Adding a New Customer [VIDEO]

How to Add a New Customer & Manage Their Profile in Vacation Creations CRM

Bringing a new client into Vacation Creations CRM is the first step to delivering a smooth, personalized travel experience. In this video, you’ll learn how to create a new customer profile and fully manage their information inside the system.

This step-by-step tutorial shows you how to:

• Add a new customer from the home screen or dropdown menu
• Enter key contact details like name, email, phone numbers, and address
• Include important personal details such as birth dates, anniversaries, and notes
• Add family members and traveler details
• Store important traveler information like passport details and known traveler numbers
• Save special notes that carry across all reservations (allergies, preferences, account details, etc.)

You’ll also learn how to use powerful CRM features to stay organized and market more effectively:

• Send forms directly to clients (credit card authorization, agreements, and more)
• Invite clients to fill out their own information through the self-service portal
• Securely store payment methods within the customer profile
• Track travel history, including leads, upcoming trips, and past reservations
• Record referral sources for marketing insights
• Add general notes to personalize your client relationships
• Use customer tags to segment clients for targeted marketing
• Upload attachments like passports or documents
• View email history and manage marketing subscriptions

Finally, you’ll see how to filter your customer list using tags, making it easy to find and market to the right clients at the right time.

This video is part of our Vacation Creations CRM training series, designed to help travel agents stay organized, build stronger client relationships, and grow their business with confidence.

Please note: These videos use demo data and not actual client or customer data.