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Tailor-Made Itineraries

Tour & Cruise Itineraries

FIT Package Itineraries

Role Guides

Kaptio Admin

Supplier Contracting

Product Design/Build

Product Content

Training Manager

Data Experts

Developers

Kaptio Platform Architecture

Architecture Overview

Development Guidelines

Functional Decomposition

Platform FAQ

New to Salesforce?

Security & Compliance

Manage your Environments

Data Import & Export

Global Platform Setup

Getting Started with Core Configuration

Manage Global Settings

Configure Channels

Managing Users, Roles & Access

Understanding Your Sample Data

PIM: Supplier Contracting

Managing Suppliers

Setup Locations

Managing Services

Configure Prices

Bulk Import Service Data

Manage Inventory

Promotion & Discount Setup

PIM: Tour & Package Design

Getting Started with Packages

Understanding Departure Types

Manage Package Pricing

Setup Package Content

Configure Package Defaulting

CRM Module

Customizing Kaptio Travel

Manage Account Record Types

Channels in Kaptio Travel are central to your operations, facilitating the management of your sales avenues. This guide will walk you through a logical sequence of steps to configure your channels effectively.

How to Configure your Channel

Start by configuring your channel according to the needs of your business. This process includes setting up policies and workflows associated with your sales.

For a detailed guide on configuring your channel, follow the instructions here.

How to Setup Sales Currencies on Channels

Once your channel is set up, the next step is to establish the currencies for your sales. This multi-currency setup is vital for global operations.

Learn how to set up sales currencies on channels in our guide here.

How to Manage Languages on your Channel

Depending on your clientele, you may need to manage multiple languages on your channel. To cater to a broader audience and enhance customer experience, follow our guide on managing languages here.

How to Enable an Inflation Model

Kaptio Travel allows you to enable an inflation model on your channels. This feature helps manage pricing changes over time. Learn how to enable an inflation model in your channel here.

How to Create a Payment Schedule for a Channel

Creating a payment schedule for your channel is vital for managing your finances. Kaptio Travel allows you to set up payment rules and schedule for a channel. Find our detailed guide here.

How to Create Payment Methods for your Channel

Finally, set up payment methods for your channel to offer multiple payment options to your customers. This step is essential for facilitating transactions and enhancing customer satisfaction. Follow our guide on creating payment methods for your channel here.


Following these steps will ensure that your channels are configured correctly, leading to smooth and efficient operations. Enjoy your journey with Kaptio Travel!

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