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February 6, 2025 | Guest Portal Best Practices
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February 6, 2025 | Guest Portal Best Practices
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🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

 

Quick Takeaways:

  • The Safari Portal Team shared best practices for Guest Portals and provided a preview of upcoming features.
  • Guest Portals manage post-confirmation details, including traveler forms, pre-travel information, and important documents.
  • Guest Portal pages must be pre-created in the Content Library, which was recently updated with separate tabs for pages and templates.
  • Pages recommended in the webinar are pre-travel info, travel checklist, language tips, and app usage guide.
  • Arcade integration allows users to create step-by-step tutorials for visas, travel processes, and more.
  • Guest forms can be pre-filled or completed by clients, and all traveler details are saved in the Contacts Module.
  • The Travel Wallet stores e-tickets, waivers, and documents, with automatic uploads for passports and visas.
  • Agents can share Guest Portals with clients, and a new feature allows users to customize email templates for sharing.
  • Clients will soon log in with a one-time code instead of a password for easier access.
  • The webinar previewed an upcoming "Magic Import" feature that will allow users to upload third-party itineraries and convert them into Safari Portal itineraries.

 

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

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