🎬 Missed Our Thursday Webinar on Safari Portal's recent and upcoming features?
Don't worry! Watch it below 🌟
🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.
Quick Takeaways:
- Sarah Stern and Rachel West review Safari Portal's recent releases and explore what's in store. For recent releases, they discuss the following:
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Enhanced Dashboard: The new dashboard automatically updates trip statuses based on current dates (e.g., moves trips from "Planning" to "Traveling" and then to "Completed"). It also saves all shared materials, internal notes, and guest forms for easy reference.
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Generative AI for Content Creation: This feature allows agents to create property and area pages with AI in seconds. The tool generates detailed overviews, activities, highlights, and quick facts. AI-generated content can be customized, reviewed, and enhanced with images sourced directly from a media library or pasted in from online sources.
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Task Manager for Streamlined Workflows: Enables the creation of default and customizable task sets. Tasks can be configured with due dates relative to trip milestones, such as sending final invoices or client follow-ups. Integration with email templates allows automated or one-click communication directly from the task manager.
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Centralized Contact Management: Stores guest data, including trip history, preferences, dietary needs, and uploaded documents like passports and insurance. Automatically syncs updated guest forms to the contact database. Also facilitates secure sharing of guest information (e.g., passports, flights) with suppliers and ground operators through encrypted messages.
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Bednight and Property Reports: Provides detailed analytics on bednights booked by agents, properties, and areas. Data can be exported into spreadsheets for supplier negotiations, e.g., leveraging high booking numbers to secure better rates.
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Branded and Customizable Itineraries: Safari Portal's itineraries can be fully customized to reflect a client or company’s branding, ensuring consistency with fonts, colors, and logos. Newly added guest portals provide travelers with real-time itinerary updates, pre-travel resources, and access to travel documents in a user-friendly format.
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- Rachel discusses upcoming releases from Safari Portal, which include:
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Dashboard 2.0: Manage and track leads through a sales funnel, including setting custom sales stages and tracking details such as lead sources, sales consultants, and trip types. Will also have enhanced customization, such as adding tags for filtering and prioritizing trips, and attaching travelers at the planning stage.
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Comprehensive Invoicing and Financial Tools: Allows agents to create detailed invoices with customizable payment schedules (e.g., deposits, final payments). Integration with Stripe enables multiple payment methods, including credit card, ACH, and bank wire, with options to pass on or absorb transaction fees. Automated reminders for due payments. Supplier payment integration via Flowright simplifies outgoing payments and enables bulk payments with competitive foreign exchange rates.
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Custom White-Labeled App: Offers agencies the ability to create branded apps in the app store, enabling clients to access their itineraries via a mobile platform with the company’s logo, colors, and design. Provides a seamless and elevated client experience, making the app feel like a direct extension of the agency’s brand.
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 📌 Keep an eye on our Notice Board for new and upcoming releases!Â