Team & Settings

Workspace config, reports, analytics, and support

API & Make.com / Zapier Integration

Push leads, clients, and trips into JourneyFuse from your own scripts or no-code tools like Make.com and Zapier using the JourneyFuse REST API.

Updated Jun 17, 2026

Advisor & Agency Terms & Conditions

Set agency-wide terms, let each advisor use their own, and control whether sub-agents inherit your agency terms — applied consistently across proposals, invoices, and service agreements.

Updated Jun 15, 2026

Security & Data Privacy

How JourneyFuse protects credit card data, client information, and your agency's data — including PCI compliance, encryption, and our promise never to share your clients.

Updated May 18, 2026

Testing Mode (Send / Hold for Review / Block All)

Three ways to control whether outbound emails actually reach your clients while you set things up, train a new agent, or sanity-check an automation.

Updated Apr 26, 2026

Securing Your Account with Two-Factor Authentication

Add a second layer of security to your JourneyFuse account using an authenticator app. Owners and admins can also require 2FA for all team members.

Updated Apr 13, 2026

Your Data, Your Way — Export & Ownership

Download your clients, trips, bookings, invoices, leads, and commissions as CSV files at any time. Your data belongs to you — no restrictions, no hoops to jump through.

Updated Apr 13, 2026

Webhooks

Automatically send real-time event data to external tools like Zapier, Make.com, or your own API whenever something happens in JourneyFuse.

Updated Mar 23, 2026

Reports & Analytics

Track revenue, commissions, trip volume, lead conversion, and agency performance over time.

Updated Mar 15, 2026

Workspace & Agency Settings

Configure your workspace — branding, agency info, commission defaults, and feature toggles for solo advisors and teams.

Updated Mar 13, 2026

Support Tickets

Create support tickets, track their status, reply with @mentions, and manage conversations with the JourneyFuse team.

Updated Mar 13, 2026