How to Set Up a Passport Experience in Proxi

In the left sidebar, click Passport or use New Experience from the dashboard.

Choose whether to start from a template, an existing passport, or from scratch.

If needed, use the legacy passport option to bring in an older experience.

Select New Passport to begin a fresh build.

Decide where the passport locations will come from:

Search, filter, and select the places you want included.

Click Create and Edit to open the experience editor.

In the editor, start on the Setup tab and work left to right.

Open Settings to update:

Set dates if the experience should run on a schedule, or leave them blank for a long-term experience.

Confirm the experience will go live automatically at the start time and end automatically at the end date.

Open Features and Tabs to control what participants see in the portal.

Turn tabs on or off using the switches.

Drag tabs to reorder them.

Rename tabs using the pencil icon to match your experience.

Choose the default tab participants see when they open their portal.

Enable combined features if needed, such as:

Open Place Content to control what appears when participants click a location.

Turn Show Place Details on or off depending on whether you want place pages visible.

Select which photos appear on the point card or place content.

Choose whether photos come from the collection, listings, or auto-collected sources.

Drag fields to reorder the content shown on the card.

Toggle fields to display as pills/buttons when appropriate.

Hide sensitive or bonus content until after check-in if needed.

Open Branding to customize the visual appearance.

Upload or paste a URL for:

Adjust logo background, logo size, cover darkening, background color, text color, header text color, and font.

Configure Stamps and Stickers:

Use stamps for check-ins and stickers for share/finish rewards.

Open Sharing Settings to control how the experience appears when shared.

Customize:

Enable share prompts for key moments such as:

Edit the share message shown to participants.

Review the preview to confirm the share experience looks correct.

Open the Registration tab.

In General, update:

Reorder, require, or remove sign-up fields as needed.

Add custom questions using Add Question.

Choose the field type:

Make custom fields required if necessary.

In Joining, create or customize the join code for browser-based entry.

Copy the code or generate a new one.

Understand that users who sign up with a phone number receive a text confirmation; others receive email confirmation.

If participants are uploaded or invited directly, they may bypass the confirmation code.

In Pricing, choose whether the experience is:

In Welcome Screen, decide whether to show an intro screen before registration.

Customize the welcome title, description, steps, and button label.

Open the Places/Shops tab to manage the locations in the passport.

Connect the experience to a collection or add places manually.

Set points for individual places or apply points across all places.

Include specific categories if needed.

Reorder places by dragging them.

Edit each place to set:

Download QR codes or remove a place if it should no longer be included.

Open Check-In Rules to define how participants earn credit.

Decide whether participants can check in at all.

Choose whether check-ins are:

If verified, select the method:

Add instructions and print QR codes if needed.

Open Gameplay and choose whether the experience behaves like a:

Open Post Check-In Actions to define what happens after a participant checks in.

Add actions such as:

Open Display to choose how the place list appears:

Customize the check-in button text and filters.

Enable or disable the map button for participants.

Use the sponsorships/memberships area to let businesses pay to be featured.

Add sponsor options such as shout-outs or messages to participants.

Open Badges to create achievement rules based on:

Choose whether badges unlock:

Enable the Leaderboard and set the number of rows and ranking type.

Add Activities for extra point-earning actions such as selfies, social sharing, reviews, or trivia.

Turn on the Photo Feed if you want public participant photos to appear in a shared feed.

Set how many photos display in the feed.

Embed the photo feed on your website if needed.

Use Announcements/Updates to post messages participants will see in the Updates tab.

Add a title and message for each announcement.

Use Add Feature if you need to enable another experience component.

Add yourself as a tester before launch.

Share the experience using:

Embed available components such as:

View the experience as a participant to verify the flow.

Print posters, bingo cards, checklists, or QR code sheets if needed.

Send participant messages from the top menu.

Review analytics, registrations, check-ins, and uploaded photos.

Copy the participation link from the preview and confirm whether signups and the full experience are live.

Do not skip the Settings tab first: name, dates, URL, and support details should be finalized before launch.

Check date settings carefully: the experience will automatically go live and end based on the dates entered.

Be cautious with verified check-ins: if you enable verification, participants may need approval before earning points.

Hide sensitive content when needed: use the place content settings to keep offers or details hidden until after check-in.

Confirm tab order and default landing tab so participants land on the intended page.

Test sharing and registration flows before publishing to avoid broken links or confusing participant steps.

Review pricing and join code settings to ensure the intended audience can access the experience.

Start from the left side of the editor and move right to avoid missing required setup steps.

Use an existing collection or copy an existing passport to save time.

Reuse templates when the experience matches a common format like a bar crawl, food trail, or shopping passport.

Batch-edit place settings where possible instead of editing each location one by one.

Use drag-and-drop ordering for tabs, fields, and place lists to speed up configuration.

Preview the participant experience frequently to catch layout or content issues early.

Enable only the tabs and features you actually need to keep the portal simple for participants.

Use automated messages and share prompts to reduce manual follow-up and increase engagement.