CaptainBook.io

In this video we are going to show you how to import existing Customers,Products, Gift Cards, Bookings, Resources via excel files.

How to import existing Customers,Products, Gift Cards, Bookings, Resources

In this video we are going to show you how to use our CRM.

CaptainBook's Customer Relationships Management (CRM)

Luca Lattanzio

Everything you need to know about customers.

Customers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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CaptainBook Dashboard Overview

Booking Feed Overview

Accessing the Discounts Tab

Navigating CaptainBook's Channel Manager

Navigating the Documents Tab

Navigating the App Store Tab

Manage customers in the CRM tab

Navigating the Payments Tab

Navigating the Users Tab

Set up and manage multiple widgets for different business channels

Onboarding

How to connect Civitatis to CaptainBook

How To Connect to Viator

Guide to Importing Groupon Codes

Efficient Management of Groupon Codes

Connecting Captainbook Experience to GetYourGuide through Channel Manager

Custom Thank You Page: How It Works & Why You Should Use It

How to Connect CaptainBook to Google Things to Do

Channel Manager

How to effectively utilize Marketing Content

How to use CaptainBook's in platform Chat

Affiliate Functionality

Distribution Partners

How to accept/change a commission request from the reseller

How to create a partner & track commissions

Commissions

Set up and manage gift certificates in the Gift Cards tab

Gift Cards

Navigating the Billing Tab

Set up and configure pricing for your experience

Change or add a pricing category

Pricing

Manually add a new booking from the dashboard calendar

How to scan customers' tickets (QR codes) for an experience

How to communicate with your customers via email and SMS

How to create document signing for your customers

How to cancel a booking & issue a refund

Reschedule a booking for a given experience

How to Close Availabilities

How to Set Up a Deposit for Bookings

All you need to know about the waitlist

Set up booking confirmation notifications via email and SMS

All you need to know about Bookings on Request

Bookings

How to submit a feature request

Customer Success

Default notifications

Notification Center

Set up a website using Website Builder

CaptainBook's Website Builder

Email verification & logging in to your account

Edit an existing experience in Captain Book

First steps with CaptainBook

How to add a map in the widget to show the starting point of an experience

Frequently Asked Questions (FAQs)

How to use the Availability Updater

Set up Policy Rules: dynamic pricing and capacity per channel

Read the Policy rule cascade: see why a slot shows €X on Channel Y

Create repeating availabilities for an experience

Set up ticketing and voucher management for your experience

Create a new experience

Edit an experience's basic settings

Add photos to enhance your experience listing

Duplicate an experience

Experiences

Generate a discount code

Discounts

How to reconnect your Google Calendar

How to connect Google Calendar with CaptainBook

How to find your Google Analytics Measurement ID

How to integrate Google Analytics 4 with CaptainBook supplier’s widgets

Troubleshoot Google Tag Manager

How to Create Search Campaigns for Travel

Google

Connect CaptainBook with other apps using Zapier

GYG email authorization guide

Integrating CaptainBook with Fotaflo: Automating Guest Photo Delivery

How the Fattutto Integration Works

How to Install and Configure the Fattutto Integration

How to Find Your Domain ID in Fattutto

How to Retrieve the Document ID in Fattutto

Fattutto integration: How to Enable Automatic Sending to AdE

Integrations

How to create a new user (admin, agent or user)

Business Units (manage multiple companies/teams under one master account)

Roles & Permissions (How to manage access in CaptainBook)

Create and configure resources with categories, capacities, and time buffers

Resources & Users

Navigating the Experiences Tab

General Overview

Understanding AI/Automation Credits

AI Assistant: Tracking Conversations: Inbox & Statistics

Set up your AI Assistant and enable it on your website

Connect Claude Desktop to Captainbook (Statistics)

Connect Claude Desktop to Captainbook (Inventory)

Connect ChatGPT to CaptainBook via MCP

CaptainBook AI: the assistant in your dashboard

AI Functionalities

Make.com Integration with CaptainBook

Automations

Custom Attribute Updated Trigger

The Sentiment Analysis Action

Create Availability Action

All you need to know about workflows

Create Booking Action

Find Bookings Action

Get Booking Action

Update Booking Action

Create Gift Certificate Action

Delay Until Action

Workflows