In Products, you see the products from your booking system and set how each product works in PaxFlow and on PaxPortal.
Open the Products page
Go to Settings > Products.
The table has these columns, among others:
Name: click the name to open the settings of the product.
Code: the product code from your booking system.
Start times: the start times of the product.
Source and Vendor: the booking system and the vendor of the product.
Daily departures: when this switch is off, the departures of the product do not show on the Departures and Calendar pages.
Paxportal: shows or hides the product on PaxPortal.
Status: Active or Not Active.
The Daily departures and Paxportal switches save the change at once.
Note: To open Products, your user group must have access to Products.
Open the settings of a product
Go to Settings > Products.
To find the product, enter its name or code in Search product info.
Click the name of the product. Or, in the row of the product, click Actions and then View Product Settings.
For a Bókun product, Actions also has Open Product in Bókun.
The settings of the product open on four tabs: General Settings, PaxPortal, Assignments and Files.
Change the name or code of a product
The Display Name Override card on the General Settings tab sets the name and code that PaxFlow shows for the product. Your booking system keeps the original name and code. The card also has Show as, which sets whether PaxFlow shows the full name or the code on departures and the calendar.
Open the settings of the product.
In the Display Name Override card, click Edit.
Enter a Product Title Override and a Product Code Override, and select Full name or Code under Show as.
Click Save Changes.
See Change display name on a product for the details.
Note: The Display Name Override card is not shown for products that you created in PaxFlow.
Add notes to every departure of a product
The Departure Notes card on the General Settings tab holds a staff note and a passenger note for the product. Every departure of the product shows these notes above its own note. A departure can hide them.
Open the settings of the product.
In the Departure Notes card, click Edit.
Enter the Staff note. Only your team sees it. Enter the Passenger note. Passengers see it in PaxPortal.
Click Save Changes. PaxFlow shows Departure notes updated successfully.
Under each note, the card lists the product files that have the same visibility. Click Manage in Files to change them. A note that is empty shows No note.
To see how the notes look on a departure, see Internal departure notes and PaxPortal departure notes.
Set a language for each start time
A product can run in a different language at each start time, for example English at 10:00 and Spanish at 14:00. Each start time in the Tour Start Times card has its own language. The departures from that start time show this language.
Go to Settings > Products and click the name of the product.
On the General Settings tab, find the start time in the Tour Start Times card.
Click the language dropdown in the row of the start time.
Select the language. PaxFlow saves the change and shows Start time language updated.
To use the product language again, select Product language. This option shows the product language in brackets, for example Product language (English).
Note: A start time with no language uses the product language from the Language card on the same tab. A sync from your booking system does not change the language of a start time.
The dropdown lists the Language labels that you can assign to products. To add a language, create a label in Settings > Labels. Select the Language category and, under Assignable to, select Products. See Creating a new label.
The Calendar and Departures pages under Operations show the language of each departure. The Language filters on these pages also use this language. See Operations Calendar.
If you delete a language label, the start times that use it go back to the product language.
Change the PaxPortal settings of a product
On the PaxPortal tab, you set what guests can see and do on PaxPortal for this product.
Open the product and click the PaxPortal tab.
The tab has these cards:
PaxPortal Visibility: Product is visible on PaxPortal. For a Bókun product, also Show combo child booking forms in PaxPortal and Show combo child waivers in PaxPortal.
Rate Display: Show rate on PaxPortal.
Tickets: Show tickets on PaxPortal and Show ticket of resold bookings on PaxPortal. The second setting is available when the first one is on.
Pickup: Allow pickup location changes on PaxPortal, Allow pickup location change on PaxPortal for paid pickup and Cut-off time for pickup location changes.
Booking change mode: how customers change a booking, Reschedule or Rebook.
Rescheduling or Booking changes, depending on the mode: Allow rescheduling on PaxPortal, Allow rescheduling of resold bookings and Cut-off time for rescheduling.
Cancellation Settings: Allow cancellation requests on PaxPortal, Allow cancellation requests for resold bookings, Cut-off time for cancellation requests, Allow customer self-cancellations on PaxPortal and Cut-off time for customer self-cancellations.
To change the settings in a card:
Turn the settings on or off, or enter a cut-off time. A cut-off time is the time before arrival.
Click Save in the same card. PaxFlow shows Successfully updated the product settings.
Note: A card that shows Using company defaults uses the settings from PaxPortal > PaxPortal settings. When you save the card, the product uses its own settings.
Note: In Cancellation Settings, you cannot turn on both Allow cancellation requests for resold bookings and Allow customer self-cancellations on PaxPortal. The cut-off time for self-cancellations must be the same as or longer than the cut-off time for cancellation requests.
Add waivers to a product
The Waivers by WaiverForever card adds links to your WaiverForever waivers on PaxPortal. To use it, connect WaiverForever to PaxFlow first. See PaxPortal - WaiverForever.
In the Waivers by WaiverForever card, click Add Waiver.
Select the waiver. To find a waiver, enter its name in Search waivers.... PaxFlow shows Waiver successfully assigned.
To remove a waiver from the product, click the x on the waiver.
Add booking forms to a product
Booking forms collect the information that you need from guests before the tour. The Booking Forms card shows when your company has at least one booking form.
In the Booking Forms card, click Add Booking Form.
Select the booking form. PaxFlow shows Booking form successfully assigned to product.
To remove a booking form from the product, click the x on the booking form. To add one booking form to many products at once, use Assign booking form to products on the Products page.
Reset a card to the company defaults
In a card on the PaxPortal tab, click Reset to Defaults.
The card uses the settings from PaxPortal settings again, and PaxFlow shows Successfully reset the settings. PaxFlow does not ask you to confirm.
Add booking widgets to a product
A booking widget shows more products on PaxPortal, below the booking, for example a Bókun product list or a Shopify Buy Button. If a product has its own widgets, PaxPortal shows only the published widgets of the product instead of the company widgets from PaxPortal settings.
In the Embed Booking Widget card, click Add New Widget.
Enter a Heading and paste the code of the widget in Embed Code.
Turn on Publish.
Click Save.
To see the widget before guests do, click Show preview. To remove a widget, click the trash icon on it. To use the company widgets again, click Reset to Defaults in the card.
To find the code of a widget, see PaxPortal - Upsell/Cross sell products.
See the widgets on PaxPortal
Go to Bookings > All bookings.
In the row of a booking of the product, click the gear icon and then Open on PaxPortal.
PaxPortal opens the booking. The published widgets show below the booking details.
Add files to a product
On the Files tab, you attach files to the product. Product files apply to all departures of the product, so you add a file once and not on each departure. Use this for things that stay the same on every tour, for example a meeting point photo, a map, a packing list or terms. For text that stays the same, use the Departure Notes card.
Open the product and click the Files tab.
Click Add Document.
Under Type, select File upload or Google document link. A file can be up to 10 MB. For a Google document link, enter a Title and the URL.
Under Visibility, select who can see the file: Operations (Staff only) is for your team only. PaxPortal (Visible to guests) is for guests on PaxPortal.
Optional: enter a description in Description (optional), for example "Meeting point".
Click Upload. For a Google document link, click Add Google document link.
Guests see the PaxPortal files on each booking of the product, under Tour Files. They click a file to open it.