Help for Agents
Help section for agents.
Getting Started
See all 7 articlesCreating Content
- How can I reposition a photo? How can I change the focus point of a photo?
- What is a "Master Property Page" and why am I being forced to link to it?
- How do I add hyperlinks to an itinerary or lookbook?
- What is the ideal size of an image to upload into Safari Portal?
- How can I save a Pre Travel Information page or other Content page as a PDF?
- How do I insert accordions or toggles into my pages?
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 or lookbook into a Word document?
- What are Internal File notes?
Account Management
- 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?
- How can I change an email address on our Safari Portal account?
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! 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)
- Why isn’t the image showing when I share link in WhatsApp?
Webinars
- May, 8 2024: A Spotlight on Sion with Irving Betesh
- April, 25 2024: Serengeti Balloon Safaris with Charlie Morison
- March, 28 2024: Olepangi Farm with Elizabeth Loker
- February, 28 2024: Ikuka Safari Camp with Charlie Morison
- February, 21 2024: Evolve Back with Thomas Ramapuram
- February, 14 2024: Finch Hattons with Wahza Dube
Task Manager
- 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?
- How do I customize my Task Set?
- How do I manually apply my Task Set to a file?