Onboard Booking Entry [VIDEO]
How to Track Onboard Cruise Bookings in Vacation Creations CRM
When your client books a future cruise onboard, it’s important to track that reservation right away so nothing gets missed. In this video, you’ll learn how to properly enter and manage onboard cruise bookings inside the Vacation Creations CRM.
This step-by-step tutorial shows you how to:
• Create a new reservation for an onboard cruise booking
• Select your client and enter the reservation number
• Name and organize the reservation for easy tracking
• Choose the correct product and mark it as an onboard booking
• Use placeholder details when the sailing information is not yet known
• Set check-in and check-out dates to align with the onboard booking window
• Record the onboard deposit in the payment section
• Save and track the reservation until the client selects their actual sailing
You’ll also learn best practices for:
• Keeping onboard bookings visible in your reservation list
• Updating the reservation once the client confirms their cruise details
• Adding ship, travel dates, and full reservation details later
• Managing automated emails so clients receive the right information at the right time
By the end of this video, you’ll have a simple system for keeping track of onboard cruise bookings and ensuring you’re ready when your client is ready to plan their next trip.
This video is part of our Vacation Creations CRM training series, designed to help travel agents stay organized, proactive, and confident in managing every type of booking.
Please note: These videos use demo data and not actual client or customer data.