Get Started
Tailor-Made ItinerariesTour & Cruise ItinerariesFIT Package ItinerariesRole Guides
Kaptio AdminSupplier ContractingProduct Design/BuildProduct ContentTraining ManagerData ExpertsDevelopersKaptio Platform Architecture
Architecture OverviewDevelopment GuidelinesFunctional DecompositionPlatform FAQNew to Salesforce?Security & ComplianceManage your EnvironmentsData Import & ExportGlobal Platform Setup
Getting Started with Core ConfigurationManage Global SettingsConfigure ChannelsManaging Users, Roles & AccessUnderstanding Your Sample DataPIM: Supplier Contracting
Managing SuppliersSetup LocationsManaging ServicesConfigure PricesBulk Import Service DataManage InventoryPromotion & Discount SetupPIM: Tour & Package Design
Getting Started with PackagesUnderstanding Departure TypesManage Package PricingSetup Package ContentConfigure Package DefaultingCRM Module
Customizing Kaptio TravelManage Account Record TypesSetup Trip & Itinerary WorkflowManage Salesforce FeaturesCONNECT: Land & Air Connectivity
Getting Started with ConnectivityPNR Import Setup & UsageIntegrating Amadeus Hotel Connectivity Setup & UsageDOCS Module
Getting Started: ContentManaging Content & MediaSetup Document StagesSetup TemplatesBuilding Custom Content ComponentsBulk Import Content DataUsing the Document Starter KitUsing the ATOL Certificate Starter KitPersonalizing DocumentsGenerating DocumentsCustomer Access to DocumentsEmail Setup & UsageAdvanced Sample Email TemplateCRS: Training Guides
Getting Started: TrainingTraining Reservation TeamsTraining Finance TeamsPAY: Payment Gateway Integrations
Getting Started: PaymentsImplementing Braintree/PayPalIntegrating Your Own GatewayData Migration
Guide to Booking MigrationPeripheral Integration Guides
Accounting IntegrationData Warehouse IntegrationWebsite IntegrationKaptio Travel Platform – Achieve Sustainable Growth.
Welcome to Kaptio Travel! Our platform helps your multi-day travel business increase sales productivity, streamline operations, and adapt to the evolving demands of the multi-day travel industry.
Whether you're just starting out with Kaptio Travel, or you want to explore more of its many features, this is the place to be. Check out the links below to learn how to use Kaptio Travel to do what you want.
Why are you using Kaptio Travel?
- Sell and Operate Customized Private Journeys & Tailor-Made Experiences
- Sell and Operate Group Tours and Cruise Journeys
- Sell and Operate Customisable FIT Packages
Boost your productivity and streamline your process of crafting and managing tailor-made itineraries, affording you more quality time to collaborate with customers on curating transformative experiences.
Streamline your customer booking experience and back-office operations, seamlessly servicing direct customers, trade partners, and online distributors.
Elevate the travel experiences of independent adventurers with customizable FIT packages. Allow them the joy of personalized itineraries while ensuring efficient operations and customer satisfaction, leading to repeat business and sustainable growth.
What’s your role in your organization?
We’ve curated guides designed just for you depending on your job:
- Kaptio Admin
- Supplier Contracting
- Product Content
- Training Manager
- Data Experts
- Developers
You are in charge of setting up Kaptio Travel for your company, and maybe other Salesforce functionality too.
Your job is to ensure that suppliers, services, packages, costs, prices, inventory and content are correctly loaded enabling fast and efficient booking journey across both digital and traditional channels
You are responsible for managing and maintaining all the content and customer-facing documents in Kaptio. This includes booking confirmations, travel documents, and all other relevant materials that are shared with customers.
As a training manager, your role is to ensure the successful implementation and onboarding of Kaptio for training reservations, operations, and finance users. The resources listed below provide guidance and support to help you fulfill your role as a training manager.
As a data expert, you are responsible for managing data import and export in the Kaptio system
You play a pivotal role in enhancing, integrating, and innovating within the Salesforce Platform or utilizing the Kaptio APIs. Your efforts contribute to providing users and customers with a seamless, integrated experience throughout the customer booking journey.