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Documentation

Online Training for VacationCRM

Getting Started (Admin)

Adding Users

How to add users and setup their level of access in VacationCRM.

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API Forms

API Forms - what are they, and how do they work.

Admins: Adding Suppliers

How to add suppliers and map them to package type.

Admins: Managing Codes

How to manage codes in the system. Adding codes will add items to drop down or multi-select menus.

Admins: Editing Fields

This video will show you how to add fields and change what shows up in the system allowing you to customize it to suit your agency.

Custom Sections and Fields

How to customize and add sections and fields to your VCRM account.

Selecting Fields to Search by

How to customize the fields you use to search in VCRM.

Getting Started (Users)

How To Create a Profile

This video will show how to create a profile and also explain the difference between a full profile and a quick profile.

Creating a Trip and Importing Reservations from Supplier

This video shows how to create a trip and how to import reservations from suppliers. As of the time of this recording you can import from Travel Impressions, Exclusive Group Travel, or Carnival.

Reservation Components & Building Invoices

All about reservation components and how to make a clean looking invoice for your clients.

VCRM Stripper

This is a demo on how to use the new VacationCRM Stripper. This has replaced Email2VCRM.

Adding Payments

How to add payments to a trip and generate a new invoice.

Multiple Reservations in a Trip

One trip with multiple reservations and how to organize the reservations on your invoice.

VacationCRM - How to Create a Group

VacationCRM - How to create a group.

How to Copy/Paste a Reservation

How to copy/paste a reservation

Advanced Features

Multiple People Sharing a Room and Splitting Costs

This video will show two options on how to handle 2 or more clients splitting the cost of a trip.

Custom Sections and Fields

How to customize and add sections and fields to your VCRM account.

API Forms

API Forms - what are they, and how do they work.

New Features

Reminder Groups

How to setup reminder groups in VacationCRM.