleshooting
Help! My invoice says “Error creating a checkout session”
Forms
💞 Why You'll Love Custom Forms
Why you'll love Custom Forms!
👋 Introduction to Forms
Custom Forms in Safari Portal
Where do form response emails go?
How can I see exactly what was filled out on a form, including text like terms and conditions?
How can a guest complete the same form for all travelers in a booking?
How do I embed Custom Forms?
What are Smart Fields on Custom Forms?
Can I add an e-signature to a Custom Form?
How do I assign a Form to a different File or remove it?
Can I share Custom Forms via email?
How do I trigger an automated email when someone submits a form?
How do I assign a form submission to a different File?
🛟 Troubleshooting
Help! Why can't I share my Form?
Help! My Custom Form isn’t showing on my Squarespace website.
In-App Messaging
About In-App Messaging
Can I turn off notifications for in-app messages?
Can I schedule chat messages?
Can I create multiple chats groups for one File?
Resource, Media, & Document Libraries
📁 Resource Library
What is the Resource Library?
🖼️ Media Library
What is the Safari Portal Media Library?
Can you use stock images from Safari Portal's Media Library outside of the platform?
How do I add or edit image tags?
Can I use images from Safari Portal created Property Pages in my Itineraries?
📄 Document Library
About the Document Library
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
Which integrations are currently supported by Safari Portal?
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.
🖌️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?
❓ FAQs
How does the language translation feature work?
How do I switch between different accounts?
How can I integrate Safari Portal with my CRM and set up the Google Sheets integration?
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?
Why did SP partner with Redpoint travel insurance? How do they compare to other travel insurance providers?
🛟 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?
Webinars
2026 Webinars
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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Task Manager
📝 Email Templates
How do I use the ema...
How do I use the email template I made for my email tasks?
Attach email templates to tasks to save time later.

Using templates you’ve already created is easy—just be sure the correct task type is selected.


Step-By-Step Instructions

  1. Create an email task or change a pre-existing task into an email task.
    1. You can do this for a one-off task or a task within your Task Set.
  3. Click the Select Template dropdown and choose the template you want to use.
  4. Click the green Update button.

    Using an email template when creating a task.gif

Keywords: Email template, how to use an email template, task email template, where are my task email templates.

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