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  • What happens when I share a proposal with an agent?

    To share an itinerary with a collaborating agent, click Share and then Share with Agent. Note you must have this feat...

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  • How to build a day by day itinerary with a page for each individual day

    Safari Portal is an extremely flexible tool. Follow the steps below to learn how to present an itinerary with an indi...

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  • What does Apply Changes mean?

    Safari Portal will automatically update content that is being used in a proposal that has been updated in your Conten...

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  • How do I enable cookies on my browser?

    These instructions have been sourced from Google Account Help here.   On Your Computer In Chrome On your computer, o...

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  • How can guests re-access their guest portals and itineraries after I send them the link?

    Safari Portal offers a "Save to Homescreen" functionality which allows guests to save their guest portals and itinera...

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  • How to Use Your Custom Itinerary Template

    To use your custom itinerary template to create a new itinerary, please follow the following steps:    1. First, navi...

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  • Creating your first Property Page

    Let's create a Property Page together.    After selecting Property from the Create New Content dropdown in the Conten...

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  • How do I rename a File?

    Renaming a file is very easy! Simply click the three dots on the file level and then select "Update File Name" from t...

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  • How do I get the pop-up asking me to refresh to go away?

    You will notice a light yellow pop-up that appears occasionally in the bottom left of your Safari Portal dashboard, p...

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  • Setting up your Account Settings

    This article is specifically meant for the Account Admin. Note that sub-users within any Account will not have access...

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  • 🌟 Welcome Series

    Welcome to Safari Portal! 🎉   This is our Welcome Series where you can click through step-by-step walkthroughs to get...

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  • Can I remove the text from the Cover Page?

    Yes! You absolutely can share a very clean, minimalist looking Cover page for your proposals with no writing over the...

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  • Using Content Blocks: Example itinerary organized by area or region

    There are unlimited uses for our newest element Content Blocks. We've already seen how we can use Content Blocks to c...

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  • Using Content Blocks: Example creating an itinerary broken out by day

    Now that we understand the concept of Content Blocks (check out this article for an intro if needed), we can use them...

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  • What are Content Blocks?

    Content Blocks are an exciting addition to the Safari Portal Element Library.   They essentially allow you to pull in...

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  • How do I add a line break to the Safari Overview?

    Adding a line break to the Safari Overview is super easy in Safari Portal.    Simply add a line break on the Details ...

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  • How do I share a Sample Itinerary?

    Sharing Sample Itineraries is super easy in Safari Portal by following these simple steps:   1. From the Content Libr...

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  • How do I use Guest Portals when white labeling for another agent?

    If you are acting as a DMC for another agent and white labeling an itinerary for them, you can still use Guest Portal...

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  • How do I use Guest Portals if there are several different families or different groups on the same trip?

    If you have multiple families or different groups on the same trip and it wouldn't be appropriate for them to share o...

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  • How can I expand the margins on the itinerary PDF outputs?

    There is a super quick fix for this. Here's how:   1. Download the PDF from Safari Portal by clicking Save and then S...

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  • How do I include detailed day-by-day information?

    There are many different ways to add detailed day by day information within a Safari Portal itinerary. To learn about...

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  • Part 2: How do I create a proposal with details about included flights and transfers throughout the itinerary on the relevant days?

    Now that you've customized the Area page content, you're ready to start creating your itinerary. Here's how:    1. Fi...

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  • Part 1: How do I create a proposal with details about included flights and transfers throughout the itinerary on the relevant days?

    This article explains how to weave the information about flights and transfers throughout the itinerary. Here's how: ...

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  • How can I create an activities based itinerary where the focus is not on the properties as much?

    As we know Safari Portal is an incredibly flexible tool, and there are often many ways to present your itineraries.  ...

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  • How do I share the guest information once guests have entered it in their Guest Portals?

    Once guest information has been added to the Guest Portal (either by the agent or the guest), you are able to share t...

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  • Can I view an Activity Log of when and where clients are viewing itineraries?

    Yes! You absolutely can view a history of when and where clients are viewing itineraries, lookbooks, and guest portal...

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  • Can I export my itinerary/ lookbook/ guest portal as a PDF?

    Yes! You can absolutely export itineraries, lookbooks, and guest portals to PDF. Here's how:   When you are in the in...

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  • How to embed PDFs within a page or proposal

    Adding PDFs to pages can be very helpful, especially so that you do not need to send multiple attachments to guests, ...

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  • Can I customize the look and feel of my itineraries?

    YES! You absolutely can!   Please get in touch with our team at support@safariportal.app to customize the way your it...

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  • How to use Guest Portals

    This is our most exciting new feature release yet! With a Tier II subscription, you can now collect and manage guest ...

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