Branding & Appearance

Your agency setup answers two client questions before they ever call you: Who am I working with? and Does this look like the same business I contacted? JourneyFuse uses your agency information and branding across emails, invoices, portals, forms, and other client documents.

Open Agency & Branding

Open Settings, then the agency entry in the sidebar. What that entry is called, and what you get when you open it, depends on your account:

• Owner or admin on a team or agency plan — Agency & Branding, with four tabs: Identity, Branding, Defaults, and Team & Portal.
• Solo advisor — My Business, the same core business information on one page with no tabs.
• Advisor inside someone else's agency — Agency Info, where you can view these details without changing them. The agency decides whether individual advisor branding is allowed.

If you hold a seat in your own workspace and in an agency's, you have both. Switch between them with the agency name at the top left of the app, and check which one you are in before hunting for a setting.

Changes save automatically. After an edit, watch for Saving… and then Saved near the page title before leaving.

Complete your Identity first

Identity holds the agency details that make client documents useful: agency name, phone, email, emergency phone, address, website and social links, industry credentials, and seller-of-travel registrations.

For example, a family traveling through Europe should be able to find the agency's emergency number on their itinerary without searching through an old email. Enter the information exactly as you want a traveler to see it.

Add the visual brand

Open Branding after the identity is complete.

Use a transparent PNG or SVG when possible. After uploading, check the logo at the size clients will actually see—not only in the large upload tile.

Understand what a proposal shows

A proposal combines the agency and the advisor instead of choosing only one:

• Agency name, contact details, page colors, and other shared branding come from the workspace.
• When a trip has an assigned advisor with a photo, the proposal uses that person in the advisor position.
• If there is no advisor photo, the agency logo fills the proposal-header image position.

That keeps a multi-advisor agency recognizable while still showing the client who is personally handling the trip.

Set the agency-wide email signature

The Agency-Wide Default Signature is the fallback for advisors who have not created their own signature. Personal tokens—such as the sending advisor's name, email, and phone—fill in when the message is sent, so one agency template can support the whole team.

Choose the elements to include, review the preview, and use Send test to me before using it with clients. The test button sends an email, so use it only when you are ready to receive one.

Individual advisor branding

Under Settings → Agency & Branding → Team & Portal, owners and admins can turn on Allow agents to use their own branding. The tab is theirs alone, so an advisor inside the agency will not see it. When enabled, each advisor can add a business name, logo, and accent color in their own Profile settings. Their branding appears only on their own dashboard and the pages they send their clients; it does not replace the shared agency brand for everyone else.

Leave this off when every advisor should present one agency identity. Turn it on when independent contractors or hosted advisors are expected to lead with their own businesses.

A quick final check

Before the agency sends its first proposal or invoice:

1. Confirm the agency name, client email, phone, and emergency phone.
2. Open Branding and check the main logo, square logo, tagline, and accent color.
3. Preview the agency-wide signature.
4. Open one finished proposal or invoice and look at it from the client's side.
5. Wait for Saved before leaving the page.

Related

• Workspace & Agency Settings — full workspace configuration overview
• Agent Profiles — manage personal profile and contact info
• Creating Proposals — build branded proposals for clients