Customer Invite Demo (VIDEO)

How to Use the Customer Invite Feature in Vacation Creations CRM

The Customer Invite feature makes it easy for clients to securely enter and update their own information directly inside Vacation Creations CRM. In this video, you’ll learn how to send invitations to new or existing customers and how their information automatically updates inside your system.

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

• Invite a brand-new customer into Vacation Creations CRM
• Send invitations using the customer’s name and email address
• Understand how the invitation email works
• Guide clients through completing their profile information
• Allow customers to add:
  • Contact information
  • Address details
  • Family members and relationships
  • Birthdates and anniversaries
• Review how customer-entered information saves directly into your CRM
• Refresh and view updated customer profiles in your account
• Re-invite existing customers to update outdated information
• Keep customer records current for future reservations and marketing

You’ll also see how easy it is for clients to review and edit their own information, helping agents save time while maintaining accurate customer profiles.

This video is part of our Vacation Creations CRM training series, designed to help travel agents streamline workflows, improve client communication, and keep customer information organized.

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