These settings provide the parameters that will define your business processes. The following articles will guide you in configuring these crucial aspects of your Kaptio Travel system.

Global & Channel Settings

Kaptio Settings

Kaptio Settings allow you to customize your system to meet your specific needs. These settings are crucial to the effective functioning of your Kaptio Travel system and will impact downstream processes. Understanding and configuring these settings will ensure that your system is tailored to your business needs.

You can get a detailed understanding of these settings here.

Languages in Kaptio Travel

To cater to a global audience, it's important to set up multiple languages. This will allow customers to view your website and booking forms in their preferred language, making it more accessible and user-friendly. Setting up languages in Kaptio Travel is an important step in expanding your business to a global market.

Learn how to activate languages in Kaptio Travel here.

Booking Number Scheme

Managing bookings effectively is vital to your operation. A well-defined booking number scheme will allow for systematic and recognizable booking references, making it easier to manage bookings and track customer itineraries. This will improve the efficiency of your booking process and enhance the customer experience.

Learn how to create a booking number scheme here.

Role Configuration

Understanding the function of Passenger Roles within your system is crucial. Passenger Roles determine different occupancy types, minimum ages, and functions (such as normal guest, driver, and guide) for your bookings. Configuring Passenger Roles correctly will ensure that your bookings are accurate and meet customer expectations, improving the customer experience.

For a complete understanding of how to define roles, follow this link.

Cancellation Terms

To minimize disputes and manage customer expectations, it's important to have clear cancellation terms. Clear cancellation terms will prevent misunderstandings and disputes, and will provide customers with a clear understanding of your company's policies. This will improve customer trust and satisfaction.

Learn how to create cancellation terms for your company here.

Supplier & Service Global Settings

Inflation Book, Profitability Book, Commission Groups and Discount Group

Commission Groups and Discount Groups are important to the financial management of your travel business. Configuring these groups correctly will ensure that your commission and discount policies are accurately reflected in your system. Creating an Inflation Book and a Profitability Book will allow you to manage cost fluctuations and track profitability, providing valuable insights into the financial performance of your business.

Learn how to create commission groups by clicking here, and establish a discount group by clicking here. You can learn how to create an inflation book by clicking here, and how to create a profitability book by clicking here.

Meal Plans

Setting up Meal Plans in Kaptio Travel is an important step in providing a complete and customizable travel experience for your customers. Meal Plans will allow your customers to choose their preferred meal options, enhancing their travel experience and improving customer satisfaction.

To set up meal plans in Kaptio Travel, follow the guide here.

Occupancy Pricing

Setting up Occupancy Pricing in Kaptio Travel will allow your business to set different prices based on the number of guests staying in a room. This will allow you to tailor your pricing to the specific needs of your customers, providing a more personalized and competitive pricing structure.

To learn more about setting up occupancy pricing in Kaptio Travel, click here.

Location Record Type and Location Hierarchy

Creating a Location Record Type and setting up a flexible Location Hierarchy is important for accurate and efficient management of your data. This will allow you to easily manage and track your locations, ensuring that your bookings are accurate and meet customer expectations.

Discover how to create a location record type here, and how to set up a flexible location hierarchy here.

Taxes, Custom Types, and Fees

Setting up Taxes, Custom Types, and Fees correctly is important to the financial management of your travel business. Accurate tax and fee management will ensure that your financial records are accurate and up-to-date, allowing you to make informed business decisions. Configuring Custom Types will allow you to categorize your products and services, improving your reporting and analysis capabilities.

Learn how to set up taxes here, create and edit custom types here, and create fees here.

Supplier Settings on Business Unit

Configuring supplier settings is done at the business unit level. When setup correctly, it can improve efficiency and accuracy when workings with your supplier.

Learn how to setup Supplier Settings here

Service Record Types

Creating and editing Service Record Types will allow you to tailor your services to the specific needs of your customers. To create and edit service record types, click here.

Package Service Levels

Creating and editing Package Service Levels will allow you to offer a range of service levels to your customers, providing a more personalized and competitive travel experience. Note that this feature only applies to 📓Tour & Cruise Itineraries or 📓FIT Package Itineraries.

Create and edit package service levels here.

On this page

Global & Channel Settings
Kaptio Settings
Languages in Kaptio Travel
Booking Number Scheme
Role Configuration
Cancellation Terms
Supplier & Service Global Settings
Inflation Book, Profitability Book, Commission Groups and Discount Group
Meal Plans
Occupancy Pricing
Location Record Type and Location Hierarchy
Taxes, Custom Types, and Fees
Supplier Settings on Business Unit
Service Record Types
Package Service Levels