Circle SellVoyage TrainVoyage Cruise4 Capabilities

Package
Modifications

One framework. Four powerful capabilities. Modify bookings, change occupancy, process cancellations, and transfer passengersโ€”all with automatic repricing, policy enforcement, and complete audit trails.

โœ๏ธ

Modify

Change options & services

๐Ÿ‘ฅ

Change Occupancy

Add/remove passengers

โŒ

Cancel

Rooms, pax, or full

๐Ÿ”„

Transfer

Move between bookings

๐ŸŽฌ

Hero Video/Animation

30-second overview showing the Package Modifications wizard in actionโ€” opening from an itinerary, selecting modification type, and completing a change.

One Framework, Unified Experience

Package Modifications provides a single entry point for all booking changes. No switching between toolsโ€”one wizard handles everything.

The Business Challenge

Tour operators face constant booking changes: passengers adding or dropping, room reassignments, service upgrades, date transfers, and full cancellations.

Without unified tooling, agents juggle multiple screens, manual calculations, and risk errors that impact revenue and customer experience.

The Kaptio Approach

1

Single Entry Point

"Package Modifications" button launches the unified wizard

2

Context-Aware Options

Wizard shows only relevant actions based on booking state

3

Preview Before Commit

Review all changes and pricing impact before applying

4

Complete Audit Trail

Every change tracked with user attribution and timestamps

How It Works

๐Ÿ“‹ Itinerary Record
๐Ÿง™ Package Modifications Wizard
โœ๏ธ
Modify
๐Ÿ‘ฅ
Occupancy
โŒ
Cancel
๐Ÿ”„
Transfer
๐Ÿ’ฐ Auto Reprice
๐Ÿ“ Audit Trail
๐Ÿ“„ New Docs
"

All modification types share a common status lifecycle: In Progress โ†’ Completed or Failed. One flow to learn, one pattern to support.

โ€” Technical Architecture

Framework Benefits

4
Unified Capabilities
1
Entry Point
100%
Audit Coverage
Auto
Repricing
โœ๏ธ

Modify

Change services, options, and itinerary items

The core modification capability allows agents to change package options, upgrade services, adjust itinerary items, and update passenger assignmentsโ€”all while automatically recalculating prices based on new selections.

Use Cases

  • โ†’Upgrade from standard to premium cabin
  • โ†’Add optional excursions post-booking
  • โ†’Change meal preferences or dietary requirements
  • โ†’Swap hotel room types within same property
  • โ†’Update passenger details and assignments
๐Ÿ–ผ๏ธ

Modify Options Screenshot

Booking Wizard showing the options change module with available upgrades and current vs. new pricing comparison

๐Ÿ’ฐ

Price Preservation

Original prices preserved for unchanged items; new items at current rates

๐Ÿ”

Change Preview

Side-by-side comparison of current vs. proposed booking before committing

๐Ÿ“‹

Previous State Tracking

Full history of changes with ability to see what was modified and when

๐Ÿ‘ฅ

Change Occupancy

Add or remove passengers, reassign rooms

๐ŸŽฌ

Change Occupancy Demo GIF

Animated walkthrough: 2 passengers in double room โ†’ 1 passenger removed โ†’ automatic room change to single โ†’ price recalculation

Life changes. Passengers add last-minute travelers, others drop out due to circumstances. Change Occupancy handles any combination of passenger and room adjustmentsโ€”with smart pricing logic that protects remaining travelers.

Intelligent Fee Handling

Surviving Passenger Protection: When one passenger leaves a shared room, cancellation fees apply only to the departing passengerโ€”not the one continuing their trip.

Supported Scenarios

โ†‘ Add pax+ rooms
โ†“ Remove paxโˆ’ rooms
โ†‘ Add pax= same rooms
= Same paxโ†” reassign

Common Scenario: Couple to Solo Traveler

1
Original Booking

2 pax, double room
$4,400 each

2
Pax 2 Withdraws

Cancellation fee applied
to departing pax only

3
Room Adjusted

Double โ†’ Single
Auto-repriced

4
Complete

1 pax, single room
$5,200 (new rate)

โŒ

Cancellation

Process cancellations with automatic fee calculation

๐Ÿ“‹

Full Booking

Cancel the entire itinerary including all services and passengers.

All policies applied
๐Ÿ‘ค

Passenger

Cancel one passenger while others continue. Often combined with Change Occupancy.

Surviving pax protected
๐ŸŽซ

Service/Room

Remove individual services, excursions, or specific room bookings.

Service-specific policy

Policy-Based Fee Engine

Cancellation fees calculated automatically based on configurable policy tiers. No manual lookups or spreadsheet calculations.

60+ days before travel10% fee
30-59 days25% fee
15-29 days50% fee
0-14 days100% fee

* Example tiers. Fully configurable per service type, package, and sales channel.

๐Ÿ–ผ๏ธ

Cancellation Confirmation Screen

Screenshot showing cancellation summary with calculated fees, refund amount, and confirmation button

Manager Override

Permission-controlled fee overrides for exceptional circumstances. Every override logged with user and reason.

Permission: "Can Override Cancellation Percentage"
๐Ÿ”„

Transfer

Move passengers and payments between bookings

When passengers need to move to a different departure date or transfer their booking to someone else, Transfer handles the complexityโ€”moving payments, calculating hold-backs for non-transferable items, and updating both source and destination itineraries.

Transfer Types

Complete Transfer

All passengers move. Source itinerary marked as transferred/cancelled.

Partial Transfer

Some passengers move. Source itinerary continues with remaining travelers.

Financial Handling

Hold-Back Calculation: Non-transferable items (like travel insurance or non-refundable deposits) are automatically held back. Only transferable value moves to the new booking.

๐ŸŽฌ

Transfer Flow Video

Video walkthrough: Select passenger(s) to transfer โ†’ Choose target departure โ†’ Review hold-back calculation โ†’ Confirm transfer โ†’ Updated itineraries

Transfer Flow

๐Ÿ“‹

Source
Itinerary

โ†’
๐Ÿ’ฐ

Payment
Transfer

โ†’
๐Ÿ“‹

Target
Itinerary

๐Ÿ”—

Linked Records

Source and destination itineraries linked for complete audit trail

โš–๏ธ

Balance Handling

Automatic calculation of amounts due or refunds based on price differences

๐Ÿ“Š

Status Tracking

Source itinerary status automatically updated (transferred/cancelled if complete)

Real-World Complexity

These capabilities often work together. Here's how they handle complex scenarios.

Scenario

Partner Can't Travel โ†’ Solo Continuation

A couple books a Japan tour in a double room. Two months later, one person can't travel due to work. The other still wants to go.

โŒ

1. Passenger Cancellation

Process cancellation. Fees apply to departing passenger only.

๐Ÿ‘ฅ

2. Change Occupancy

Modify double room to single. Auto-repricing kicks in.

โœ“

3. Updated Booking

New documents generated. Payment schedule adjusted.

Financial Impact

Original (2 pax, double)$8,800
Cancellation fee (1 pax @ 25%)$1,100
Refund to departing pax$3,300
New booking (1 pax, single)$5,200
Retained Revenue$6,300

New booking ($5,200) + cancellation fee ($1,100)

Scenario

Date Change โ†’ Transfer to New Departure

๐ŸŽฌ

Transfer Scenario Video

Complete walkthrough: Family moves from June to September departure. Shows payment transfer, hold-back for insurance, balance due calculation.

A family booked for June realizes summer timing won't work. They want to move to September departure instead.

๐Ÿ”„

1. Transfer Package

Select all passengers for transfer to new departure.

๐Ÿ’ฐ

2. Payment Transfer

Payments moved minus hold-back for non-transferable items.

โœ“

3. Complete

Original marked transferred. New booking active. Balance due calculated.

โœ“ Best For

  • โ†’Tour operators with frequent booking modifications
  • โ†’Companies needing policy-based fee enforcement
  • โ†’Teams requiring complete audit trails
  • โ†’Operations with complex room/cabin configurations
  • โ†’Businesses offering transfer/rebooking policies

๐Ÿ“ฆ What's Included

  • โ˜…Booking Wizard with modification modules
  • โ˜…Cancellation policy engine
  • โ˜…Payment transfer with hold-back calculation
  • โ˜…Automatic payment schedule updates
  • โ˜…Full modification history & audit trail

Ready to See It in Action?

Package Modifications is a core capability in Kaptio Circle Sell, Voyage Train, and Voyage Cruise. Talk to your Kaptio consultant about configuration for your business.

Kยฉ 2026 Kaptio. Enablement Hub.
Part of the Manage Booking E2E outcome โ€ข Circle Sell ยท Voyage Train ยท Voyage Cruise