Account & Workspace Setup
Last updated March 13, 2026
Account & Workspace Setup
When you sign up for JourneyFuse, you'll create a workspace that holds all your clients, trips, proposals, and invoices. This guide walks through setting up your workspace so it's ready for business.
Creating Your Account
Sign up with your email address and create a password. After verifying your email, you'll be prompted to set up your workspace.
Solo vs. Agency Workspace
JourneyFuse adapts based on how you work:
| Setup | Best for | What changes |
|---|---|---|
| Solo Advisor | Independent advisors or ICs under a host agency | Sidebar shows "My Business" instead of "Agency." Settings focus on your personal branding and host agency details. |
| Agency (Team) | Agencies with multiple agents | Sidebar shows "Agency." You get team management, agent assignment, commission splits, and My View vs. Agency View toggles. |
You can start solo and upgrade to an agency plan later if your business grows.
Configuring Your Workspace
Navigate to Settings in the sidebar to configure:
- Agency / Business Name — displayed on proposals, invoices, and client-facing pages
- Phone, Email, Address — your business contact info
- CLIA / ARC / IATA Numbers — your agency credentials
- Host Agency Details — if you operate under a host, enter their name, address, phone, CLIA, IATA, and website
- Branding — upload your logo, set an accent color, add a tagline, and customize your email signature
For a full breakdown of every setting, see Workspace & Agency Settings.
Inviting Team Members
If you're on an agency plan, you can invite agents and assistants to your workspace:
- Go to Settings and open the Team section
- Click Invite Member
- Enter their email and choose a role — Admin, Agent, or Assistant
- They'll receive an email invitation to join your workspace
Admins can manage settings and see all data. Agents see only their own clients and trips (unless viewing in Agency View). Assistants have limited access.
For details on roles and permissions, see Team Management.
Next Steps
Once your workspace is set up:
Related Articles
Trips, Bookings & Commissions — How They Fit Together
Understand the relationship between trips, bookings, and commissions in JourneyFuse.
Migrating From Another Platform
Step-by-step instructions for exporting your data from TESS, TravelJoy, Travefy, ClientBase, and other travel agency tools before importing into JourneyFuse.
Billing & Subscription
Manage your JourneyFuse subscription, pricing plans, agent seats, and billing information.
Ready To Launch
Bring every trip, payment, and client touchpoint into one fused brand experience.
JourneyFuse is ready to sell, service, and scale with you now. No waitlist. No stitched-together stack. Just one sharp platform your team can actually run on.
Bold branding outside. Serious operating system inside.