Last updated August 29, 2026
Households let you group related contacts together — typically a family or travel party. Each client automatically belongs to a household, and you can add additional members like spouses, children, or travel companions.
These four words map to four specific things:
Adding the Lead again as a traveler is not necessary — they are already in the travel party. If you try, JourneyFuse will point you back to the existing Lead.
A household is a named group that links related people. When you create a client, a household exists for them so you can organize their travel party. You can then add other people to that household under the Travelers tab.
Households help you:
From a client's detail page, open the Travelers tab and find the Travel party section.
Click Add Traveler and fill in:
| Field | Description |
|---|---|
| First Name | Required |
| Last Name | Required |
| Relationship | Spouse, Partner, Child, Parent, Sibling, Friend, or Other |
| Birthday | Used for celebrations tracking on the dashboard. Birthday automations reach client profiles only, so give a traveler a profile (Make profile from their menu) if you want them to receive one |
| Anniversary | Also tracked for celebrations |
| Passport Number | Stored securely for booking purposes |
| Passport Expiry | Helps you flag expiring passports before travel |
Instead of typing passport details, click Scan passport on the add form — JourneyFuse reads the name, birthday, and passport fields off a photo or PDF, fills them in for you to check, and keeps the copy with the traveler's documents.
You can edit or remove household members at any time.
The search box at the top of the add form finds travelers and clients across your whole book. Picking a plain traveler fills the form in for you. Picking someone who already has their own client profile asks first:
To fix a copy made earlier, open the person's profile, choose ⋯ → Move to another family and pick this family. On their Travelers tab the copy then shows Possible duplicate; choose ⋯ → Merge into their name.
Families reuse names, and a father and a son on the same booking is ordinary rather than unusual. When the name you type already belongs to someone in that family, JourneyFuse asks one question instead of refusing the save:
The same question appears when you rename someone into a name a relative already holds, so a traveler entered as "Clayton A" while you worked around an older version can be corrected back to their real name.
You are only asked when the names actually collide, and only when a person is typing. Imported files, intake forms, the client portal and proposal checkout never answer for you, which is what keeps a re-import from creating a second copy of a traveler you already have.
Every traveler in the household carries their own emergency contact — spouses often name different people, and a child's emergency contact is usually not the same as a parent's.
Expand a traveler in the Travel party section and open the Profile tab. The Emergency Contact section holds a name, relationship, and phone number. If the traveler has none on file yet, the + Emergency Contact chip at the bottom of the tab opens the same form.
The contact belongs to that one traveler: filling it in for the husband leaves his wife's blank, and neither overwrites the other. Emergency contacts submitted through a traveler info request or a group booking form land in the same place, so anything a client filled in themselves shows up here.
Looking for a link to someone outside the household — extended family, a referral source? That is a Connection, on the client's Connections section.
Click the relationship label next to a connected person (for example Spouse or a type you typed yourself) to open Edit Connection. Pick a new type or type your own, then Save. On a phone, tap the pencil next to the label instead. The change shows on both people's records: set someone as an Aunt and her own Connections card shows Niece/Nephew back. The × next to the label removes the connection.
Every expanded traveler has a Copy for Booking button. It copies the details a cruise line or tour operator asks for, ready to paste into their booking screen:
Anything not on file is left out rather than copied as a blank.
To copy one field at a time, use the small copy chips under it. The Birthday on the Profile tab, and the passport Expiry and Issue Date on the Documents tab, each have two: one copies the date as 04/15/1965 and the other as 15APR1965, the airline style some supplier forms ask for. Each chip shows exactly what it copies.
The Profile tab also shows the traveler's Mailing Address. A household member who has their own client profile uses that profile's address; anyone else uses the address of the client whose page you are on, since a household usually shares one.
Every traveler's Documents tab has a Scan passport button. Take a photo or choose a file, and JourneyFuse reads the details onto the profile — passport number, expiry, issue date, country of issue, nationality, and place of birth — for you to review before saving. When you save, the photo itself is kept with the traveler's documents, so the copy and the details live together.
Once a copy is on file, the Documents tab shows a thumbnail with a View copy button that opens the image on a secure, short-lived link. Scans a client submits through your forms (using a Travel Party Details field with passport fields enabled) land the same way.
Some suppliers still ask for passport details before they will confirm a booking. Instead of typing passport numbers into an email, send them a secure link.
Email this link opens an email to the supplier only (no traveler is included). Type the supplier's email address, pick one of your saved templates or write the message, and send. To use your own wording every time, write the message once with {{passport_link}} where the link should go, and click Save as template. When you pick that template, the new link fills in automatically. A template without {{passport_link}} gets the link added at the end. The email is saved on the trip like any other email.
The supplier sees a view-only page with each traveler's name on passport, date of birth, nationality, passport number, country of issue and dates. They do not need a JourneyFuse account.
| What you need to know | Details |
|---|---|
| The link is shown once | For security, JourneyFuse keeps only a scrambled copy of the link, so it cannot be shown again. If it gets lost, turn it off and create a new one. |
| Details stay current | The page reads each traveler's details when the supplier opens it, so a corrected passport number shows up on a link you already sent. A traveler you remove from the trip drops off the page. |
| See who opened it | The same dialog lists every link on the trip with the date it was shared. Click Opened to see every visit with its date and time. The supplier's page shows when it was shared, when it stops working and when it was opened, in UTC. |
| Turn it off anytime | Click Turn off next to a link and it stops working immediately. Every link also stops on its own when its time runs out. |
On the Travelers tab, each traveler wears a Passport ✓ or Passport needed · Scan pill. The amber pill is a shortcut — clicking it opens that traveler's Documents tab with the scanner ready, so filling a missing passport is one click and one photo.
The travel party summary bar counts passports on file and shows the next expiry. When the client has an upcoming trip, JourneyFuse judges that expiry against the departure date using the six-month validity rule most destinations require — so instead of a bare date you'll see a warning like "passport valid under 6 months past travel," linking straight to the affected trip.
The same rule powers the trip page: on an international trip's Travel Party card, a Docs for this trip bar counts travelers as ready, too soon, expired, or missing against that trip's departure. Click any count to filter the list to just those travelers, and click a traveler's warning badge to open them with the scanner ready.
When you create a trip, you assign travelers from the client's household. Travelers are the people actually going on the trip — they appear on bookings, invoices, and itineraries.
Each row in the trip's Travel Party card shows the traveler's date of birth and, when they're on file, their email and phone. From any tab, the travelers chip at the top of the trip (beside the bookings count) jumps straight to the card.
Click any traveler's name in the trip's Travel Party card. Their full traveler card slides in from the right, over the trip, with the same Profile, Documents, Preferences, Loyalty and Insurance tabs you see on the client page. Edits save right there.
When the person isn't in JourneyFuse yet, add them from the trip: Add Traveler → Add Someone New in the Travel Party card, or + someone else under Who's traveling in the proposal editor. Under Household you choose where they belong:
When the last name matches the client's, Part of … household is already picked. When it's different, nothing is picked and the form asks you to choose, because a partner who kept their name and a wedding guest look the same from the name alone.
Picked the wrong one? Open the person's profile and choose ⋯ → Move to another family.
When a client sends you everyone's names and dates of birth, you don't have to type them one at a time. On the trip, click Add Traveler → Paste a list, then either:
Click Read list and check what was read before anything is saved:
Click Add N & assign to trip. Each person is added the same way as Add Someone New: someone already in that household with the same name is reused (and gets the date of birth if theirs was blank) rather than duplicated.
When a trip has multiple travelers, you can split invoices so each traveler pays their own share. Each traveler gets:
See Split Payments & Traveler Shares for details on setting up split invoices.
Sometimes the person paying isn't on the trip. At the bottom of the Travel party card, under Not traveling, click Add someone who isn't traveling. Search your clients, or click New client to create them with a name and email.
They are linked to the trip without being a traveler. They don't count toward the party size, and they don't appear on the manifest, in traveler shares or on bookings. Once they're on the trip you can pick them when you send:
To take someone off, click the × on their row. Their client record stays.
Two parents sending their kids on one trip can each pay for their own child. This works when the trip's main client is under Not traveling, every traveler is already in the Travel party, both parents are under Not traveling, and the proposal bills each traveler their own share (priced per person).
At checkout, the parent who accepts sees Who are you paying for? with a row for each traveler. They leave their own child on Me and pick the other parent for the other child. Then:
If everyone stays on Me, checkout works as usual: one card for the whole deposit.
Rather than chasing clients to fill in their details, you can send them a secure link to update their own information directly from the portal.
From the Travel Party card on a trip page, click Request Info from Everyone. The trip needs a client, but it does not need any bookings, so you can collect details before anything is booked. You can also click Request info on the Overview tab of a client's profile, which needs no trip at all, or send a request from the household members section. To ask several clients at once, tick them on the Clients list and click Request info in the bar above the list. Each client gets their own form, and you see who will be emailed before anything goes out.
The request dialog lists each section with a checkbox. Open a section to tick or untick individual questions, so you can ask for the Personal details without the wedding anniversary, say. Sending a new request replaces any earlier request that is still open for that client, and each link works once: after the client submits, reopening it says the link has already been used and points them to you or their portal for changes.
Birth certificate and driver's license uploads. For a closed-loop cruise, where travelers sail on a birth certificate plus a government photo ID instead of a passport, open Passport & ID and tick Birth certificate (photo or PDF) and Driver’s license / government photo ID. They start unticked, so a request only asks for files when you choose to. Your client gets a Choose file button for each and can send a phone photo or a PDF (up to 20 MB). If the request includes travelers from their party, each traveler gets their own upload buttons. The files land on the client's profile, on the Travelers tab under Uploaded Files, named with each traveler's name, and only your agency sees them.
Passport photo uploads. To get a copy of the passport itself, tick Passport photo page (photo or PDF) under Passport & ID. It also starts unticked. The photo is filed as that traveler's passport copy, the same place a passport scan goes: under Travel documents on the client's profile, and on the traveler's Documents tab for anyone else in the party, so it shows Passport copy on file instead of No passport copy on file. It is not added to Uploaded Files. A traveler the client adds to the party on the form itself is the exception: their passport photo goes to Uploaded Files with their name on it.
On the form itself, preferred airlines, hotel brands and cruise lines are searchable pick lists (with room to type one that is not listed), seat and room preferences are structured choices, and the access-and-care questions carry examples plus a note that only their advisor sees the answers.
A dialog appears where you can:
| Field | Default for domestic | Default for international |
|---|---|---|
| Date of birth | On | On |
| Gender | On | On |
| Passport details | Off | On |
| Phone number | Off | Off |
| Email address | Off | Off |
Check Phone number or Email address when you need the client to add or confirm their contact details (for example, a new lead who only gave you an email, or a client whose phone is missing). These come back saved straight onto the client's profile.
Uncheck any fields that don't apply to this client or trip. For example, if a client already has their passport on file, you can deselect passport details and only ask for DOB and a phone number. At least one field must remain selected.
The link expires in 3 days. If it expires before the client responds, click the Resend button in the pending badge that appears where the send button was.
The client receives a branded email from your agency with a link. When they open it, the form shows only the fields you selected — no confusing passport fields for a domestic trip, no extra friction for clients who just need to confirm their birthday.
Structured answers are collected as structured fields, so what comes back matches what suppliers need:
Short help text under each field explains what is being asked (for example, that nationality means country of citizenship as printed on the passport, not "American").
When they submit, the information is saved directly to their traveler profile without any action required from you.
You can also send a request to a specific traveler (rather than the Lead). From the Travel party section on the Travelers tab, click the send icon next to the traveler's name. The link goes directly to that person's email address and only updates their profile.
Connections (people outside the household) have their own profile pages and can be updated the same way from the client they are linked to.
On the client detail page, the Traveler Info tab stores travel-document details for the primary client:
This information is separate from household members — it belongs to the client record itself. You can edit it by clicking the edit button on the Traveler Info tab.
This is part of JourneyFuse’s travel advisor CRM: clients, leads, travelers and their trip history.
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