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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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  • 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...

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  • 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...

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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 use more 'Safari' themed language everywhere?

    Yes, you can!   From the Itineraries Dashboard, simply select Create New Itinerary and then New From Template.   Sea...

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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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