Calendar View (VIDEO)

How to Use the Calendar in Vacation Creations CRM

Stay organized and on top of your tasks with the new Calendar feature in Vacation Creations CRM.

In this video, you’ll learn how to use the calendar to view upcoming tasks, reservations, and important client dates – all in one place.

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

* Access the calendar from your dashboard

* Click directly into tasks and linked reservations

* Mark tasks complete right from the calendar view

* Customize your calendar settings to show only what you need

* Toggle visibility for check-ins, checkouts, and other events

* Use color coding to quickly identify task priority (low, medium, high)

* Navigate between months to plan ahead

* Refresh results to view updated data

* See important client details like upcoming trips and birthdays

With the calendar, you can easily manage your schedule, track client travel timelines, and stay ahead of important tasks – all from one convenient view.

This video is part of our Vacation Creations CRM training series, designed to help travel agents stay organized, efficient, and proactive in their business.

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