Agent (User) Profile Settings [VIDEO]

How Agents (Users) Edit Their Profile & Notification Settings in Vacation Creations CRM

Keeping your profile up to date and your notifications set the way you want them, is key to staying organized and responsive inside Vacation Creations CRM. In this video, you’ll learn how agents can update their profile information and customize their notification preferences.

This step-by-step tutorial shows you how to:
• Access your profile from the top-right corner of the system
• Edit personal details like address, phone number, and social media links
• Save updates to ensure your information stays current
• Adjust billing frequency and add payment methods (if you pay your own invoice)
• Set navigation preferences to control what screen you see first when logging in
• Customize notification settings, including:
• Customer form submissions
• Customer invite completions
• Lead assignment alerts
• Reservation form submissions
• Choose how notifications are delivered (email, in-system, or both)
• View in-system notifications using the notification bell

By the end of this video, you’ll be able to fully personalize your profile and notifications so your system works the way you need it to.

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.

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