Proxi

Full Demo

Chelsey Roney

Melinda Haughey

Lucia Diaz

Help Docs for Proxi's New Interface (app.proxi.co)

Proxi Help Docs - Updated 2026 (New UI)

There are three ways to group and organize places in Proxi, and each has a different job

Setting Up Categories, Fields, and Labels

Listings and collections work together, but they answer two different questions

Listings vs. Collections: What's the Difference?

Updating Many Listings at Once

Updating Many Items in a Collection at Once

Using the Bulk Edit Tool

Working with Your Data

Adding Places to Your Map

Editing, Moving, and Deleting Places

Photos and Rich Descriptions on Your Places

Designing Your Map: Branding, Style, and Starting View

This guide explains how to build a map-based walking tour, event itinerary, or multi-stop trip in Proxi. It covers preparing your collection data, numbering stops, enabling route planning for users,…

Create a Multi-Stop Route and Enable Route Planning

Showing Numbers on Your Map's Markers

Set Up a Proxi Map on App.Proxi.co - Restaurant Week Example

Set Up a Proxi Map on App.Proxi.co

This SOP explains how to customize map markers in Proxi so map points display correctly and consistently. It covers marker style, field-driven categories, marker size, point numbers, and clustering options.

How to adjust your Marker style, size, numbers on markers and point clustering

Sharing and Embedding Your Map

Printing Your Map

This SOP explains how to edit the fields associated with a map in Proxi and control how those fields appear on point cards. It helps team members update field labels,…

Edit Map Fields and Point Card Field Display in Proxi

This SOP explains how to change the list order for a map in Proxi by applying sorts to map fields. It also clarifies how featured points affect list order so…

Update List Order for a Map in Proxi

This SOP explains how to update the branding settings for a Proxi map, including the header, brand colors, logo, cover image, and custom font. Follow these steps to ensure the…

Adjust Header, Brand Colors, Logo and Font in Your Map

This SOP explains three ways to edit map points in Proxi: editing from the Listings/Data view, editing directly from the map, and bulk editing in spreadsheet view.

Editing Map Points in Proxi Map Tool

This SOP explains how to configure filter settings for a Proxi map so end users can search, filter, and interact with map content effectively. It covers advanced filters, field filters,…

How to Configure Map Filters for Your Map Viewers

This SOP explains how to configure the visual and interaction settings for a map, including style, 3D globe view, default view, point list behavior, and embedded zoom behavior.

Map Display Settings, 3D Globe, Zoom Options

This SOP explains how to add, style, duplicate, import, and remove shapes and image overlays in Proxy maps.

How to Add Polygons, Lines, Circles, Rectangles and Image Overlays on a Proxi Map

This SOP covers both Map Style actions and Point Card actions, including optional engagement features like comments, sharing, routing, and translations.

Configure Viewer Actions on a Proxi Map

This document explains how to customize the appearance of a point card on the map. It covers the main style controls available for adjusting the card’s shape, spacing, image area,…

Editing Point Card Style

This SOP explains how to update a map’s sharing settings so it displays correctly when shared, saved to a home screen, discovered in search, and tracked with analytics. Follow these…

Adjusting Share Settings - Link preview, save to home screen (app-like view), discovery and Google Analytics

Building Maps

This guide explains how to create a digital bulletin board in Proxi, configure its display and submission settings, add and publish slides, and share the board for use on TVs,…

How to Create, Publish, and Manage a Digital Bulletin Board

Digital Bulletin Board

Configure Public Submission Forms for a Crowdsourced Map

Enable and Edit Public Submission Form

Collecting Places From Your Community

Visitors and Community

This guide explains how to build and manage events in Proxi’s calendar tool, including organizing them into groups and venues, enabling public submissions, and sharing or embedding calendars on a…

How to Create, Organize, and Share Events in Proxi Calendar Tool

Community Calendar Tool

This SOP outlines the steps to create and manage sponsorship tiers within the Proxi platform, ensuring a clear and organized process for team members.

Creating Sponsorship Tiers in Proxi

Sponsorship and Payment

Create and Launch a Scavenger Hunt in Proxi

This step-by-step document explains how to build, configure, and share a Mobile Guide using the new user interface. It is designed so a team member can set up a guide…

Creating a Mobile Guide

Before your passport, guide, or scavenger hunt opens to everyone, it's worth playing through it yourself — registering, opening your personal link, and checking in at a location or two.

Testing Your Passport Challenge or Scavenger Hunt Before Launch

This SOP outlines the end-to-end process for creating, configuring, publishing, and managing a Proxi Passport event. It is designed to help a team member set up the event correctly, collect…

Set Up and Launch a Proxi Passport Event

Mobile Guides, Passports & Scavenger Hunts

Inviting Teammates to Your Workspace

Managing Your Subscription: Plans, Seats, Pausing, and Cancelling

Team & Subscription

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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