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 IntegrationTo make your onboarding process easier, we've compiled a list of helpful articles that will guide you through the basic setup process.
How to Setup Currencies in Kaptio Travel
Kaptio Travel supports a multi-currency setup to cater to the global nature of the travel industry. Proper setup of currencies is essential to ensure correct pricing, financial management, and customer experience. Learn how to set up currencies in Kaptio Travel by following our step-by-step guide here.
What are Business Units?
Business units allow you to separate your operations based on departments, divisions, or even geographical areas. Understanding how to set up and manage business units will enable you to organize your operations better. Read more about business units here.
How to Create a Channel
Channels in Kaptio Travel represent the various means through which you sell your products and services. Setting up channels correctly is crucial as it influences the workflows and policies associated with your sales. To learn how to create a channel, please visit our detailed guide here.
Getting familiar with these fundamental aspects will set the groundwork for your journey with Kaptio Travel. We encourage you to explore these articles to understand how you can tailor Kaptio Travel to fit your business's specific needs. Happy onboarding!