How to Set Up a Directory in Proxi and Customize It

Go to your Proxi dashboard.

Under Assets, click Directory.

Select New Directory.

Choose the collection you want the directory to be associated with.

Confirm the directory is created before moving into settings.

Open the Places section on the left-hand side.

Review all places currently associated with the directory.

Use Add a place to include new entries.

Adjust the fields tied to each place as needed.

Use Bulk edit to update multiple places at once, or edit places individually using the edit button on the right.

Use the star icon to mark a place as featured.

Featured places appear at the top of the directory list.

Go to List order to control how places are sorted.

Add a primary, secondary, or tertiary sort.

Sort by fields such as point number, category, or name depending on how you want the directory organized.

Open Style > Display.

Enter a name for the directory.

Add a description that appears below the name.

Enable Hide header if the page already has its own header or if you want a cleaner embedded view.

Go to Style > Branding to customize the visual identity.

Update the primary color, secondary color, and font family.

Upload a logo and cover image.

Optionally hide Powered by Proxi at the bottom.

Review the Filters section.

If multiple filters or tags are available, they will appear at the top of the directory.

If no filters are configured, the directory will display as a simple list.

Decide whether to include search for users.

Turn search on if visitors need to quickly find specific places.

Open the Map settings.

Decide whether the directory should show a map.

If enabled, choose the map placement:

Turn the map off if you want a cleaner listing-only layout.

Go to Card > Styles.

Choose a layout such as Grid.

Select the loading behavior:

Choose how item details open when a card is clicked:

Adjust card appearance settings such as:

Return to Layout settings.

Select the layout that best fits your use case:

Consider pairing the layout with the map placement that best supports usability.

Choose the layout that best matches your content density and design goals.

Open Style > Visitor actions.

Allow visitors to add a place if you want to crowdsource directory entries.

Confirm that any visitor-submitted place will flow into the associated collection and related Proxi assets.

Add a help email so visitors know where to send questions or support requests.

Go to Card > Content.

Drag and drop fields to control what appears on the card.

Decide which fields should appear:

Open Sharing settings.

Configure link preview settings.

Configure save to home screen settings.

Decide whether the directory should be publicly listed.

Use View live to preview the directory before publishing or sharing.

Click Share to access distribution options.

Copy the share link for direct sharing.

Use the QR code for print or mobile-friendly distribution.

Copy the embed code to place the directory on a website.

If you enable visitor submissions, review incoming places before relying on them publicly.

Be careful when using Hide header if the page does not already provide clear navigation or context.

If you hide Powered by Proxi, make sure branding requirements are still met.

Confirm the public listing setting before sharing externally.

Test the directory on desktop and mobile after changing layout, map placement, or card behavior.

Decide on your directory structure and sorting rules before adding many places.

Use bulk edit when updating multiple places to save time.

Preview the directory after each major change to catch layout issues early.

Keep branding assets like logo, cover image, and colors ready before setup.

Choose one primary layout first, then fine-tune card and map settings afterward.