Creating and Sending Proposals

Your client says "I'm thinking Italy next spring." Now what? You build them a proposal — a polished, branded page with trip options they can browse on their phone at 11pm and accept before they change their mind.

Proposals are how you turn "I'm interested" into "I'm booked." And the best part? Your client doesn't need to download anything, create an account, or log in. Just click the link and go.

Creating a Proposal

Head to Proposals → New Proposal. The dialog asks:

• New trip or Existing trip — start a fresh trip, or pick one you already have under Select Trip
• Client — pick a client or lead (or Create new lead), or skip and add them later
• Trip Name (required for a new trip) — something your client will recognize, like "Anderson Family — Amalfi Coast 2026"
• Destination (optional) — helps with filtering and shows on the proposal page
• Proposal title — defaults to the trip name if you leave it blank

Click Create Proposal and you're in the builder.

Behind the scenes, creating a proposal also creates a trip. You'll find it in your Trips list, ready for bookings, invoices, and everything else.

The proposal title and the trip name are two separate fields. When you rename a proposal whose trip still has the same name (or a placeholder like "Sarah's Trip"), the trip is renamed with it, so a naming convention or internal tracking number you type on the proposal carries through to the trip. A trip you have already given its own name keeps it. To rename a trip directly, open it and click Edit Trip.

Starting from a lead

Open the lead and choose Create proposal. JourneyFuse creates a linked draft and planning trip using the inquiry's details. Creating the draft does not send it, reserve travel, or move the lead to the sent-proposal stage. If the lead already has a proposal, use View proposal to continue that work.

Notes beside the proposal title opens saved notes from the linked lead, client, and trip. Use Lead to return to your intake call and Show all to expand a long note. This panel is read-only; Open lead takes you back to the inquiry. These internal notes are different from an option's Note to [client], which is labeled CLIENT SEES THIS.

Adding services to an existing trip

From the trip, open Bookings → Advisor Bookings → Create booking proposal. Offer the specific hotel, transfer, tour, or package being added, with its own price and approval. Do not include previously approved services in the new price unless you intend to quote them again.

A booking proposal uses the same builder and remains on the existing trip. Supported accepted services create booking records automatically; you still complete the supplier reservations and record their confirmations. Use View trip proposals to find existing offers.

These follow-up offers also appear on your main Proposals page. To keep them apart from the quotes you're still trying to win, use the All trips dropdown next to the status filter:

• Trips not yet booked shows proposals made before the trip had a booking: your new-business quotes.
• Trips already booked shows proposals made after the trip already had a confirmed or pending booking, plus every Add-on offer: excursions, air, extensions and other extras.

Your choice is remembered in this browser along with the other filters. Clear filters sets it back to All trips.

See From Proposal to Confirmed Booking for the full flow, including the separate Offer add-ons workflow.

The Proposal Builder

The builder shows one card at a time, with a rail down the left listing every card under four headings:

Each rail row shows a one-line summary of that card, so you can see where the proposal stands without opening anything. Click a row to open its card.

Still on classic? The new editor is the default now, and classic goes away after two weeks. In classic, open the ⋯ menu and choose Use the new editor; to go back, choose Switch to classic editor in the new editor's ⋯ menu. Everything in this article describes the new editor. For where each classic control moved, see the new proposal editor.

The Options card

The Options card's header reads N options · from $X (the lowest price on the page), with the layout chip beside it and a split + Add option ▾ button. The layout chip carries a small picture of the layout and says how the client chooses (Client picks one card · change). If the proposal has already been sent it asks before it switches, and when a day-by-day itinerary exists it suggests Itinerary-led.

+ Add option ▾ is one menu for every way of starting an option: Import a quote (AI import), From this trip’s bookings, Duplicate, Blank option by type, and Day-by-day itinerary. On a group page the menu is grouped as Import, Duplicate and Blank package.

The ⋯ beside it holds Sort by price (least to most expensive; on a package the parts always show in date order), Combine options…, Restore (a recently deleted option) and Undo combine (after combining).

Each option is a tile showing its type badge, its price in whole dollars, a ★ when it is your recommendation and Hidden when the client does not see it. The tile you are editing is underlined. Hover a tile and a drag handle appears: grab it to reorder. On a phone the tiles become a sideways row you swipe through.

Under the tiles, How sees it shows one chip for the way this proposal is presented: Day-by-day itinerary, Split invoice per traveler or One package price.

Each option’s header puts its name on its own line, with ★ Recommended and a Shown / Hidden toggle beneath it, and a facts line (dates, nights, travelers) under that. ★ Recommended marks your pick: the client sees a star badge on that option. Everything else is in its ⋯ menu:

Deleted the wrong one? A toast reads "Fairmont Mayakoba deleted" with Undo for eight seconds. Missed it? The Options card’s ⋯ offers Restore "Fairmont Mayakoba" for as long as that option can still come back (until you delete another one).

The option tabs

Every option has the same five tabs, whatever its type. The first tab is named for what the option is (Property for a hotel, Sailing for a cruise, Flights, Basics, or What's in it for a bundle). Then come its price tab (Rooms & price, Cabins & price or Price), Photos & story, Extras and Terms & protection. A tab that needs attention carries a small amber dot. On a cruise, the port schedule lives on the Sailing tab itself.

• Extras holds the add-ons that ride along with this one option: seat upgrades on a flight, an Express pass on tickets, a wine pairing on dining, a meet-and-greet on a transfer. Hotels, cruises and tours also keep their flights and transfers here. If you tick that flights are included but list none, a one-line note says Flights are marked included, but none are listed. with Add a flight and Not included.
• Terms & protection shows the option's payment schedule and its travel protection as one row each, with a switch to override the proposal's. Anything you set here overrides the proposal's deposit or protection for this option only, and a dot on the tab tells you something is overridden.
• Changing an option's type keeps you on the same tab where it can. If you're on Photos & story and switch a hotel to a tour, you stay on Photos & story.
• The first tab holds the option's name, Line under the name (its subtitle), and Note to [client]: a line or two in your own voice ("This itinerary is a dream, and it's the best value for the money"). It carries a Client sees this tag, shows on that option's card next to your photo, and is included in the PDF. Leave it blank for no note.
• On every type except flights and cruises, What’s included in the price ticks what the price covers (on a hotel: Breakfast, Airport transfers, All-inclusive; on a tour: Lunch, Gear, Hotel pick-up; or anything you type under + other). Right under it, Not included lists what the client pays for separately: tap a suggestion like Resort fees, Admission tickets or Gratuities, or use + add for your own ("Workshop fee"). Both lists show on the option's card, on its row in a package, and in the PDF. A line can only sit on one list: marking Lunch as not included takes it off Included.

The Sailing tab, and a hold that stays private

On a cruise whose sailing you picked from the catalog, the Sailing tab opens with one summary line — the ship, the nights, the first port and the dates — and a Change sailing button. The dates come from the sailing itself, so there is nothing to re-type; Edit dates reveals the pickers if you need them (a repositioning leg, a correction), with Mark TBD beside them. Under the write-up the ship's library entry reads Ship info: [ship], from the ship library, with Swap and Remove.

A few cruise lines in the supplier catalog have no sailing dates with us yet. They show No dates yet in the Cruise line list. Pick one and its name goes into Cruise line + ship name, ready for you to add the ship. Then add your Start Date and End Date. Day-by-day ports won't fill in on their own for these.

Cruisetours (cruise + land packages)

A cruisetour is one product: a land program joined to a sailing, like Princess's Denali Explorer (a night in Fairbanks, two at the Denali lodge, two at the McKinley lodge, then the cruise from Whittier). You don't have to build those land nights by hand.

1. In Find your cruise, pick the cruise line (and a ship or month if you like).
2. Turn on Include cruisetours. The switch only shows for lines whose cruisetours we carry: Princess, and Holland America's Land+Sea Journeys (Signature, Classic and Ultimate Denali, and the Denali & Yukon tours that ride a whole sailing). Denali & Yukon tours that board or leave the ship in Skagway partway through a voyage aren't in the list yet.
3. Cruisetours join the list in date order, each tagged Cruisetour with its name and code (Denali Explorer IB5), the full dates with the land nights counted ("12 nights (5 on land first)"), and where each night is spent.
4. Click Use.

The option takes the cruisetour's name and its full dates, from the first land night to the last day of the trip. Holland America names its own Denali lodge and leaves the other hotels unnamed, so those nights show the town (Fairbanks, Anchorage). Its line reads the total nights and where the trip starts ("12 nights · Fairbanks"). A highlight names the land part, and the write-up gets a Land Tour Before the Cruise (or After the Cruise) list of each lodge with its dates, placed in trip order around the Port Schedule.

Every option type — cruise, hotel, tour, tickets, anything — also gets a locked amber box, Just for you — never on the proposal or the PDF. It holds two things:

• Hold / booking number (Hold / confirmation number on a hotel, Hold / reference number on everything else) — the reference the supplier gave you for the cabin or room you are holding.
• Hold expires — the date and time the supplier releases it.

Neither ever appears on the proposal, on the PDF or in the portal. When the client accepts, the number moves onto the trip's booking as Supplier booking number (advisor only) and the time as the booking's Hold expires — one booking per cabin, so each cabin carries it. Nothing you have already typed on a booking is overwritten.

The Cabin Hold Expiring automation reads that expiry, and — this is the point — it reads it while the proposal is still out, so a 72-hour courtesy hold gets its reminder before the client has said yes. See Automations.

Cabins & price (Rooms & price on a hotel or bundle)

On a cruise, hotel or bundle the price tab opens with one question — How will [client] book cabins? — and four answers:

A hotel or bundle asks the same question in room words (They pick one room type, I've set the rooms).

Pricing rooms per person

All-inclusive resorts are usually quoted per person at double occupancy: Junior Suite Garden View $927 pp, Pool View $1,007 pp, Swim Out $1,194 pp. Above the hotel's room table, Prices are switches between Per room and Per person. On Per person the price column becomes Price pp, you type each room's per-person rate, and JourneyFuse works out the room price as price per person × Sleeps (shown under each price, e.g. $1,854 room · 2 guests). Change Sleeps and the room price follows.

Your client sees each room as $927 pp with the room total under it, and the option card and page header read From $927 pp. Accepting charges the room total, and the deposit and draft invoice use it too. The invoice line spells out the math: Junior Suite Pool View ($1,007 pp × 2).

Switching an option that already has room prices to Per person divides each one by its Sleeps, so nothing is lost. Switching back keeps the room prices as they are.

Cruise options have the same switch above the cabin table (Per cabin / Per person), since cruise fares are usually quoted per person, double occupancy too.

The upgrade line

When a client picks one room type, every room after the cheapest shows what it costs to step up: +$80 pp on a per-person option, +$300 on a per-room one. Clients see at a glance that a better room is only a few dollars more. Your Recommended room keeps its badge.

Compare every room

When a proposal has two or more resorts (or ships) that each offer a room choice, your client gets a Compare every room button above the option cards. It opens a grid with the resorts across the top and each resort's rooms down the side, cheapest first, with every room's price and step-up. Tapping a room picks that resort and that room in one go.

Importing a quote with several rooms per resort

Paste or upload a quote that lists several room categories under each resort (for example a Travefy or TravelJoy quote with a room table per resort) and Import a quote turns each resort into one option where the client picks a room. It doesn't create one option per room. Per-person prices ("$927 per person, double occupancy") come in as Per person. An upgrade written as a difference ("upgrade to a Swim Up Suite for +$90 per person") is added to the room it upgrades and comes in as its own room at the full price. The review step lists each resort's rooms before you import.

On a hotel, the ★ marks the room the “from” price comes from. If you entered taxes and fees under One price and then price room by room, JourneyFuse asks whether they belong on each room: Add $X to each room folds them in, They’re already in clears the question.

Under it is one table. For I've set the cabins the columns are Cabin · Category · Deck · Who's in it · Price per cabin · Deposit, one row per cabin; for They pick one category they are Category · Deck · Sleeps · Price per cabin · Deposit, one row per choice.

• Who's in it opens a small panel with Adults and Kids steppers and an optional Names (optional) box, so a cabin can read "Marcus + Dana" instead of "2 adults". The names are for you — they are not shown to the client.
• Deposit is that cabin's own deposit. Fill it in and it replaces your proposal's deposit terms for that cabin; leave it blank and the proposal's rule applies to it.
• Under the table: + Add a cabin, Copy cabin 2 (a second cabin of the same kind) and, on a cruise, From the ship's cabin list.
• Each row's ⋯ menu holds Photos, Description, Move up / Move down and Remove cabin. A row left over from an older proposal that holds several cabins at once reads "Cabins 2–4 × 3" and offers Split into 3 cabins.

A line above the table checks the party against the beds: "Party: 4 adults, 2 kids. These 2 cabins sleep 6, so everyone has a bed." If they don't fit it says so, and under They pick one category it offers Set the cabins yourself or Let them pick more than one.

Below the table you get the total — "$5,462.00 for 2 cabins" — with what is due at booking, whether taxes are included, and Spots & display options ›, which holds Spots Available, Max Guests, They can book more than one cabin, and (under One price) the cabin types you show without prices.

Other option types (a tour, tickets, a flight, an excursion) have a plain Price tab. How is it priced? offers One price (a base price, taxes and fees, with the per-person amount worked out for you), Adult / child (see Adult and child prices) and Price on request (clients see "Inquire for pricing" and an Ask about this button instead of Select; any price you already entered stays saved).

A group booking page's package uses the same tabs as any option and opens on its price tab. That's where How do the guests pay? asks one question with three answers:

Only the answer you pick shows its choices. The package's header shows its price and seat count ("$9,200 · 28 travelers"), and a grey band under it reminds you the day-by-day is shared with the whole group once you publish.

Option Types

Each option has a type that sets its tabs, its fields and how smart enrichment works: Lodging, Cruise, Tour, Flight, Tickets, Excursion, Dining, Transport, Bundle (several pieces sold together) and Other.

You can mix types within the same proposal. Three hotel options and a cruise? No problem — each option has its own type. Changing an option's type keeps what it can and keeps you on the same tab where possible.

Smart Enrichment (Hotels)

On a Lodging option, search for the property on its Property tab and JourneyFuse pulls in data from Google Places:

• Cover photo — the property's primary image, ready to use
• Photo gallery — additional photos you can browse and swap in
• Description — the editorial summary from Google
• Highlights — rating, property type, and location pulled automatically
• Title — auto-fills with the property name if your option is still untitled

Everything auto-filled is editable. Think of it as a head start, not a straitjacket.

Image Sources

On Photos & story, the photo picker has up to four tabs:

• Google Photos — shown when you've searched for a property through Google Places
• Unsplash — search free stock photography for destination and travel images
• Upload — drag and drop or browse to upload your own photos (you can also paste a screenshot)
• My media — anything already in your workspace's media library

The first photo is the Primary: it appears on the option card and as the hero image on the client-facing page. The rest show as a gallery strip.

Embedding Videos

Sometimes a photo isn't enough. A cruise line's ship walkthrough, a resort's property tour, a destination highlight reel — let your client watch it without leaving the proposal. The description editor on any option (and the proposal's intro message) has an Embed video button in its toolbar (the small video icon).

1. Click the Embed video button in the description toolbar
2. Paste a YouTube or Vimeo link — a full watch URL, a youtu.be short link, or an embed link all work
3. The video drops in as a player, sized to fit the column

On the client-facing page the video shows as a responsive 16:9 player your client can play right where it sits, on phone or desktop. It scales to the width of the proposal, so it looks right on any screen.

A few things worth knowing:

• YouTube and Vimeo only. Pasting a link from another site (or a non-video page) shows a quick "that doesn't look like a YouTube or Vimeo link" note instead of embedding anything. This keeps the proposal page safe and fast.
• Where it works. Video embeds are available in option descriptions, add-on descriptions, the proposal intro message, and the group cruise "About this cruise" description. They are intentionally not offered in the email composer, since email clients don't play embedded video.
• It travels with the option. The video is part of that option's description, so it shows wherever the description does.

Tip: Grab the share link straight from YouTube or Vimeo (the "Share" button), paste it in, and you're done. No need to find the "embed code."

Add-Ons and the Add-on Library

Add-ons are optional extras like excursions, upgrades, or airport transfers. Extras that belong to one option (a seat upgrade on a flight, a meet-and-greet on a transfer) go on that option's Extras tab; extras offered across the proposal go in the Add-ons card. Click an add-on's row to edit it: What it is, Price (flat, per person, per person per day, per room, or by room type), and Who gets it. See Proposal Extras for every setting.

Per person, per day pricing (cruise packages, gratuities, Wi-Fi)

Cruise lines sell most extras by the day: Princess Plus at $65 per person, per day, prepaid gratuities at $16 per person, per day, a Wi-Fi or beverage package at a daily rate. Pick Per person per day as the pricing and enter the daily rate. The Days field fills in from the option's travel dates (a 7-night sailing bills 7 days) and you can change it. JourneyFuse multiplies the two for you and the client sees the whole picture on the add-on row: the family total, then the rate and the math behind it, for example $1,365 · $65/person/day × 7 days.

A per-day add-on saved to your library keeps the daily rate only. The day count comes from whichever trip you drop it into, so one "Princess Plus" template works for a 4-night and a 10-night sailing alike.

Per room pricing (pre-tour hotels, port nights, resort extensions)

Hotels are quoted by the room, not by the head. A pre-tour night before a Collette or Globus tour, a port-night stay before a cruise, or a resort extension after one is a flat rate per room however many people sleep in it. Pick Per room as the pricing, enter the price per room, and set Rooms to how many you are holding. The client sees the total and the math behind it, for example $600 · $200/room × 3 rooms.

Rooms starts at 1 and JourneyFuse never guesses it from your traveler count. Parties split rooms by family and by who is willing to share, and a room count nobody typed is the kind of wrong number that is easy to miss on a quote, so this one is always yours to state.

Before this existed the workaround was to divide the room rate by the number of people, which stopped being right the moment one traveler booked a single. If you have older proposals priced that way, switching them to Per room is just picking the new pricing type and entering the real rate.

A per-room add-on saved to your library keeps the rate only. The number of rooms comes from whichever trip you drop it into.

Recommended vs. how the client gets it

Three controls decide how an add-on appears to the client:

• How it's offered — Opt in (the client ticks it to add it), Included (part of the price, shown as "Included" with no checkbox), or Quote later (shown without a price; you quote it when they ask).
• ★ Recommended — a star nudge only. The add-on shows a ★ Recommended badge but is not counted in the total until the client picks it.
• Starts ticked — the add-on arrives checked, so it counts in the total up front. The client can untick it to remove it. The sticky header notes how many pre-selected extras are in the total (e.g. "incl. 2 extras") so the top-line price never looks mismatched against the option card.

Use ★ Recommended on its own when you want to suggest without changing the first price the client sees. Use Starts ticked when you want an opt-out flow where the client removes what they don't want.

Who an add-on is for (cruise drink packages, kids' clubs)

For per-person add-ons, two controls under Who gets it scope the price so the price scopes to the right travelers — the way cruise lines actually sell extras:

• Who it's for — Everyone, Adults only, or Children only. The per-person price multiplies by just that group. A beverage package set to Adults only on a party of 2 adults + 2 kids prices for 2, not 4. A kids' club set to Children only prices for the children. Add-ons for a group your party doesn't have (e.g. a children's add-on when there are no kids) are hidden from the client automatically.
• Quantity — All of them or Let client choose. Cruise lines require a drink package for every adult in the cabin, so set those to All of them — the client can add it or not, but can't buy it for just one adult. For an excursion only some travelers want, choose Let client choose and the client gets a stepper to pick how many (e.g. "2 of 4 adults").

The party's adult/child split comes from Pricing for on the Trip & client card, so set that correctly first. These two controls are saved with the add-on and carried into your library, so a "Beverage Package — all adults" template drops in ready to go.

If you find yourself typing the same add-on on every proposal, save it once and reuse it:

• Save to library — in an add-on's ⋯ menu, or under More in its editor, click Save to library. It's stored on your workspace for reuse.
• Add from library — in the Add-ons card's + Add ▾ menu, Add from library opens your saved add-ons. Pick one and it drops into the option, pricing and all.
• From your Library — at the bottom of that same list, From your Library opens your Library: excursions and write-ups you saved with Clipper, guides, and anything shared with your agency. Pick one and it becomes a new add-on with its name, description and photo filled in, priced per person with no amount yet. Type the price, and set On an itinerary day if it belongs to one port or day.

Your saved add-ons are workspace-wide, so the whole team draws from the same list.

Managing your library

Go to Settings → Add-on Library to manage saved add-ons outside of a proposal. From there you can create a new add-on from scratch, edit pricing or details, rename, or delete. Deleting an add-on from the library does not affect proposals that already use it.

Duplicating a Proposal (reuse as a template)

Built a proposal you want to send to more clients? Open it and choose ⋯ → Duplicate in the editor header. JourneyFuse creates:

• A new trip named "(Copy)" with the same destination and dates but no client attached, so you can link the next client cleanly
• A draft copy of the proposal with a fresh share link — every option, photo, flight, add-on, payment schedule, insurance setup, and terms configuration comes along

Nothing client-specific carries over: sent/accepted status, form responses, terms acceptance, and insurance answers all reset. Attach the new client on the trip, adjust prices, and send. A popular itinerary (say, a 10-night Thailand package) becomes a reusable template you can regenerate in a minute.

Because the copy inherits the original's destination, the client-facing page still shows the old location under the title until you change it. In Trip & client, change Destination. It updates the trip and the client page together.

Group booking pages have the same Duplicate action, which additionally scaffolds a fresh group with zero travelers.

Each Proposal Keeps Its Own Cover Photo

A trip often carries more than one proposal. A Mediterranean cruise might have a pre-cruise hotel in Rome and a post-cruise hotel in Barcelona, quoted separately so the client can accept them independently.

The Cover photo on the Trip & client card belongs to the proposal you have open. Put the Colosseum on the Rome one and the Sagrada Familia on the Barcelona one, and each client-facing page leads with its own photo. Changing one never touches the other.

A proposal with no cover of its own shows the trip's photo instead, and the field says so. Pick a different one and it applies from that point on to this proposal only. When a trip has just a single proposal, the two are the same thing, so the trip's photo follows along and the trip card stays in step.

The cover only leads the client-facing page when you chose it. If we filled one in for you from the destination, the first option's own photo leads instead, and the field offers a one-click Use this as the cover to promote ours.

Selling Two or More Rooms on One Proposal

A family booking two cabins at Fort Wilderness, or two rooms at the same resort, is one option with two rows — not two options. Two options are alternatives: the client picks one and pays for one, so quoting two rooms that way asks them to choose between the rooms they both need.

Here's the setup:

1. Open the option's price tab (Rooms & price on a hotel, Cabins & price on a cruise).
2. Under How will [client] book rooms?, choose I've set the rooms (I've set the cabins on a cruise).
3. Add a row for each room: + Add a room (or Copy room 2 for another of the same kind), then fill in the category, Who's in it and the price per room.

The option total is the sum of all rows, and the client sees each room itemized with a combined total. Two cabins at $5,591.52 and $5,013.26 quote as one $10,604.78 trip.

A note under the table tells you what acceptance will create: "When Marcus accepts, the trip gets 2 bookings." See Proposal Checkout.

Use one row per room, even when two rooms are the same category and price, so each room gets its own booking when the client accepts.

Built each cabin as its own cruise? In the Package layout, two or more cruise components on the same ship and the same dates are read as the cabins of one sailing. Package components shows "These 3 cruises are the same sailing on Disney Believe" with Put these cabins on one cruise. The first cruise keeps its write-up, photos and notes; each other cruise becomes a cabin row at its own price, so the total does not change. A per-cabin deposit is then taken for every cabin and each cabin becomes its own booking. Undo in the confirmation brings the separate cruises back. Until you do, Deposit & payments warns that the separate cruises share one deposit.

Room-by-room pricing is on Lodging, Cruise and Bundle options. Other types have a plain Price tab.

Switching an already-priced option to room-by-room pricing keeps its existing price until you add your first row, so a proposal you've already sent never shows a client $0 while you're mid-edit.

Adult and Child Prices (Rail, Tours, Excursions)

Alaska Railroad, most shore excursions and plenty of day tours charge a child less than an adult. Rather than typing one combined fare, give the option both prices and let the proposal show the family what each person pays.

1. Open the option's Price tab.
2. Switch How is it priced? from One price to Adult / child.
3. Enter the Adult price and Child price, each per person. Children are under sets the age shown to the client (12 unless you change it).

A line under the prices adds it up for you, for example "2 adults × $189.00 + 1 child × $95.00 = $473.00 total". The client sees the same thing on the option: $473, with "2 adults × $189 · 1 child (under 12) × $95" underneath.

How many adults and children it multiplies by comes from Pricing for on the proposal's Trip & client card, not from the names on the trip. Change the party there and every Adult / child option re-totals on its own. A proposal priced for adults only keeps the child price saved but charges nothing for it, and the editor tells you so.

If an option already had one price, switching keeps its total: the adult price starts at the current per-person amount, so nothing you already sent jumps to $0.

When the client accepts, the invoice itemizes the fare the same way, one line for adults and one for children, each with its quantity. Adult / child prices are all-in, so there are no separate taxes or fees on these options.

Adult / child is offered on everything except Lodging and Bundle options. Those price children through their room rates instead. Group pages keep their own By age pricing, which works per booking.

Split Stays and Multi-Part Trips (One Combined Total)

Quoting a split stay — 4 nights at one hotel, 4 at another, plus flights — or any trip with several pieces that should read as one itinerary? That's Package layout, not a setting on a single hotel option.

1. In the Options card, click the layout chip, choose Change layout, and pick Package.
2. Add your first hotel as its own option.
3. Use the + Add hotel link next to it (or + Add option ▾) to add the second hotel, and the same for flights, transfers, or anything else in the trip.

Every component you add rolls into one itinerary with a single combined total, exactly as if you'd built one bundled quote by hand. There's no cap on how many hotels, flights, or other pieces a package can hold.

Used Combine instead? The Combine button warns when the options you picked run one after another, but if you go ahead anyway the merged option reads as one hotel line — "Hotel de Russie + Portrait Firenze" — over the whole span. Approval still gets it right: it seeds one hotel booking per property, each on its own dates and its own itinerary day. The first hotel carries the package price and the commission; every later hotel sits underneath it as Included · no charge, so the trip counts one sale, not two. That only works while the merged option still reads exactly as Combine wrote it — retitle the hotel line by hand and approval seeds the single booking you typed.

Want the day by day to match? Once the components carry dates, click Fill from the components in the day-by-day box above the component cards. Each hotel, flight leg and tour lands on its own date as an itinerary item, with no bookings created, so you can do it while the proposal is still a draft. Details in Build an Itinerary from a Proposal.

Hiding an Option Without Deleting It

Your client narrowed three hotels down to one, and you want to resend with only the one she's considering. Deleting the others would lose their details, and she might change her mind. Hide them instead.

1. Open the option you want to take off the page.
2. Flip the Shown / Hidden toggle under the option's name to Hidden (or choose Hide from client in its ⋯ menu).
3. The option stays in the builder, greyed out with a Hidden badge, and a strip reads Hidden from your client.
4. Resend the proposal. Your client sees only the options you left showing.

A hidden option is left off the client's proposal page, the PDF, the link preview and checkout. Everything on it is kept: prices, photos, add-ons and its day-by-day. To bring it back, flip it to Shown or choose Show to client.

At least one option has to stay visible, and an option your client already accepted can't be hidden. Hiding isn't available on group booking pages.

Showing a Supplier's Special Offer

When a resort, cruise line or destination is running a promotion, like Disney's "Save up to 25% on rooms this spring", give it its own spot on the option instead of listing it as a Highlight. Your client sees it as a highlighted Special offer box near the top of the option card, above the description, and again in the option's details and the PDF.

1. Open the option. On its first tab (Property for a hotel), under Note to [client], click Add a special offer.
2. Type the offer, for example "Save up to 25% on rooms this spring".
3. Optional: set Show until. After that day your client stops seeing the offer, so an expired promotion never sits on a proposal you forgot about. The client sees "Offer ends" with that date.
4. Optional: paste an Offer details link to the supplier's terms. It shows as Offer details on the proposal and as the web address in the PDF.

Disney and Universal options: when the option is at a Disney resort, or at a Universal Orlando hotel such as Cabana Bay, Portofino Bay or Stella Nova, and it has dates, JourneyFuse lists that brand's current offers whose travel dates overlap the trip. Disney options get Disney HQ's offers and Universal options get Universal HQ's, never the other brand's. Click one to fill in the offer and its terms link, then check the details against the official terms before you send.

An offer you pick this way stays linked to its HQ:

• If the deal's wording, terms link or booking deadline changes in its HQ, your proposal updates to match.
• When the deal ends or its HQ stops listing it, your client stops seeing it, even if you never set a Show until date.
• When your client accepts, the booking is marked with that offer under Promotion already applied, so JourneyFuse won't later suggest rebooking them into the offer they already have.

Change the wording yourself, or click Unlink, and it becomes your own offer that no longer follows its HQ.

You'll find each brand's full list under Disney HQ → Active Deals and Universal HQ → Active Deals.

Click Remove to take the offer off. The offer comes along when you duplicate the option or the proposal, or copy a group booking. Group booking pages don't show special offers yet.

The offer is for your client to read. It doesn't change the price. Enter the discounted price in the option's pricing as usual.

Renaming or Hiding an Option's Type Badge

Your client's proposal marks each option with a small type word: a Cruise badge on a cruise option's photo, and Package, Hotel, Tour or Flight tags on the rows of a package or split-bundle proposal. That's handy most of the time, but a land-and-cruise Europe journey with three hotels and a river cruise isn't really "a cruise", and the badge can make it look like one.

Change it per option in the builder:

1. Open the option's Photos & story tab, click Advanced, and find Type label.
2. Type your own wording, like "Land & Cruise" or "Italy Journey". It replaces the default badge on the option card and the tag on its package row.
3. Or tick Hide the type badge from the client to show no badge at all.

Leave Type label blank to go back to the default. Your wording and the hide choice come along when you duplicate the option, duplicate the proposal, or copy a group booking.

A custom label also shows on options that normally have no badge, like a hotel or package card. Use that to set one option apart, such as "Honeymoon Upgrade".

Offering Two Packages the Client Picks Between

Package layout presents a multi-part trip — a flight, a pre-cruise hotel night, the cruise — as one stack of components with one total. When you want to quote two versions of that trip, you don't need two proposal links. Put both in the same proposal and give each component a package name.

Here's the setup:

1. Set the proposal's layout to Package: in the Options card, click the layout chip, then Change layout.
2. Add every component of both versions as its own option — both cruises, both hotels, the flight.
3. Open a component and use the Package field at the top of the editor. Click New package and name the first one, something your client will recognize: "Balcony + Marriott".
4. Open the other components and assign each one. Same-named components land in the same package, so a second component just takes the chip that's already there.
5. Anything you leave on Included in every package is shared. That's how one flight gets quoted once and counted in both totals.

Your client lands on a Choose your package picker above the component stack, with each package's total and what's in it. Picking one swaps the whole stack below, along with the total, the payment schedule, and what gets booked when they accept. They can switch as many times as they like before checking out.

The component cards in the builder show which package each one is in, so a component sitting on "Every package" by accident is visible at a glance — that badge means its price is landing in both totals.

A few things worth knowing:

• The packages don't have to match. One can include a flight the other doesn't. The client only ever sees the components of the package they're looking at.
• Quoting different destinations works the same way. Three resorts with a different flight to each? Name one package per destination ("Cancun", "Cap Cana", "La Romana") and put each resort and its own flight in it. Without package names, every resort and every flight adds into one total.
• Package prices still show with "Show one package price" on. That setting hides the price of each component, so a package reads as one number. Each card on the Choose your package picker still shows its package total, because that total is the one price.
• Room choices show the change, not the room price. With Show one package price on and They pick one room type set under Rooms & price, the client's room list reads "Included" on the room in the price and "+$300" or "-$150" on the others, and the package total moves as they pick. For other choices that raise or lower the package (a different tour, skipping an excursion), use a choice group with a credit: see Add-on Choice Groups.
• Quoting before the itinerary is ready? The trip's day-by-day shows on the proposal on its own. Untick Show the day-by-day itinerary (under Show one package price) to keep it off the client's page, the checkout and the PDF while you finish it. The itinerary itself is untouched; tick the box again when it's ready. It works on every layout except Itinerary-led, where the day-by-day is the page.
• Terms follow the whole package. Supplier terms attached to any component in the package show at checkout, not just the first one's.
• Duplicating a component keeps it in its package. That's the fastest way to build the second version — duplicate the cruise, change the cabin and price, then move the copy to the other package.
• Cabin selection is per package. If a package's cruise offers selectable cabins, its picker card shows a "from" price, and switching packages clears the cabin choice (the cabins belong to that cruise).
• One package is the normal case. Leave every component unassigned and Package layout behaves exactly as it always has: one bundle, one total, no picker.
• The builder warns you if it looks like a choice. When nothing is assigned to a package and two or more hotels, packages, or flights cover the same dates, Worth a look before you send says so — as it stands, the client would pay for all of them together. A split stay (one hotel after another) never triggers it. Assign each component to a package and the warning clears.

Cruise Cabin Selection

When you build a lodging option that includes room blocks (cabin categories like Interior, Oceanview, and Balcony), you can let the client pick one cabin type from a selectable list instead of pricing all blocks together.

Turning it on

Open the option's Cabins & price tab (Rooms & price on a hotel or bundle). Under How will [client] book cabins?:

• They pick one category when the client chooses a single cabin type (They pick one room type on a hotel).
• I've set the cabins when every row is part of the trip, such as two cabins for one family.
• If the party won't fit in one cabin, the line above the table offers Let them pick more than one, so the client can choose quantities and combine categories.

The wording follows the option: cruises say "cabin," while hotels and bundles say "room." On a group booking page this is the Let the client choose cabins checkbox (see Group Bookings).

When the client can choose:

• The public proposal shows a "Choose your cabin" section with one selectable row per cabin type — name, any notes, guest count, and price, plus a photo and description when the row is matched to a room category (see below)
• The option card displays "Starting at $[lowest cabin price]" instead of a fixed total
• The client must select one cabin before they can proceed to checkout
• Once the client picks a cabin, the price, deposit, and payment schedule all reflect that cabin's rate

When to use it

The short rule: selectable is for "what type of cabin do you want?" not "how many cabins do we have on hold?"

How pricing works

The client's chosen cabin drives the entire checkout — price, deposit, and any installments all calculate from that cabin's rate. The other cabin types stay visible, and the client can switch their pick at any time before confirming.

Showing a photo on each choice

Room categories and room blocks are two different lists on the same option. A room category is a photo, a name, and a description. A room block is a priced row the client can pick. Give them the same name and the two connect: the selectable row shows that category's photo and description, so the list the client chooses from looks like the list they were just reading.

• Add your room types under Room categories first, with a photo and a description for each
• Then name each row in the cabin or room table exactly the same way
• Capitalization and extra spaces don't matter, but the rest of the name has to match. "Junior Suite" will not match "Preferred Club Junior Suite"
• The editor tells you where you stand, right under the rows: "3 of 3 room choices will show the photo and description from your room categories above."

Rows with no matching category still work, they just show name, notes, guests, and price as before.

Formatting a room description

Room category descriptions take formatting: bold, italics, bulleted and numbered lists, and links. A bulleted list is usually the right shape, since a room description is normally a list of inclusions.

The formatting carries everywhere the room appears: the room categories section on the proposal, the selectable room picker, and the itinerary hotel card. On the printed PDF the names and descriptions come through as indented text under each room (photos are left out of print on purpose).

Per-cabin deposits

Cruise lines often set the deposit off the cruise fare, not the all-in total, and that amount changes by stateroom category (a Disney Cruise Interior and Verandah carry different deposits). Each cabin row has an optional Deposit column for exactly this.

• Enter the line's required deposit (for example the exact amount Disney Cruise Line quotes for that category). Cents are allowed.
• When the client picks that cabin, the Deposit you entered is what's collected and authorized, overriding the proposal's percentage or flat deposit for that cabin.
• Leave it blank to fall back to the proposal's normal deposit terms. So you can set a precise deposit on the cabins that need one and let the rest use the default.

This keeps the deposit accurate even though the client is choosing between cabins with different fares.

One row is one cabin choice. When the client picks one category, each row is a cabin type and the client books one of it.

Sharing with Your Client

Open Review & send and review any missing details. Use Preview as client to check the actual options, dates, pricing and terms before sharing.

Walking Through Checkout Yourself

While you're signed in, your client's page knows you're the advisor. A dark bar at the top says so, and the page won't take your answers. That way nothing you type is ever filed as your client's.

To click through the whole checkout as your client would, for a final check or a demo, select Walk through as client in that bar. The bar turns purple and stays put while you go through every step: options, add-ons, traveler details, terms, insurance and the card step. At the end you land on the same confirmation screen your client sees.

• In your agency's workspace, a test run is never saved. Nothing reaches your client, the proposal's status doesn't change, and no booking, invoice or card request is created. This works on drafts too, so you can test before you send.
• In the demo and practice workspaces, a test run submits for real once the proposal is published or sent. The proposal is approved and its booking appears on the trip, so you can show the whole hand-off. Select Open the trip on the confirmation screen to go there. To reset it, open the proposal editor and use Undo acceptance in the ⋯ menu. On a draft in these workspaces the test run is saved-nothing, like anywhere else; publish it first to see it turn into a booking.

Start over returns to the top of the proposal with an empty checkout. Exit test run goes back to the normal advisor view. A test run belongs to that browser tab only, so a link you copy never opens in test mode.

To record an approval your client gave you by phone or email, use Mark accepted in the editor's ⋯ menu rather than filling in their page yourself.

• Send to client opens the email composer. Confirm the recipient, add a personal note, and use Preview email to see the message and proposal button. Send Now submits the email; Send later schedules it in your Outbox. Check the result and Outbox if a message is held or scheduled rather than assuming it has arrived.
• Publish & get link activates a draft without emailing anyone. Confirm Publish & copy link, then share the link in your own conversation. The proposal shows Published · not emailed, not Sent. You can still email it later.
• Copy client link (in the ⋯ menu) copies an already-live proposal link. Copy review link is different: it is view-only and does not let the recipient accept, book, pay, sign or fill in forms.

The normal client link needs no login and works on phones, tablets and desktops. Anyone you share it with can access that proposal, so send it only to the intended travelers.

Following Up

The email composer offers Follow up automatically and shows your current schedule. Edit my timing and wording sets your own timing and reminder wording. The schedule is saved on the proposal when its first email is sent; resending does not restart it. Follow-ups require a sent proposal, a client email and a future expiration date. They run daily rather than at an exact hour, and stop when the proposal is accepted, declined, marked did not book or expired. A published link by itself does not start email follow-ups.

On Proposals, use the follow-up information and Needs follow-up filter to decide who needs attention. Resending records that contact. If you followed up by phone or text, use Mark as followed up today in the row menu. This records the contact without sending an email. It also prevents an automatic reminder from duplicating a recent manual touch.

A view is a useful signal, not a booking or proof that the traveler read everything. If they say the email never arrived, confirm the address and ask them to check spam; you can share the same live link through your normal conversation. A connected mailbox under Settings → Email can send proposal emails from your own account.

Sending Copies to More People (CC)

A proposal often needs to land in more than one inbox — a spouse who pays the deposit, a travel companion in a different household, an adult child coordinating a family trip. On the Trip & client card, + cc someone handles this: everyone you add there gets their own copy of the proposal email when you send (and when you resend).

You don't need to remember anyone's email address. Start typing a name and it searches your saved clients and household members, so "gra" finds Grandma's record even if she's a traveler on someone else's household rather than a client of her own. Pick from the list and they're added as a chip showing their name. You can also type any email address directly — press Enter and it's added. Remove anyone with the × on their chip.

A couple of guardrails work quietly in the background: the main client can't be added twice (they already get the email), and a typo like mark.miller@ stays visible with a warning instead of being silently saved — so a copy never fails to arrive without you knowing why.

The client-facing proposal page includes:

• Your agency branding — logo, colors, the whole professional package
• Your agent info — photo, name, and contact details so they know who to call
• Hero image with Ken Burns animation — a subtle slow-zoom effect that makes the destination feel alive
• Photo gallery — when an option has multiple photos, a strip of thumbnails auto-cycles below the hero
• Embedded video — any YouTube or Vimeo video you add to a description plays inline as a responsive 16:9 player
• Rating badge — if the property has a Google rating, it shows right on the option card
• Trip options — each option with its full itinerary, images, pricing, and descriptions
• Park day details — if applicable, dining reservations, Lightning Lane plans, and scheduled events
• Trip guides — any resource documents or guides you've attached
• Continue to booking — once they pick an option, a guided checkout walks them through confirming the trip and authorizing the deposit

When your client chooses an option and clicks Continue to booking, they move through a guided Trip → Your details → Payment → Confirmation checkout — entering traveler details and authorizing their deposit step by step, instead of a single Accept button. The card is authorized (not charged) so you collect when you're ready. See Proposal Checkout for the full client experience. When your client finishes, the proposal status updates to Accepted and you get notified — no more "did they see it?" wondering.

Downloading a Proposal as a PDF

Some clients want something they can hold, print, or forward to whoever else is coming on the trip. Every proposal can be exported as a branded PDF.

• You: open the ⋯ menu at the top of the builder and choose Download PDF
• Your client: a Download as PDF button sits at the bottom of the proposal page, under your contact details

The PDF carries your logo, your accent color, your photo and contact details, and the same content the web page shows: your note to the client, every option with its pricing, photos, highlights and inclusions, flights, add-ons, the payment schedule, the day-by-day itinerary, and your terms and conditions.

A few things behave differently on paper than on screen:

• Anything the client would tap is left out. Checkout, traveler forms, comments, and the card authorization have no printed equivalent, so the PDF is the offer, not the booking flow. Clients still book from the link.
• Once a proposal is accepted, only the booked option prints. Before that, every option prints so the client can compare them side by side.
• On a multi-option proposal the payment section describes the terms rather than the dollars ("30%, then the balance 60 days before travel"), since the total depends on which option they pick.
• Expired proposals and ones marked "did not book" don't export. Reopen the proposal first.

The PDF is generated fresh every time it's downloaded, so it always matches the current version of the proposal. Edit the proposal and the next download reflects the change.

Proposal settings

The proposal-wide settings live in the cards on the rail:

• Trip & client — Who is this proposal for? (client or lead, email, phone, + cc someone), Who's traveling and Pricing for (how many adults and children the prices are based on), the proposal title and subtitle, travel dates, destination and Cover photo
  • Children's ages — once Pricing for has at least one child, a picker appears for each child (Under 1 to 17). The ages show on the client's proposal ("Booking for 2 adults, 2 children (ages 4 and 7)") and label the child spots at checkout. Pick them in any order you know them; lowering the number of children drops the last age.
• Intro message — the personal note your client reads first
• Travel protection — whether and how you offer insurance (see below)
• Deposit & payments — the currency (the pill at the top of the card, such as USD), the deposit and payment plan, When the client approves (Ask for a card or Approve only), Price promise, This quote expires, and under Advanced the Refundable security hold
• Details & terms — what you collect at booking, forms, and your terms and conditions. A supplier's terms apply to All options by default; click Narrow to specific options when only some options should carry them

These are the defaults for the whole proposal. They apply to every option unless an individual option overrides them (see Per-Option Deposit and Insurance).

Deposit amount and payment schedule

Open Deposit & payments. Choose how the client pays: Deposit, then balance, Pay in full or Installments. The deposit can be a Flat amount, a Percentage or Per traveler, with separate rows for the deposit and the final balance.

New proposals with no configured deposit start with Flat amount and zero until you enter the supplier’s required amount. An agency default percentage still applies, and existing proposals and saved template terms keep their own choices.

• Flat amount is one amount for the whole booking, not per traveler.
• Percentage scales with the price of the option the client chooses.
• Per traveler multiplies the entered amount by the traveler count.

The Due at booking preview shows the amount from these terms, or a range when option prices produce different amounts. An option’s own terms and selected add-ons can change the final amount. Installment plans, supplier-paid rows, and payment-date warnings are in the same card.

Pricing Travel Insurance Per Traveler

Travel insurance is priced two different ways depending on the mode you pick, and the difference catches people out.

Optional and Quote on request price through Plans. Add a named plan, give it a price, and set that plan to Per person so it reads as "$189/traveler", or Flat total for one amount covering the party. Offer two or more plans and the client picks between them.

Required has no plan list — the client cannot choose, so there is nothing to pick between. Instead the Total amount field itself carries a Flat total / Per person switch:

• Flat total — one amount for the whole proposal, whatever the party size. Best when the carrier quoted you a single figure.
• Per person — an Adult rate and a Child rate. The proposal's own traveler split does the multiplication, and the line under the fields shows the working: "3 adults × $89.00 + 2 children × $49.00 = $365.00".

A few things worth knowing about the per-person mode:

• Teens are billed at the child rate. Group proposals have a separate Teen band; for insurance it counts as a child, since carriers price by under-18.
• Leave the Child rate blank to cover children free. A blank rate is $0, not "unpriced" — the adult rate still applies to the adults.
• Switching to Per person keeps your flat figure. It stops being used, and switching back to Flat total restores it. Switching to Flat total clears the two rates, because a rate that is set is what per-person pricing is.
• The party drives the price. Change Pricing for on the Trip & client card and the premium changes with it. That is the point — it is why "$89 per traveler" no longer means doing the arithmetic yourself every time the party changes.

Your client sees the resolved figure and the working: "Travel insurance is included with this proposal. Cost: $365.00 ($89.00/adult · $49.00/child)", with a matching Travel insurance line in their cost breakdown.

Remember "Collect the full premium at booking." With it off, the premium is shown to the client but added to no total — not the trip total, not the deposit, not the card authorization. The builder warns you when a price you set is landing nowhere. Turn it on to bill coverage with the trip, or leave it off and invoice the premium separately later.

Describing an Insurance Plan

Each plan has a Covers box (What it covers on a library plan) for the few lines your client reads under the plan name when they choose. It is the same editor as an add-on description, with a small toolbar: bold, italic, bullets and a link button.

• Link a phrase. Highlight words such as See Plan and Pricing Details, click the link button and paste the carrier's page. Your client sees the phrase underlined in your brand color, and it opens in a new tab without changing which plan they picked.
• Paste straight from the carrier. Copying the plan blurb from Allianz, Travel Guard or similar keeps its links and its paragraph breaks, so you don't need to find the web address behind the text.
• Older plans keep working. A plan written before the editor changed still shows its line breaks, and a web address typed into it still shows as a small link chip. Edit it and it saves in the new format.
• The same box everywhere. The Travel protection card, an option's own protection override and your saved library plans all use this editor, and a library plan brings its links into every proposal you add it to.

Quoting in a Different Currency

Every new proposal starts in your agency's default currency (set under Settings → Agency). When a particular client should be quoted in something else — say you're a Canadian agency quoting a US client in US dollars — open Deposit & payments and pick the currency from the pill at the top of the card (it reads USD until you change it). Once the client accepts, it reads USD · locked.

The choice applies to the whole proposal: every price your client sees is labeled in that currency, and when they accept, the draft invoice and the card-on-file request carry it too. A few things worth knowing:

• It's a label, not a conversion. JourneyFuse never converts amounts between currencies. If you type 3,200 and pick USD, the client is quoted US$3,200 — you do any exchange math yourself.
• It locks at acceptance. Once your client accepts, the currency can't be changed on that proposal, because the deposit and invoice have already been recorded in it.
• Other proposals are unaffected. Changing one proposal's currency never touches your agency default or your other quotes.

Per-Option Deposit and Insurance

Quoting two suppliers side by side — say a Royal Caribbean cruise and a Disney cruise — that have different deposit rules and different insurance pricing? You don't have to pick one set of terms for the whole proposal. Each option can carry its own payment schedule and insurance.

Open the option's Terms & protection tab. It has two rows, each reading Proposal default until you switch it on:

• Payment schedule — switch it on to set this option's own deposit, installments, and due dates with the full schedule editor. The schedule validates against this option's total. Leave it off and the option inherits the proposal's default schedule.
• Travel protection — switch it on to set this option's own Mode (Required, Optional, or Quote on request), Provider, and pitch. Leave it off and the option inherits the proposal's default insurance settings.

A row you've switched on reads Custom for this option, and a dot on the tab tells you something is overridden.

When your client selects an option at checkout, they see that option's terms — its deposit, its due dates, and its insurance. Options without an override show the proposal default, so you only set what actually differs.

A couple of things worth knowing:

• Empty overrides inherit. If you flip a switch on but leave it blank, the option simply falls back to the proposal default — you can't accidentally wipe out the deposit or insurance by toggling.
• Both rows are for standard proposals. On a group booking page the payment-schedule row is hidden (travel protection still has its own per-package override). That is not the same as one schedule for the whole group — group packages vary their payment terms two other ways: named payment plans attached per package, which the traveler picks between at checkout, and a per-cabin deposit on a selectable room block, which overrides the schedule's deposit for whoever books that cabin. See Group Bookings.

Tracking Proposal Status

The Proposals list shows where every proposal stands:

Use the search bar to find proposals by title, client name, or destination. The status filter helps you zero in on what needs attention — like all your "Sent" proposals that haven't been accepted yet.

What Your Client Sees After Accepting

Once a client accepts, their proposal link doesn't go blank — it becomes a booking confirmation page. They'll see a "Booking Confirmed!" card with the trip summary, payment summary, your advisor contact card, and a link to their itinerary, plus any remaining steps like confirming traveler details or authorizing a card.

Below the confirmation sits a Your booked quote section showing the approval date and a read-only copy of every option you presented. The option they chose is marked with a green "You booked this" badge, and the others are dimmed with a "Not selected" label — so a client revisiting the link months later can always see exactly what they approved, what it cost, and when. On split-bundle proposals, each booked pick in each category gets the badge. Nothing on this view is clickable in a way that could change the booking; it's purely for reference.

This is also where the client portal's View Quote Details button lands for booked trips.

Group Booking Pages

Planning a trip with multiple travelers who need to book independently? That's a group booking page — a proposal whose public link is a self-service checkout rather than an accept/decline.

Start it from Group Trips, not from here. Go to Group Trips → New group and choose Travelers book online from a link. There is no "Group Booking Mode" toggle in the proposal builder — creating it from Group Trips is what puts it in group mode, and a standard proposal can't be converted into one afterward.

On a group booking proposal:

• The rail opens with The group (organizer, dates, seats) and The page travelers see
• Options are called packages (because travelers are picking one, not comparing options)
• The ★ Recommended star is hidden (not relevant for self-service)
• Each package's price tab asks How do the guests pay?

See Group Bookings for the full walkthrough.

AI Import

When importing a cruise quote, check the selected cabin and whole-party total against the source. A supplier page may also show cheaper calendar “from” fares and other cabin categories; those are not necessarily the option your client is being quoted. A pending reservation is still a quote, not a confirmed booking.

In Review Extracted Options, verify the dates, guest count, cabin category, whether pricing is per person, and whether taxes are already included. Other cabins' full fares are alternatives, not extra charges to add on top of the selected cabin. Resolve missing or conflicting details with the supplier before sending the proposal.

In the Options card, open + Add option ▾ and choose Import a quote (or AI import in the header's ⋯ menu on a draft). Use Paste for supplier text, or Upload → Choose Files for PDFs and screenshots. The upload accepts up to five files, each up to 10 MB. Choose Extract Booking Data, then review the extracted options before importing them into the draft.

Check generated descriptions and highlights as well as amounts: additional ship or destination information may not come from your quote. Replace unsupported claims with verified details. A starting-fare grid does not establish a final cabin total; use Price on request until you have a complete quote.

Tips for Proposals That Convert

1. Lead with the best option. Put your recommended choice first and mark it ★ Recommended. Most clients pick the first option that excites them.

2. Let smart enrichment do the heavy lifting. Search for the hotel, let JourneyFuse pull in the photos and description, then tweak from there. You'll build proposals in half the time.

3. Use real photos, not stock. If the resort sent you property photos, upload those. Clients can smell a generic stock photo from a mile away. But if you don't have property photos, the Google Places images are the next best thing.

4. Don't overload with options. Two or three options is the sweet spot. Five options creates decision paralysis. If your client wants something different, create a new proposal.

5. Send it fast. The client who inquired today is most excited today. A proposal that arrives 48 hours later competes with whatever else they've been Googling in the meantime.

6. Follow up if it sits in "Sent." If a proposal hasn't been accepted within a week, pick up the phone. They might have questions, or they might have forgotten. Either way, a quick call beats waiting.

7. Write the itinerary like a story. "Day 3: Wake up to the sound of waves, grab espresso at the beachside cafe, and hop a water taxi to Positano" sells the trip. "Day 3: Transfer to Positano" doesn't.

FAQ

Does creating a proposal also create a trip? Yes. Every proposal is tied to a trip. You'll see it in your Trips list as soon as the proposal is created.

Can I edit a proposal after sending it? Yes. Make your changes in the builder — the client's link always shows the latest version.

Can my client accept on their phone? Absolutely. The proposal page is fully responsive and works on any device.

What if my client wants to discuss options before accepting? That's common and totally fine. The proposal is a conversation starter, not a take-it-or-leave-it. Talk through the options, adjust if needed, and they can accept when they're ready.

Can I mix different option types in one proposal? Yes. Each option has its own type — you can have a hotel option, a cruise option, and a tour package all in the same proposal.

How does the hotel auto-fill work? When you pick Lodging as the option type and search for a property, JourneyFuse uses Google Places to pull in photos, a description, the rating, and location details. Everything is editable — it just gives you a head start.

Where does the "Good to Know" list on my proposal come from? That's the JourneyFuse resort library. When the hotel name on an option matches a property we have a write-up for, the client's proposal shows that resort's Highlights and a "Good to Know" list (the honest drawbacks, so nobody is surprised on arrival). Under the Hotel field you'll see a chip reading Resort info: [property name], tagged auto when we matched it by name rather than you picking it. Click Remove on that chip to take the whole block off that option. To stop the automatic matching for every future quote, go to Settings → Saved Properties and turn off Add JourneyFuse resort info automatically. Resort info you pick yourself from the Knowledge Base search still shows either way.

Can my client print the proposal or save it as a PDF? Yes. There's a Download as PDF button at the bottom of the proposal page, and you can grab the same file from the ⋯ menu in the builder. It's branded to your agency and includes the options, pricing, itinerary, and terms.

Can I reuse a proposal as a template? Use the Itinerary Templates feature to save and reuse itineraries across proposals.