Frequently Asked Questions

  • Safari Portal was designed and created by a team of tour operators with deep experience in the industry - we have been where you are now! We know your pain and we set out to very thoughtfully create solutions for some of our most challenging pain points: namely, to be able to create really beautiful, fully customizable itinerary proposals and detailed travel plans that can accurately reflect not only our personality and expertise but also the attention to detail and energy that we put into each and every trip that we plan.

    Safari Portal digital itineraries can be fully customized to be completely on-brand, using your own brand fonts, colors, and styles, so that the itineraries you share feel like you. Your guests can access everything they need in a super easy to use app, and you can make live edits even from your phone on the go. Possibly the best part is how quick and easy it all is - itineraries can be created and individualized in minutes. Truly: this is where design meets efficiency.

  • Yes! Your guests receive complimentary access to our amazing traveler app, Travel Portal, where they can find all their itineraries, lookbooks, guest portals, and documents offline in one place, all available at their fingertips! The Travel Portal app is available on both Android and Apple devices via the Google Play Store and App Store.

    Safari Portal also offers the option to have your own custom app available in app stores. Your guests can download an app that features your company name, logo, brand fonts, colors, and styles, fully tailored to reflect your brand identity.

  • Loading content into systems in the past has been painstakingly slow, so it is understandable that the idea of having to re-load it all into a new platform can feel daunting. But it’s honestly so quick to create itineraries in Safari Portal this really hasn’t been a stumbling block for the thousands of users who have already moved over to Safari Portal.

    Our intuitive inline editor makes it very easy to drag and drop or copy-paste images into the Media Library, and copying and pasting text into the text areas is really fast. You can also use Safari Portal's in-built AI to draft descriptions of properties, areas, activities, and more.

    You will also find that the quality of images and pages already available in our Content Library is quite extensive, and world-class. You can always customize any page we have already created in the Content Library if you want to individualize it for your own needs or put your own spin on it. Safari Portal is designed to make your life easier, not harder!

    If you were previously manually creating PDF itineraries, in a pinch you could always simply attach that as a document in a Safari Portal itinerary that otherwise just has an intro note and maybe the flights listed out and this way your guests can easily use the Travel Portal app while they are traveling.

    We can also offer custom set-up packages if you would like our content team to create the assets you need in Safari Portal so that you can hit the ground running once you sign up.

  • Yes! You can generate a simple and clean, print-friendly PDF either with or without images. You can also generate a Word document in either portrait or landscape format, and this is of course editable once generated.

    It’s also possible to have a custom-designed Word output so that even the printable version of your itineraries and proposals is fully on-brand.

  • Safari Portal pricing starts at $199/month and goes up depending on your specific needs. The Starter Plan starts at $199 per month and offers access for one user to the Safari Portal Content Library, inline editor, and unlimited lookbooks. Most users opt to start out on a Tier I plan, which is $299 per month and includes unlimited itineraries and access to the app. Tier II unlocks two more user seats (three in total) and use of the Guest Portal functionality where you can collect guest information like passports, health & dietary, contacts and more, as well as custom itinerary links for a polished and professional look (ie, itineraries.your-company-name.com/rachels-itinerary).

    We also offer add-on features if you need additional seats, white labeling (so that you can apply other companies’ logos & contacts to the itineraries you create), language translation, and custom APIs.

  • The Safari Portal API is able to connect to some quotation systems so that you can build a quote for a trip and at the same time generate a Safari Portal itinerary link by simply clicking a button from within that system. We already have existing API’s available to Tourplan & Pink Elephant, and others have connected to Sugati and custom quotation platforms. Usually, all service items in the quotation system need to first be mapped to the content pages in Safari Portal, which is a relatively quick set-up and only needs to be done once.

  • Yes! There are two ways to manage your contacts within Safari Portal if you are currently using a third-party CRM for this. The best way would be to bulk import your contacts into the in-built contact management module within Safari Portal. Our "Contacts" tab allows you to easily track your clients' travel history, preferences, contact information, relationships, and more.

    If you prefer to stick with what you are using currently for contact management, you can do that too. We have an amazing (and super easy) Google Sheets integration that automatically adds all client information collected within the system to a running Google Sheet. From there, it is possible to use something like Zapier or Integrately to automatically pull that information into almost any CRM of your choice.

  • Yes! We have a stand-alone Contact Management module that allows you to collect and manage client information including passports, dietary preferences, travel history, contact details, and more. If your guests come back and travel with you again, you are able to pull their information (and information of their past travel companions) right into their new trips with a single click. You are also able to share any information with partners as needed with one click.

  • Safari Portal is primarily proposal software and so the platform does not have a quoting capability at present. Most of our users receive their quotes from their DMCs or suppliers and add a mark-up, or they use spreadsheets or a third party quotation platform. Either way, you can simply add the quote information to the "costs" page of any itinerary proposal to share with potential guests.

    We do have a built-in invoicing and Financials solution that allows you to easily generate client invoices, collect payment, pay your suppliers and expenses (coming soon), and track profitability.

  • Oh, yes! We offer a two week free trial with dedicated support to make sure you have a chance to fully explore all the special features before making any decision.

    After the trial, you have the option to sign on to start paying month-to-month and can always move to an annual plan to take advantage of a “Pay 11, Get 12” one month free offer (applicable only on certain plans).

  • Yes! It is possible to use Safari Portal in other languages, in one of two ways:

    You can either create your proposals in English (or the language of your choice), and allow your guests to instantly translate the digital itinerary into their preferred language by clicking on the translation widget once they receive the itinerary.

    Or, you can create content in your Content Library in any language you like, and pull those pages into your itineraries and lookbooks. You can also configure the language for default texts like dates and any pop-ups.

    The Travel Portal app itself and the guest forms are all localized as well, meaning they will pick up the language from your phone’s device settings.

  • So many questions! Yes, we can do all of this for you as part of a set-up package. We can use your custom fonts, colors, and styles to make everything you create and share through the platform feel like a natural extension of your brand. Costs start at around $1,000 depending on the level of customization you require and the number of rounds of revisions. The process typically takes about two weeks but can be done quicker if you require expedited service.

    Custom templates don’t work backwards, meaning you must start from your custom template first to use it, and they don’t affect the PDF or Word versions (though it is possible to also customize the Word export if needed).

  • Yes! Safari Portal's Task Manager is a game changer. It allows you to easily manage all your tasks so that nothing falls through the cracks. It's also really easy to assign tasks to other members of your team and to create and utilize email templates to save time.

  • The magic of Safari Portal is that it has SO much capacity for customization that you can find a multitude of ways to make your itineraries look & feel unique. You can choose your own images, use your own unique pages and copy, and present your itineraries using different layouts and modules.

    And of course the ability to have your own custom itinerary template means that while you may be using Safari Portal as your backend, the digital links you share feel like you, and nobody else.

  • Our support team is ah-mazing! There are a few different ways that we support you throughout your Safari Portal journey:

    Firstly, during your trial period, you will be assigned a dedicated trial advisor who will guide you to learn the in’s and out’s of the platform so you really feel comfortable with all the functionality.

    We provide extensive in-app guidance that is always there and easily accessible to walk you through onboarding and best practices.

    We pride ourselves on having a very extensive help section including step-by-step videos and tutorials - all found in-app through our Help Widget & Knowledge Hub.

    There is also the Safari Portal Academy which walks through all the features of the platform ina series of short, 2-3 minute videos.

    We host weekly trainings every Thursday to share new features, supplier updates, and tips & tricks with our community.

    If at any point you feel you need additional support, we are here for you! Our team is incredibly passionate about the platform and love to share their passion with users! We are available on the support@safariportal.app email and you can also book a one-on-one support call at any time.

  • Sign up for an introductory call with our team and we can get you up and running with a two week free trial and your own dedicated trial advisor. You can do that here.

See for yourself what makes Safari Portal different.