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 make your onboarding process easier, we've compiled a list of helpful articles that will guide you through the basic setup process.

How to Setup Currencies in Kaptio Travel

Kaptio Travel supports a multi-currency setup to cater to the global nature of the travel industry. Proper setup of currencies is essential to ensure correct pricing, financial management, and customer experience. Learn how to set up currencies in Kaptio Travel by following our step-by-step guide here.

What are Business Units?

Business units allow you to separate your operations based on departments, divisions, or even geographical areas. Understanding how to set up and manage business units will enable you to organize your operations better. Read more about business units here.

How to Create a Channel

Channels in Kaptio Travel represent the various means through which you sell your products and services. Setting up channels correctly is crucial as it influences the workflows and policies associated with your sales. To learn how to create a channel, please visit our detailed guide here.


Getting familiar with these fundamental aspects will set the groundwork for your journey with Kaptio Travel. We encourage you to explore these articles to understand how you can tailor Kaptio Travel to fit your business's specific needs. Happy onboarding!

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