We have so much we've done so far, and so much on the horizon! Use the links below to jump to different sections:
Released
The following features have already been released:
2021
- Email notifications when clients view your itinerary links - released June 14, 2021 ✅
- Duplicating Itineraries - released June 21, 2021 ✅
- Updating the algorithm that automatically sets the Primary Images on the Cover page, Safari Overview, Safari Map, and Safari Costs pages - released June 29,2021✅
- Being able to hide the Costs page (and any other page) from itineraries - released June 29, 2021 ✅
- Can pull in more than one page on the General Info tab of the itinerary builder for About Us, Note About Your Safari, and Terms & Conditions - released July 22, 2021 ✅
- "Allowing the Account Administrators to manage user permissions so that more than one user can see all the Itineraries that other consultants within the same company are working on - released July 22, 2021 ✅
- Can manage Subscriptions and Billing through Account Settings and pay via credit card - released July 22, 2021 ✅
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Exporting Itineraries as print-friendly PDF's - released August 4, 2021 ✅
- improving PDF generation time, file size, and orientation - released October, 2021 ✅
- White labeling: being able to change the logo and contact details on a proposal to collaborate with another Agent - released August 26, 2021 ✅
- Adding area and property names while hovering over points on the map - released August 26, 2021 ✅
- Language translation services - released Sept 16, 2021 ✅
- Allowing agent to collaborate with other Agents on Safari Portal by sharing a copy of the proposal into their dashboard - released Sept 16, 2021 ✅
- Saving itineraries as Sample Itineraries so that you can start from a template when creating new proposals - released October 1, 2021 ✅
- Allowing agents to share individual Property pages and other pages from their Content Library released October 1, 2021 ✅
- Adding bullets and alignment to the toolbar - released October 1, 2021 ✅
- Allowing agents to work directly with our Creative Team to design a custom itinerary template that matches their branding with fonts, colors, and more - released October 1, 2021 ✅
- Improving the load time for the proposals - released October 13, 2021 ✅
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Customizing the URL and slug of the itinerary links you share so that you could share an itinerary for example from itineraries.mysafaricompany.com/rachelsitinerary - released October 13, 2021 ✅
- Note this is a Tier ii feature
- Duplicating lookbooks - released October 2021 ✅
- Improving the PDF output to be faster to generate and smaller in size, and portrait orientation - released October 2021 ✅
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Guest Portals: allow agents to manage Guest Forms, Safari Manifests, Pre Travel Information, Documents like vouchers, waivers (can link to docusign), e-tickets, and more - released October 25, 2021 ✅
- Note Guest Portals are a Tier ii feature
- Activity Logs so agents can see a record of when proposals had been viewed - released October 25, 2021 ✅
- Adding Documents to the Element Library so that users can attach PDF documents to proposals - released October 25, 2021 ✅
- Adding the toolbar to the Costs tab - released October 25, 2021 ✅
- Being able to drag and drop around Pre Travel page blocks and Fast Fact blocks - released Nov 16, 2021 ✅
- Export PDF with images - released Nov 16, 2021 ✅
- Adding spell check to the Details tab - released December 2, 2021 ✅
- Share Guest Info functionality: one click allows agents to share relevant guest information with suppliers, DMC's, and ground partners as needed - released December 2, 2021 ✅
- Note Sharing Guest Info is a Tier ii feature
- Open API to allow Agents to sync their tour operating system with Safari Portal - released December 2, 2021 for Tourplan ✅
- Caching itineraries and Guest Portals so they can be available offline - released December 27, 2021 ✅
- Adding a Flights tab with Flight tracking API to the itinerary inline editor - released December 27, 2021 ✅
2022
- Improving the white labeling feature so that sub-users on an account can also edit personas - released January 30, 2022 ✅
- Allowing you to share Sample Itineraries from the Content Library without having to create an itinerary first - released January 30, 2022 ✅
- Improving our Flights module so you can easily edit and update any flight data pulled in through the API - released January 30, 2022✅
- Allowing you to change the subheadlines on content pages from the Content Library without having to do it on the proposals themselves - released January 30, 2022 ✅
- Storing SSL certificates for custom domains to show the secure symbol on custom domain links - released February 17, 2022 ✅
- Updating our photo algorithm to set supplier photos as Primary photos if that property is included in a proposal and we don't have any area photos available - released February 17, 2022 ✅
- Adding page wide search functionality to Itineraries dashboard, Content Library, and Resource Library - released March 3, 2022 ✅
- Allowing agents to pull in any pages from the Content Library as blocks within a page rather than a stand-alone page - released March 3, 2022 ✅
- Improving our Open API so that you can generate the Safari Portal link without ever having to go into Safari Portal when building itineraries from a third party platform like Tourplan - released March 17, 2022 ✅
- Moving the Note About Your Safari page so that it appears directly after the Cover Page within an itinerary - released April 4, 2022 ✅
- Only show the notification about cached itineraries being available offline for confirmed itineraries and only once per day - released April 4, 2022 ✅
- Adding a default custom filter to Content Library tables and Resource Library - released April 4, 2022✅
- Add a miscellaneous field for additional documents in the Guest Forms -released April 14, 2022 ✅
- Add the total number of views to the notifications emails and include the file name in that email too - released April 14, 2022 ✅
- Change the file name for all proposals within any given file - released April 14, 2022 ✅
- Improving the photo setting algorithm so if you have edited any primary photos the system will not overwrite any of the photos if you update the itinerary - released April 28, 2022 ✅
- Allowing you to save itineraries and guest portals as an icon on your homescreen for easy reference later using and even easier offline access - released June 9, 2022 ✅
- Improving the photo algorithms for lookbooks so that if you don’t include any properties the primary photos get pulled in from areas - released June 21, 2022 ✅
- Improving the maps on lookbooks so that if the area and property location are the same it only shows one map pin - released June 21, 2022 ✅
- Pushing updates from Content Library pages to any active proposals using the page - released July 7, 2022 ✅
- Adding the ability to update the Start Date of an Itinerary so all the services automatically update - released July 7, 2022 ✅
- Removing the default safari language throughout the platform - released July 7, 2022 ✅
- Improving our navigation and showing a Table of Contents on shared itineraries - released August 5, 2022 ✅
- Improving the search functionality on the General Info tab, in Lookbook Inclusions, and from within the Details tab of Itineraries - released August 5, 2022 ✅
- Generating fewer CSV files when sharing guest info - released August 5, 2022 ✅
- Adding an iFrame element (can embed Google maps, Tripclip) - released September 1, 2022 ✅
- Improving the email guests receive when proposals are shared through the system, including guest portals - released September 1, 2022 ✅
- Updating the reply to email addresses on system-generated emails to consultant emails - released September 1, 2022 ✅
- Deactivating itinerary and lookbook links - released September 29, 2022 ✅
- Add content filters to Details tab and General Info tab for when you are creating proposals -released September 29, 2022 ✅
- Add validation for Google's My Maps to our iFrame feature - released September 29, 2022 ✅
- Improving the general look and feel of the platform - released November 3, 2022 ✅
- Adding Dutch to the Deepl library so itineraries can be translated into Dutch (in addition to all the other languages we already support) - released November 3, 2022 ✅
- Adding a filter on the Media Library so you can easily sort your own photos from Safari Portal photos - released November 3, 2022 ✅
- Making the number of itineraries visible on each itinerary table stick so that you can always view 50 or 100 itineraries at once - released November 3, 2022 ✅
- Changing the subject lines for shared proposals back to how we previously had them - released November 3, 2022 ✅
- Adding the ability to pull in elements from the Element Library on the Trip Manifest page within Guest Portals - released November 3, 2022 ✅
- Updating the header on the client facing itineraries with ability to download PDF version of the proposal on mobile and some helpful tooltips - released November 17, 2022 ✅
2023
- Export to Word for itineraries and lookbooks - released February 21, 2023 ✅
- Improved Contact your Consultant modal - released March 17 ✅
- Improved deactivated itinerary screen - released March 17, 2023 ✅
- Added Chinese to language translation widget - released March 17, 2023 ✅
- Export to Word for guest portals - released April 18, 2023 ✅
- Duplicating Guest Portals having multiple Guest Portals attached to one itinerary - released April 18, 2023 ✅
- Improved the Costs tab - released April 18, 2023 ✅
- Updated the title that displays when sharing itinerary links via text/ whatsapp - released April 18, 2023 ✅
- Updated the screen that guests see when a link has been deactivated (for custom domains) - released April 18, 2023 ✅
- SAFARI PORTAL 2.0 (The Calendar Builder): Creating a new alternate Details tab flow designed for itineraries with many time specific activities and adding flights via api on the itinerary level - released June 12, 2023 ✅
- SAFARI PORTAL 2.0 (The Calendar Builder): Export to PDF - released July 10, 2023 ✅
- Calendar Builder Accommodations Only tab, Flights Only tab on Travel Brief - released July 10, 2023 ✅
- Added notes sections on event modals
- Added ability to customize itinerary templates
- Added Display Settings and number of nights in Accommodations modals
- Added Flights and Transfers Display Settings
- Unchecked “Collapse within more details” checkbox as default Improvements to Calendar Builder - released August 22, 2023 ✅
- Released the Safari Portal Genie - released August 22, 2023 ✅
- Updated the text on the checkbox on the Costs Tab - released August 22, 2023 ✅
- Added default Note in Costs Tab - released August 22, 2023 ✅
- Improved emails that get sent through system when itineraries, lookbooks, and guest portals are share with client/ agent, and when client info shared using Send Guest Info button - released Sept 19, 2023 ✅
- Added user permissions for the Content Library - released Sept 30, 2023 ✅
- Solved for flights that cross the International Date Line - released Sept 30, 2023 ✅
- Added Finnish, Japanese, and Romanian to translation widget - released Sept 30, 2023 ✅
- Improved our email templates that get automatically sent out when you share itineraries, lookbooks, and guest portals - released Sept 30, 2023 ✅
- The Safari Portal traveler facing APP - released November 2, 2023 ✅
- Added vehicle type in Transfer event modal (Calendar builder) - released November 11, 2023 ✅
- Launched new in-app guidance - released November 11, 2023 ✅
- Solution for saving issue when content pages are used in itineraries at the same time as they are being edited - released November 11, 2023 ✅
- Updated welcome screen / flow - released November 11, 2023 ✅
- Updated Guest Portal language —> Itinerary and Information - released November 11, 2023 ✅
- Updated photo algorithm for Calendar builder itineraries - released November 11, 2023 ✅
- Show itinerary overview for Calendar builder itineraries on confirmed itineraries table on itineraries dashboard - released November 11, 2023 ✅
- Show rooms on external API and start from template from API - released November 11, 2023 ✅
- Updated the user experience on the Guest Forms - released November 11, 2023 ✅
- Automatically refresh after new releases (no more yellow snackbar) - released December 21, 2023 ✅
- Added the ability to choose different icons for events (Calendar Builder) - released December 21, 2023 ✅
- Changed the Table of Contents and mobile navigation to show Dates rather than Days for Calendar built itineraries when organized by date - released December 21, 2023 ✅
- Added Czech, Norwegian, & British English to translation widget - released December 21, 2023 ✅
- Improved offline availability on the Travel Portal mobile app - released December 22, 2023 ✅
2024
- Calendar builder Export to Word - released January 26, 2024 ✅
- Now, when you share or invite a client to an itinerary, lookbook, or Guest Portal by inputting their email address, and that email address is registered to a Travel Portal app account, that itinerary, lookbook, or Guest Portal will automatically appear in their app dashboard.
- This means you can simply ask your clients to download the Travel Portal app using the same email address you share their itineraries/ guest portals to and they will find everything they need
- We've updated the way itineraries, lookbooks, and Guest Portals are added to the Travel Portal app! - released February 5, 2024 ✅
- Updated header with file name and itinerary name so you can easily see what itinerary you are working in - released February 5, 2024 ✅
- Updated the navigation to make it more clear to know which itinerary or content page you are working on - released February 5, 2024 ✅
- And, if the passport expires within six months of travel it will automatically trigger a warning
- Added some optional fields to the Guest Forms: passport number, passport expiry, and rooming information - released February 5, 2024 ✅
- Added a calendar picker to the Guest Forms to avoid guests entering the wrong dates - released February 6, 2024 ✅
- We've made it so you can select more than one flight from the Flight event input in case there is a stop - released February 5, 2024 ✅
- "Overnight" stays will automatically appear the bottom of the day page in Calendar built itineraries - released February 5, 2024 ✅
- Added some very clear instructions within the Travel Portal app to inform your guests how to add itineraries to their app dashboard - released February 5, 2024 ✅
- Live flight notifications are here! - released March 14, 2024 ✅
- Integrations with Google sheets - awaiting Google approval… March 14, 2024
- Calendar builder: Multi-day activities and days with only Overnight stays (ie, days where no events are planned other than an overnight at an accommodation) will automatically be grouped on the Table of Contents - released March 14, 2024 ✅
- Updated the way some county names are displayed (ie, Vietnam instead of Viet Nam) - released March 14, 2024✅
- Added the ability to send guest info from multiple guest portals at once, if you have multiple guest portals attached to one file - released March 14, 2024 ✅
- Updated the “Share” modal so it better explains what happens in each scenario (copying links versus Share Via Email for clients or agents) - released March 14, 2024 ✅
- Google Sheets integration to allow you to optionally add guest information collected in Guest Forms to a running Google Sheet - released March 19, 2024 ✅
- Update the way links display when shared via text, Whatsapp, or on social - released May 1, 2024 ✅
- Pull existing client information from past trips into guest forms on new trips - released May 1, 2024 ✅
- Add option for a landscape export to Word version with a split screen design that mimics the desktop version of SP - released May 1, 2024 ✅
- Optionally show text over primary images in Calendar builder - released May 1, 2024 ✅
- Google Sheets will now pull h&d info too - released May 1, 2024 ✅
- Option to share itineraries in other languages (translating default texts before sharing) - released June 18, 2024 ✅
- Improved the Itineraries dashboard to easily show which itineraries are confirmed, traveling, and completed - released June 18, 2024 ✅
- Added more currency options on the Costs tab - released June 18, 2024 ✅
- Automatically save the first time you get to the Itinerary/ Lookbook tab - released June 18, 2024 ✅
- Updated the symbol requirements when setting a password - released June 18, 2024 ✅
- Updated the “You already have a Guest account” screen - released June 18, 2024 ✅
- Remove character limit from text blocks - released July 23, 2024 ✅
- Update “save” button on guest forms so it’s always visible - released July 23, 2024 ✅
- Show dates as MM/DD/YYYY or DD/MM/YYYY - released July 23, 2024 ✅
- Show times in 12- hour or 24- hour format - released July 23, 2024 ✅
- Save documents from Guest Forms to Travel Wallet - released July 23, 2024 ✅
- Change the logic of how it works if you change a page from the Content Library on an event modal (so it will overwrite the Display Settings automatically) - released July 23, 2024 ✅
- Translate “check in” and “overnight” as part of default text translations - released July 23, 2024 ✅
- Improve the search functionality when searching for pages in Lookbook Inclusions so the search holds until you click away - released July 23, 2024 ✅
- Task management module - released August 19, 2024 ✅
- Show if a colleague is also working on an itinerary at the same time (or if you have the itinerary editor open in multiple tabs) - released September 11, 2024 ✅
- Save event modal inputs for next time - released September 11, 2024 ✅
- Ability to paste in an image from an external website - released September 11, 2024 ✅
- Report on how many bednights you have sold at different properties, portfolios, countries, areas, or by consultant - released September 11, 2024 ✅
- Option to hide or show Information events on the Travel Brief - released September 11, 2024 ✅
- Update the way page tags are displayed throughout the system - released September 11, 2024 ✅
- Small design improvements to Calendar builder itineraries - released September 11, 2024 ✅
- AI for generating text descriptions - released September 24, 2024 ✅
Looking Forward
The following features are currently on the development roadmap:
- Contact management (Contacts tab)
- Being able to merge itineraries
- Update the way the “save” button works when saving pages, itineraries, lookbooks, and guest portals
- Being able to select room types when creating lookbooks
- Rearrange docs in travel wallet and rearrange guests on guest list
- Save previously added departure from and arrival to details for transfers and “add flight manually” modals
- Automatically attach the suggested Area page to accommodations in Calendar builder (on the Check-in day or as a multi-day activity event)
- Improve the Trip Manifest design for guest portals in Classic builder on mobile view (no more horizontal scrolling)
- Change the “Information” button in the app to say “Guest Portal”
- Allow to select travel dates through 2027 and improve date pickers
- Add “Canceled” option to Closed/ Lost status dropdown
- Add personas to filters for Bednight reports
- Save Preset filters for bednight report modal and select preset from dropdown
- Improving AI to automatically draft an entire Property Page with one click
- Automatically open to the day you're on while traveling from the mobile app
- Sharing content pages with other agents
- Invoicing solution
- Integrate with Unsplash
- Add emojis to the text toolbar
- Adding the Element Library to Pre Travel Pages