Settings in PaxFlow
In our settings tab you will find five different types of settings:
Below is a step by step guide on how to access them.
Accessing Settings
Click on "Settings" on the right hand side of the dashboard.
Under the settings tab there are 12 options, Subscription & Billing, Users, User Groups, Message settings, Products, Documents, Integrations, Booking forms, Labels, Operations, Enroute settings and Notification settings. Let´s have a quick look at them all. Start by clicking on "Subscription & Billing"
Subscription & Billing
On the Subscription & Billing page you can see your Account Details, Plans and Billing. Next let´s click on "Users"
Users
Under Users you will find all the users you have added into PaxFlow and their role. Next let´s click on "User Groups"
User Groups
Users need to be assigned to user groups to receive specific permissions for different kind of users in PaxFlow. Next let´s click on "Message settings"
Message Settings
In Message settings you can see E-mail settings, SMS settings, Quota Settings and WhatsApp Settings - if you have an active WhatsApp connection to PaxFlow. By clicking on the tabs you can view the settings separately. Next let´s click on "Products"
Products
Under Product settings you can see all your products synced from Bokun. Under Products you can adjust what products you want to show on PaxPortal. Click here for Product Settings. Next let´s click on "Documents"
Documents
Under Documents is your team's digital handbook, a central knowledge hub for storing and sharing important operational resources, procedures, guides, and company information, so everyone has access to the information they need. Next let´s click on "Integrations"
Integrations
Under Integrations you can find the external integrations available in PaxFlow. Next let´s click on "Booking Forms"
Booking Forms
Under Booking Forms you can find all the booking forms you have created, click here to learn more about Booking Forms. Next let´s click on Labels.
Labels
Labels are used to tag and categorize tours, staff, and resources, making it easier to filter, search, and organize operational data across PaxFlow. Next let´s click on "Operations"
Operations
Under Operations you can manage and customize the settings that power your daily operations in PaxFlow. From here, you can manage shifts, resources, pickup groups, places, and departure groups to match the way your business operates.Next let's click on "Enroute settings"
Enroute settings
Under Enroute Settings, you can manage how guides, drivers, and other Enroute users experience PaxFlow. This includes controlling schedule visibility and deciding what booking and sales information is available to field staff while they are on the go. Next let's click on "Notification settings"
Notification settings
Under Notification Settings, you can manage how operational notifications are sent within PaxFlow. Choose who receives notifications, set their priority, and select how they are delivered.














