Streamlining the process of crafting and managing tailor-made itineraries is important as it allows for more quality time to collaborate with customers on curating transformative experiences, which in turn boosts productivity.

If you want to jump right in, here’s a high-level overview of the tasks:

For Kaptio Admins

📓New to Salesforce? - Here you will find guides and tutorials on key aspects of the platform to help you become an admin superhero. Whether you are new to Salesforce or just need a refresher, this guide will help you navigate the platform and get the most out of your experience.
📓Understanding Your Sample Data - Learn about the sample data that you have at the start of your onboarding and how it can help you test and navigate the system during the implementation process.
📓Getting Started with Core Configuration - Learn about the purpose of Business Units, Channels, and Currency, and how to set them up.
📓Manage Global Settings - Kaptio provides an extensive range of configurable settings at various levels. Get acquainted with the most comprehensive level, the Global-level settings, and understand how to effectively set them up within the system.
📓Setup Locations - Acquaint yourself with setting up locations in Kaptio, a fundamental building block for your services.
📓Configure Channels - When working with Kaptio Travel, your responsibility includes proper configuration of your Channels. We encourage you to explore further into the system's Channel setup to ensure optimal performance.
📓Manage Account Record Types - Understand the use of Accounts and how to use Record Types, Lightning Pages & Page Layouts for advanced configurations.-
📓Setup Trip & Itinerary Workflow - Learn about Trip & Itinerary workflow setup
📓Managing Users, Roles & Access - This guide will walk you through the steps needed to manage users, roles, and access effectively.
📓Manage your Environments - learn about how to add users and provide them with access relevant to their role.
📓Manage Salesforce Features - understand Salesforce Leads, Cases and other functionality and how they can be configured with Kaptio functionality
📓Customizing Kaptio Travel - understand how to extend Kaptio’s user experience and data model.
📓Data Import & Export - Managing data loading is an important task to ensure the smooth running of Kaptio Travel. Refer to this section for a comprehensive guide on how to manage data loading.
📓Getting Started with Connectivity - Kickstart your journey in understanding the nuances of connecting various external systems with Kaptio.
📓PNR Import Setup & Usage - Learn to setup and use the PNR Import feature.
📓Hotel Connectivity Setup & Usage - This guide helps you navigate the setup of Hotel Connectivity in Kaptio, enhancing seamless hotel booking processes.
📓Implementing Braintree/PayPal - This guide covers how to implement Braintree/PayPal in Kaptio Travel, including payment method configuration, gateway integration, and payment processing. It ensures a secure and smooth payment process for your customers.

For Supplier Contracting Users

📓Managing Suppliers - Learn the process of supplier management, an essential element to sustain a travel business by ensuring quality and reliability of your product offerings.
📓Managing Services - Delve into managing services, the core offerings of your business that needs meticulous management for creating compelling travel experiences
📓Configure Prices - Understand the nuances of pricing configuration, a critical component of your product strategy to balance profitability and competitiveness.
📓Bulk Import Service Data - Gain insights into the process of bulk import of service data, to efficiently upload and update large volumes of product data.
📓Manage Inventory - Learn about inventory management, ensuring the availability of your offerings and fulfilling customer demands.
📓Promotion & Discount Setup - Grasp the procedures of setting up promotions and discounts, essential tools to attract and retain customers.
📓Getting Started with Connectivity - Explore the basics of establishing connections with external systems to leverage their capabilities in Kaptio.
📓PNR Import Setup & Usage - Learn the ins and outs of setting up and using PNR import, to enhance the usage of vital passenger data in your operations.
📓Hotel Connectivity Setup & Usage - Understand how to set up hotel connectivity, a key aspect of enhancing your hotel booking procedures.

For Product Content Users

📓Getting Started: Content - Delve into the basic aspects of content management within Kaptio, setting a solid foundation for your work as a content manager.
📓Managing Content & Media - Learn about effective content & media management, crucial for creating engaging, media-rich experiences for your users.
📓Setup Document Stages - Discover the process for setting up document stages, helping you organize and manage your documents effectively.
📓Setup Templates - Familiarize yourself with the process of setting up templates, key tools that streamline your document creation process.
📓Bulk Import Content Data - Gain an understanding of how to bulk import content data, making it easier to populate your system with relevant content.
📓Using the Document Starter Kit - Learn about the Document Starter Kit, a handy tool that simplifies your initial document creation and management tasks.
📓Personalizing Documents - Discover how to personalize documents to better cater to the unique needs of your users or customers.
📓Generating Documents - Understand how to generate documents, a vital skill for providing users with the necessary information in a structured, easily accessible manner.
📓Email Setup & Usage- This guide will teach you how to setup and utilize emails effectively within Kaptio, a crucial aspect of communication and interaction with customers.

For Training Managers

📓Getting Started: Training - this guide will walk you through the process of creating an effective training program for your Reservation and Finance Teams
📓Training Reservation Teams - Here are some specific articles that can help you create effective training programs for your reservation teams.
📓Training Finance Teams - Here are some specific articles that can help you create effective training programs for your finance teams.

For Data Experts

📓Data Import & Export - Manage your data effectively with in-depth guides on data import and export in the Kaptio system.
📓Bulk Import Content Data - Simplify data management by learning how to perform bulk imports of content data.
📓Bulk Import Service Data - Increase your efficiency by mastering the bulk import of service data.

For Developers

📓Customizing Kaptio Travel - Learn how to expand Kaptio's UX and data model, making it uniquely fit for your specific business needs.
📓Using the Document Starter Kit - Discover the potential of Kaptio's Document Starter Kit, which provides a great starting point for creating custom travel documents.
📓Building Custom Content Components - Get hands-on with Kaptio's Content Engine by building custom content components that enhance your documents.
📓Integrating Your Own Gateway - Take control of your payment processing by integrating your own payment gateway into the Kaptio system.
📓Accounting Integration - learn about how to integrate Kaptio with accounting software
📓Website Integration - learn about how to integrate Kaptio with your website.

On this page

Sell and Operate Customized Private Journeys & Tailor-Made Experiences
For Kaptio Admins
For Supplier Contracting Users
For Product Content Users
For Training Managers
For Data Experts
For Developers