Loyalty Programs

Every traveler in JourneyFuse can carry a set of loyalty memberships: the airlines they fly, the hotel chains they collect points with, their cruise line status, car rental profiles, and trusted-traveler numbers like TSA PreCheck and Global Entry. Recording them once means you stop digging through old emails for a Mileage Plan number every time you book.

Memberships are stored per traveler, not per trip, so they follow the client everywhere. On a Disney Cruise the Castaway Club tier you record here also drives the booking-window automations.

Where to add them

There are two places, and they edit the same list. Everything else that captures a membership — an intake form, an imported confirmation, a group checkout — writes into that same list too, so there is only ever one set of memberships per traveler:

• Client → Travelers tab → expand a traveler → Loyalty. Use this when you're adding memberships for several people in one travel party.
• Client → Edit profile → Loyalty tab. Use this when you're already editing the client's details.

Both show the same chips and the same picker. Whatever you save in one shows up in the other.

Adding a membership

1. Click Add loyalty program.
2. Search for the airline, hotel, cruise line, or program by name. Type what you'd say out loud: "Alaska", "Bonvoy", "AmaWaterways", and "Mileage Plan" all find the right thing.
3. Pick it from the list. The chip opens straight to the tier and member number fields.
4. Enter the member number, choose the tier if the program has one, and click Done.
5. Click Save Changes (or Save Programs on the traveler card).

A chip with an amber outline and a small add # label is missing its member number. That's the at-a-glance cue that a membership is recorded but not yet usable for a booking.

What's in the built-in list

The picker groups programs by category:

Where a program has published elite tiers, the chip offers them in a dropdown. Programs without a formal tier ladder just take a member number.

Tour operators and DMCs rarely publish loyalty schemes the way an airline does, so those two categories ship empty on purpose. They exist so the accounts and membership numbers you keep with them file under a heading that matches how you actually work, instead of landing in the general Travel bucket. Add them with the custom-program steps below, and the heading appears once the first one is saved.

Adding a program that isn't listed

Boutique tour operators, DMCs, activity companies, regional carriers, resort groups, and anything else can be added yourself:

1. In the Add loyalty program search, type the name. If nothing matches, you'll see Don't see it? → Add custom program… (it also appears under the "No matches" message).
2. Fill in the Provider (the company, e.g. "Backroads") and the Program label (what they call the program, e.g. "Explorer Club").
3. Choose a category and a color, and optionally a short code for the chip.
4. Add tiers if the program has them. Skip this for a simple membership.
5. Click Add program.

The new program is added to this client right away, and it becomes available across your whole workspace — every advisor on your team can pick it for their own clients from then on. You only create it once.

If a supplier you added by hand later shows up in the built-in list, your version keeps working. Existing client records are never rewritten.

Memberships that arrive from a booking document

When you import a confirmation, JourneyFuse reads any loyalty number printed on it and files it against that traveler automatically, so it shows up under Loyalty alongside the ones you typed yourself. A Castaway Club number picked up this way also feeds the Disney booking-window automations without you doing anything.

Two things worth knowing:

• Nothing is overwritten. If the traveler already has that program on file, the import leaves your version alone.
• A number with no program name becomes "Past guest number." Plenty of confirmations print a past-guest or member number without saying which scheme it belongs to, and the checkout's Past Guest # (cruise) field asks for one the same way. Rather than guess at a cruise line, JourneyFuse files it under a plain Past guest number entry. Open it any time and switch it to the real program once you know which one it is.
• An airline number with no airline becomes "Frequent flier number." Same idea for air: a bare number from the checkout's Frequent Flier # field lands on a generic Frequent flier number entry, listed with the airlines, so it never reads as a cruise membership. Re-file it under the carrier when you learn which one.

Collecting memberships from clients

You don't have to type these in yourself. Two places ask clients for their own numbers:

• At proposal checkout. In the proposal builder's What to collect at booking list, add Frequent Flier # (next to Known Traveler Number) or Past Guest # (cruise). Each traveler gets one box. For the frequent flier box, they type the airline and number together, "Delta SkyMiles 1234567890" or "United 12345678", and it files under that airline on the traveler's profile when they accept. A number typed on its own still saves, under the generic Frequent flier number entry.
• On an intake form. Add a Loyalty Programs field to any form in the Form Builder, or tick Loyalty / Rewards Program on a Travel Party Details block to ask every traveler. Clients pick from the built-in list and can add as many programs as they hold.

Either way, submissions are matched against the built-in list automatically, so a client who writes "Delta SkyMiles" lands on the same Delta entry you'd have picked, and anything unrecognized becomes a custom program for your workspace rather than being dropped.