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 IntegrationThis guide will provide you with the necessary steps to manage services in Kaptio Travel, a core component for your product offerings.
How to Manage Services
Managing services in Kaptio Travel allows you to define and customize the services or products that you offer to your customers. This encompasses creating services, setting prices, assigning fees, configuring timing, and more. Follow the guides below to understand and implement each aspect:
- Services General Information
- How to Create a Service
- How to Create Price Categories for a Service
- How to Create an Add-on for a Service
- How to Assign a Fee to a Service
- How to Create Service Notes
- How to Configure Time Setup for a Service
- How to Set Geolocation for a Service
- How to use Commission Groups on Services and Package Bundles
- How to Create an Access Rule for Services or Packages
Service-Type Specific Features
While managing services, you'll also encounter different types of services that require specific configurations and setups, like car rentals, flights, accommodations, and rail services. This section offers guides on how to manage these distinct service types:
Accommodation Services
Accommodation services require setup of room types:
Car Rental Services
Car rental services necessitate defining car types and specifying pick-up and drop-off locations. Here's how to manage these aspects:
- How to Add a Car Rental Pick Up and Drop Off Point to an Itinerary
- How to Create Car Rental Car Types
- How to Create Car Rental Locations
Flight Services
For flight services, you'll need to define ticket types:
Rail Services
Managing rail services includes defining rail locations:
General Services
Some other service-related features include creating placeholder services and linked services:
By implementing these specific features, you'll be able to manage and tailor each service type to meet your organization's needs and provide a superior customer experience.
By following this guide and coordinating with your administrator, you'll ensure efficient and precise service management, a key factor for successful operations in Kaptio Travel. Happy onboarding!