Streamline your customer booking experience and back-office operations, seamlessly servicing direct customers, trade partners, and online distributors.

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 Design/Build Users

📓Getting Started with Packages - Kickstart your journey with packages. This module will guide you through the essential steps of package creation, modification, and management.
📓Understanding Departure Types - Dive into the various departure types. Gain insights on how each type works and the different scenarios where they apply.
📓Manage Package Pricing - Master the art of package pricing. Understand the different components involved, from price configuration to managing price variations across various factors.
📓Setup Package Content - Learn the ropes of setting up content for your packages. Get hands-on experience in adding, editing, and managing the content that defines your packages.
📓Configure Package Defaulting - Master package default configurations to save time and ensure consistency. Explore how to set default options that suit your operational needs.

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 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 Group Tours and Cruise Journeys
For Kaptio Admins
For Supplier Contracting Users
For Product Design/Build Users
For Product Content Users
For Data Experts
For Developers