Get Started
Role Guides
Kaptio Platform Architecture
Global Platform Setup
Getting Started with Core Configuration
Managing Users, Roles & Access
Understanding Your Sample Data
PIM: Supplier Contracting
PIM: Tour & Package Design
CRM Module
Setup Trip & Itinerary Workflow
CONNECT: Land & Air Connectivity
Getting Started with Connectivity
Hotel Connectivity Setup & Usage
DOCS Module
Building Custom Content Components
Using the Document Starter Kit
Using the ATOL Certificate Starter Kit
Advanced Sample Email Template
Understanding and configuring these workflows will enable you to manage your travel operations seamlessly. Let's delve into the steps required to get you set up.
Start by configuring the trip and itinerary settings. This is where you set up the basic parameters for your travel products. You can learn how to do this here.
Next, familiarize yourself with the various trip and itinerary statuses and how to manage them within workflows. This will help you manage your travel operations more effectively. Learn more here.
Cloning an itinerary can save time when creating similar itineraries. Learn how to customize this process to suit your specific needs here.
The costings layout provides an overview of the costs associated with a trip. Customizing it will help you see the details that matter most to you. Learn how to do this here.
The bookings screen is where you manage your customer bookings. Customize it to suit your business's unique needs here.
Creating person account setting schemes helps you manage how different account types interact with your system. Learn how to create these schemes here.
PGI Schemes help manage the financial transactions associated with your trips. Learn how to create and use these schemes here.
Price breakdowns provide detailed costings for a trip. Preparing your organization for price breakdowns ensures you're ready to manage the financial aspects of your travel operations. Follow the guide here.
Understanding and implementing the trip and itinerary workflow is essential to successfully manage your travel operations. This guide should provide you with the necessary knowledge to do so. Happy onboarding!
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