How to Get Started with PaxFlow
In today’s fast-paced travel industry, tour operators are expected to deliver smooth, high-quality guest experiences while juggling complex daily operations, like managing staff schedules, coordinating resources, handling pickups, and keeping communication timely and consistent.
That’s where PaxFlow comes in. PaxFlow is an all-in-one operations platform that helps tour operators automate and streamline everything that happens after a booking is confirmed. From departure planning and staff assignment to real-time guest communication, PaxFlow reduces manual work and increases efficiency across your operation.
One of PaxFlow’s standout features is the PaxPortal, a self-service portal where customers can view their tour details, update pickup information, and access important updates without needing to contact support. Combined with automated messaging, this helps reduce no-shows, minimize support requests, and give guests the seamless experience they expect.
In this article, we’ll walk you through how to get set up with PaxFlow step by step. By the end, you’ll be ready to simplify your operations, lighten your team’s workload, and deliver a modern, scalable tour experience that puts your guests first.
1. Start by installing PaxFlow
If you are a Bókun user, you can install PaxFlow apps through the Bókun App Store.
If you are an iTicket user please contact sales to get started.
Step by step guides:
Watch the video:
2. Create user accounts and login
Make sure to bookmark https://admin.paxflow.io/ to access PaxFlow easily in the future.
Step by step guides:
Watch video on how to Login:
3. Adjust the Product Settings
Product settings allow you to customize various aspects of your services. These settings help tailor the tour offerings to better meet customer needs, streamline operations, and enhance the overall experience for both customers and staff.
Step by step guides:
4. How to setup PaxPortal
Setting up PaxPortal involves customizing its branding, adjusting settings to fit your needs, and using PaxPortal to upsell and cross-sell other products. You can also help your customers access PaxPortal by adding links to it in documents, messages, or on your website, making self-service easier and more convenient.
Step by step guides:
Watch the videos:
PaxPortal Branding lets you personalize your customer portal with your logo, brand colors, custom navigation links, and a custom domain to match your brand's look and feel.
PaxPortal settings let admins customize the customer portal’s features like ticket views, pickup options, and booking rules to fit their business needs.
With the PaxPortal it's easy to add your Bókun widget to allow your customers to book more products.
You can add a link to travel documents and a link to your website and social media accounts.
5. Create Message templates
Easily set up templates for Email, SMS and WhatsApp in PaxFlow to streamline your customer communication. You can customize each message with personalization tags (like customer name, booking details, etc.) to keep messages relevant and professional.
Step by step guides:
Watch the videos:
E-mail templates make it easy to send personalized, timely messages to many passengers at once.
SMS templates lets you easily message lots of passengers at once with clear, consistent updates.
Personalization tags use booking details as parameters to make each message feel more relevant and tailored to the individual passenger.
Target Recipients define the audience for automated messages, using booking details like channel, seller, or missing info.
6. How to set up the Resource Manager
PaxFlow Resource Manager is a powerful tool designed to simplify and optimize the management of operational resources and makes it easy to keep track of your vehicles and assignments.
Step by step guides:
Watch the video:
Managing resources in Paxflow is simple and essential for smooth operations.
7. How to change status of a Departure
Changing departure statuses in the departures and passengers list helps keep communication clear and your team organized.
Step by step guides:
Watch the videos:
Quickly update departure statuses for daily departures to keep everything accurate and running smoothly.
Tour disruptions are unavoidable, but the cancellation and rebooking headache that comes along with them - doesn’t have to be.
8. Using Booking Forms to collect customer information
Booking forms make it easy to collect and manage information from passengers. In PaxFlow, you can create custom booking forms that fit your needs, letting customers provide all the details you require upfront.
Step by step guides:
Watch the video: