As a training manager, you can use this guide to help your reservation teams develop the necessary knowledge and skills to excel in their roles. This guide includes a variety of resources and materials that can be used to create a comprehensive training program tailored to your organization's specific needs for your end-to-end reservation process, including Sales Ops.

This guide does not cover finance, but there may be specific areas in this guide, including the sections around Costings that may be beneficial to your Finance users,

Training managers can substantially benefit from incorporating existing knowledge articles into their training regimen. These articles, often rich with detailed procedures and insightful tips, can provide a well-structured and comprehensive foundation for the learning process. When developing your program to train Reservation Teams, the following articles can be resourcefully employed:

Manage Customer and Reseller Accounts

How to Find my Accounts: Use this article as a foundational piece in your training curriculum. It helps trainees navigate through the system and locate their accounts. Create scenarios that require trainees to utilize this knowledge, reinforcing their learning through application.
How to Create a Customer Account: Build on the previous step by instructing trainees on creating a new customer account. Use role-playing exercises where trainees simulate the account creation process to gain practical experience.
How to Create Contacts on your Business Account: In this training module, guide users through the process of adding contacts to their business account. This helps them understand the relationships between different system entities.
How to Create a Travel Agent Account: The culmination of these training modules can be the creation and management of a travel agent account. Trainees can apply their knowledge about accounts and contacts in this final stage.
How to set Gross or Net Invoicing on a Travel Agent Account: By understanding how to adjust invoicing settings for a travel agent account, trainees gain vital knowledge about the financial aspect of the system.
How to Create Recipient Roles on an Account: Trainees can learn the intricacies of account management by learning how to designate recipient roles. This practical knowledge can be cemented through role management exercises.

Manage Trips & Itineraries

How to use Trip with your Itineraries: This article would be ideal for a module focused on the integration and correlation between trips and itineraries.
How to Create an Itinerary: The article would serve as the central learning material for itinerary creation. Role-play or simulation activities can be developed for hands-on learning.
How to Clone an Itinerary: Use this article to teach the process of replicating an itinerary. It's an excellent opportunity to discuss the scenarios where this feature might be particularly useful.
How to Use Trip References and Itinerary Versions: Utilize this article to explore the concept of referencing and versioning in itinerary management. Construct interactive sessions around creating trip references and managing different itinerary versions.
How to Convert your Itinerary to a Booking: The article can form the concluding part of your training sequence, demonstrating the final process of converting an itinerary to a booking.
How to Add Itinerary Team Members to your Itinerary: This article can form the starting point of your training. Trainees can learn about the team-building aspect of itinerary management, and exercises can be constructed around adding and managing team members.

Using Itinerary Builder

Itinerary Builder - An Overview: Begin with an introduction to the Itinerary Builder tool, providing trainees with a general understanding of its purpose, features, and interface.
How to use Itinerary Builder: Once trainees are familiar with the tool's overview, delve into specifics on using the Itinerary Builder. Include practical exercises to reinforce learning.
How to Add Rail Locations to an Itinerary and How to create a Flight Placeholder in Itinerary Builder: Instruct trainees on adding different modes of transportation to an itinerary. Creating scenarios or role-play exercises can enhance understanding.
How to Change Service Dates or Sort Order in Itinerary Builder: This article can form the basis of a module on adjusting and customizing itineraries, crucial for flexibility in planning.
How to Organise Your Itinerary Builder Views: Create training sessions focused on improving efficiency and ease of use, teaching trainees to personalize their working environment.
How to Use Bulk Actions in Itinerary Builder: Teach trainees how to manage large volumes of data effectively, which is particularly useful for complex itineraries.
How to use Itinerary Templates in Itinerary Builder: Explain the use of templates to save time and ensure consistency in the creation of similar itineraries.
How to Search & Cost 3rd Party Hotels: A training module on sourcing and costing external hotel options can offer comprehensive knowledge about integrating third-party services into itineraries.

Using Costings: The Basics

The "Basics of Costings” can be easily constructed using several existing knowledge articles. These articles serve as guides for trainees to understand the intricacies of cost management in a travel agency, especially when using the Kaptio system. Here are the articles and how they can be used in your training program:

How to Add an Add-on to an Itinerary Item in Costings: Use this article as a lesson to teach trainees about the process of adding an add-on to an itinerary item and how this impacts costings.
How to Add and View Notes in Costings: Make use of this article to show the importance of adding and viewing notes in costings for better tracking and understanding of cost-related changes.
How to Add an Optional Component in Costings: Guide the trainees on how to add an optional component in costings and its impact on the overall cost structure.
How to Add a Package To Costings: This article can be used to teach trainees how to add a package to costings, an essential aspect in managing the cost of travel packages.
How to Add Services to Costings: Use this guide to teach how to add different services to costings, allowing them to understand the costing structure for each service.
How to Change an Itinerary Item or Price Category in Costings: A crucial skill in cost management is the ability to change itinerary items or price categories. Use this article to train on these necessary changes.
How to Change Date and Time of an Itinerary Item in Costings: This guide can be used to demonstrate the process and implications of changing the date and time of an itinerary item in costings.
How to Change Itinerary Item Quantity in Costings: Use this article to teach trainees how to modify the quantity of itinerary items and its impact on costings.
How to Change Unit Cost (Lightning Costings): Provide insights into how to change the unit cost in the Lightning Costings platform.
How to Copy a Line in Costings: Illustrate to trainees how to duplicate a line in costings for similar cost entries.
How to Delete an Itinerary Item from Costings: Teach the process and implications of deleting an itinerary item from costings.
How to Manage Conversion Rates in Costings: This article will assist in explaining how to handle conversion rates in costings, an essential aspect when dealing with international travel costs.
How to Manage your Itinerary Item Lines in Costings: Use this guide to teach trainees how to manage their itinerary item lines in costings effectively.
Lightning Costings: How to Add or Remove Passengers from an Itinerary: Demonstrate the process of adding or removing passengers from an itinerary in Lightning Costings.
Lightning Costings: How to Change Item Meal Plan in Costings: Use this article to guide trainees on how to alter the meal plan for an item in costings.
Lightning Costings: How to Extend Dates: Use this article to teach how to extend dates in costings when there is a change in the itinerary.
Lightning Costings: How to Manage Passenger and Room Assignments in an Itinerary: Teach trainees how to manage passenger and room assignments in an itinerary using Lightning Costings.
Lightning Costings: How to Shift Dates: Show how to shift dates in costings when there are changes in travel plans.
How to View Itinerary Item Details: Teach trainees how to view detailed information about itinerary items, an essential step in understanding the breakdown of costs.
How to Edit a Package in Costings: Lastly, use this article to guide trainees on how to edit a package in costings when there are changes to the itinerary or package offerings.

Remember, the above articles should not just be read but also practically demonstrated to trainees for effective learning. It would be beneficial to use real-world examples, provide hands-on activities, and encourage questions and discussion among trainees. By leveraging these existing knowledge articles, you can design an effective and comprehensive training program on the basics of costings.

Using Costings: Super User Features

Training managers can leverage existing knowledge articles to design comprehensive training programs, particularly for super users who need more in-depth knowledge on system features like costings. Here's how you can integrate these articles:

How to Use Filters in Costings: Use this as a basic tutorial on navigating the costings interface. It can help trainees understand how to streamline their view and manage large amounts of data effectively.
How to Add a Custom Service to Costings: This article can be integrated into a module teaching users to personalize costings by adding custom services, enhancing their ability to adapt the system to unique business requirements.
How to Change the Price Type (Pricelist) for an Itinerary Item in Costings: This will be an essential guide for users in managing price settings for individual itinerary items.
How to Edit the Itinerary Item Name for use in Content: This article can be a part of a module teaching users how to maintain consistent and appropriate naming conventions across the system.
How to Exclude a Line from the Itinerary Total and How to Hide a Line from Costings, and How to Hide a Line from Costings in Customer Content: These articles will be essential for trainees in managing the visibility and inclusion of costing lines in different contexts.
How to manage Linked Services in an Itinerary: This can be used to help trainees understand the relationship between different services and how to manage them within an itinerary.
How to Manually Change the Reseller Commission and How to Manually Change the Supplier Commission: These articles will be crucial for a module on financial settings and commissions within the system.
How to Mark a Line as Optional in Costings and How to Replace a Placeholder Service in Costings: These can be used to explain the customization of costings lines to cater to different client needs and preferences.
How to View Promotions in Costings and How to Recalculate Itinerary Items in Costings: Include these articles in modules that deal with promotional pricing and recalculating costs.
How to Restore a Deleted Non-refundable Line in Costings and How to use Price Breakdowns in Lightning Itinerary: These articles are ideal for advanced user training, addressing complex features like restoring deleted lines and using price breakdowns in itineraries.

Each of these articles can become a training module, where you can build exercises, scenarios, and quizzes around the content. Remember to also provide them as supplementary material for self-study or reference after a training session. The effective use of these articles will ensure that your super users gain a deep understanding of the system's capabilities.

Document Personalization and Generation

In your training program, you can use existing knowledge articles to teach the trainees about document personalization and generation. These articles provide step-by-step instructions on different processes, making them a great resource for training managers to utilize. Here's how:

How the Customer Receives and Acts on Itinerary Content: Use this article to demonstrate to the trainees how the customers receive and interact with the itinerary content. It can provide a practical, end-user perspective that can enhance trainee understanding and empathy.
How to Create Itinerary Content: This guide can form the core of a training session dedicated to teaching the process of creating itinerary content.
How to Publish Itinerary Content: Use this article to teach how to make the created itinerary content available for customers.
How to Send your Itinerary Content: A subsequent lesson can be based on this guide, explaining how to send the published itinerary to customers.
How to Allocate Itinerary Recipient Roles: This article can help trainees understand how to manage the recipient roles for the itinerary.
How to Use Statement of Agreement and Statement of Agreement - An Overview: These two articles can be combined to form a comprehensive module on using and understanding the 'Statement of Agreement'.
How to Edit Itinerary Content before publishing: Use this guide to teach about editing the itinerary before making it live for the customers.
How to add an Article from the Content Library to your Itinerary Content, How to Add an Article to KT Agenda, How to Add Content to an Article Placeholder in KT Agenda, and How to Edit a KT Agenda Article in Itinerary Content: These articles can be bundled together into a comprehensive session on managing and personalizing content using KT Agenda.
How to Search for Content in the Content Settings: The session can be rounded off with this guide, teaching the trainees how to search for relevant content within the system settings.

The articles provide an exhaustive step-by-step approach that can be directly translated into hands-on training sessions. Remember, each article can be used as a session plan for interactive learning, role-playing, and practical assignments, allowing trainees to gain firsthand experience with the system.

Booking Management

When designing training programs on "Booking Management" for Kaptio, training managers can make great use of a series of existing knowledge articles. Each article provides detailed instructions and can be transformed into an engaging and informative training module:

How to use the Bookings Screen: Before delving deeper into specific functions, trainees must learn to navigate the bookings screen. This article provides a comprehensive guide, ideal for an introductory lesson.
How to Confirm Lines in Bookings: This lesson can teach trainees the process of confirming various booking lines. Role-playing activities could involve trainees confirming lines as part of a simulated booking process.
How to Cancel a Single Line in Bookings: This article can be used to demonstrate the process of canceling individual items in a booking. Trainers can develop scenarios requiring trainees to cancel specific lines, putting the article's instructions into practice.
How to Manage Allotment Items in Bookings: A key part of managing bookings is handling allotment items. This lesson can guide users through managing these items, helping them understand their importance and use.
Itinerary Item & Service Modes: Understanding the different types of items and services available is crucial. This lesson can provide an overview of the different types and modes available, allowing trainees to tailor bookings to specific needs.
How to Reconfirm a Line in Bookings: This lesson can teach trainees how to reconfirm lines in bookings, a critical step in ensuring accuracy.
How to Use Filters in Bookings: Learning how to filter bookings effectively is an essential skill. This article can form the basis for a training session on navigating and utilizing filters.
How Your Supplier Receives a Booking Confirmation: This article offers insights into how booking confirmations are received by suppliers, fostering an understanding of the process from both ends.
How to prepare for Supplier Booking Requests: Preparing for supplier booking requests is a vital skill. This article can guide a training session on preparing and responding effectively to these requests.
How to Re-check Inventory for Allotment Itinerary Items: Finally, learning to recheck the inventory for allotment itinerary items can help ensure smooth operations. This article provides a guide for this essential step.

Each of these articles can form a standalone training module or can be combined into broader sessions. The articles can also be used as pre-reading material or as post-training references. Using them to design quizzes, tests, or practical assignments can ensure trainees can apply what they've learned in a real-world context.

Passenger Management

Below are detailed ways of integrating the features related to "Passenger Management" into your training plan, along with embedded links to the relevant articles.

How to Add a Passenger to a Booking: This article will serve as the foundation for creating a new booking. Training sessions can focus on walkthroughs of the process, followed by hands-on practice where trainees attempt to add passengers to a booking.
How to Allocate a Passenger to Itinerary Items: Once trainees understand how to add passengers, they can be trained to allocate these passengers to itinerary items. Case studies and problem-solving sessions can be designed based on the process described in this article.
How to Allocate Passengers to Services (grid view): Trainers can use this article to teach how to assign passengers to different services using the grid view. A practical session can involve trainees replicating the steps in a simulated environment.
How to link Passengers with existing Person Accounts: Trainers can integrate this guide to establish the connection between passengers and person accounts. Role-play scenarios can help trainees understand the implications and benefits of linking passenger data with existing accounts.
How to Manage Itinerary Groups (Lightning): This advanced topic can be used to explore group itinerary management. Workshops can be set up where trainees are asked to form and manage their own itinerary groups following the guidelines from this article.

These articles can serve as supplementary materials during training sessions. They can be assigned as pre-session reading or provided as resources for self-paced learning. To make the training engaging and interactive, these articles can form the basis for discussions, quizzes, and practical assignments. By doing so, you will create a comprehensive and hands-on training program that will equip the trainees with the necessary skills to manage passengers efficiently.

PNR Import

Existing knowledge articles are a rich source of information that can be used to design effective and efficient training programs. These articles can help streamline the learning process, offering trainees a reference point and supporting material. Let's delve into how training managers can leverage the following articles related to "PNR Import":

How to Manage your 3rd Party Flight PNR: This article can serve as a comprehensive guide for trainees learning about the management of 3rd party flight Passenger Name Records (PNRs). Trainers can use this article to design interactive sessions, demonstrating real-time PNR management. Trainees can then be given practical assignments or role-plays, allowing them to practice the knowledge they've acquired. Post-session, this article can be shared as a reference for trainees to revisit the process or clarify any doubts.
How to Refresh your 3rd Party Flight PNR: Refreshing 3rd party flight PNR is an important skill that needs to be imparted to the trainees. This article can form the basis of a training session dedicated to this function. It will serve as the instructional manual, laying out the steps that need to be followed. Following a detailed walkthrough, trainees can be encouraged to refresh PNRs under supervised conditions. After training, the article link can be provided to the trainees for future reference and self-paced learning.

Incorporating these articles into your training design can also involve creating quizzes, feedback sessions, or discussions based on the content. These can reinforce understanding, and encourage trainees to think critically about the processes involved.

Payment Management

For training managers aiming to impart skills related to Payment Management, several existing knowledge articles can be invaluable resources. The details from these articles can be broken down and organized into training modules or lessons. Here are the articles that can be integrated into your training programs:

Payments Tab in an Itinerary - An Overview: The article serves as an excellent starting point for understanding how payments function within an itinerary. The features of the payments tab, what they represent, and how to navigate it can be thoroughly taught. This fundamental understanding will provide trainees with the baseline knowledge they'll use in subsequent training modules.
How to Manually Change the Payment Schedule in an Itinerary: Once trainees are comfortable with the basic navigation and functionalities of the Payments tab, they can be guided on how to change the payment schedule manually. Using this article, trainers can create real-life scenarios that require trainees to practice changing payment schedules, enhancing their proficiency and confidence.
How to Manually Register Payments: This article provides a step-by-step guide on registering payments manually, a skill that is vital for accurate and timely financial recording. After studying this article, trainers can devise exercises where trainees simulate the process of registering payments manually, reinforcing their learning.

These articles can be used as pre-reading material before a training session, as a guide during hands-on training, or as a reference for post-training review. Additionally, training managers can design quizzes, tasks, or discussions based on the articles, encouraging active engagement and understanding.

Bulk Changes

Welcome to your onboarding guide for making bulk changes in the Kaptio system. This guide will cover four key operations that will allow you to update itinerary items, send manifests, and use group travel with itineraries. Each section will introduce a specific operation and provide you with a link to a detailed guide. Let's dive in:

1. Replacing Itinerary Items Using Bulk Operations

In managing travel itineraries, you may sometimes need to replace items across multiple itineraries. Instead of updating each itinerary individually, you can use the bulk operations feature. This enables you to make updates across multiple itineraries simultaneously, saving you time and ensuring consistency.

Follow this link to learn more about How to Replace Itinerary Items using Bulk Operations

2. Using the Bulk Operation Object

The Bulk Operation Object is a powerful feature in Kaptio that allows you to perform a variety of operations across multiple objects at once. This operation can be used to create, update, delete, or process large amounts of data. Understanding how to use this feature will be a huge asset when managing and manipulating data within Kaptio.

For a detailed guide on this feature, follow the link to How to use the Bulk Operation object

3. Sending a Manifest

In the travel industry, a manifest is a list of passengers or items for a particular journey. In Kaptio, you can send a manifest to various stakeholders, such as hotels or transport providers. This can be done individually or in bulk, providing a clear record of passenger details and their travel arrangements.

To learn how to send a manifest, please visit How to Send a Manifest

4. Using Group Travel with Your Itineraries

The Group Travel feature allows you to manage large groups of travelers within a single itinerary. This feature can simplify your work by grouping common travel details, ensuring that each traveler's information is consistent and easy to manage.

To learn more about this feature, visit How to use Group Travel with your Itineraries

By familiarizing yourself with these functions, you'll be well-equipped to make bulk changes in Kaptio, saving time and maintaining accuracy. As you progress through your onboarding, don't hesitate to revisit these resources or seek assistance as needed. Welcome to the Kaptio team!

Manage Customer and Reseller Accounts
Manage Trips & Itineraries
Using Itinerary Builder
Using Costings: The Basics
Using Costings: Super User Features
Document Personalization and Generation
Booking Management
Passenger Management
PNR Import
Payment Management
Bulk Changes