Workspace & Agency Settings

Your workspace settings control how JourneyFuse looks and works for your agency. The experience adapts based on whether you're a solo advisor or running a team.

Solo Advisor Settings

If you're a solo advisor, the sidebar shows My Business instead of "Agency." Your settings include:

• Agency info — your business name, phone, email, address
• CLIA / ARC / IATA numbers — your agency credentials
• Host agency details — your host's name, address, phone, CLIA, IATA, and website
• Commission split — your default split percentage (managed on your Profile page)
• Branding — logo, accent color, tagline, and email signature

Team / Agency Settings

For multi-agent workspaces, the sidebar shows Agency. Additional settings include:

• Lock agency info — prevent agents from editing workspace-level agency settings
• Allow agents to use their own branding — let advisors use their own business name, logo, and accent color on the pages they send their clients
• Allow agent lead claiming — let agents claim unassigned leads
• Commission settings — managed on a separate Commission page (owners/admins only)

Who Can See What

Identity and Branding

Open Settings → Agency & Branding. The page saves changes automatically and shows Saving… followed by Saved near the title.

• Identity — agency name, contact information, emergency phone, address, website, social links, credentials, and registrations
• Branding — main, square, and dark-mode logos; tagline; accent color; form typeface; proposal background, advisor title, default cover and expiration controls; shared signature; and email disclosure
• Defaults — starting content and rules for new invoices, proposals, and terms, plus Trip Naming, the Internal Name format every new trip starts with
• Team & Portal — what advisors may change and what clients see

When a proposal has an assigned advisor with a photo, that photo takes the proposal-header position. The agency logo is the fallback when no advisor photo is available; the agency's name, contact details, colors, and other shared branding still apply.

Emergency Contact

Set an emergency contact phone number that appears in client-facing itineraries and the portal. Useful for travelers who need to reach someone while on the road.

Shared defaults and client controls

In Settings → Agency & Branding → Defaults, choose the starting settings your team should use:

• Default Currency starts new financial records in your selected currency. Existing records keep their currency; this is not currency conversion.
• Agency Timezone (Business Timezone when you work solo) sets the business-day boundary for sales reporting. Changing it can change the dates used for bookings without an explicit Date Booked.
• Trip Naming creates an internal name for new trips. Advisors can change it per trip, clients never see it, and existing names stay unchanged.
• Payments & Invoice Defaults controls what happens when you add a priced booking (draft an invoice, make it payable on the client's trip, or nothing), whether clients choose any amount, the "Record a payment" card, and whether new itineraries appear in the portal immediately. A draft invoice cannot be paid until you open or send it.
• Terms & Conditions holds named blocks, automatic inclusion, acceptance method and advisor inheritance. These are separate choices. See Advisor & Agency Terms.

For example, an agency can start new trips with a consistent internal name while allowing an advisor to rename one trip. The same agency can keep new itineraries unpublished until the advisor finishes reviewing them.

Under Team & Portal, owners and admins control advisor customization and client-visible sections. The Agency Hub directory is for your team; the Client Portal is for travelers. The portal’s Show the trip's assigned agent setting uses the assigned advisor’s details and keeps the fields below it as a fallback. Hiding a section does not delete its underlying records.

Two proposal availability controls remain under Branding: When a Proposal Expires chooses an expired notice or a readable, expired proposal; Proposals Stay Live For chooses the automatic window from sending, limited by the trip end. Individual proposal dates can be changed, and group booking pages do not expire.

The Travel protection defaults below terms set the starting protection choice, recommendation, decline wording and quote link. The protection choice is stamped when a proposal is created; changing that default does not change the protection choice on existing proposals. Review the individual proposal before sharing it.

Check the setting’s own description before changing it. A new-record default, a live portal display control, and a permission setting have different effects.