Get Started

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

To ensure that Kaptio Travel aligns with your specific needs and work style, customization is key. This guide will help you navigate through the process of creating custom fields and setting up the Lightning Itinerary page.

Creating Custom Fields

Custom fields allow you to capture information that is specific to your organization's needs. You can create your own fields in Kaptio Travel for capturing unique data. To learn how to create custom fields, follow the steps in the article linked below:

Setting Up the Lightning Itinerary Page

The Lightning Itinerary Page in Kaptio Travel allows you to have a streamlined view of all your travel itineraries. Customizing this page can enhance your operational efficiency. Learn how to set up this page with the following article:

Create Package Category

To create a package category, follow this guide.

With these customizations, Kaptio Travel will better reflect your business needs and help drive your operational effectiveness. Happy onboarding!

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