Safari OS

Features

Every module, in detail.

What each of the twenty-one modules does, and what it replaces.

01

Bookings & Quotes

The pipeline the whole business runs against.

  • Kanban board through ENQUIRY → QUOTED → PROVISIONALLY BOOKED → CONFIRMED → COMPLETED.
  • Website enquiry inbox that ingests form submissions from your own site.
  • Submissions held for approval before they enter the pipeline.
The Safari OS booking pipeline: a table of bookings with client, destination, dates, party size and status, filtered by enquiry, quoted, confirmed, completed and cancelled.

02

Costing Engine

Margin known before the quote leaves.

  • Multi-currency cost sheets in USD and KES.
  • Live exchange rate sync.
  • AI advisor that flags thin margins before you quote.

03

AI Itinerary Builder

Drafted in minutes, published as a document you would be happy to send.

  • Day-by-day itineraries generated with Claude.
  • Published to the client portal as a travel-magazine layout.
The Safari OS AI itinerary builder: a form taking destination, trip length, party size, trip style, budget tier and preferred lodges, ready to generate a day-by-day itinerary.

04

Invoicing & Payables

Money out the door, and money owed, in one place.

  • Branded PDF invoices with VAT.
  • Bank transfer and M-Pesa payment details.
  • Payment status tracking.
  • Supplier reconciliation against quoted margin.

05

Partners & Fleet

Compliance that warns you in advance, not at the gate.

  • Guide and vehicle registry.
  • Expiry tracking for PSV licence, insurance, guide certification and first aid.
  • Configurable alert windows.
  • One-click WhatsApp driver briefing.

06

Driver Portal

Visibility from a phone with no app and no password.

  • No-login, token-linked page per driver.
  • Live status logging — “Airport pickup complete”, “Arrived at lodge”.
  • Ops sees updates in real time.

07

Client Portal

One link that answers the questions guests would otherwise email you.

  • No-login mobile page with the live itinerary.
  • Accommodation details and packing list.
  • Document vault and post-trip feedback.

08

WhatsApp CRM

The conversation, attached to the booking.

  • Threaded message history.
  • Automated pre-trip reminders at 30, 14, 7 and 1 day before arrival.

09

AI Intelligence

Attention pointed at the right enquiry and the right anomaly.

  • Conversion scoring — HOT, WARM, COLD — on every enquiry.
  • Anomaly alerts for low margins and payment delays.
  • Plain-English querying of your own revenue and arrivals data.

10

Content Studio

Marketing material out of work you have already done.

  • Turns published itineraries into Instagram posts, blogs, newsletters and brochures.
  • Output in English, German, French and Spanish.

11

Operations Calendar & Tour Schedule

The whole season on one grid.

  • Vehicle and guide assignments across dates.
  • Conflicts visible before they become double-bookings.
The Safari OS monthly tour schedule: one row per trip with guest name, party size, arrival and departure dates, tour name, per-park dates and assigned driver, exportable to CSV, Word or PDF.

12

Client Directory

The record that outlives any one booking.

  • Profiles with passport and document storage.
  • Complete booking history per client.
  • WhatsApp message history with sentiment tracking.
The Safari OS client directory: a searchable list of client profiles with contact details and booking history.

13

Supplier Database

The other half of every itinerary.

  • Categorised by lodge, camp, transport, park, activity or flight.
  • Named contact, email and phone per supplier.
  • Linked to the costs they appear in.
The Safari OS supplier database: lodges, camps, transport companies and parks with their category, location and named contact.

14

Accounts Payable

The side of the ledger that usually goes unwatched.

  • Supplier invoices reconciled against quoted margin.
  • Tracks what is owed to each supplier, per booking.
  • Unpaid supplier costs on completed trips surface as alerts.

15

Expenses

Overheads in the same place as everything else.

  • Internal expense records.
  • Visible against the same reporting as trip costs.

16

Tasks

Nobody's to-do note, somebody's task.

  • Priority levels: low, medium, high.
  • Categories: finance, operations, client, general.
  • Assignable to a team member.

17

Vouchers

The document the lodge actually asks for at check-in.

  • Guest name and lodge contact on every voucher.
  • Generated against the booking record.

18

Tour Templates

Stop rebuilding the same eight days.

  • Reusable tour definitions.
  • Applied to a booking as a starting point.

19

Campaigns

The past-guest list, actually used.

  • Audience segmentation by saved criteria.
  • Scheduled sends.
  • Sent and failed counts tracked per campaign.

20

Reports

Answers without exporting anything.

  • Revenue reporting with charts.
  • Reads the same records ops works in daily.

21

Settings & Security

The controls behind everything above.

  • Business profile, bank accounts and M-Pesa details.
  • Team management across ADMIN, OPS and GUIDE roles.
  • Per-user two-factor authentication.
  • Immutable security audit log of every auth event.
  • Notification preferences per event type.

Walk through it with your own season.

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