Last updated June 27, 2026
Settings is where you make JourneyFuse yours — your branding, your email, your team, your commission defaults, and dozens of smaller knobs. The good news: you don't need most of it on day one. A handful of pages get you up and running, and the rest can wait until you actually need them.
This guide walks through every settings page, grouped the same way the Settings navigation is: Personal, Agency, Team & Commissions, Content, Billing & Payments, and Integrations. For each page you'll get a plain-English "what it's for," who should bother with it, and the settings worth knowing.
Role note: Some pages are owner/admin only and won't appear (or are read-only) for regular advisors. Those are flagged below.
If you only touch a few pages this week, make them these:
Everything else is optional and can be set whenever the need comes up. Don't feel obligated to fill in every field before you start working.
Tip: Migrating from another tool? Set Client email delivery to Hold (Profile) or turn on Testing Mode before any bulk import, so client-facing emails don't go out while you're learning the ropes.
These pages are about you — your account, your alerts, and your public profile. Changes here generally affect only your own experience, with two important exceptions noted below.
What it's for: Your personal "about me" — headshot, name, title, contact info, bio, specialties, accreditation numbers (CLIA/IATAN), your email signature, login email and password, two-factor authentication, working hours, and how your client emails get sent. Many of these details also feed your public landing page and the proposals you send.
Who it's for: Everyone, for their own account. Solo advisors see extra cards (personal credentials, default commission split, post-trip reminder); team members see a "My T&C" override.
Worth knowing:
What it's for: Your own public-facing landing page — the page travelers see when they open your personal agent link or scan it from a business card. Publish it on/off, set its web address, pick which inquiry form the "Plan my trip" button opens, and customize the headline, hero photo, stats, and testimonials.
Who it's for: Every advisor. Any field you leave blank inherits your agency's default.
Worth knowing:
Tip: "My Public Profile" edits your bio and page. Agency-wide landing defaults live under Domain & Landing Page, and the advisor directory lives under Public Directory (both in the Agency section).
What it's for: One screen to decide which alerts come to you and which automated emails go to your clients. It bundles four different things, so read the section headers carefully.
Who it's for: Mixed. Two sections are personal (yours alone); two are agency-wide and meant for the owner/admin.
Worth knowing:
Note: The Payment-reminder and Owner-notification cards apply to your whole agency and your clients, even though they sit under "Personal." If you're not the owner, leave those two alone unless you've coordinated. Turning off payment reminders silences automatic follow-up for every invoice.
What it's for: A security-transparency log of recent sign-ins to your account (time, IP address, device/browser) so you can spot anything you don't recognize. Owners and admins see this for the whole team, plus a record of any time JourneyFuse support accessed the account.
Who it's for: Everyone sees their own; owners/admins see the workspace-wide view.
Tip: See a login you don't recognize? Change your password right away (Profile → password).
These pages shape your business as a whole — branding, credentials, your public web presence, and email. Most are owner/admin only; regular team advisors are redirected to their Profile.
What it's for: The central setup for your travel business: agency name, contact info, address, accreditation (CLIA/IATA/Seller-of-Travel), logo and brand colors, default email signature and disclosure, and the default text/rules pre-filled onto new proposals, invoices, and the client portal. On a team plan it also controls what advisors can edit and what clients see in the portal.
Who it's for: Everyone sees a version — solo advisors see "My Business" (a flat list of cards); team/agency plans get four tabs (Identity, Branding, Defaults, Team & Portal), most gated to owner/admin.
Worth knowing:
What it's for: A switchboard to turn off built-in JourneyFuse features your agency doesn't use, so unused screens disappear for the whole team.
Who it's for: Owner/admin only.
Worth knowing: Today it has two switches — Sales Goals & Scoreboard (per-advisor targets, dashboard goal ring, scoreboard) and the IATA/CLIA $5,000 Threshold Tracker (rolling 12-month commission total with the qualification flag). Both save the moment you flip them.
What it's for: Two related jobs — (1) connect your own web address (like book.youragency.com) so client portals, proposals, and itineraries appear on your brand, and (2) design the public landing page visitors see there (headline, photos, specialties, testimonials, "get started" buttons).
Who it's for: Owner/admin (and solo/non-team users).
Worth knowing:
What it's for: Turn on and configure a public page that lists your agency's advisors so travelers can browse and contact them. Also adds an optional "become an agent" recruitment button, a "why use a travel agent?" link, a legal disclosure footer, and a catalog of achievement badges.
Who it's for: Owner/admin.
Worth knowing:
What it's for: Connect your email account (Gmail, Outlook, Yahoo, iCloud, Zoho, or other) so client emails show up inside JourneyFuse and your replies go out from your own address. Owners/admins also control how much inbox mail is pulled in, the default sender name/address, the default invoice message, and special forwarding addresses for imports.
Who it's for: Every advisor can connect their own mailbox; the rest is owner/admin (and solo).
Worth knowing:
Tip: Some IMAP providers (Gmail, iCloud, Zoho) need an app password, not your normal password — the form explains which.
What it's for: Connect your personal Google or Outlook calendar so trips, tasks, and payment dates appear there automatically (and your calendar events show inside JourneyFuse). Owners/admins can also post agency-wide Shared Events (FAM trips, training, closures) and subscribe the team to outside calendars via an iCal/ICS link.
Who it's for: Everyone can connect their own calendar; Shared Events and ICS feeds are owner/admin. (The whole page is behind a feature flag.)
Running a team and getting paid. These are mostly owner/admin.
What it's for: Your team roster. Invite advisors, set each person's role, control their commission split, track tax paperwork (W-9 / 1099), set monthly sales goals, and manage access (deactivate, block, remove, send a password reset). Each advisor's public profile is edited here too.
Who it's for: Owner/admin (full management). Support staff can view the roster but never see financial details.
Worth knowing:
What it's for: Organize the agency into Teams (and nested sub-teams like regions or pods), name a Manager over each, and assign advisors as Lead or Member. Team membership controls who sees whose trips and client data.
Who it's for: Owner/admin, and only when the Teams feature is enabled for your workspace.
What it's for: The rules engine for commissions — what each advisor keeps vs. the agency, the default supplier rate, how/when commissions are tracked and submitted, which suppliers pay automatically vs. need a claim, when advisors get paid out, who handles taxes, how bookings are categorized, and how mentor/team-lead splits route. A multi-tab control center.
Who it's for: Owner/admin (or a solo/agency-plan owner).
Worth knowing:
What it's for: Post short notices the whole team sees inside the app (policy changes, supplier promos, deadline reminders). Each has a title, optional emoji, and a rich-text body.
Who it's for: Owner/admin on the Agency plan. Everyone on the team reads them.
Reusable building blocks that save you from retyping. Most are editable by owner/admin (and solo agents); regular team members often see them read-only.
What it's for: A reusable library of common trip extras (airport transfers, insurance, excursions) you save once and drop into any proposal instead of retyping name/price/description. You can also save an add-on straight from a proposal with a star icon.
Worth knowing: Pricing Type (Per Person / Fixed Total / Included / TBA) decides which price field appears. Due at booking adds the add-on's price to the deposit.
What it's for: Your library of saved resort/hotel photos and write-ups. When you add a saved property to a quote, JourneyFuse auto-fills the photo, description, and highlights. This page lets you see and remove saved entries — you create them by customizing a resort on a quote and choosing "Save to my library."
Worth knowing: The scope label tells you whether a save applies agency-wide ("Agency default") or just to you ("Your saved version").
What it's for: Reusable to-do checklists (like "New Booking Checklist") you drop onto any trip in one click. Each task can carry a priority and an automatic due date (e.g. "5 days before trip start").
Worth knowing: A checklist can auto-apply itself when a trip is created, a proposal is accepted, or a booking is confirmed.
What it's for: Reusable milestone timelines for working with a supplier (e.g. a cruise line) — a checklist of dated tasks like "Final Payment Due 60 days before start" that auto-create reminders whenever you apply the template to a booking. JourneyFuse ships ready-made System Templates you can clone, and you can build your own.
Worth knowing: Days is an offset from the trip's start or end date (negative = before, positive = after); Category groups milestones as Booking / Planning / Payment / Travel / Post-Trip.
Your subscription, and collecting money from clients.
What it's for: Pick and pay for your JourneyFuse plan. Shows your current plan, trial countdown, renewal date, and seat usage, and lets you subscribe, change plans, manage your card via Stripe, add email-campaign capacity, enable optional add-ons (like Disney text alerts), and cancel.
Who it's for: Mostly owner/admin; the exact view depends on your plan and who pays.
What it's for: Connect your agency's Stripe account to collect two specific kinds of money through JourneyFuse: planning/consultation fees and each traveler's share of a group trip (Group Funds). Also holds two booking defaults.
Who it's for: Owner/admin (and solo).
Worth knowing:
What it's for: A "refer a friend" page. Share your link with other agencies/advisors; when one signs up and subscribes, you earn $20 in account credit and they get $10 off their first month. Tracks referrals, conversions, and credit earned.
Who it's for: Owner/admin (and solo). Hidden for agent-pays / Lite workspaces.
Connecting JourneyFuse to outside tools, and moving data in/out. Owner/admin (and solo).
A landing grid of five cards that route to the actual tools below — Webhooks, API Keys, Zapier, Data Import, Data Export — each with a one-line description. A jumping-off point, not a settings page itself.
What it's for: Push real-time events out to automation tools (Zapier, Make, n8n, or your own software) so that whenever something happens — a new lead, booking, payment, or completed task — JourneyFuse instantly POSTs the details to a web address you provide.
Worth knowing: Pick which events fire each webhook, Test sends a sample payload, and the Delivery History panel shows the last 25 attempts with response codes so you can spot a broken endpoint.
What it's for: Generate secret keys that let outside tools (your scripts, Zapier, other software) read and write your JourneyFuse data. You create a named key, copy it once, and paste it into the other tool. (Beta.)
Worth knowing: The full key is shown only at creation — copy it then. Revoking a key stops any tool using it immediately.
What it's for: Bring your existing client and lead lists in from a CSV. Pick a CSV for Clients or Leads and JourneyFuse maps the columns (it auto-recognizes exports from tools like Tern), dedupes, and creates the records.
Worth knowing: There's also a dedicated TESS importer for richer exports, and a free white-glove migration — send your file and the JourneyFuse team imports it for you.
What it's for: Download your own JourneyFuse data as CSV — one file per type (clients, trips, bookings, invoices, leads, commissions) — for backups or your own analysis in Excel/Google Sheets.
A few quick pointers for things that commonly get hunted for:
If you ever can't find a setting, reply to your onboarding email or open a Support ticket from the left sidebar and we'll point you straight to it.
Step-by-step instructions for exporting your data from Tern, TESS, TravelJoy, Travefy, ClientBase, and other travel agency tools before importing into JourneyFuse.
Understand the relationship between trips, bookings, and commissions in JourneyFuse.
Manage your JourneyFuse subscription, pricing plans, agent seats, and billing information.