Customer Accounts

How to create a customer account

  1. Log into Kaptio Travel and select Kaptio Travel Settings from the drop down menu in the top right hand corner of your screen.
  2. Click the Accounts tab at the top of your screen and then click New.
  3. Select Customer as the record type from the drop down menu, click Continue and the following screen will appear:
    account-customer
  4. Here the customer’s Last Name and Account Currency are mandatory fields.
  5. Once you have entered all relevant details click Save.