Kaiwhai Safaris

Kaiwhai Office

Kaiwhai Safaris

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Kaiwhai Safaris
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Clients to Follow Up Proposals Quotes Confirmations Templates Price Lists

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Clients to get back to from the follow-up sheet's date columns

Pipeline

Upcoming hunts

The year ahead hunts booked, by arrival month

Recent activity

Season calendar

Every hunt from the day the group arrives to the day it leaves, coloured by camp, so a clash or an open week shows while you are quoting. It reads the dates typed on each confirmation and quote; nothing is kept here. Click a hunt to open it.

New lead

Somebody you just met, at a show or on the phone. Saving puts them on the follow-up sheet in your name, with today as the last contact.

This sign-in is a show account: this page is all of the app it can open, and it sees only the clients it added.

Added by you today

Sent emails

Every email the app has sent to a client, newest first. Each one also went to info@ and Francois as a CC. This list is kept by the app itself and cannot be changed here.

Settings

How the app writes for you, and who is signed in.

AI writing style — proposals

The AI follows this guide every time it writes a proposal. Change it here, save, and the very next proposal uses the new style — nothing else needed.

AI notes — confirmations

Extra guidance the AI reads when it learns a new confirmation template — for example how the greeting should be written, or which lines must never change. Change it here, save, and the next template mapping uses it.

Your account

Signed in as . Use “Sign out” at the bottom of the sidebar to leave.

Clients to Follow Up

Your follow-up sheet. Type straight into the cells — everything saves by itself. The column names are yours too: click one to rename it, or drag its ⠿ handle to move the column where you want it. Pick each client's status from the list, and bring any status to the top with the buttons above the sheet. A date column counts down to a follow-up or counts the days since the last contact: click a date to set it, and the ⋯ on its header to set the column up. When a client is ready, press “Create…” on their row, and their details are carried into a new proposal, quote or confirmation. The coloured name shows who added a client; “History” shows everything done on them.

Activity

Everything everyone has done in the app, newest first: the follow-up sheet, proposals, quotes, confirmations, templates, price lists and deleted records. Nothing here can be edited or removed.

Finished proposals

Everything the app has generated, one per client. Click a row for details and history.

+ New proposal

New proposal

Fill this in, pick one template, and the app creates a personalized copy for you to download and finish in PowerPoint.

Templates

Your preset decks, made by you in PowerPoint. Upload new ones here; the app never creates or changes templates.

Upload a template

Proposal decks

By animal

By venue

Archived proposal decks

Quote decks

Francois's quotation decks. When a quote picks one, the app fills in the names, dates, head counts and final prices; the deck's layout never changes.

By animal

By venue

Archived quote decks

Confirmation decks

By animal

By venue

Archived confirmation decks

Quotes

Every quote the app has generated. Click a row to view, print or download it.

+ New quote

New quote

Fill in the safari details, pick a price list, then tick what the quote should include. Every ticked line can be re-priced, renamed or discounted just for this quote — the price list itself never changes. The total updates as you go.

Day fees rate × days × quantity

Trophies trophy fee × quantity

Extras

Custom lines anything else — flights, specials, one-offs

Discount or extra on the whole quote optional

Before discounts Quote total$0

Confirmations

Booking confirmations — the document a client signs once they commit. Click a row to view, print or download it.

+ New confirmation

New confirmation

Fill in the trip details, pick the camp's price list, then tick what the booking includes. Day fees fill in automatically from your group numbers — adjust anything you like.

Day fees rate × nights × quantity — pre-filled from your group numbers

Trophies trophy fee × quantity

Extras

Custom lines anything else — packages, flights, specials

The deck prints this deposit. Leave it empty and the deck adds up every fee.

Confirmation total$0

Price lists

Upload your price lists here — the PowerPoint ones straight from your dad, or Excel or PDF. The app reads them, you check the numbers once, and every quote after that is just clicks.

Add a price list

Check the parsed prices

Fix anything the reader got wrong — you can change the section, name and price of every line, or delete lines that aren't prices.

Your price lists

Archived price lists