PaxPortal settings set how PaxPortal works for your company. They apply to all your products, unless a product has its own settings. Admins use them to control what customers see and what customers can change.
Open PaxPortal settings
Go to PaxPortal > PaxPortal settings.
The page has one card for each group of settings. Use the menu at the side of the page to go to a card. Each card has its own Save button where you change a setting.
Company settings and product settings
PaxPortal has settings at two levels:
Company settings: the settings on this page, in PaxPortal > PaxPortal settings. They are the defaults for all your products.
Product settings: the PaxPortal tab of a product, in Settings > Products. They apply to that product only.
When a product has its own value for a setting, PaxPortal uses the product value. When it does not, PaxPortal uses the company value. A product card that shows Using company defaults has no value of its own yet. When you save the card, the product keeps its own values, also if you later change the company settings. To go back to the company settings, click Reset to Defaults in the product card.
These settings can have a different value for one product:
Tickets
Rate Display
Pickup
Rescheduling or Booking changes
Cancellation Settings
Embed Booking Widget. If a product has its own widgets, PaxPortal shows only the published widgets of the product, not the company widgets.
These settings are only on this page and apply to all products: Timezone and Language, Extras and Booking Questions and Chat Client.
Some settings are only on the product: whether the product shows on PaxPortal, waivers, booking forms and files.
To change the PaxPortal settings of one product, see Product Settings.
Check the time zone and language
The Timezone and Language card shows the time zone and the language that PaxPortal uses. You cannot change them in PaxPortal settings. They come from your booking system, Bokun. Change them in Bokun.
Set ticket options
In the Tickets card, turn Tickets on PaxPortal on to let customers download their tickets. If it is off, customers cannot download tickets.
Turn Ticket of resold bookings on to let customers with a resold booking download their tickets. If it is off, these customers cannot download tickets.
Click Save.
Show or hide the rate
In the Rate Display card, turn Show rate on PaxPortal on or off. When it is on, the rate shows in the booking on PaxPortal.
Click Save.
Set pickup options
In the Pickup card, turn Pickup location changes on PaxPortal on to let customers change their pickup place.
Turn Pickup location changes for paid pickup on to let customers choose a pickup place on a booking that has no pickup place yet. If it is off, customers cannot do this.
In Cut-off time for pickup, enter the time before the tour starts when customers can no longer change the pickup. Type days, hours and minutes, for example 1h 30m.
Click Save.
After the cut-off time, or when the setting is off, PaxPortal tells the customer that the pickup can no longer be changed online.
Set rescheduling options
Use this card to let customers change their booking on PaxPortal, and to set how long before the tour they can do it. The card is named Rescheduling or Booking changes, depending on how your company lets customers change a booking. The three options are the same.
In the card, turn Rescheduling on PaxPortal before arrival on to let customers change their booking on PaxPortal. If it is off, customers cannot change a booking. PaxPortal then also turns off Rescheduling of resold bookings, and you cannot change the cut-off time.
Turn Rescheduling of resold bookings on to let customers change a resold booking, which is a booking from a reseller or online travel agency. If it is off, customers cannot change these bookings. You can turn it on only when the first option is on.
In Cut-off time for rescheduling before arrival, enter the time before the tour starts when customers can no longer change the booking. Type days, hours and minutes, for example 1d 0h 0m. If you enter 0, customers can change a booking until the tour starts.
Click Save.
The message Reschedule settings has been saved shows. If a setting is not saved yet, both switches are off and the cut-off time is 1 hour.
If your card is named Rescheduling, it looks like this:
Customers can change a booking until the cut-off time before the tour starts. They cannot change a booking when the option is off, when the cut-off time has passed, when the booking is cancelled, or when the booking is not confirmed.
Note: Keep Rescheduling of resold bookings off when the reseller or online travel agency must manage the booking. If customers change these bookings on PaxPortal, the data in the two systems can differ.
You can set a different value for one product. See Product Settings and PaxPortal - Reschedule Settings.
Check how customers change a booking
With Rescheduling, customers move their booking to another date or time of the same product. No payment is needed.
With Booking changes, customers can also switch to another product or rate, and change the number of guests. Bokun has no single step to swap a booking for another product. PaxPortal books the new tour first and cancels the old booking after the payment is received. These rules apply:
Customers can change bookings that are in Bokun. A booking that is part of a combo cannot be changed online, and neither can a booking with no charge on it.
Customers cannot change resold bookings this way, even when Rescheduling of resold bookings is on.
The cut-off time, and the other rules for rescheduling, apply in the same way.
PaxPortal shows only the tours, dates and times that have space for the guests. If a tour is no longer available, or its price changed while the customer was choosing, the customer must choose again.
PaxPortal does not offer an option that costs less than what the customer was charged, because PaxFlow does not give refunds. If the customer only moves the booking to another date, with the same product, rate and guests, the price does not matter.
The customer pays only the difference. What the customer already paid is carried to the new booking. If the price is the same, the customer pays nothing.
The customer has 30 minutes to pay. The old booking is cancelled when the payment is received. If the customer does not pay in time, the new booking is cancelled and the customer keeps the old booking.
Set cancellation options
Use the Cancellation Settings card to let customers send cancellation requests, to set the cut-off time, and to let customers cancel without approval. Click Save after you change a setting. For the steps, see PaxPortal - Cancellation Settings.
Note: Keep Cancellation Requests of resold bookings off when the reseller or online travel agency must manage the booking.
Show extras and booking questions
In the Extras and Booking Questions card, turn Extras on PaxPortal on to show the extras of the booking and their quantities.
Turn Booking questions on PaxPortal on to show the answers that were collected for the booking.
Click Save.
If you have not saved a setting yet, both options are off.
Embed a booking widget
Use the Embed Booking Widget card to show a widget below the main booking on PaxPortal. Customers can use it to book more products. You can add more than one widget.
These embed codes work:
Bokun booking widgets. Copy the embed code from Bokun and paste it as it is.
Shopify Buy Button. Paste the embed code that Shopify gives you. PaxPortal shows the button and the product.
Plain HTML, such as text, links, or a frame that shows a web page. This content shows as it is.
PaxPortal shows a widget in a safe frame. It runs only the scripts of a short list of trusted providers, such as Bokun and Shopify, and removes all other scripts and script-based attributes, such as onclick. A widget that needs a script from another provider does not work. Links that start with javascript: are removed too.
To get the code from Bokun, go to Sales tools > Booking widgets and open the widget that you want to use. In the Embed Widget window, click Copy Embed Code.
In PaxPortal settings, click Add New Widget in the Embed Booking Widget card.
Enter the heading of the widget. The heading shows above the widget.
In Embed Code, paste the embed code.
To show the widget to customers, turn Publish on.
Optional: Click Show preview to see the widget. Click Close when you are done.
Click Save.
The message Booking widget successfully saved shows. If PaxFlow cannot save the code, the message Unable to save the booking widget due to a faulty embed code shows. Copy the code again from the source and paste it again.
To open or close the settings of a widget, click the arrow on the widget. To remove a widget, click the delete icon on the widget.
To show other widgets for one product, add them on the PaxPortal tab of the product. See Product Settings.
Set up a chat client
In the Chat Client card, select the service in Chat Service: Botpress, HelpScout or Intercom.
Enter the details that the service needs.
To show the chat to customers, turn Publish on.
Click Save.
