The Travel Portal app allows your guests to have access to the itinerary details and information for all the trips you plan for them via a mobile app. The app is available via the Google Play or App Store and is for mobile phones only.
The easiest way to communicate to your guests to use the app is to ask them to download it from the Google Play or App Store and then register using the same email address you use to communicate with them.
Once they have done this, you can share an Itinerary, Lookbook, or Guest Portal using the ‘Share via Email’ option from within your Safari Portal dashboard. Be sure to use the same email address that they have used to register for the Travel Portal App and then the Itinerary, Lookbook, or Guest Portal will automatically appear in their app.
HEADS UP!
Lookbooks, or itineraries that you have already shared will not automatically appear in your client’s app IF they have downloaded the app AFTER you first shared them. In this situation you will simply need to share them again. The exception to this is a Guest Portal; this will always be automatically found on their app dashboard regardless of when you shared it.
If they have not yet downloaded the app, or if you prefer to share your Safari Portal digital documents via the ‘Copy Link’ option when sharing. They should follow these steps (the same instructions are also found in the app, per screenshots below):
1. Download the Travel Portal app from the App Store or Google Play and register
2. Click the link you share with them from their phone
3. Click the the mobile phone icon in the top right
4. Click the button that says "Already have the app? Click here"
We have put together some email templates (see below) that we hope will help communicate about Travel Portal with your clients.
🤓 Pro tip: There is a page in your Content Library called "Using the Travel Portal App" that has instructions you can include in any proposals to share with your guests.
Helpful Email Template #1: Share a Link with App Instructions
Dear so-and-so,
I'm thrilled to share this exciting itinerary proposal with you.
HERE is a link to view your custom digital itinerary.
If you view it on your mobile device, you will see a pop-up about our mobile app. The app is awesome and will make sure all your trip plans are easily accessible and in one place.
If you want to take advantage of it, you should click "Download in App" and then just make sure to click "Allow Paste" when it asks if you'd like to paste from browser. The itinerary will then automatically appear in your app and be saved to your dashboard.
I hope you like the itinerary and look forward to your thoughts.
Warm regards,
[Your name]
Helpful Email Template #2: Share a Guest Portal with App Instructions
Dear so-and-so,
I can't believe your trip is coming up so quickly now!
I’ve just sent you an invitation to your Guest Portal with tons of helpful information including blah blah blah (insert what you've included here).
If you have not already done so, you can download the Travel Portal app and you will be able to find your itinerary and information there.
The app is really great and will ensure you have easy access to everything you need for your upcoming trip in one place.
Let me know if you have any questions!
Warm regards,
[Your name]