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  • 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...

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  • How do I save/ use an Itinerary as a Sample Itinerary / Template

    You may want to save an itinerary as a sample itinerary so that you can use it as a base template to create new itine...

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  • 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...

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  • 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...

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  • 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 ...

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  • 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 ...

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  • What is White Labeling?

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

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  • 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...

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  • 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 ...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • How do I create a Cost Template?

    Crete and save a Cost Template (or 2 or 3) to save time later. Next time you won't need to fill in all the inclusions...

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  • 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...

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  • 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...

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  • 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...

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  • What are Internal Itinerary Notes?

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

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  • 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 ...

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  • 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...

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  • 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...

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  • 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...

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  • 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.  ...

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  • 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...

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  • How do I Duplicate Itineraries and Lookbooks?

    Duplicating itineraries and Lookbooks is a huge time-saver.   You can duplicate an itinerary or lookbook to keep a re...

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  • 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...

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  • 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...

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  • 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...

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