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 IntegrationWelcome to your Onboarding Guide as a Training Manager for the Kaptio Travel Platform. This guide will walk you through the process of creating an effective training program for your Reservation and Finance Teams.
Keep in mind that the content here is generic and will need to be tailored to fit your implementation style and business use cases.
Step 1: Understand the Platform
Before you can effectively train others, you'll need a deep understanding of the Kaptio Travel Platform. Make use of the Onboarding Hub and you can work closely with your Customer Success Manager for support. Get familiar with every feature, process, and potential customization that the platform offers.
Step 2: Collaborate with Key Stakeholders
Collaboration is vital. The Administrator, Product Managers, and Content Managers will have valuable insights into how the platform is set up and configured, as well as the business use cases it serves. Meet with them regularly to discuss and understand their perspective and to ensure that your training program aligns with the platform configuration and business requirements.
Step 3: Develop a Customized Training Program
Now that you have a good understanding of the platform and your organization's specific needs, you can begin to develop your training program. The program should be engaging, comprehensive, and tailored to your team's needs. Consider the following:
- Review the content available for your various teams including the following guides:
- Develop a series of training sessions that cover all aspects of the Kaptio Travel Platform by department. You might want to begin with basics and gradually move on to more complex tasks.
- Create training materials in different formats. Some people learn best through reading, while others prefer visual or interactive learning. Providing a variety of materials will help cater to different learning styles.
- Include real-life scenarios in your training. This will help the reservation team understand how to use the platform in a practical way.
- Test their knowledge. Quizzes or small tests can be a good way to ensure that the team understands the material.
Step 4: Conduct Training
After your training program is developed, it's time to train your team. Regular training sessions should be scheduled, and all materials should be made easily accessible for the team.
Step 5: Provide Ongoing Support
Training doesn't stop when the initial sessions are over. As a Training Manager, you need to provide continuous support and resources for your team. Be available to answer questions, provide clarification, and help troubleshoot any issues that arise.
Step 6: Gather Feedback and Improve
Finally, always seek feedback about the training program. What did the team find most helpful? Where did they struggle? Use this feedback to continuously improve your training program.
Remember, your ultimate goal is to enable the reservation team to use the Kaptio Travel Platform confidently and efficiently, thereby improving productivity and customer service. It's a significant task, but with the right approach and resources, you can develop a successful training program. Good luck!