Households & Travelers

Last updated May 29, 2026

Households & Travelers

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.

Household, Travel Party, Lead, Connection

These four words map to four specific things:

  • Household — a named group that links people who belong together (a family or travel party).
  • Travel party — everyone in the household. These are the people who get counted and who can be split on an invoice. The household Lead plus any members you add.
  • Lead — the primary client of the household. Always counted as a traveler; you cannot remove or duplicate the Lead.
  • Connection — a link to someone outside this household: an emergency contact, extended family in their own household, or a referral source. Connections are for reference and do not affect trip counts or invoice splits.

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.

What Is a Household?

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:

  • Keep family members and travel companions organized in one place
  • Quickly see who belongs together when building trips
  • Track traveler-specific details like passports and birthdays

Adding Household Members

From a client's detail page, open the Travelers tab and find the Travel party section.

Click Add Traveler and fill in:

FieldDescription
First NameRequired
Last NameRequired
RelationshipSpouse, Partner, Child, Parent, Sibling, Friend, or Other
BirthdayUsed for celebrations tracking on the dashboard
AnniversaryAlso tracked for celebrations
Passport NumberStored securely for booking purposes
Passport ExpiryHelps you flag expiring passports before travel

You can edit or remove household members at any time.

Travelers on a Trip

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.

How Travelers Appear in Invoices

When a trip has multiple travelers, you can split invoices so each traveler pays their own share. Each traveler gets:

  • Their own line item showing their portion of the total
  • A unique payment link for online payment
  • Individual balance tracking

See Split Payments & Traveler Shares for details on setting up split invoices.

Requesting Traveler Info Updates

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.

Sending a Request

From the Travel Party section on a trip page, click Request Info Update. You can also send a request from a client's profile page or from the household members section.

A dialog appears where you can:

  • Add an optional note to the client (e.g., "Please add your passport before we finalize bookings")
  • Choose which fields to request — expand "Fields to request" to customize:
FieldDefault for domesticDefault for international
Date of birthOnOn
GenderOnOn
Passport detailsOffOn
Phone numberOffOff
Email addressOffOff

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.

What the Client Sees

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.

When they submit, the information is saved directly to their traveler profile without any action required from you.

For Individual Household Members

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.

Traveler Info Tab

On the client detail page, the Traveler Info tab stores travel-document details for the primary client:

  • Passport number and expiry date
  • Known Traveler Number (TSA PreCheck / Global Entry)
  • Birthday and anniversary dates

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.

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