Groups & Group Travel

Groups let you manage trips where multiple travelers are going together — a group cruise, a hosted tour, a destination wedding, a youth or church trip. Instead of tracking each person's booking on a separate trip, you tie everyone to one group record with a shared roster, shared communication, and a consolidated view.

Looking to let travelers book themselves from one shareable link? That's the self-service booking page, covered in depth in Group Bookings. This article is the overview of the Groups feature as a whole.

What Groups Are For

Groups are best suited for:

• Group cruises — multiple clients booked on the same sailing under your group contract
• Hosted tours — a guided group trip where you manage all individual bookings
• Family reunions, destination weddings, incentive trips, youth/church trips — any travel where several households go together with a shared itinerary

Two Ways to Use Groups

Go to Groups in the sidebar and click New Group. Enter a name and optional description, then choose one of two paths:

• Create Group — creates a group for linking existing bookings together. Use this when you already have trips and bookings and want to coordinate them (shared itinerary, group messaging, one roster, consolidated view). Covered below.
• Create with Booking Page — creates a group plus a self-service booking page in one step, so travelers independently pick packages, fill forms, and book themselves. You'll land in the proposal editor to set up packages, pricing, and forms. This is the right choice when you'd otherwise collect everyone's details by hand. See Group Bookings for the full walkthrough.

Grid and List Views

The groups page supports both a grid view (cards) and a list view (table). Toggle between them using the view switcher below the page description. The list view is especially useful when you have many groups, showing name, status, clients, bookings, revenue, and departure date in a scannable table.

Groups with an active booking page show a status badge:

• Booking Page Live — the booking page is published and accepting travelers
• X/Y Booked — shows how many spots are filled out of the total
• Booking Page Draft — the proposal exists but hasn't been sent yet

Adding Bookings to a Group

From the group detail page, you can link individual bookings from across your client trips. Each booking entry shows:

• Type — cruise, hotel, tour, etc.
• Supplier — the cruise line or operator
• Confirmation number — the booking reference
• Client — the traveler associated with this booking
• Trip — the JourneyFuse trip the booking belongs to

This gives you a single view of everyone in the group, their confirmation numbers, and which trips they're linked to.

Adding a Self-Service Booking Page Later

You don't have to decide up front. Any group can get a self-service booking page after the fact — even one you originally created just to link existing bookings.

At the top of the group detail page, the Create booking page button spins up a booking page already linked to this group and drops you straight into the proposal editor to add packages, pricing, and forms. Once a page exists, that same button changes to Open booking page so you can jump back into the editor anytime. There's no need to recreate the group or re-enter its details.

When you open the editor, if the page has only one package you'll see a reminder that group booking pages work best with at least two packages — so travelers have a real room or cabin choice. Add a second package, or open the existing one and turn on occupancy tiers to price it by party size. See Group Bookings for the full booking-page walkthrough.

Roster, Rooms & Waitlist

Every group has a Roster — the consolidated list of everyone traveling, whether they self-booked through a booking page, were linked from an existing trip, or were added by hand. From the roster you can:

• See each traveler's payment status and logistics readiness (passport info, transfers, flights, forms)
• Export CSV to download the full roster for your records or to hand to a supplier
• Add Member to manually add someone who didn't book through a self-service link
• Assign travelers to specific cabins or rooms in the Rooms view, which maps each room to its members and headcount

If a group has a self-service booking page and fills up, a Waitlist form appears automatically on the public page so interested travelers can add themselves; you can promote them to a booking if a spot opens. The roster, rooms, and waitlist are covered in detail in Group Bookings.

Collecting payment from group travelers? The booking page shows the payment schedule but does not capture cards itself. Use per-traveler invoices or secure card authorization links to collect, then update each traveler's status on the roster.

Shared Itineraries

When multiple clients are traveling together, they often share the same itinerary — same parks, same excursions, same dining schedule. Instead of building the itinerary separately on each trip, you can share one itinerary across the whole group.

How to set up a shared itinerary

1. Build the itinerary on one trip — pick the "primary" trip and build out the full day-by-day plan in the Itinerary tab as usual.
2. Open the group and scroll to the Shared Itinerary section.
3. Select the itinerary from the list — it shows all itineraries from trips in the group.
4. Click Use This to link it.

Once linked, all other trips in the group will automatically see the shared itinerary when they open their Itinerary tab. A banner at the top of the builder indicates it's a shared itinerary and that changes will be visible to everyone.

Key things to know

• One itinerary, one source of truth — edits are instantly visible to all linked trips. No syncing or duplicating needed.
• Each trip keeps its own bookings, payments, and invoices — only the itinerary is shared.
• Clients see the same itinerary — when you publish and share the itinerary link, all clients get the same plan.
• You can unlink anytime — click "Unlink" on the group page to disconnect a trip and give it its own itinerary.

Group Messaging

Each group has a Messages tab that shows all portal communications associated with the group's clients. This makes it easy to see all group-related conversations in one place rather than hunting through individual client records.

Viewing the Group

The group detail page shows:

• Bookings count — total number of bookings in the group
• Total value — combined booking value across all clients
• Departure date — when the group travels
• Client names — everyone in the group at a glance
• Messages — recent conversations with group members

Tips

• Name your groups consistently — include the sailing date or event date so they're easy to find (e.g. "Caribbean Cruise Nov 2026").
• Link all individual trips to the group as you create them, so the group record is always up to date.
• Use the Messages tab to spot clients who haven't been contacted recently before departure.
• Set up the shared itinerary early — build it on the primary trip, link it to the group, and all clients benefit from updates automatically.
• For group Disney trips, build the park-day itinerary once and share it across all families. Each family still has their own trip for individual dining reservations and payments.