Search

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

    You can add detailed day-by-day information by pulling in a blank Daily Summary template page from your Content Libra...

    Click here to read full article
  • 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...

    Click here to read full article
  • 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: ...

    Click here to read full article
  • 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.  ...

    Click here to read full article
  • 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...

    Click here to read full article
  • 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...

    Click here to read full article
  • 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...

    Click here to read full article
  • 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, ...

    Click here to read full article
  • Can I customize the look and feel of my itineraries?

    YES! You absolutely can!   Please get in touch with our Creative Director, Mike at mike@safariportal.app to customize...

    Click here to read full article
  • 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 ...

    Click here to read full article
  • How to customize itinerary and lookbook links

    You can now customize the itinerary and lookbook links when you share your proposals. You will need to upgrade to a T...

    Click here to read full article
  • How do I create a Lookbook?

    Lookbooks are an incredibly powerful tool in Safari Portal because they allow you to create a teaser of options or id...

    Click here to read full article
  • How to setup DNS Record Configuration to customize your itinerary links

    This article assumes that you have added Custom Link Sharing to your account. If you haven't signed up for Custom Lin...

    Click here to read full article
  • How do I save/ use an Itinerary as a Sample Itinerary / Template

    Saving itineraries as sample itineraries in Safari Portal has never been easier! You may want to save an itinerary as...

    Click here to read full article
  • What is the Flights tab?

    We are working on a new feature which will allow agents and guests to easily add in Flight information whilst buildin...

    Click here to read full article
  • Agent Mini-Trainings: Wednesday Series

    In case you missed any of our Wednesday Webinars, there are quick 5-10 minute training sessions on a variety of subje...

    Click here to read full article
  • The Safari Portal Handbook: Your Comprehensive Guide to Safari Portal, First Edition

    You can explore our comprehensive guide to using Safari Portal here. 

    Click here to read full article
  • How do I use personas to White Label a proposal?

    This article is intended to help those users who have added White Labeling to their subscription plan. If it has not ...

    Click here to read full article
  • How do I manage personas for White Labeling from the Persona Bank?

    This article is intended to help those users who have added White Labeling to their subscription plan. If it has not ...

    Click here to read full article
  • What is White Labeling?

    Two things happen when you apply white labeling to your Safari Portal subscription:   First, all Safari Portal brandi...

    Click here to read full article
  • How can I include pre-departure materials in an itinerary?

    Once you have confirmed a trip you may want to include helpful Pre Departure Materials within an Itinerary.    Soon y...

    Click here to read full article
  • How can I add trip extensions to an Itinerary?

    If you're looking to include information for optional trip extensions within your itinerary, you can accomplish this ...

    Click here to read full article
  • How can I add daily activities to my itinerary?

    There are two options for adding activities to your itinerary. The first option is to create and add an activity page...

    Click here to read full article
  • What does Safari Portal do about web security? How can we be assured our guest information is secure?

    Safari Portal takes web security very seriously. We use the most up-to-date technologies and only gather necessary in...

    Click here to read full article
  • What are Guest Portals and why do I need them?

    Guest Portals are one of our newest features that we are super excited about.   Basically, once your guest confirms y...

    Click here to read full article
  • How can I add a departure day page or closing page to my itinerary?

    You can accomplish this by creating and pulling in a designated 'Departure Day page' or 'Closing page' content page i...

    Click here to read full article
  • How do I prevent the title words from getting hyphenated and cut off?

    It is easy to prevent the title words from getting hyphenated and cut off.   Simply click into the title and press th...

    Click here to read full article
  • How do I create an itinerary that includes a cruise or a hike?

    We got you covered.  To create an itinerary that includes a cruise or a hike, follow these simple steps:    1. From t...

    Click here to read full article
  • Looking for different ways to present transfers on your itinerary?

    We've got you covered, as there are a number of different ways to display transfer details. Here are a few options to...

    Click here to read full article
  • How can I make edits to Confirmed Itineraries?

    If you need to make updates to a Confirmed Itinerary, follow these steps: Head to the Itinerary Dashboard 'Woohoo! Y...

    Click here to read full article