How to check 5 important account settings.

In this article you can find some basic tips for setting up your account when you first get started with SafariOffice.

We cover the following subjects below:

1. Setting up your personal profile
2. Choosing the destination countries
3. Uploading your logo
4. Setting default in- and exclusions
5. Creating or uploading your Terms and Conditions

Setting up your personal profile

In your personal profile there are two important things to add the first time. These are your profile picture and your signature.

Clients like to see who they are doing business with. These two options make sure you make it personal and clear to the customer receiving our quotes who you are.

The profile image is used on the cover of your quote and in the digital itinerary. It is also used to indicate who's handling a request and shown at the top with your settings within SafariOffice.

The signature is used on the cover page of the quote PDF.

Example Picture and Signature used in the cover 

• Upload your profile picture here: https://app.safarioffice.com/profile
• Create or upload your signature here: https://app.safarioffice.com/profile#tab-signature

TIP: If you rather upload a signature make sure it is transparant by using a .png with no background. 

Choosing the destination countries

Choose the countries you offer tours to. The countries you choose, will be available when you create requests, quotes, and templates. For these countries you will have all the content available SafariOffice has to offer. 

• Check and uncheck destination countries here: https://app.safarioffice.com/countries

TIP: You can update these countries at anytime. So if you expand your business to other countries we provide content for you can straight away use it.

Uploading your logo

Your logo will already be uploaded when you start using SafariOffice the first time. But if you rather use a different logo, or you have a higher quality one available, you can always change it.

• Change your logo here: https://app.safarioffice.com/logo

TIP: Logo's with a transparent or white background work best to get the highest quality looking quotes.

Setting default in- and exclusions

When you set your default in and exclusions right in the settings this will save a lot of time when you create new templates and new quotes. They will be used in all quotes and templates. After making a change the system will ask you if you want to update all templates and quotes (that haven't been sent yet). With the push of the button everything is updated. You can still make changes to individual quotes and templates if you wish.

Just start typing in the area you want to add in- or exclusions, the auto-suggest will give options but you can also add your own entries just by typing in the one you want and clicking 'create a new entry named ....'. (This trick works in many places within SafariOffice!)

Simply click the little cross on the label to remove one again.

• Set your In- and Exclusions here: https://app.safarioffice.com/inexclusions

Learn more about this by watching the video here.

Creating or uploading your Terms and Conditions

You have three options for creating your Terms and Conditions. 

Either;

1. Upload a PDF
2. Copy and Paste text (and SafariOffice will create a PDF document)
3. Use a link (url) to your online Terms and Conditions.

You can have more then one Terms and Conditions document when you need to. You can also set this document to always be included with the quote, so it can never be forgotten. Simply check 'always add to quote'.

• Manage your Terms and Conditions here. https://app.safarioffice.com/termsconditions

TIP: You can also set your Payment Terms here in the tab Payment Terms. These will be shown in your quote. Clients like to understand the payment schedule, like how much they might need to pay at booking confirmation and when they need to pay the other installments.