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

Showing Numbers on Your Map's Markers

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

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

Set Up a Proxi Map on App.Proxi.co

This guide explains how to edit map markers/icons in the new UI, including color, shape, image, size, labels, clustering, and field-driven marker variations. It also covers two ways to access…

How to Edit Map Markers/Icons

Sharing and Embedding Your Map

Printing Your Map

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

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype integrations answer

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

Prototype invite-team answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.