Search

  • What are Guest Portals and why do I need them?

    Guest Portals are one of the features currently in development that we are super excited about.   Basically, once you...

    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
  • Can I change the wording where it says 'Safari' everywhere?

    Yes, anytime you see word Safari, it is all editable → Safari Costs, Safari Overview, Safari Details. These edits can...

    Click here to read full article
  • How do I share an Itinerary or Lookbook?

    Once you've created an Itinerary or a Lookbook and you're ready to share with a client: Head to the Itineraries Dash...

    Click here to read full article
  • What are Internal Itinerary Notes?

    Internal Itinerary notes are a good way to keep your proposal information organized, especially if you plan on creati...

    Click here to read full article
  • What are Internal File Notes?

    Internal file notes can be found in the Itinerary Dashboard, once you've created an itinerary.  To access: Start by ...

    Click here to read full article
  • How do I toggle between accounts?

    If you have both a Supplier and an Agent account, you can easily maneuver between the two. Simply click on the little...

    Click here to read full article
  • Can I hide pages that I don't want to show on itineraries?

    To hide pages in client-facing itineraries, hover over the page name on the Table of Contents and you will see an eye...

    Click here to read full article
  • How do I show the basis of stay (full board, bed & breakfast, fully inclusive, etc)?

    This is very easy to do within Safari Portal and there is a lot of flexibility here as you can actually free write in...

    Click here to read full article
  • How can I bold, italicize, or underline text in an itinerary?

    Styling text within text blocks in itineraries is easy. Simply click into a text block to make the Toolbar appear.  ...

    Click here to read full article
  • What if I want the area page to appear AFTER the property page?

    If you prefer to display the area pages AFTER the property pages in an itinerary, you can do this by following the be...

    Click here to read full article
  • How do I Duplicate Itineraries?

    Duplicating itineraries is a huge time-saver.   You can duplicate an itinerary to keep a record of what was previousl...

    Click here to read full article
  • What if I want to show the costs at the beginning of an itinerary?

    If you prefer to display trip costs at the beginning of an itinerary you can do this by including them either on an A...

    Click here to read full article
  • How do I present alternate accommodation options?

    Presenting alternate accommodation options is easy in Safari Portal.   1. On the Details tab, click into the Date col...

    Click here to read full article
  • How do I add or change my logo?

    It is very easy to add or change your logo.    1. Navigate to your Account Settings by clicking the triangle in the t...

    Click here to read full article
  • How do I organize multiple proposals within one file?

    It is very easy to organize multiple proposals to live within one file on your Itineraries dashboard and this will al...

    Click here to read full article
  • How do I pull in properties, areas, activities, and other content into an itinerary?

    Pulling in content into an itinerary is really easy. If you've ever used Facebook or Instagram this will feel very fa...

    Click here to read full article
  • How do I assign a file to another consultant within my company?

    Going on leave? Had enough of a client? We've been there too.   That's why we've made it easy to re-assign a file you...

    Click here to read full article
  • How do I delete a specific itinerary or lookbook from within a file?

    To select a specific itinerary or lookbook from within a file, open into the file by clicking the triangle to the lef...

    Click here to read full article
  • How do I delete a file from the Itineraries dashboard?

    To delete a file, simply click the three dots to the right of the file on the Itineraries dashboard and select Delete...

    Click here to read full article
  • How do I move a trip between the different stages on the Itineraries dashboard (pipeline, confirmed, completed, archived)?

    To move a trip between the different stages on the Itineraries dashboard, simply click the three dots to the right of...

    Click here to read full article
  • Why is it forcing me to Link to a Master Property Page? What is a Master Property Page?

    If you have tried to create your own property pages you would have encountered this field:      This is asking you t...

    Click here to read full article
  • What do I do if the property I want to use isn't in the Safari Portal Content Library?

    You have two options here: if you are in a bind and need it urgently, you can always create any content pages yoursel...

    Click here to read full article
  • How do I rearrange the order of the pages in a lookbook?

    Rearranging the pages in a lookbook should be done from the General Info tab.   In the Lookbook Inclusions section, s...

    Click here to read full article
  • How do I add links to an itinerary or lookbook?

    It's easy to add links within an itinerary. Some examples of things you might want to add hyperlinks for include: Fo...

    Click here to read full article
  • How do I enable email notifications when my itinerary and lookbooks are viewed?

    1. Simply head to Account Settings from the triangle next to your name in the top left corner.   2. On the first tab...

    Click here to read full article
  • How do I add Pre-Travel Information to an itinerary?

    This is something that will soon be handled by our innovate Guest Portal solutions, but until that feature is release...

    Click here to read full article