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

This guide will provide you with the necessary steps to manage services in Kaptio Travel, a core component for your product offerings.

<aside> 🔗 Note: Successful service management in Kaptio Travel is dependent on your administrator having previously configured the Supplier & Service Global Settings as per requirement. Please coordinate with your administrator to ensure these settings have been configured appropriately. For more information, refer to this guide: Manage Global Settings

</aside>

How to Manage Services

Managing services in Kaptio Travel allows you to define and customize the services or products that you offer to your customers. This encompasses creating services, setting prices, assigning fees, configuring timing, and more. Follow the guides below to understand and implement each aspect:

  1. Services General Information
  2. How to Create a Service
  3. How to Create Price Categories for a Service
  4. How to Create an Add-on for a Service
  5. How to Assign a Fee to a Service
  6. How to Create Service Notes
  7. How to Configure Time Setup for a Service
  8. How to Set Geolocation for a Service
  9. How to use Commission Groups on Services and Package Bundles
  10. How to Create an Access Rule for Services or Packages

Service-Type Specific Features

While managing services, you'll also encounter different types of services that require specific configurations and setups, like car rentals, flights, accommodations, and rail services. This section offers guides on how to manage these distinct service types:

Accommodation Services

Accommodation services require setup of room types:

  1. How to Create Accommodation Room Types

Car Rental Services

Car rental services necessitate defining car types and specifying pick-up and drop-off locations. Here's how to manage these aspects:

  1. How to Add a Car Rental Pick Up and Drop Off Point to an Itinerary
  2. How to Create Car Rental Car Types
  3. How to Create Car Rental Locations

Flight Services

For flight services, you'll need to define ticket types:

  1. How to Create Flight Ticket Types

Rail Services

Managing rail services includes defining rail locations:

  1. How to Create Rail Locations

General Services

Some other service-related features include creating placeholder services and linked services:

  1. How to Create a Placeholder Service
  2. How to set up a Service as a Linked Service

By implementing these specific features, you'll be able to manage and tailor each service type to meet your organization's needs and provide a superior customer experience.

By following this guide and coordinating with your administrator, you'll ensure efficient and precise service management, a key factor for successful operations in Kaptio Travel. Happy onboarding!