Safari Portal serves as a comprehensive solution, enabling you to manage your guests' entire journey, starting from their initial inquiry and continuing throughout their holiday. It offers the convenience of incorporating things like payment links and waivers directly into their itinerary, eliminating the need for multiple attachments and links to be sent in your emails.
So how can you include a waiver that needs to be signed into your client's itineraries? Well, it's actually pretty simple.
There are two ways of going about this. You can navigate to your Itinerary tab within the itinerary that you are wanting to attach a waiver too and open up the element library within the location that you would like to add the waiver or contract.
From there, you can either upload it as PDF and your guests can download it and sign it from their side. The downside to this is that they cannot upload it back on onto the itinerary and instead will have to email you the document back.
An alternative solution we recommend is utilizing a platform such as Digisigner, a low-cost third party signature software that can be seamlessly integrated as a hyperlink within a Content Page that you then pull into your proposals. Once this Content Page (with the hyperlink embedded) has been created within your Content Library, you can easily pull it into multiple itineraries allowing guests to conveniently access the link there and then.
To do this,
1. Create a free online account with Digisigner
2. Upload any waivers or contracts that need to be signed by clicking Upload Document. This document will now live within Digisigner.
3. Click More, and then click Create Link. When the pop-up appears, click Create Link again. Note you should check the option the require signer's to enter their name and append to the document, and possibly their email address as well.
4. You can now copy this document link and embed it as a hyperlink within a Safari Portal Content page
What's great about this is that once you have embedded that link into a Content page, you can simply reuse that page anytime you need that particular waiver signed. It's no-maintenance at all after the initial set-up, and Digisigner will store copies of the signed waivers for you.
🤓 Pro Tip: We would recommend creating a Miscellaneous Content Page within your Content Library called Terms & Conditions or something similar and then embed the hyperlink where applicable. Save the Content Page and pull it into any proposals going forward.
And voila! That's an easy way for clients to sign waivers and documents in no time at all 🎉