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:

• 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:

Category	Includes
Cruise	Disney Castaway Club, Royal Caribbean, Carnival, Norwegian, Princess, Celebrity, MSC, Virgin Voyages, Holland America, Viking, AmaWaterways, Uniworld, Avalon / Globus, Scenic, Oceania, Regent, Silversea, Seabourn, Cunard, Windstar, Azamara
Theme parks	D23, Disney Visa Cardmember, Universal Annual Pass
Hotels	Marriott Bonvoy, Hilton Honors, World of Hyatt, IHG One, Wyndham, Choice Privileges, Accor ALL, Best Western, Radisson, Leading Hotels of the World, Sandals & Beaches
Airlines	Delta, American, United, Southwest, Alaska, JetBlue, Air Canada, British Airways, Lufthansa, Air France / KLM, Virgin Atlantic, Emirates, Qatar, Iberia, Singapore, Qantas, Hawaiian, Frontier, Spirit, Allegiant, Breeze
Travel	TSA PreCheck, Global Entry, NEXUS, CLEAR, AAA, Hertz, Avis, National, Enterprise, Budget, Dollar

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.

Adding a program that isn't listed

Boutique tour operators, 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.

Collecting memberships from clients

You don't have to type these in yourself. Add a Loyalty Programs field to any intake form in the Form Builder and clients fill in their own numbers. 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.