Guests fill in booking forms on PaxPortal. From PaxAdmin you can open a booking on PaxPortal to see the forms, or to fill them in for a guest.
Open a booking on PaxPortal
Go to Operations > Departures.
Click the arrow to the left of the departure name. The pax list of the departure opens. In the Booking Forms column, a red button means that no responses are in. An orange button means that some responses are in. The button shows how many responses are in, for example 0/4.
In the row of the booking, click the gear icon.
Click Open on PaxPortal.
The booking opens on PaxPortal.
Fill in a form for all guests
On PaxPortal, click Sign next to the form.
The Guest information window opens with the form for the first guest. Fill in the form.
Click Next. The form for the next guest opens.
Do steps 2 and 3 again for each guest.
When all guests are done, the message All passenger details have been filled out for this booking shows and the window closes.
If the form takes one response for each activity, PaxPortal shows Not completed and Sign next to the form. Click Sign. Fill in the form. Click Next.
Fill in a form for one guest
On PaxPortal, click Missing next to the guest.
The Guest information window opens. Fill in the form.
Click Save.
Answer required fields
A guest must answer a required field before the guest can continue. A No or a 0 counts as an answer. If the guest does not change a Yes / no field, PaxPortal saves the answer No. In a signature field, the guest can click Clear Signature to start again.
Check completed forms
On PaxPortal, each completed form shows Completed.
In PaxAdmin, on Operations > Departures, the button in the Booking Forms column turns green when all responses are in. To see the answers, click the button.
Change submitted answers
If the form allows it, guests can click Edit next to a completed form on PaxPortal. For forms with one response for each passenger, guests can also click Delete next to a guest.
Some forms do not allow changes after submission. Then PaxPortal shows the submitted answers as read-only with this message: Your answers have been submitted and can't be changed. Contact the tour operator if something needs fixing.
Note: To let guests change their answers, select Customers can edit their answers after submitting on the Booking Form Settings tab of the form. Your staff can always edit the answers in PaxAdmin.