🔗 Prerequisites
Features
What you get with this outcome
Every Experience Starts as a Service
Before you can sell packages, quotes, or bookings—you need services. Hotels, activities, transfers, guides, bikes, cruises, trains: these are the building blocks of your product catalog. Kaptio's service model is flexible enough to handle standard service types and custom record types specific to your business. Whether you're a cycling tour operator needing 'Bike' and 'Guide' services, a luxury train company needing 'Cruise' record types for rail, or a traditional tour operator with hotels and excursions—build your catalog once, use it everywhere.
Visual coming soon
service-types-diagram
Standard Service Types
Create services for the core categories every tour operator needs: accommodations with room types and rates, activities with durations and capacities, transfers with routes and vehicle options, and flights with carrier details.
- ✓Accommodation with room inventory
- ✓Activities with capacity limits
- ✓Transfers with route pricing
- ✓Flights with carrier integration
Visual coming soon
custom-record-types-diagram
Custom Service Record Types
Extend the service model with record types unique to your business. DuVine uses 'Bike' and 'Guide' record types. Belmond uses 'Cruise' for trains and boats. Bunnik distinguishes between 'Owned' and 'Contracted' accommodations. Your catalog, your structure.
- ✓Custom record types (Bike, Guide, Cruise)
- ✓Tailored fields per record type
- ✓Consistent behavior in packages
- ✓Report filtering by type
Visual coming soon
Service Content & Media
Service Content & Media
Attach rich content to services: descriptions, images, highlights, inclusions, and location data. Content flows into proposals, documents, and websites automatically—maintain once, publish everywhere.
- ✓Rich text descriptions
- ✓Image galleries per service
- ✓Location and map integration
- ✓Multi-language content support
Visual coming soon
Supplier Linking
Supplier Linking
Link services to their providing suppliers. A hotel service links to its hotel supplier; an activity links to the DMC who operates it. This connection powers automated booking requests, cost tracking, and supplier reconciliation.
- ✓Service-to-supplier relationship
- ✓Automatic booking requests to supplier
- ✓Cost tracking per supplier
- ✓Multi-supplier service options
User Journey
Step-by-step flow from start to finish
🗺️User Journey Flow
Follow the steps from start to finish
Implementation Plan
How to implement this outcome
📅 Project Overview
Planning
Week 1- • Define service categories needed
- • Identify custom record types
- • Map services to suppliers
Core Services
Week 2- • Create accommodation services
- • Create activity services
- • Create transfer services
- • Link to suppliers
Custom Types & Content
Week 3- • Create custom record type services
- • Load service content
- • Add images and media
Validation
Week 4- • Execute UAT
- • Verify supplier links
- • Train team on catalog
Resources
Configs, tools, and documentation to help you
⚙️ Golden Configs
Accommodation Service
Hotel or property service with room types, rates, and allotment links. Includes meal plans and location data.
Activity Service
Tour, excursion, or experience with duration, capacity, and scheduling options.
Transfer Service
Point-to-point transfer with vehicle options, route pricing, and passenger limits.
Custom Record Type Service
Template for creating business-specific service types (Bike, Guide, Cruise, etc.).
Common Pitfalls
Avoid these implementation mistakes
Don't create services without linking to suppliers—breaks booking requests
Plan record types before creation—changing later requires migration
Don't skip content—empty services create poor proposals
Avoid duplicate services—use one service with options, not multiple services
Consistent naming conventions—'Hotel Hassler' not 'Hassler Hotel Rome Italy'
Link to correct supplier type—internal vs third-party affects costing