Managing Bookings on PaxPortal

When the customer has successfully opened up their booking on PaxPortal they will be able to view all the booking details.

At the top of the page, you'll see the customer contact details. ​The activity booked is shown below the contact details. If the customer has multiple activities booked within the same booking, all the activities will be listed in the customer portal.

Customers can change their email address and click on "Save" to confirm it.

If a customer booked via an OTA or a reseller the email address will be saved in PaxFlow and not be synced back to the OTA seller. PaxFlow stores both versions of the email address and you can choose how you contact them.

Customers can change their phone number and click on "Save" to confirm it.

Click on "change pickup location"

Customer can select from your pre-defined list of available pickup locations.

once you have selected a location, click on "Confirm"

A success messages appears and you have changed the pickup location.

To view the description of the bus click on "Show more"

And then the description of the bus appears

Click on "Get Ticket" to download the ticket

and then you will get a PDF file of the ticket.

To sign booking forms click on "Sign"

Fill in the customer info and click on "Next"

Fill in the second customers info and click on "Next"

A success messages appears and you have signed all booking forms.

To sign waivers from WaiverForever click on "sign"

A new window opens up - click on "Start Signing" and fill out all the info to sign the waiver.

You can display Departure Notes on PaxPortal - they can include information about the tour and you can add images, videos and links - this note has a link, and if you click on it another window opens up.

You can use booking widgets from Bokun to upsell and cross sell on PaxPortal. Click on any product on the widget to book.

Then another window opens up with the booking page for the product where you can finish the booking process.

Click the Reschedule button to open a calendar.

Select a date to see available departure times and if there is more than one departure time available, make sure to select a time.

then click confirm to reschedule the booking.

A success message will be displayed and the booking will automatically update on the screen.

your customers can click on "Request Cancellation" to start the cancellation process.

They need to fill in the reason for cancelling and click on "send cancellation request"

A success message with "Your cancellation request has been sent" appears

In PaxFlow you can choose to approve or decline the request

When approved your customer sees on the PaxPortal that the tour is Cancelled.