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

Setup Trip & Itinerary Workflow

Manage Salesforce Features

CONNECT: Land & Air Connectivity

Getting Started with Connectivity

PNR Import Setup & Usage

Integrating Amadeus

Hotel Connectivity Setup & Usage

DOCS Module

Getting Started: Content

Managing Content & Media

Setup Document Stages

Setup Templates

Building Custom Content Components

Bulk Import Content Data

Using the Document Starter Kit

Using the ATOL Certificate Starter Kit

Personalizing Documents

Generating Documents

Customer Access to Documents

Email Setup & Usage

Advanced Sample Email Template

Personalizing documents can significantly improve your customer's experience and strengthen your brand identity. Here's a guide to help you navigate through personalizing your documents:

How to Edit Itinerary Content before Publishing

Editing your itinerary before publishing allows you to make necessary modifications that suit your customer's preferences. Find out more on how to do this here.

How to Add an Article from the Content Library to your Itinerary Content

You can enrich your itinerary with additional content from your content library. Learn how to add an article from your content library to your itinerary content here.

How to Add an Article to KT Agenda

Incorporating articles into your KT Agenda can provide your audience with more detailed and interesting information. Find out more about adding an article to your KT Agenda here.

How to Add Content to an Article Placeholder in KT Agenda

Article placeholders can be filled with appropriate content to complete your KT Agenda. Learn how to do so here.

How to Edit a KT Agenda Article in Itinerary Content

Editing your KT Agenda articles within your itinerary content can help you create a more coherent and cohesive document. Learn how to do this here.

How to Search for Content in the Content Settings

Finding the right content for your documents is made easier with the search function in your content settings. Discover how to do this here.

By carefully personalizing your documents, you can ensure your communications resonate with your customers and reflect your brand effectively.

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