✨ 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

Lookbook Inspiration

Itinerary Inspiration

Travel Dashboard Inspiration

How should I make restaurant profiles?

How should I use restaurant pages? How should I make restaurant lists?

Today Dashboard

Why you'll love 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?

How do I generate a Trip Summary document?

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?

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

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

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?

What if I don’t want to quote by any of the available options on the Costs tab?

How do I create a Cost Template?

How do I edit a Cost Template?

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?

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?

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?

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?

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?

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?

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?

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?

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!

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?

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?

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 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?

Why you'll love Travel Dashboards!

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?

Travel Dashboard best practices

What do I do if I shared a Travel Dashboard without a passcode?

How does card visibility work on a Travel Dashboard?

Adding a Form 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

Adding a Checklist Card to a Travel Dashboard

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

Where does the image come from when sharing a Travel Dashboard via email?

Why you'll love 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?

Property Pages

Area Pages

Activity Pages

Miscellaneous Pages

Pre-Travel Information Pages

Introductory Note Pages

About Us Pages

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?

Help! Safari Portal's AI can't generate a Property Page for me.

Help! I can't add in GPS coordinates.

What is the Element Library?

About the Text Element

How can I bold, italicize, or underline text in an Itinerary?

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?

About the Section Element

Help! I accidentally deleted a section in the inline editor.

About the Video Element

About the Fast Facts Element

Why have my Fast Facts icons disappeared?

About the PDF Element

Help! I can't upload a PDF!

How do I delete individual documents from a group of PDFs?

About the Content Block 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?

About the Accordion Element

About the Invoice Element

About the Forms Element

Why you'll love the 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?

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?

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?

How do I sort and filter tasks?

What if I only want to see tasks assigned to me?

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?

Why you'll love the Contacts Module!

What is a Contact Profile?

How can I add contacts to my Contacts module?

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 edit the dropdown options on my Contact Profile fields?

Create your own Custom Fields and customize traveler contact profiles

How contact ownership works

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?

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?

Why You'll Love the Financials Module!

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

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?

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?

How do I hide the Book Now button or switch to a waitlist after guests have already booked?

How to manage payments made outside Safari Portal or apply credits on a Bookable Trip

Adding Supplier Payments or Expenses into Safari Portal

How do I bulk pay suppliers?

How to Manage Supplier Credit Notes

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?

Creating Net Remit Agent Invoices (UK)

Help! My invoice says “Error creating a checkout session”

What should I do if my client is having trouble paying an invoice?

Why you'll love Custom 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?

How do I create and manage Credit Card Authorization from forms?

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?

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

Why are fields hidden in form submission emails?

Why you'll love 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

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.

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?

Can guests send file attachments in chat?

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 are Message Templates?

What are Message Sets?

What is the Templates Module?

How do folders work in the Templates module?

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?

How do I set up my Account Settings as an Account Admin?

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?

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?

🙌 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?

What integrations are currently supported by Safari Portal?

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.

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?

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?

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

How to configure the Flywire integration

Why is the “Pay” button missing on an invoice even though I have Flywire set up?

NMI / Safari Portal Integration Overview

How do I connect my Protected Payment Services (PPS) account?

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?

How the TourPlan integration works

What does the Safari Portal API do?

What you can build with the Safari Portal API (Beta)

Connect Safari Portal to your AI assistant (MCP Beta)

How do I connect Safari Portal to ChatGPT as a custom MCP server?

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

What does the Privacy Policy in Company Settings do?

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

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?

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

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

How do I contact Safari Portal support?

Meet Lily, Your Safari Portal AI Assistant