Help for Agents
Help section for agents.
Getting Started
See all 7 articlesCreating Content
- How do I use AI to automatically draft the text of a Property Page?
- How do I use Safari Portal's AI?
- How do I copy and paste photos into Safari Portal?
- How do I add or edit image tags?
- How can I reposition or change the focus point of a photo?
- What is a "Master Property Page" and why am I being forced to link to it?
Creating Proposals
- How do I share a Lookbook or Itinerary?
- How do I Duplicate Itineraries and Lookbooks?
- What is the best way to pull in emergency contacts?
- What are Internal Itinerary Notes?
- How do I export my itinerary, lookbook, or guest portal as a Microsoft Word document?
- What are Internal File notes?
Account Management
- How do I add or change my credit card information on file?
- How do I make my logo look better?
- How do I toggle between different accounts?
- How Do I Make My Logo Bigger?
- How Can I Add Another User To My Account?
- Where Can I Find My Invoices?
General
- I'm ready to sign up! Now what.
- How can I create a custom URL? What are custom domain links?
- How do I use Safari Portal in other languages?
- How can I integrate Safari Portal with my CRM? How do I set up the Google Sheets integration?
- How long will an itinerary URL stay active for?
- How do I share the guest information once guests have entered it in their Guest Portals?
Troubleshooting
- Help! Safari Portal's AI can't generate a Property Page for me.
- Help! I can't log in to Safari Portal
- Help! I can’t find my itinerary
- Help! I've confirmed the wrong itinerary - how do I confirm the right one?
- How do I prevent my emails being marked as spoofing? (Microsoft)
- How do I prevent my emails being marked as spoofing? (Google/Gmail)
Webinars
- November 21, 2024: Special Release: Recent & Upcoming Features
- November 21, 2024: Few & Far Luvhondo & AI for Property Pages
- November 14, 2024: Updates for Task Manager & Contacts
- November 7, 2024: ENVI Sisini Serengeti Feature & Rearranging Travel Wallet Documents
- October 31, 2024: Sneak Peak of Financials & Invoicing
- October 24, 2024: Azulik Collection Feature & Merging Itineraries
Task Manager
- Help! Why aren't the emails I draft in Task Manager showing up in my "new message" pop-up?
- How do I get to the Task Manager?
- What are the different parts of a task?
- How do I edit individual tasks?
- How do I make a one-off task?
- What are Task Sets? How do I customize them?