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 IntegrationChannels in Kaptio Travel are central to your operations, facilitating the management of your sales avenues. This guide will walk you through a logical sequence of steps to configure your channels effectively.
How to Configure your Channel
Start by configuring your channel according to the needs of your business. This process includes setting up policies and workflows associated with your sales.
For a detailed guide on configuring your channel, follow the instructions here.
How to Setup Sales Currencies on Channels
Once your channel is set up, the next step is to establish the currencies for your sales. This multi-currency setup is vital for global operations.
Learn how to set up sales currencies on channels in our guide here.
How to Manage Languages on your Channel
Depending on your clientele, you may need to manage multiple languages on your channel. To cater to a broader audience and enhance customer experience, follow our guide on managing languages here.
How to Enable an Inflation Model
Kaptio Travel allows you to enable an inflation model on your channels. This feature helps manage pricing changes over time. Learn how to enable an inflation model in your channel here.
How to Create a Payment Schedule for a Channel
Creating a payment schedule for your channel is vital for managing your finances. Kaptio Travel allows you to set up payment rules and schedule for a channel. Find our detailed guide here.
How to Create Payment Methods for your Channel
Finally, set up payment methods for your channel to offer multiple payment options to your customers. This step is essential for facilitating transactions and enhancing customer satisfaction. Follow our guide on creating payment methods for your channel here.
Following these steps will ensure that your channels are configured correctly, leading to smooth and efficient operations. Enjoy your journey with Kaptio Travel!