This article is intended to help those users who have added White Labeling to their subscription plan. If it has not been added it to your subscription and you are interested in using this feature, please contact the sales team at sales@safariportal.app to learn more.
Now that you've added White Labeling to your subscription plan, the article below will teach you how to successfully White Label an itinerary. You can manage personas for other agents or companies from either the Branding Tab of your Account Settings or from the General Info tab on an itinerary.
Note that the "Persona Bank" is only available on the Branding tab for the Account Administrator. If you are not the Account Administrator, you must create Personas from the General Info tab on the itineraries or look books you are creating. Head to "How do I use personas to White Label a proposal?" to learn more.
For Account Administrators to access the Persona Bank:
-
First, click on the little triangle next to your name in the top right of your screen. Then click Settings.
-
Then navigate to the Branding tab
-
Scroll down to the Persona Bank section
-
Next, add a persona to the persona bank. Enter all details including:
-
Company Name
-
Email
- Consultant First Name
- Consultant Last Name
-
Phone Number
-
Logo
-
Brand Color
-
Click "Add Persona to Bank"
-
Great! Now that you've successfully added a persona to the Persona Bank, head back to the itinerary dashboard.
Please keep in mind, you can come back later to add as many personas that you need.
-
Once back on the itinerary dashboard, find the itinerary you want to white Label on the Itinerary Dashboard. Ours will be located In The Pipeline.
-
After you found the itinerary you want to White Label, click edit.
- Next, head to the General Info tab.
-
Scroll down to the bottom of the form and find the White Label section.
-
Next, click on the gray switcher to switch on White Labeling. It is located next to the headline element.
-
Now that you've successfully turned on White Labeling, click into the Persona Bank field and search for the persona we created earlier.
-
Once the persona has been successfully loaded, click save.
-
Now head to the Itinerary tab.
-
Viola, your itinerary is now White Labeled!