User Profile Settings (VIDEO)
How Agents Update Their Profile in Vacation Creations CRM
Once an agent profile is set up, agents can easily keep their information up to date on their own. In this video, you’ll learn how agents can edit their profile details directly inside the Vacation Creations CRM.
This tutorial walks through how to:
* Access your profile from the top-right corner of the system
* Edit personal information such as phone numbers and addresses
* Add or update social media links * Save changes correctly so updates are applied
* Adjust billing frequency (for agents who pay their own Vacation Creations invoice)
* Set navigation preferences to control what screen opens first when logging in
* Automatically land on the reservations list or another preferred view after login
By the end of this video, agents will know exactly where to go to update their information and personalize their system experience.
This video is part of our Vacation Creations CRM training series and is designed to keep the platform flexible, intuitive, and easy for agents to manage independently.