Adding a New Reservation [VIDEO]

How to Create a New Reservation in Vacation Creations CRM (Step-by-Step Guide)

In this detailed tutorial, you’ll learn how to create and manage a new reservation inside the Vacation Creations CRM. From basic setup to advanced features, this step-by-step walkthrough will help you confidently enter and manage reservations for your clients.

This video shows you how to:
• Start a new reservation from the home screen or dropdown menu
• Search and select an existing customer

• Enter reservation details like confirmation number and special offers

• Create a clear, organized reservation name
• Add travel dates, including check-in and check-out
• Enter total reservation cost and commission details
• Understand how agent commissions are calculated automatically
• Use options like marking personal travel, surprise trips, or shared reservations with other agents
• Select product, destination, resort, room category, and ticket details
• Add extras such as dining plans, transportation, and add-ons

You’ll also learn how to manage and enhance your reservation by:
• Linking itineraries and using merge tags for automated emails
• Viewing and completing timeline tasks specific to destinations
• Assigning travelers and managing guest details
• Adding flight information, dining plans, and notes
• Tracking communication with time-stamped call notes
• Viewing commission and payment details
• Uploading attachments and managing automated email actions
• Creating custom tasks with priorities and due dates

By the end of this video, you’ll understand how to fully build out a reservation and use all the tools available to stay organized, efficient, and client-focused. This video is part of our Vacation Creations CRM training series, designed to help travel agents simplify their workflow and deliver exceptional service.

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