Safari Portal Launches Custom Forms to Streamline Travel Operations

We’re excited to announce the launch of Custom Forms in Safari Portal — a powerful new way to create, customize, and share forms that streamline how you collect information from clients and partners. Whether you’re gathering new leads, planning trip details, collecting guest information, or requesting feedback, every response is automatically linked to the right file and contact profile, ensuring nothing slips through the cracks.

Custom Forms are designed to give you complete flexibility. You can start with a blank form, duplicate one of Safari Portal’s sample forms, or simply tweak an existing template to suit your workflow. Responses update contact profiles instantly, attach to files, and even create new leads — reducing admin work and keeping your data clean, connected, and always up to date.

By eliminating manual entry and keeping everything in one place, Custom Forms not only save you valuable time but also elevate the way you collaborate with clients. It’s another step toward making Safari Portal the all-in-one travel operations platform that empowers advisors to focus less on admin and more on designing extraordinary journeys.

👉 Read more about how to start building and sharing your own Custom Forms, and book a demo to try it for yourself.