Form Builder

The form builder lets you create custom intake forms for leads, clients, and trip questionnaires. You add fields from the list on the left, see the form exactly as respondents will in the middle, and edit whatever you've selected on the right.

Import Existing Forms

Already have forms on another platform? Import them instantly — no rebuilding required.

Click Import a Form on the Forms page, then choose how to bring your form in:

From a URL

Paste a link to any web form. JourneyFuse has built-in support for:

• Jotform — fields are extracted instantly via the Jotform API (no AI needed)
• Google Forms — fields are parsed directly from the form page

For all other platforms (Typeform, Wufoo, etc.), JourneyFuse uses AI to extract fields from the page HTML.

Tip: Use the direct form link (the one your clients see), not the editor/builder link. Some platforms render forms with JavaScript, which may not import cleanly from a URL — use Paste Content or Upload File instead.

Google Forms: Make sure to share the respondent link (ending in /viewform), not the edit link.

Tern: Tern protects its public form links with a captcha, so a Tern URL can't be read from the link no matter whether you copy it from edit mode or preview mode. Open the form in your browser and use Paste Content or Upload File instead. JourneyFuse tells you this as soon as it recognises a Tern link.

Upload a File

Drag and drop a PDF, PNG, JPG, or HEIC file. Great for:

• PDF forms you email to clients
• Screenshots of forms from other platforms
• Photos of paper intake forms

Paste Content

Copy and paste the text or HTML of your form directly. Useful when:

• A URL isn't working
• You want to import from an email template
• You have form content in a document

Very Long Forms

Forms with dozens of fields import fine, but an unusually long one can occasionally come back with "we couldn't read a complete form out of that". Bring it in as two halves: import the first part, save it, then paste the rest into a second form. If you copied a whole web page rather than just the form, removing the surrounding page text usually does it on its own.

After Import

After importing, you'll see a preview of the extracted fields. You can:

• Rename any field
• Change the field type (e.g., switch a text field to an email field)
• Remove fields you don't need
• Toggle required/optional

Click Create Form to save, and you'll land in the full form builder for final adjustments — add conditional logic, reorder fields, customize branding, and more.

Layout

The builder is a three-panel workspace:

The preview updates instantly as you add, remove, or edit fields.

The toolbar

The strip above the three panels holds, from left to right:

• Undo and Redo — step back through changes to your fields (adding, removing, moving, or editing one). ⌘Z and ⇧⌘Z work too, whenever you're not typing in a box
• By page / One at a time — how respondents move through the form (see Display Modes)
• Desktop / Mobile — preview the form at desktop width or at phone width (390px)
• Build with AI — describe the form and AI adds matching fields
• The save status (see below)

Fullscreen

Click the fullscreen button at the far right of the header to hide the JourneyFuse sidebar and top bar and give the builder the whole window. Click it again, or press Esc, to bring them back. JourneyFuse remembers your choice on this device, the same way the itinerary builder does.

Your Changes Save Themselves

There is no Save button. The builder saves a second or two after you stop editing, and the toolbar tells you where things stand — Auto-saves as you edit, Unsaved changes, Saving…, then Saved just now. Switching to another tab or leaving the page finishes any save still in progress.

Because a form is live the moment it is active, edits reach anyone opening the form from then on. The pill next to the form name reads Live while the form is accepting submissions. If you are reworking a form that is out in the world, turn it off while you work with Share → Deactivate form. The pill then reads Inactive; click it to turn the form back on.

Two settings are held back until they make sense, with a note next to the field explaining why. Everything else on the form keeps saving normally in the meantime:

• Redirect After Submit — held until the link starts with http:// or https://.
• Specific Advisors notifications — held until you pick at least one recipient, since a form set to notify specific advisors with nobody chosen would notify nobody at all.

If a save fails — most often an expired session — the header says so and offers Retry. Autosave pauses until you click it, so nothing is quietly lost while you are signed out.

Display Modes

Choose how respondents move through the form from the toolbar at the top:

• By page — the form flows top to bottom. Add page breaks to split a long form into named steps with Next/Previous buttons.
• One at a time — shows a single field per screen with a progress indicator, so respondents focus on one answer at a time.

The Public Theme (in Form settings → Design) controls how wide the form runs and how much room it gives each field: Compact is the narrow one, Classic the medium default, and Editorial the widest. The title size is its own setting, covered below. The width applies on every display mode, including page-by-page, and each theme button in the builder says which is which. The builder preview is only as wide as the space beside the settings panel, so on a laptop the difference between Classic and Editorial is easier to see on the live form than in the preview.

Choosing, sizing, and placing your logo

Every form starts with your agency logo — the one from Settings → My Branding — so most forms need nothing here. When you want a particular form to carry a different logo, upload one under Logo or cover photo in Form settings → Design. It applies to that form only; the rest keep the agency logo. This is useful when one advisor runs their own branded intake form, or when a single campaign needs its own mark.

Want a photo across the top instead of a logo? Upload a wide photo there (a beach for a Thailand interest list, say) and set Logo Size to Full. It runs the width of the form as a banner, with the form name and description underneath. Searching the field list for "photo", "logo", or "header" also points you here.

To go back, click Use agency logo under the thumbnail. The form returns to the agency logo — nothing is lost, and you can upload a new one any time.

By default the header logo runs at Medium, which keeps it modest at the top of the form. If you want it to carry the page, set Logo Size to Large or Full width in Form settings → Design, and use Logo Placement to move it Left, Center, or Right. The builder preview updates as you click, so you can see the result before it saves.

Sizing the form title

The form name at the top runs large by default, which suits a form people open from a link. When the form is embedded on your own website, it can look oversized next to your page's headings. Set Title Size in Form settings → Design to Small or Medium to bring it in line. Every size also steps down on phones, so a form embedded at the bottom of a mobile page stays in proportion. Default keeps the size the title has always had.

If you would rather design the top of the form yourself, set Header to Custom. That hides the built-in logo, title, and description (in the builder preview too), and you can add a Text & instructions block as the first item with its own heading size.

One thing to watch: uploaded logos are stored at up to 1000px wide, and anything uploaded before this setting existed was stored smaller. If your logo looks soft at the larger sizes, re-upload the original file at full resolution and it will sharpen up.

Field Types

The builder has 26 field types, listed on the left. Type in Find a field to narrow the list, then click a type to add it or drag it to the spot you want. The same name is used everywhere a field's type appears — in this list, on the selected field in the preview, and at the top of its settings.

Information

Text & instructions appears first under Suggested. Add headings and formatted text for clients to read, with an optional image. No answer is needed. On an intake call form, use it to hold your talking points as a bulleted list: the call screen shows it as your script (see Running an Intake Call).

Contact

Input

Choice

Layout

Visual choices

Smart Sections and saved templates

Under Suggested, three ready-made sections drop several related fields at once, so you don't build them one by one. Each shows how many fields it adds:

• Contact info → First Name, Last Name, Email, Phone
• Trip basics → Travel Dates, Destination, Budget, Trip Notes
• Travel party → Traveler Count plus Travel Party Details

You can also save any field you've configured as a template (the ⋯ menu at the top of the field's settings → Save as template), then add it to any form later from My templates.

Working with Fields

• Add a field — click a type on the left to add it at the end (or at the end of the page you're viewing), or drag it to an exact spot. To add between two existing fields, hover the gap between them in the preview and click +; the search box opens with a note saying where the field will land, and Cancel puts things back to normal
• Select — click a field in the preview. It gets a colored outline and a label naming its type, and its settings open on the right
• Reorder — drag the grip in the small toolbar above a field
• Duplicate — the copy button in that toolbar, or at the top of the field's settings
• Delete — the trash button in that toolbar, or ⋯ → Delete field in its settings
• Save as template — ⋯ → Save as template in the field's settings
• Undo a mistake — Undo in the toolbar, or ⌘Z
• Go back to Form settings — click × at the top of the field's settings, or press Esc

Field Settings

Click any field to open its settings. The pill at the top names the field's type — click it to change the field type to a compatible one without rebuilding the field. (A type with nothing compatible to switch to shows the pill without a menu.)

Settings are split across up to three tabs. A tab only appears when the field has something for it, and a field with a single tab shows no tabs at all:

Some types add their own options:

• Choice fields (Dropdown, Radio Cards, Checkbox Group, Pill Select) — manage the Options list; Radio/Checkbox Group also set a layout (stacked or a 2–4 column grid) and size, and can Allow "Other" for a write-in answer
• Phone — turn on the Mobile/Home/Work type dropdown
• Rating Scale — choose a 5- or 10-point scale and label the low and high ends
• Traveler Count — edit the categories (Adults, Kids, Students, Chaperones, etc.) and turn on Show a total to add a total row. When two or more categories have people in them, the lead shows the headcount too, such as "40 Students, 4 Chaperones (44 total)"
• Image Select — upload an image per option and allow single or multiple picks
• Repeatable Group — build the sub-fields, set the "Add" button text, and cap the number of entries
• Text & Instructions — set a heading, upload an image, write rich text, pick a card color, alignment, and text size

Tagging Answers on a Choice Field

Open any choice field (Dropdown, Radio Cards, Checkbox Group, Pill Select) and you'll find up to two collapsible tagging sections on the Leads tab of its settings. They look almost identical and do completely different jobs, so it's worth knowing which one you want before you start clicking.

Let clients tag themselves

This is the one most agencies use. Give an answer a tag, and anyone who picks that answer gets tagged the moment they submit. The tag lands on their client record, their lead, and their marketing contact, so you can filter a campaign or a client list by it later.

Type the tag name into the box next to an answer and press Enter. Names are matched against your existing tags as you type, and a name that doesn't exist yet is created for you. Remove a tag with the × on its pill.

It's built for opt-ins and preferences you'll want to segment on later:

• "Yes, send me cruise deals" → Cruise Newsletter
• "Window" or "Aisle" on a seat preference → Window Seat / Aisle Seat
• "Disney" on a destination question → Disney Interest

You don't have to tag every answer. Tag the ones you'd actually want to pull a list of, and leave the rest empty.

Route leads by specialty

Select a choice field, open its Leads tab, and expand Route leads by specialty. This one helps decide which advisor gets the lead, not what goes on the client. Each answer maps to a specialty from the shared JourneyFuse taxonomy (Disney, Royal Caribbean, Honeymoon, and so on) using the + Tags button, and your routing rules match on those specialties to pick an advisor. It's covered in full in Automatic Lead Routing.

Two things to know:

• It only appears if your workspace has more than one member. Specialty routing chooses between advisors, so on a solo account there is nothing for it to choose and the section is hidden.
• It's only worth filling in on questions that signal what someone wants to book. A "what kind of trip?" question is a good fit. A seat preference, a food allergy, or a passport question is not, because no specialty follows from the answer. Leave those blank, and use self-tagging above if you want to segment on them.

Conditional Logic

Any field can be shown only when earlier answers match a rule, so a form stays short and only asks what's relevant. In a field's settings, go to the Rules tab, open Show when and add one or more conditions:

• Choose an earlier field, an operator (equals or does not equal), and a value
• Add multiple conditions and combine them with AND (all must match) or OR (any can match)

For example, show a "Which cruise line?" dropdown only when an earlier "Trip type" field equals "Cruise". Because a conditional field can be required, always test the form (Share → Submit a test entry) to make sure each branch behaves the way you expect before you share it.

Text & Instructions

A Text & Instructions block displays informational content between questions instead of asking one — use it for instructions, section headers, or context. Find Text & instructions at the top of the field list, under Suggested. Clients read this block without entering an answer, and images are optional. For example, place children’s age requirements and expedition activity guidance before Traveler Count. Each block supports:

• Heading — optional title text
• Image — an optional hero image above the text
• Description — rich text with full formatting (bold, links, lists)
• Card Color — an optional background color for the card. Pick any color in the field settings, or click Reset to return to the default light gray.

Form Description

The form description (set in Form settings → Design → Form Description) appears under the form name at the top of the public form. It supports rich text with full formatting, so you can add bold, italics, headings, bullet or numbered lists, and links to guide clients before they start filling it out.

By default the description is centered under the form name, which suits a sentence or two. For a longer description, or one with a numbered list, set Description Alignment (just below the description box) to Left so the list markers line up on the left edge. Right is there too. The builder preview shows the description as you edit, so you can see the alignment before the form saves.

Organizing Forms into Categories

Categories are the headings that group your forms on the Forms page. Click Manage Categories in the page header to work with them.

• Create a category — type a name into New category and click Add. The category appears on the Forms page right away, even with nothing in it yet, so you can lay out your structure before you build the forms that go in it.
• Rename a category — click Rename in the Manage Categories list, or the pencil next to any category heading on the Forms page.
• Delete a category — only offered once a category you created is empty. Move its forms elsewhere first.
• Reorder categories — drag the handle to the left of any category heading. Ordering and which categories you keep collapsed are yours alone; changing them doesn't affect your teammates.

Built-in categories (Trip Request, Cruise Request, Disney Request, All-Inclusive Request, Custom) can be renamed too. Renaming one changes only the heading your team reads — the forms inside it, their preset fields, and where their submissions route all stay exactly as they were. Clear the box while renaming to put the original name back.

To move a form between categories, open the ⋮ menu on the form's row and choose Move to category.

The Forms Page at a Glance

Each form's row on the Forms page shows:

• A green dot for a live form, or an Inactive chip for one that's turned off
• How it routes — a grey chip such as No specialty tagging describes how the form's leads are routed. It's information, not a problem
• Needs setup (amber) — only when something will actually stop the form working as intended: it has no fields, a planning fee is on with no amount, or a field has show-when rules that can never all be true. Hover the chip to see which
• Submissions — the count, and when the last one came in (No responses yet if nobody has submitted)
• Copy link — the copy button on the right; Preview and everything else live in the ⋮ menu

Deleted forms collect under Recently deleted at the bottom of the page. Click it to open the list, then Restore to bring a form back with its original link.

Form Settings at a Glance

Beyond the fields themselves, Form settings controls how the whole form looks and behaves. It shows on the right whenever no field is selected — click × on a field's settings, or press Esc, to get back to it.

Settings are grouped into sections you open and close. A closed section shows a one-line summary of how it's set (for example Classic · Default or Round-robin), so you can check the whole setup without opening anything. If a section needs attention, it says so in amber in its header — No owner, No amount, Needs a recipient, or Check link — and opens by itself.

Design

• Form Description and Description Alignment — the intro at the top, set Left, Center (default), or Right
• Public Theme — Classic (medium), Editorial (widest), or Compact (narrow)
• Typeface — the lettering on the public form
• Header — show the default logo and name, or design a custom header with a Text & instructions block
• Logo or cover photo, Logo Size, and Logo Placement — the logo or banner photo this form uses (your agency logo unless you upload one), how big it runs (Small, Medium, Large, Full width), and where it sits (Left, Center, Right)
• Title Size — Default, Small, Medium, or Large for the form name, with a smaller step on phones
• Submit Button Text and Button Color
• Page Background — Default keeps the soft light background. Color lets you pick the color around the form card, which is the setting to use when you embed a form on a website with a dark or colored page. The form card itself stays white so every question stays easy to read, and any text outside the card (the thank-you screen, step titles on a multi-step form) turns light automatically on a dark color. The form can't detect your website's colors on its own, so pick the same color your page uses.

Notifications (team workspaces)

• Who gets emailed — all members, just admins/owners, or specific people when a response comes in

Leads

• Lead Creation and Lead Assignment — whether a submission becomes a lead, and who it routes to. The header says Check routing when no fixed assignee is selected. Eligible agency forms try agency routing rules first; if no rule can place the lead, review Unassigned in Leads. Personal advisor forms stay with their advisor

After submit

• Confirmation Message — the thank-you screen after submitting
• Redirect After Submit — send the submitter to your website or a scheduling link after the thank-you screen
• Submitter Confirmation — send a thank-you email to the person who submitted. Replies to it go to the advisor the submission was routed to (their public contact email, or their login email). If no advisor can be resolved, the email leaves out the "feel free to reply" line rather than inviting a reply nobody would receive. With it switched on you can also write your own subject and message for that email; leave either blank for the default. {{first_name}} and {{agency_name}} are filled in, and your logo, colors, signature and reply address stay as they are

Client record

• Client Profile Sync — update the client record from matching fields
• Tags on Submission — auto-apply tags to the new lead or client
• Marketing Contacts — also add submitters to Marketing Contacts for tag-targeted campaigns

Payments

• Planning Fee on Submission — automatically send a payment request after someone submits. The header warns No amount until you enter one

A form's category isn't set here: use Move to category in the form's ⋮ menu on the Forms page.

Internal Names

A form's name doubles as the heading clients see on the public form, which makes internal-only naming awkward — call a form "Disney Quote - John" and every client sees "Disney Quote - John" at the top of the page.

Give a form an internal name to solve this. Open the form's ⋯ menu → Rename and fill in Internal name. Once set:

• Your team sees the internal name everywhere inside JourneyFuse — the Forms list, automation triggers, call-to-action pickers, and the "send a form" dialogs
• Clients still see the public Form Name as the heading — the internal name is never shown to them

Internal names also make it easy to tell apart forms that would otherwise look identical, like a "Disney Quote" form per advisor, when you're picking one for an automation or a button.

Form Access and Protection

By default every form is shared with the whole workspace and unlocked, so any team member can view, edit, and delete it. As you add sub-advisors, you can tighten that per form from the form's ⋯ menu (available to workspace owners/admins, and to the advisor who owns a form):

• Make private — only the form's owner and workspace admins can see it. Use this for an advisor's personal forms so they don't clutter everyone else's list. A Private badge appears on private forms.
• Lock (admins only) — the form stays visible and usable by everyone, but only the owner and admins can edit or delete it. Use this to protect forms wired into your automations so a sub-advisor can't accidentally change or delete one and break a lead flow. A lock icon appears on locked forms.

Sharing and locking are enforced everywhere, not just in the interface — a member who isn't allowed to edit or delete a protected form is blocked at the data layer too.

Previewing and Sharing

Click Preview in the form header to open the public form in a new browser tab. This shows exactly what respondents will see, including your logo and branding.

Everything else for getting the form out lives in the Share menu next to it:

The Submissions tab next to Builder shows how many responses the form has received.

Dates, phones and postal codes are sanity-checked

A date field is bounded by what its label says it is for. A label containing "expir" (Passport Expiration) refuses a date that has already passed; "birth", "DOB" or "Birthday" refuses a future date; "issue" and "anniversary" refuse future dates too. A label that says none of those (Preferred travel date) is left unbounded. Phone fields need at least seven digits and no more than fifteen, the longest a real number can be. An extension (x12, ext. 12) and a leading 011 or 00 dialing code are not counted, so international numbers go through. The same check runs on each traveler's phone and email inside a Traveler Details block, and the traveler sees the message as soon as they leave the box. That catches a number typed into a box that already held it, which otherwise saves as one long run of digits. A traveler's passport dates are checked the same way: an expiry date that has already passed is refused (leave it blank if the passport is being renewed), and so is an issue date in the future. The ZIP / Postal box on an address field needs three to ten letters or digits, which admits every real postal format without a country rule. The same checks run on the native Request info form.

When a client presses Submit and something still needs an answer, the form takes them to the first one, and a line by the Submit button says how many answers need attention, with a Show me link back to them. Inside Traveler Details, the message names what is missing (for example, a loyalty program with its member number) and opens that traveler's section.

Confirmation Message

By default, the thank-you screen after a submission reads "Your request has been submitted successfully. Your travel advisor will be in touch shortly." For forms where that doesn't fit — feedback surveys, post-trip check-ins, document collection — you can replace it.

Open Form settings → After submit → Confirmation Message and enter your own text. Leave the box blank to keep the default. The custom message appears on the public thank-you screen under the "Thank You!" heading.

Redirect After Submit

Keep the momentum going after someone fills out a form by sending them to your website or a meeting scheduler. Open Form settings → After submit → Redirect After Submit and paste any link that starts with http:// or https:// — your homepage, a Calendly or other booking-scheduler link, a special offer page, anything.

When a redirect is set, the submitter still sees the thank-you screen (including your Confirmation Message) for a moment, then is taken to your link automatically. A Continue now link appears on the thank-you screen for anyone who doesn't want to wait. Leave the field blank and the form behaves as it always has — the submitter stays on the thank-you screen.

This works well as the last step of a sales funnel: an inquiry form that redirects to your consultation scheduler moves a prospect from "interested" to "booked a call" in one motion.

Send one answer somewhere different

An intake form often has two paths, such as "Schedule a quick call" and "Skip the call, just send me options". To send only the people who want a call to your scheduler:

1. Click the question that splits the paths (a multiple choice, dropdown or checkbox question).
2. Open its Leads tab and expand Send to a link after submit.
3. Paste your scheduler link next to the call answer. Leave the other answers blank.

Anyone who picks that answer sees your thank-you message, then goes to that link. Everyone who picked a blank answer follows the form's Redirect After Submit setting, or stays on the thank-you screen if that is blank. An answer on a question the person never saw (because its conditions hid it) is ignored. Links must start with http:// or https://; anything else shows a Not used yet note and is skipped.

Lead Creation

Submissions create a lead in your pipeline by default, so website intake forms feed straight into form lead assignment. That's wrong for forms that collect information rather than new business — a client feedback survey shouldn't add "leads" to qualify.

Open Form settings → Leads → Lead Creation and switch off Create a lead from each submission to turn it off for a form. When disabled:

• No lead is created and nothing lands in your Leads pipeline
• Your team is still notified, but the email is framed as a New Form Submission — it includes a summary of the submitted answers and a View Submission button that opens the submission detail directly
• The Lead Assignment settings are hidden for that form, since there's no lead to assign
• Form-triggered automations still run for clients already in JourneyFuse, such as a feedback form you sent from their trip, but not for new people

Submissions are always saved either way — find them on the form's Submissions tab or under Forms → All Submissions.

Travel Party Details Field

The Travel Party Details field type (in the Input group) is designed for cruise and group travel requests where you need structured traveler information upfront. Instead of asking clients to type names and birthdays into a free-text box, this field gives them a clean, repeating form for each passenger.

When a client fills out the form, they:

1. Set the number of passengers using +/- buttons
2. Enter details for each person, expanding and collapsing individual passenger sections in an accordion layout

First name and last name are always collected. In the field settings you choose which additional fields to ask for, and whether each is required:

• Date of birth and gender
• Names — prefix, middle name, and preferred name (what the traveler goes by, so your emails can greet them the way they'd like)
• Contact details — email, phone, mailing address
• Passport details — full name as on passport, passport number, expiry date, issue date, and country of issue
• Program numbers — Known Traveler Number (TSA PreCheck), Redress Number, place of birth, and nationality
• Loyalty / rewards program — one program plus member number per traveler (e.g. each guest's cruise-line or airline number)

Families rarely need to type the same thing twice. On every traveler after the first, a Same as link beside Legal Last Name copies the lead traveler's last name, and one beside Mailing Address copies their address. Nothing is filled in until the client clicks, so a traveler with a different surname or address just types their own.

You can also require details for the primary traveler only (so extra guests can be added lightly), and require a typed-name consent when collecting sensitive passport data.

Passport scanner wording

When any passport field is enabled, travelers get a scan button that reads a photo of the passport and fills in the fields. Above it they always see "Photograph the photo page of your passport", and on phones the two buttons are Take Photo and Choose Photo. A Passport scanner box in the field settings lets you replace the explanation under the buttons — for a second language, a note about glare, or your own phrasing. Leave it blank for the default. If you do rewrite it, keep a sentence saying you may keep a copy: when the form was sent to a known client, the scanned photo is saved with that traveler's passport in their documents (see Passport scans below). For anyone who does not match a client, the photo is only used to fill in the fields.

When the form is submitted, JourneyFuse automatically creates household members from the passenger data. These records flow into the client's household, ready for you to use in trip planning, traveler profiles, and document collection.

A preferred name collected here is saved to that traveler's profile and shows as Goes By on their traveler card. For the lead client it also feeds the {{client_preferred_name}} merge tag, so templates and automations greet them by the name they gave you instead of their legal first name.

The Travel Party Details field is included in the Cruise Request preset and the Travel Party Smart Section, but you can add it to any form.

Signature and Consent

The Signature / Consent field (in the Layout group) collects a typed-name signature next to consent text. Use it for waivers, terms acceptance, or a photo/marketing release. You can supply the consent text three ways:

• Custom text — write your own, with links and formatting
• Your agency's Terms & Conditions — pulls the default terms from Settings → Agency & Branding
• Reusable Terms Blocks — pick a saved terms block so the same language stays consistent across forms

Client Profile Sync

Forms can update a client's record automatically from what they submit. JourneyFuse matches fields by their labels — first/last name, email, phone, birthday, passport details, Known Traveler Number, mailing address, and more — and writes them to the client profile and household members.

Every form fills empty profile fields automatically for a known client — filling a blank can never overwrite anything, so it needs no setting. When a submitted value disagrees with what's already on file, JourneyFuse doesn't guess: the submission page shows both values side by side and you choose "Use the new one" or "Keep what's on file." Turning Client Profile Sync on (in Form settings → Client record) goes further and lets that form overwrite existing values directly. The settings panel shows a live preview of exactly which profile fields will sync, so nothing updates by surprise.

A Loyalty Programs field (or the loyalty option inside Travel Party Details) syncs into the client's saved loyalty memberships — recognized programs like SkyMiles, Marriott Bonvoy, or a cruise line's rewards club are matched to the built-in catalog, and anything unfamiliar is saved as a custom program so no number is lost. Loyalty updates are additive: a form only adds or updates the programs it collected and never removes memberships already on file.

Profile updates only run for forms matched to a known client, so a public form filled out by a brand-new lead won't overwrite anyone's record. (A new lead's answers still carry over when you convert them to a client.)

Passport scans

The Travel Party Details field includes a passport scan: the traveler photographs their passport, JourneyFuse reads the details onto the form for them to check, and — for a known client — the details land on each traveler's profile with the photo saved to their documents, so the copy and the facts stay together. The same scan is available to you on any traveler's Documents tab, in the trip Travel Party editor, and when adding a household member. If you name a plain File Upload field something like "Passport," the builder will suggest switching to Travel Party Details so you get the scan instead of a loose file.

Mobile App Access Code

Each client in JourneyFuse is assigned a unique access code — a short 5-character code visible on their client detail page. This code is designed for the upcoming JourneyFuse mobile app.

How it works:

• The access code is auto-generated when a client record is created
• You can find it on the client detail page under the portal section
• Clients will enter this code in the mobile app to access their trip details, documents, and traveler profiles

Coming soon — The JourneyFuse mobile app is currently in development. Access codes are being generated now so they're ready when the app launches. Stay tuned for updates!

Desktop Required

The form builder requires a screen width of 1024px or larger. On smaller screens, a message will prompt you to switch to a desktop device.