Once you've created an Itinerary or a Lookbook and you're ready to share with a client:
- Head to the Itineraries Dashboard.
- Click the arrow to the left of the File Name to view all relevant proposals.
- Under Actions, click the 'Share' button next to the proposal you'd like to share.
Upon clicking 'Share', you'll see the following screen:
From here you have the option either to input the client's name and email address and click the Send button at the bottom to send through the system. Note if you choose this method the client will receive an email from "Your Name via Safari Portal" with the link and any message you may have added.
The other option is to click the 'Copy Link' button which will copy the link to your clipboard.
Copied to clipboard simply means that the link has been copied and is ready to be 'pasted,' so that you can share with a client.
Tips:
-
The keyboard shortcut for Paste is
+ V . - Right click on your mouse and select 'paste.'
You can now 'paste' the link wherever you would like to share the link - in an email or text message for example. 🤓
Note: if you are sharing it with another Agent, click the Share with Agent tab at the top of the window. You will still have the same options to share through the system (which will also send a copy of the itinerary into the agent's dashboard if they also use Safari Portal), or you could simply share the link.