Last updated November 8, 2026
Here's something your clients will actually thank you for: a single link where they can see their full itinerary, check what they owe, and message you — without creating an account, downloading an app, or remembering a password.
The client portal is your agency's branded window into the trip. It looks professional, works on any device, and takes about ten seconds to set up.
There are two ways to generate a portal link:
Portal links do not expire on their own. They keep working until you regenerate or delete them, which is what makes them useful to send once and forget. See Portal Security below for how to cut one off.
Once the link is created, JourneyFuse sends a branded email to your client with the portal URL. The email uses your agency's logo and accent color, so it looks like it's coming from you, not from some software platform.
Clients do not need an account or password. If your agency enables Require an email code to open a portal, clients with an email address on file confirm a code first. Otherwise, the link opens directly. See Portal Security below.
There are two places to open the portal panel, and both show the same thing:
Either way you get the portal link with Copy/Open buttons, Email Portal Link, a QR code that opens the portal, and an Email a sign-in code button.
The portal invite isn't on your Templates page. It lives with the portal link itself: open a trip, go to the Share tab, and click Email Portal Link to send your client a branded email explaining how the portal works. (On a client's page, the Portal button opens the same panel.)
It also goes out when you click Send Portal Link (or Create Portal Link on the client page) for a client who has no portal yet. A portal that was created some other way, for example when you sent an email or invoice containing their portal link, did not send an invite, so use Email Portal Link when you want your client to get the full walkthrough. The email:
The email comes from your workspace identity, so it looks like a personal invitation from their travel advisor.
On the Clients list, tick the clients you want, then click Portal link in the bar that appears. JourneyFuse shows you exactly who will be emailed (and who has no email address on file) before anything goes out.
Click Edit what the email says under Email Portal Link (or Edit what your invite says in the bulk dialog). You can change the subject and the message: add a welcome, how you like to work, or answers to the questions your clients usually ask. Use the First name, Your name and Agency name buttons to drop in details that fill in for each client, and watch the preview as you type.
Each client's portal link is personal to them, so you can't paste it into your email signature. For that there's a Client Portal Login Link: one address that works for every client.
Find it under Settings → Profile → Client Portal Login Link, right below your email signature. Click Copy and paste it wherever clients look for you: your email signature, your website, your social bio, or the footer of your newsletter.
It follows the same address as your landing page, with /portal on the end:
| Where you are | Your login link |
|---|---|
| You have your own domain | yourdomain.com/portal |
| Your agency has a custom domain | agencydomain.com/your-name/portal |
| No custom domain | journeyfuse.com/your-agency/your-name/portal |
When a client opens it, they see your logo and a single box: enter your email. If that address belongs to one of your clients, we email them their personal portal link straight away, branded as you. There's no account to create and no password to forget.
agencydomain.com/portal). It reaches every client in the agency, and each invite comes from that client's own advisor.yourdomain.com/portal (or journeyfuse.com/your-agency/portal).This works whether or not you've published your landing page.
In Settings → Profile → Personal Email Signature, choose Use custom signature, click Insert field and pick Client portal login link. It drops in {{portal_login_link}}, which turns into your clickable login link on every email you send. The preview shows exactly what clients will see.
Want different wording? Select some text, add a link, and type {{portal_login_link}} as the address. Your words stay, and the link goes to your portal login.
When a client opens their portal, they land on a personalized dashboard that gives them the big picture at a glance:
The page opens on the client's next trip: its photo, a countdown ("215 days away"), the dates, and a View Trip button. If you've published the itinerary, an Itinerary button sits beside it.
One card lists everything the client needs to do, each with its own button:
Clients can dismiss reminders they've seen. The same To do card appears in the JourneyFuse mobile app.
One line under To do shows Paid so far, Still due, how many trips you've taken together, and any new messages.
On a computer, your advisor card and the message thread sit in a column on the right. On a phone they follow the trip cards, and the thread shows the latest few messages with a Show earlier messages button.
Payments are grouped by trip. Anything past its due date is marked Overdue in red, so a missed payment never sits under "Upcoming".
Each trip appears as a card with:
Clients click a trip card to dive into the details.
This is where it gets good. When a client opens a trip, they see:
.ics file that drops their itinerary events and dining reservations right into their phone's calendarOnce a trip ends (its last day has passed, or you close it), the trip page stops asking for traveler details, hides the packing list and the requests form, and keeps the balance (if any), documents and messages.
That calendar export alone is worth its weight in gold for Disney and cruise clients who want everything on their phone without asking you to re-send details five times.
The portal picks up your workspace settings automatically:
Your clients see your brand. JourneyFuse stays in the background where it belongs.
Head to the Client Portal card in Settings to control which sections appear on every portal. Where that card lives, and whether you see it at all, depends on your account:
The card is the same in every case, and its settings apply to every portal in that workspace:
All of these default to on. Changes apply to every portal in your workspace immediately.
Sometimes a trip belongs on your books but not in front of your client yet. The usual case is a move from another system: you import every trip, and you want to check each one before your clients see it. Hide those trips, then show each one again once you've checked it.
A hidden trip is gone from the portal's trip list, its trip page, the trip switcher and the JourneyFuse app. Your client is not told. Links you send them directly, such as an invoice, an itinerary or a proposal, still open. Hiding a trip doesn't stop its automated emails; those have their own Automations off switch.
The bottom of the portal dashboard shows a Your Travel Advisor card with a name, photo, and contact details. The photo resolves in this order:
If you're seeing a generic icon instead of your photo, make sure your profile photo is uploaded under your personal settings and that the Advisor Card email (or your agency profile email) matches your login email.
You can tell at a glance whether a client has looked at their trip.
A few things to know:
No marker yet? It's a good moment to resend the portal link or send them the app sign-in steps below.
You're always in control of who sees what:
The portal has no password by default, and that is deliberate: your clients never have to create an account or remember anything. Here is exactly what that means, so you can decide what fits your business.
If you would rather clients confirm who they are first, turn on Require an email code to open a portal in the Client Portal card. It is an owner and admin setting, and it applies to every portal in the workspace. See Choosing What Clients See for where that card lives on your account, and what to do if you cannot find it.
With it on, a client opening their link is asked for a 6-digit code, which we email to the address on their client record. Once they enter it, that device stays signed in for 30 days.
This is the setting to use if you are worried about a link being forwarded. The code goes to your client's inbox, not to whoever received the link, so passing the link along is no longer enough on its own.
Previewing a client's portal yourself. On a trip's Payments tab, open the ⋯ menu on the invoice and choose Preview as your client. It opens their trip the way they see it, with an Advisor preview bar across the top, and skips the email code. Nothing is sent to your client and nothing is recorded in their name: messages, requests and forms don't send from a preview. Passports, account logins and documents still ask for your client's own code, so those stay private even from a preview link that is forwarded. The preview lasts an hour; choose Preview as again to reopen it.
Two things worth knowing before you switch it on:
On the traveler intake page, passport numbers, Known Traveler numbers and redress numbers are shown only as their last four digits, so a link on its own never reveals them in full. Dates of birth, nationality and passport dates are shown in full, because the point of that page is letting your travelers check those details are correct before you file them with an airline.
When clients open a trip in their portal, they'll see a traveler completion banner at the top if any travelers on the trip have incomplete profiles. The banner shows how many profiles are done (e.g., "2 of 4 profiles complete") and links to a dedicated traveler intake page.
The traveler details page carries your logo and color and shows "2 of 4 travelers complete" at the top, with a chip per traveler saying what is still missing. Each traveler's card has three groups:
One bar at the bottom saves everyone: the client signs once and taps Save all. Leaving with unsaved changes asks first, and a saved form shows Back to trip.
Passport details are marked Needed for this trip (and count toward "profiles complete") when you've ticked International on the trip, or when the trip's destination is clearly outside the US (London, Paris, Cancun, Jamaica, a Caribbean or Mediterranean cruise…). A destination named only by a resort or ship, like "Walt Disney World Swan" or "Disney Cruise Line", stays optional unless you tick International. On other trips the Passport group is folded and marked optional.
The destination check only affects what the client is asked for in the portal. Your International tick is still what decides whether a trip gets passport and entry-requirement automation emails.
Traveler data entered through the portal flows directly into the household member records you see on the client profile in JourneyFuse — no re-entry needed.
There are three ways in, and they suit different moments.
The QR code (easiest). The portal panel shows a QR that never expires. It holds the same link as the portal button, so a client can scan it with their phone's regular camera and the portal opens in their browser. If they have the JourneyFuse app installed, the same scan signs them into the app instead. Because it doesn't expire you can screenshot it, drop it into an email, or print it on a travel-documents handout.
The sign-in code (when they're on the phone with you). Click Email a sign-in code and we email your client a 6-digit code at the address on their record. In the app they enter that email, tap I already have a code, and type the 6 digits. It's the same code the portal website takes, so there's only ever one code to explain. It works once and lasts 15 minutes. Clients can also tap Email me a code in the app themselves, without you.
The portal link (for automated emails). Click Email Portal Link to send the branded invite, or use the {{portal_url}} merge variable in any template or automation and it resolves to each recipient's own portal. From that portal dashboard the client can hit Get My Sign-In Code themselves, which means you don't have to be involved at all when someone gets a new phone.
The link is the durable one. Codes expire by design, so if a client says they've lost their code, they can ask the app for a new one, or you can resend the link.
Set a great hero image on every trip. It's the first thing clients see on their portal dashboard. A beautiful destination photo makes the whole experience feel premium.
Build out the itinerary before sharing. A portal with a half-built itinerary isn't impressive — wait until you have the key details in place, then share the link. You can always update it later and the client sees changes in real time.
Regenerate a link if it goes astray. Portal links stay live until you replace them, so if one has been forwarded further than you intended, Regenerate on the client's Portal panel kills the old address immediately and emails them a fresh one.
Tell clients about the calendar export. Most clients don't discover this on their own. A quick "hey, you can download your whole itinerary to your phone calendar" in your handoff email goes a long way.
Brand your workspace first. Before sending your first portal link, make sure your logo and accent color are set up in Workspace Settings. First impressions matter, and a generic-looking portal misses the point.
Do my clients need to create an account? No. The portal is accessed via a unique link — no signup, no login, no password. Just click and view.
Can clients make changes through the portal? Not to your records. Clients can view everything, send messages, fill in their own traveler profiles, pay an open invoice, and report a payment they've already sent. They can't edit itinerary details, and a reported payment lands as pending for you to confirm, so nothing changes your books without you.
Can I hide one milestone from one client? Yes. On the trip, open the timeline's customize view and click the eye icon on the milestone. It stays on your own rail and disappears from that client's portal only. The eye reflects the template's default until you change it, and Reset puts it back. To change the default for every trip, use the "Show on client portal" checkbox on the milestone under Settings, Supplier Templates, or switch the whole timeline off in the Client Portal card.
Can I hide one trip from a client? Yes. Turn off Show this trip in the client portal on the trip's Share tab, or select several trips on Trips and choose Client portal → Hide from client portal. See Hiding a trip from the portal.
Why does a form show up under "Forms to Complete"?
Any form you send a client from their record (or through a {{form_link}} in an email or automation) appears there until they submit it. Sending the same form again replaces the earlier request, so a client only ever sees one entry per form, and completing any copy of the link clears it. To pull a request back without sending anything, open the client's record, find the form under Forms, and click Withdraw. The link itself keeps working, so a client who already opened it can still finish.
The Messages area is headed Message your advisor and tells clients that replies arrive by email. It is not a live chat: every message reaches you by email and as a bell notification, and your reply goes back to the client by email.
Can I hide the Messages section? Yes. Turn off Show messages in the Client Portal card (Settings → My Business on a solo account, Settings → Agency & Branding → Team & Portal if you own or administer a team or agency plan). If you are an advisor inside someone else's agency, the card is not yours to change and your agency's owner sets it. The Messages section, tab, and message previews disappear from every portal, and clients will reach you by email instead.
What happens if I update a trip after sharing the portal? Changes appear in real time. Update an itinerary block, add a booking, or record a payment — your client sees it the next time they open the portal.
Can I send the portal link to multiple people on the same trip? Yes. The link works for anyone who has it, so you can share it with all travelers in the party. They'll all see the same trip dashboard.
Can clients fill in traveler details through the portal? Yes. When a trip has travelers with incomplete profiles, clients see a banner prompting them to fill in names, birthdays, passport numbers, and other details. This saves you from chasing down information manually.
My client lost their sign-in code. How do I resend it? Codes are single-use and expire after 15 minutes, so there's nothing to look up or resend. Send them their portal link instead (Email Portal Link on the trip's Share tab), and they can generate a fresh code themselves from the Mobile App section of their portal dashboard. If they're on the phone with you, Get sign-in code and read it out.
Can my client pay from the portal? Yes. A Make a Payment button appears on the trip page and on the trip card whenever there's an open invoice with a balance. It opens their invoice, where they can enter an amount and pay by card. Separately, Record a payment is for money they've already sent by check, Zelle, or wire, which you confirm once it lands.
Can a spouse pay from their own portal? Yes, when they're in the same household as the trip's main traveler. A spouse or family member who travels on the trip and has their own portal sees the same balance and Make a Payment button as the main traveler. Travelers from another household, such as other families on a group trip, only see payments you've recorded under their own name. If a couple is set up as two separate households, open either one's client page and use Merge household into another on their household card to give both of them the button. If you split a trip per person and a traveler has an unpaid payment recorded under their own name, they see their own share instead. A payment under their name that's already paid, like a deposit they covered, doesn't split the trip.
What does the Payments tab in the mobile app show? One card for every trip with money still owed, soonest due first, each with its own balance, how much has been paid, and a Pay toward this trip button that opens that trip's invoice. A trip with no payment dates set yet still appears, with its balance. A line your client already covered by authorizing a card reads Card authorized · Your advisor will charge this and has no Pay button, so they are never asked to pay it twice. The same balance and button appear on the trip itself, under At a glance. If a trip has no open invoice to pay against, the button becomes Message your advisor to pay.
Is the portal secure? Each portal link is a long, randomly generated address that cannot be guessed, scoped to one client's own trips, and blocked from Google and other search engines. What it does not have by default is a second step: anyone holding the link can open it, and links stay live until you regenerate them. If that matters for your business, turn on Require an email code to open a portal in the Client Portal card (Settings → My Business on a solo account, Settings → Agency & Branding → Team & Portal if you own or administer a team or agency plan), and clients will confirm a 6-digit code sent to their own inbox first. If you are an advisor inside someone else's agency, that card belongs to your agency's owner, who sets it for every portal in the workspace. Passport, Known Traveler and redress numbers are always shown as their last four digits only.
This is part of JourneyFuse’s client portal for travel agents: a branded place for travelers to see trips, documents and payments.
Personalize your own public booking page — headline, specialty cards, CTAs, stats and contact info. Blank fields inherit your agency's defaults.
Present trip options to your clients with a polished, branded proposal they can view and accept from any device.
Brand your portal, proposal and itinerary URLs with your own domain, set the link preview and favicon, and control whether the site is indexed by Google.