Managing Clients

The Clients page is your central directory for everyone you work with. From here you can add new clients, search your list, filter by agent, and click into detailed profiles.

Client List Page

Navigate to Clients in the sidebar to see your full client list. The page shows three summary cards at the top:

• Total Clients — how many clients are in your workspace (or assigned to you)
• New This Month — clients added in the last 30 days
• In Households — clients that belong to a household group

Below the summary cards, the client table shows each client's name, contact info, household, and trip details. Click any row to open the client's detail page.

Sorting the Table

Any column header with the up/down arrows is sortable: Name, Next Trip, Total Spend, Last touch, and Added. Click once to sort ascending, click again to reverse it.

Sorting by Next Trip ascending puts whoever departs soonest at the top, which is the fastest way to see who needs attention this week. Clients with no upcoming trip stay at the bottom of the list in both directions rather than crowding out the ones who are travelling.

Search and Filter

Use the search bar to find clients by name. In team workspaces, an agent filter dropdown lets you narrow the list to clients assigned to a specific advisor.

The Traveling soon segment chip is a companion to the Next Trip sort: it filters the list down to clients departing in the next 45 days.

My View vs. Agency View

In team workspaces, the client list respects your current view toggle:

• My View — shows only clients assigned to you, or with trips assigned to you
• Agency View — shows all clients across the workspace, with the option to filter by agent

Creating a Client

Click the Add Client button in the top right. The form asks for:

• First Name (required)
• Last Name (required)
• Email
• Phone
• Address — with autocomplete for easy entry

JourneyFuse automatically creates a household for each new client. You can add household members later from the client detail page.

Client Detail Page

Click any client to open their profile. The detail page has several sections:

Profile Header

Shows the client's name, email, phone, and address along with tags for their household, how long they've been a client, travel style, and upcoming trips.

Action buttons in the header let you:

• Email the client directly
• Call (opens your phone dialer)
• Edit their contact info
• Request a card authorization (under More) without needing a trip or a booking first
• Delete the client (permanent — requires confirmation)

Client Since

The Client since tag shows when this person became your client. Until you set it, it shows the month the record was added to JourneyFuse, which for anyone you brought over from another system is the import date rather than the real one. To correct it, click Edit profile, open the Personal tab, and pick the date in Client since. Clear the field to go back to the date they were added. A Client Since column in a CSV import fills it in for many clients at once.

Name Suffixes

The name fields include a Suffix box for Jr., Sr., II, III, and the like. It is worth filling in whenever a family has two people sharing a name, because the suffix follows the client through lists and pickers, so you can tell a Jr. from a III at a glance instead of opening both records. Travelers who are household members rather than clients have the same field on the traveler edit form.

Stats Row

A quick glance at key metrics:

Tabs

The detail page has five tabs:

• Overview — notes, preferences, and travel profile
• Trips — all trips for this client with status badges and quick links
• Traveler Info — passport details, known traveler numbers, and travel documents
• Timeline — notes and activity history with @mention support
• Emails — email history with this client

Assigning Clients to Agents

In team workspaces, owners and admins can assign a client to a specific agent:

1. Open the client detail page
2. Use the agent assignment dropdown in the profile header
3. Select the agent to assign

Agents can only see clients assigned to them (or clients with trips assigned to them) when in My View.

Finding and Merging Duplicates

On the Clients page, click Find duplicates. JourneyFuse groups what it finds:

• Likely duplicates — the same email with a matching name, or the same birthday. Usually one person entered twice, often by importing a list more than once.
• Shared email address — several people with one inbox and the same last name. Usually a family, so no action is needed.
• Possible duplicates — similar names with nothing else to confirm it. Open both before merging.

Click Merge on any pair to choose which record to keep and which value each field keeps. Where the record you keep has a blank field and the other one has a value, the other value is picked for you.

Merging all likely duplicates at once

Owners and admins see a Merge likely duplicates button beside the Likely duplicates heading. It merges every likely pair in one go:

• It keeps the record with trips, or the older record if neither has trips.
• It fills any blank details on that record from the copy. It never overwrites a value that's already there.
• Trips, notes, emails, documents and tags all move to the record it keeps.
• When one person has three or four copies, they're all merged into one record.

Some pairs are left for you to review one by one: pairs where the first names differ, the birthdays are years apart, or both records have trips. Possible duplicates and shared inboxes are never merged in bulk.

Merging can't be undone, so the button tells you how many it will merge before it starts. Each kept record gets a "Merged with…" note on its timeline.

Deleting a Client

From the client detail page, click the trash icon in the profile header. You'll be asked to confirm — deletion is permanent and removes the client and all associated data.

Related Articles

• Households & Travelers — managing household members and traveler details
• Managing Leads — tracking potential clients before they book
• Client Notes — adding notes and @mentions to client timelines