Welcome to the Kaptio Admin Guide! This guide is designed to help administrators navigate and manage the Kaptio system. It provides step-by-step instructions, best practices, and tips for configuring and customizing the platform to meet your organization's needs.

Whether you're new to Kaptio or a seasoned user, this guide is a valuable resource for getting the most out of the system.

For Kaptio Admins

📓New to Salesforce? - Here you will find guides and tutorials on key aspects of the platform to help you become an admin superhero. Whether you are new to Salesforce or just need a refresher, this guide will help you navigate the platform and get the most out of your experience.
📓Understanding Your Sample Data - Learn about the sample data that you have at the start of your onboarding and how it can help you test and navigate the system during the implementation process.
📓Getting Started with Core Configuration - Learn about the purpose of Business Units, Channels, and Currency, and how to set them up.
📓Manage Global Settings - Kaptio provides an extensive range of configurable settings at various levels. Get acquainted with the most comprehensive level, the Global-level settings, and understand how to effectively set them up within the system.
📓Setup Locations - Acquaint yourself with setting up locations in Kaptio, a fundamental building block for your services.
📓Configure Channels - When working with Kaptio Travel, your responsibility includes proper configuration of your Channels. We encourage you to explore further into the system's Channel setup to ensure optimal performance.
📓Manage Account Record Types - Understand the use of Accounts and how to use Record Types, Lightning Pages & Page Layouts for advanced configurations.-
📓Setup Trip & Itinerary Workflow - Learn about Trip & Itinerary workflow setup
📓Managing Users, Roles & Access - This guide will walk you through the steps needed to manage users, roles, and access effectively.
📓Manage your Environments - learn about how to add users and provide them with access relevant to their role.
📓Manage Salesforce Features - understand Salesforce Leads, Cases and other functionality and how they can be configured with Kaptio functionality
📓Customizing Kaptio Travel - understand how to extend Kaptio’s user experience and data model.
📓Data Import & Export - Managing data loading is an important task to ensure the smooth running of Kaptio Travel. Refer to this section for a comprehensive guide on how to manage data loading.
📓Getting Started with Connectivity - Kickstart your journey in understanding the nuances of connecting various external systems with Kaptio.
📓PNR Import Setup & Usage - Learn to setup and use the PNR Import feature.
📓Hotel Connectivity Setup & Usage - This guide helps you navigate the setup of Hotel Connectivity in Kaptio, enhancing seamless hotel booking processes.
📓Implementing Braintree/PayPal - This guide covers how to implement Braintree/PayPal in Kaptio Travel, including payment method configuration, gateway integration, and payment processing. It ensures a secure and smooth payment process for your customers.

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For Kaptio Admins