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 add a persona to directly to an itinerary. You can manage personas for other agents or companies using your Account Administrator's Branding Tab of their Account Settings or from the General Info tab on any itinerary.
To White Label a proposal:
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First, find the itinerary or lookbook you want to White Label, and click Edit.
- Next, head to the General Info tab.
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Scroll down to the bottom of the form and find the White Label section.
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Next, click on the gray switcher to switch on White Labeling. It is located next to the headline element.
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Now that you've successfully turned on White Labeling, you can search for existing Personas by Company name, Consultant name, or Email Address. To add a new persona, simply click the "Create New Persona" button.
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From the modal, add a persona to the persona bank. Enter all details including:
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Company Name
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Email
- Consultant First Name
- Consultant Last Name
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Phone Number
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Logo
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Brand Color
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Once the persona details have been entered, click "Add Persona to Bank."
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Now head to the Itinerary tab.
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Viola, your itinerary is now White Labeled!