Creating a Form [VIDEO]
How to Create Credit Card Authorization Forms in Vacation Creations CRM
In this training video, you’ll learn how to create and customize credit card authorization forms inside Vacation Creations CRM. This powerful feature allows agencies to securely collect client payment approvals, display charge amounts, include booking terms, and even gather credit card details directly through custom forms.
This step-by-step walkthrough covers:
- How to create and manage forms inside the Forms Manager
- Setting up a credit card authorization form for all reservations
- Adding required acknowledgment checkboxes for payment approval
- Using merge tags to automatically populate reservation numbers
- Creating user input popup fields for payment amounts
- Adding booking terms and conditions to your forms
- Setting up signature fields and signature pads
- Collecting credit card information securely within a form
- Understanding PCI compliance and why CVV codes cannot be stored
- Sending forms directly from reservations to clients
Whether you’re collecting authorization for existing cards on file or gathering new payment information, this tutorial will help you streamline your payment approval process while keeping your agency organized and compliant.
Vacation Creations CRM is designed specifically for travel agencies, helping advisors manage reservations, forms, commissions, marketing, workflows, and more from one easy-to-use platform.
Please note: These videos use demo data and not actual client or customer data.