We've designed Safari Portal to be intuitive, but we also know there's a lot you can do with the platform!
Whether you're just getting started or looking to make the most of advanced functionality, we offer several ways to learn at your own pace.
Our number one recommendation? Start with Your Guide to Safari Portal, available directly inside the platform.
👋 1. Your Guide to Safari Portal — The Best Place to Start!
Learn by doing, with short videos, practical exercises, and rewards along the way.
Your Guide to Safari Portal is our most comprehensive and engaging way to learn the platform.
To access it, click the waving hand icon in your left-side navigation, just above the Today Dashboard and Files Dashboard icons.
The Guide takes you through Safari Portal using:
- Short video tutorials: Most are just 1–3 minutes long.
- Hands-on exercises: Put what you've learned into practice right away.
- Real examples: Explore sample Lookbooks, Itineraries, and Travel Dashboards.
- Helpful resources: Access relevant Help Center articles for additional guidance.
- Points and badges: Track your progress and earn rewards as you complete lessons.
Learn the foundations in about an hour of video
The entire Foundations curriculum contains approximately 66 minutes of video, divided into short, manageable lessons.
You don't need to set aside an hour at once! Complete a few lessons whenever you have time, then pick up where you left off.
Some lessons also include hands-on activities, so the total time needed to complete the courses will depend on how much time you spend exploring and practicing.
You can follow the recommended learning path or jump directly to the topics most relevant to your business.
📚 2. Explore All Available Learning Guides
Below is a comprehensive overview of the courses available in Your Guide to Safari Portal.
Foundations
These seven learning tracks cover the essential features and workflows you'll use throughout Safari Portal.
🚀 Getting Started
From setting up your account to sharing your first complete client experience.
This is the ideal starting point for anyone new to Safari Portal. You'll create your first Lookbook, collect client feedback, build an itinerary, and bring everything together in a Travel Dashboard.
| Lesson | What you'll learn | Video |
|---|---|---|
Get Set Up | Create your account and add your company logo so you're ready to start building. | 1 min |
Build Your First Lookbook | Present properties, experiences, and ideas in a beautiful, shareable Lookbook. | 1 min |
Collect Client Input | Create a Feedback Form to gather client preferences without lengthy email exchanges. | 1 min |
Create a Travel Dashboard | Create a central hub for everything your client needs before and during travel. | 1 min |
Build the Trip | Create your first day-by-day itinerary. | 2 min |
Bring It All Together | Add helpful cards, customize the theme, and share your completed client experience. | 3 × 1 min |
Total video time: approximately 9 minutes.
🧩 Core Concepts
Get familiar with the building blocks of Safari Portal.
Learn how Files, Contacts, Forms, Content Library, and Templates work together to power the platform.
| Lesson | What you'll learn | Video |
|---|---|---|
Files Dashboard | Understand how Files organize trips and inquiries, and create your first File. | 3 min |
Content Library | Discover how reusable content works and create your first About Us page. | 4 min |
Contacts | Explore traveler profiles and create or import your first contact. | 3 min |
Forms | Customize a sample Form to collect information from travelers. | 2 min |
Templates | Turn content you've already created into a reusable Template. | 2 min |
Total video time: approximately 14 minutes.
✨ Create & Inspire
Bring your travel recommendations to life with beautiful, branded client experiences.
Explore the creative side of Safari Portal, from inspirational Lookbooks to personalized Travel Dashboards.
| Lesson | What you'll learn | Video |
|---|---|---|
See How It All Comes Together | Explore a finished client experience to understand what's possible. | 5 min |
Lookbooks | Create a presentation to showcase destinations, properties, and experiences. | 2 min |
Travel Dashboards | Build a central hub where clients can access everything related to their trip. | 2 min |
Themes & Branding | Customize colors, fonts, and styles to reflect your brand. | Hands-on |
Total video time: approximately 9 minutes.
🗺️ Build Itineraries
Learn the different ways to create itineraries — and when to use each one.
Whether you're creating a property-focused itinerary or a detailed day-by-day travel experience, you'll learn which building approach works best.
| Lesson | What you'll learn | Video |
|---|---|---|
Building with Classic Builder | Create a property-centric itinerary and understand when Classic Builder is the right choice. | 9 min |
Building with Calendar Builder | Build a detailed itinerary organized chronologically by day. | 8 min |
Building with Magic Import | Convert an existing itinerary into a Safari Portal itinerary. | 2 min |
Total video time: approximately 19 minutes.
💳 Book & Confirm
Move from travel inspiration to confirmed bookings and payments.
Learn how to create bookable experiences, issue invoices, offer insurance, and collect secure payment authorizations.
| Lesson | What you'll learn | Video |
|---|---|---|
Bookable Trips | Turn an itinerary into a trip clients can book and pay for. | 2 min |
Invoices & Travel Payments | Learn how invoicing and payments work, then create your first invoice. | 3 min |
Travel Insurance | Add an insurance option to a client's trip. | Hands-on |
Credit Card Authorizations | Create a reusable Form to securely collect payment authorization. | Hands-on |
Total video time: approximately 5 minutes.
📱 Stay Connected
Keep your travelers informed, connected, and prepared for their journeys.
Explore the traveler-facing mobile app and learn how to share trip information and communicate with clients.
| Lesson | What you'll learn | Video |
|---|---|---|
The Traveler App | Download the app, share trip content, and explore offline access. | 2 min |
Messaging | Send a message from a File and explore how communication works. | 2 min |
Get Travelers into the App | Invite travelers to download the app and access their trips. | Hands-on |
Total video time: approximately 4 minutes.
⚙️ Run Your Business
Discover the operational tools that keep your business organized and efficient.
Learn how to manage tasks, track financial information, and stay on top of your day.
| Lesson | What you'll learn | Video |
|---|---|---|
Tasks | Create and assign tasks, and explore reusable Task Sets. | 3 min |
Invoicing & Financials | Track expenses and understand profitability across your trips. | 3 min |
Today Dashboard | Explore your daily workspace and keep track of important activities. | Hands-on |
Total video time: approximately 6 minutes.
Advanced Training
Once you're comfortable with the fundamentals, explore these focused courses to take your knowledge further.
✨ Superbuilder Sneak Peeks
Get an early look at the next generation of Safari Portal.
| Lesson | What you'll learn | Video |
|---|---|---|
Superbuilder Lookbooks | See how to create stunning Lookbooks with Superbuilder. | 11 min |
New sneak peeks are added as they become available.
📁 Deep Dive: Files
Master the central workspace for managing trips and inquiries.
| Lesson | What you'll learn | Video |
|---|---|---|
What Is a File? | Understand how Files bring trip information together. | 1 min |
File Information | Capture important trip details and customize your data fields. | 1 min |
Manage Your Pipeline | Create custom stages to track trips from inquiry through travel. | 1 min |
Your Operational Calendar | View upcoming travel, deadlines, and activities in one place. | 1 min |
Reporting & Insights | Use your File data to understand conversion rates, travel trends, and performance. | 1 min |
Total video time: approximately 5 minutes.
🧱 Deep Dive: Content Library
Make the most of your reusable content.
| Lesson | What you'll learn | Video |
|---|---|---|
Meet Your Content Library | Understand the role of the Content Library in Safari Portal. | 1 min |
Resource Hubs | Keep operational resources organized behind the scenes. | 1 min |
Build With the Element Library | Create engaging content using interactive elements. | 2 min |
Keep Your Content Up to Date | Make updates once and apply them wherever content is reused. | 1 min |
Share & Reuse Your Content | Learn how to use your existing content across the platform. | 1 min |
Total video time: approximately 6 minutes.
👥 Deep Dive: Contacts
Organize your relationships and build a smarter contact database.
| Lesson | What you'll learn | Video |
|---|---|---|
Get to Know Your Contacts | Explore Travelers, Partner Agents, and Suppliers. | 1 min |
Build Your Partner & Supplier Network | Create profiles for the partners and suppliers you work with. | 1 min |
Build Your Contact Database | Import contacts and discover how profiles grow richer over time. | 1 min |
Find & Segment Your Contacts | Use filters and saved searches to find exactly who you need. | 1 min |
Track What Matters to Your Business | Customize Contact profiles with fields relevant to your business. | 1 min |
Total video time: approximately 5 minutes.
📝 Deep Dive: Forms
Collect information efficiently and automate your client workflows.
| Lesson | What you'll learn | Video |
|---|---|---|
Forms Overview | Build, customize, and publish your first Form. | 1 min |
Smart Fields | Automatically update Contact profiles using Form responses. | 1 min |
Configure Your Form & What Happens After Submission | Control Form settings and the post-submission experience. | 1 min |
Sharing & Embedding | Share Forms with travelers or embed them where needed. | 1 min |
Signatures & Credit Card Authorizations | Securely collect signatures and payment authorizations. | 1 min |
Manage Your Form Submissions | Review traveler responses and manage completed submissions. | 1 min |
Total video time: approximately 6 minutes.
Manage your finances with confidence, from invoicing and client payments to supplier expenses and profitability tracking.
Lesson | What you'll learn | Video |
|---|---|---|
Connect Your Financial Tools | Connect a payment processor to collect client payments and set up Flowbrite for supplier payments. | 4 min |
Create Your First Invoice Template | Save time and ensure consistent invoicing with reusable invoice templates. | 2 min |
Invoice Your Client & Collect Payments | Create invoices, collect client payments, automate reminders, and track outstanding balances. | 2 min |
Create & Manage Supplier Expenses | Track supplier expenses, manage payment schedules, and monitor outstanding amounts. | 2 min |
Pay Suppliers with Flowbrite | Initiate supplier payments directly from Safari Portal and manage international payments and currency exposure. | 2 min |
Stay on Top of Payments | Monitor incoming and outgoing payments, track outstanding balances, and stay ahead of payment deadlines. | 2 min |
Understand Profitability & Financial Performance | Track trip profitability, analyze financial performance, and make more informed business decisions. | 2 min |
Total available video time: approximately 14 minutes.
🎓 3. The Safari Portal Academy
Prefer learning outside the Safari Portal platform?
The Safari Portal Academy provides access to the same video tutorials and lessons featured in Your Guide to Safari Portal's Foundations curriculum. It does not contain the Advanced courses.
The key difference is how you access the training:
- Your Guide to Safari Portal: Available directly inside your Safari Portal account, where you can learn while working and earn points and badges.
- Safari Portal Academy: A separate learning environment accessible without logging into the Safari Portal platform.
Important: The Academy requires a separate login. Your Safari Portal account credentials will not automatically work there.
For the most seamless learning experience, we recommend using Your Guide to Safari Portal directly inside the app.
🌸 4. Ask Lily — Your AI Learning Assistant
Have a question? Just ask Lily!
Lily is our AI assistant, trained on the articles throughout the Safari Portal Help Center.
You can ask questions in plain language, just as you would ask a member of our support team.
For example:
- "What's the difference between a Lookbook and an Itinerary?"
- "How do I create a reusable Template?"
- "Can I collect passport information using Forms?"
- "How do I track profitability on a trip?"
Lily can explain how features work, walk you through processes, and link you directly to relevant Help Center articles.
✨ Coach Me, Lily!
Lily also has a special trick called Coach Me, Lily!
Rather than waiting for you to ask a question, Lily can provide personalized recommendations based on how you're using Safari Portal.
She can help you discover opportunities to work more efficiently, explore features you may not be taking advantage of, and make better use of the tools available to you.
Think of it as a personalized platform coach, helping you get more out of Safari Portal as you go.
📖 5. Explore the Help Center
Prefer reading or need detailed instructions?
You're already in the right place!
Our Help Center contains step-by-step articles covering Safari Portal's features, settings, and workflows.
It's especially helpful when you need detailed guidance on a particular feature or want to revisit something you've learned in a video.
You can browse articles by category or search for a specific topic.
For a structured learning experience, however, we recommend starting with Your Guide to Safari Portal and using the Help Center as a companion resource.
💬 6. In-App Help and Product Updates
The Help & Updates widget inside Safari Portal provides convenient access to contextual help relevant to the page you're viewing.
You can also search the Help Center directly from the widget.
To stay informed about what's new, check our Product Updates & Announcements, where we share new features, enhancements, and important platform updates.
You will see a pink number badge in the Help & Updates widget when a new product update has been announced. This is the best way to keep up-to-date with new features.
✉️ 7. Contact Our Support Team
Need help with a specific question or something that isn't working as expected?
Our support team is always happy to help.
Email us at [email protected] with your question, and include any relevant details or screenshots so we can assist you as efficiently as possible.
Our inbox is monitored across multiple time zones, and we aim to respond as quickly as we can.
What about one-on-one training?
For most training needs, we recommend starting with Your Guide to Safari Portal, Lily, and our Help Center. These resources are designed to help you learn the platform thoroughly and at your own pace.
If you've worked through the relevant resources and still need help with a specific workflow or more complex question, you can request a one-on-one support session.
Our team can help determine whether a call would be the most effective next step.
🌟 Ready to Become a Safari Portal Pro?
The best way to learn Safari Portal is to explore, experiment, and build.
Start with Your Guide to Safari Portal, complete a few short lessons, and try out what you've learned.
With approximately an hour of Foundations videos, practical exercises, advanced courses, and Lily available to help along the way, you'll have everything you need to build confidence and make the most of the platform.
Open Safari Portal, click the 👋 waving hand icon in your side navigation, and get started!
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