Working with Agents and Clients Made Easier with CaptainForm- Vacation with the Magic- Case Study

They say we should fill our lives with experiences, not things. And if you haven’t lived the Disney experience, you most definitely heard of it. Experiencing Disney can turn out to be the most magical vacation you’ve ever had, planning it is another story. It requires a lot of research and preparation. From selecting the Disney destination, choosing what time of year to travel to making reservations at the best restaurants, all needs to be taken care of.

What if you could sprinkle some fairy dust and have someone do all the hard work for you? Well, you can start packing, because Vacation with the Magic can make your Disney dreams come true.

Gordon LaGrow is the owner of Vacation with the Magic, a Disney vacation planning travel agency based in Massachusetts. Their mission is to personalize a memorable vacation experience for each guest to get the most out of their Disney experience.

Issue

As they say on their website “The difference between a good vacation and an exceptional one lies in the details.” They go out of their way to ensure that their clients enjoy a truly magical Disney vacation.

In the past, in order to offer their best services, they needed to find a way to have their 45 independent travel agents report and invoice their sales for accounting and payment of their commission. This required multiple form submissions and a tremendous amount of paperwork. Things often got complicated for their bookkeeper because of the many changes in vacations packages prior to final payment.

CaptainForm Solution

“CaptainForm made working with our agents and clients so much easier, we can concentrate on assisting our guests make the most out of their Disney family vacation.”

Gordon LaGrow (Owner, Vacation with the Magic)

Thank you, Gordon!

Gordon says they’ve tried multiple form solutions. Some had conditional options but didn’t allow their agents to edit the forms. They finally found the perfect solution when they came across CaptainForm on Facebook.

Since then, their travel agents can create, modify and report final payments for their clients Disney vacation.

“Our bookkeeper was happy to only receive the invoice when final payment was made and could also modify the form to show agent commission payments were made. Best of all, our bookkeeper could export to a CSV file to import into our accounting program. “

They were so pleased with their invoice form, that they began looking for ways to create additional forms to enhance the communication between their agents and their clients. Couldn’t have been easier.

“Unlike the other form companies, we were able to create a short form that our agents can complete, with the customize notification to resemble a “letter” providing the client with important details and information about their forthcoming Disney vacation. Thanks to the use of “shortcodes” we can now create a multitude of solutions for our company’s communications that will provide us with uniformity in our emails.”

As you can see, with our WordPress form builder plugin, CaptainForm, you can create a wide variety of forms for your WordPress website depending on your needs and objectives, whether you need to track sales by your independent contractors or enhance data collection from your customers like Vacation with the Magic does.

This is how Gordon uses CaptainForm for Vacation with the Magic. What’s your story? We’d love to hear it!