Kaptio Edge Documentation
Edge is the customer-facing layer of the Kaptio platform. It turns the bookings, itineraries, and pricing in your Salesforce org into branded documents your guests can view and payments they can complete — driven by configuration, not code.
Edge Docs
Branded travel documents — proposals, confirmations, invoices, commission documents, travel packs — generated from your Salesforce data and delivered through a secure online viewer.
Edge Pay
Payment collection from guests and agents through configurable payment pages — payment links, call-center flows, deposits and schedules, multi-currency and multi-brand routing.
How this documentation works
Everything here is anchored on a single worked example: Meridian Travel Co., a fictional tour operator with UK and US brands. Meridian is the reference implementation every real tenant starts from — when you onboard, your configuration begins as a copy of Meridian's, and you customize it from there. Every configuration snippet, schema, and template excerpt in these pages comes from that reference implementation. What you read here is what you fork.
Where to start
How tenants work The configuration model behind every implementation
Fork playbook Turn the reference baseline into your tenant
Rebranding Swap the brand layer without touching templates
QA & verification The test contract every change must pass
Document data reference The data contract for each document type
payment.yaml reference Every payment capability, block by block