Kaptio Admin | Notion

Welcome to the Kaptio Admin Guide! This guide is designed to help administrators navigate and manage the Kaptio system. It provides step-by-step instructions, best practices, and tips for configuring and customizing the platform to meet your organization's needs.

Whether you're new to Kaptio or a seasoned user, this guide is a valuable resource for getting the most out of the system.

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.

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