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 IntegrationUnderstanding and configuring these workflows will enable you to manage your travel operations seamlessly. Let's delve into the steps required to get you set up.
How to Configure Trip and Itinerary Settings
Start by configuring the trip and itinerary settings. This is where you set up the basic parameters for your travel products. You can learn how to do this here.
How to use Trip and Itinerary statuses and workflows
Next, familiarize yourself with the various trip and itinerary statuses and how to manage them within workflows. This will help you manage your travel operations more effectively. Learn more here.
How to Customise Cloning an Itinerary
Cloning an itinerary can save time when creating similar itineraries. Learn how to customize this process to suit your specific needs here.
How to Customise the Costings Layout
The costings layout provides an overview of the costs associated with a trip. Customizing it will help you see the details that matter most to you. Learn how to do this here.
How to Customize the Bookings Screen
The bookings screen is where you manage your customer bookings. Customize it to suit your business's unique needs here.
How to Create Person Account Setting Schemes
Creating person account setting schemes helps you manage how different account types interact with your system. Learn how to create these schemes here.
How to Create and Use PGI Schemes
PGI Schemes help manage the financial transactions associated with your trips. Learn how to create and use these schemes here.
How to Prepare Your Org for Price Breakdowns
Price breakdowns provide detailed costings for a trip. Preparing your organization for price breakdowns ensures you're ready to manage the financial aspects of your travel operations. Follow the guide here.
Understanding and implementing the trip and itinerary workflow is essential to successfully manage your travel operations. This guide should provide you with the necessary knowledge to do so. Happy onboarding!
On this page
- How to Configure Trip and Itinerary Settings
- How to use Trip and Itinerary statuses and workflows
- How to Customise Cloning an Itinerary
- How to Customise the Costings Layout
- How to Customize the Bookings Screen
- How to Create Person Account Setting Schemes
- How to Create and Use PGI Schemes
- How to Prepare Your Org for Price Breakdowns