Groups & Group Travel

Last updated September 25, 2026

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

Start a Group

Go to Group Trips in the sidebar and click New group. One dialog asks three things, in order:

  1. What kind of group? Pick Cruise, Destination wedding, School & student, Tour & retreat, Resort & all-inclusive, Reunion & celebration, Corporate & incentive, Sports & team, or Other. The type sets the words the group uses everywhere. A roster row is a cabin on a cruise, a guest party at a wedding and a student on a school trip. The type also picks the facts the group banner shows and the checklist on the Overview tab.
  2. Name and trip details. Add the departure and return dates and the destination (for a cruise, the itinerary). Then add the type's own facts: the ship and port for a cruise, the couple and wedding date for a wedding, the school, lead teacher and students per chaperone for a school trip. All of it is optional and editable later.
  3. How will people book?
    • Travelers book online from a link creates the group, a trip and a self-service booking page in one step. Travelers pick a package, fill your forms and book themselves. You'll land in the booking page editor to set up packages, pricing and forms. See Group Bookings for the full walkthrough.
    • Start from a proposal I built starts a group from a proposal you already built. Open the proposal, copy the URL from your browser, and paste it (the proposal's ID works too). If it's a regular proposal, JourneyFuse copies its packages, add-ons, flights, dates and cover into a new group booking page. Your original proposal stays exactly as it is, including any link you already sent. If it's already a group booking page, the group attaches to it. The name is optional and defaults to the proposal's name.
    • I've booked them myself creates a group for bookings you already made with the supplier. Use it to coordinate existing trips: a shared itinerary, group messaging, one roster, one view of the money.

The dialog also supplies editable Setup notes for the type. If you already wrote your own notes, changing the type keeps them.

Trip Details and the Group Banner

The banner at the top of every group shows its type, its dates and its facts, such as Departs Nov 15, 2026 · 7 nights, Ship Symphony of the Seas or Couple Priya & Marcus. Anything missing shows as Add trip details. Click it, or the type chip, or Trip details in the ⋯ menu, to change the type, dates, destination and facts. Wedding, celebration and corporate groups can also list an event schedule (welcome drinks, ceremony, farewell brunch). It appears near the top of the booking page.

Until bookings exist, the banner uses the dates you entered. Once bookings are linked, it uses the dates most of them share.

Under the banner, one capacity line says how full the group is, for example 7 of 16 cabins booked · 9 still held · 12 travelers. It counts the room block when the group has one, otherwise the booking page's capacity.

Next Steps

The Overview tab opens with a Next steps checklist built for the group's type. Late items come first, such as a room-block cut-off that has passed or bookings past a payment deadline. Then come the steps in the order you usually work a group. Each step has a button that takes you straight to the fix. Finished steps fold into Done.

Suggested Planning Questions

When creating a booking page, you can opt into suggested planning questions (unchecked by default). This adds an optional, editable form: cruise dining/bedding requests, wedding events and arrival/departure dates, school traveler roles and guardian contacts, or general roommate/transport requests. Review and edit the form in Forms before sharing. School permission questions are organizer notes, not consent or a signed permission form.

Form answers do not automatically assign planner roles or rooms, and the group type does not change prices or payment terms.

The Two Shapes of a Group Cruise

Most group cruises arrive in one of two states, and they use different halves of the feature. Decide which one you're in before you create anything — picking the wrong path is the usual reason a new group sits empty.

Cabins are already booked

You've held or booked the cabins and you know who's in them. There's nothing left to sell; you want one place to see the party, share an itinerary, and message everyone.

  1. Create the group with New group, pick Cruise, and choose I've booked them myself.
  2. On the group's Bookings tab, either Import group PDF the supplier's group confirmation (choose Individual trip bookings on the preview step — one trip per cabin, tracked for commission) or use Link existing to attach bookings that are already on client trips. Use Add a cabin for anyone who booked by phone and isn't in JourneyFuse yet.
  3. Build the shared itinerary from the Itinerary tab, and use Message all and the Messages tab to communicate with the party.

You never need a booking page for this shape. Nothing is being sold from a link.

Cabins are still to sell

You have a group contract or a block of space and you need travelers to claim cabins themselves.

  1. Create the group with New group, pick Cruise, and choose Travelers book online from a link. You'll land in the booking page editor.
  2. In the editor's group settings, answer What kind of group booking is this? with Cruise group.
  3. Set Cruise for this group once — the sailing (line, ship, dates, embarkation port). It shows in a banner at the top of the booking page, and every package below it is then just a cabin category, so you don't repeat the sailing details on each option.
  4. Add one package per cabin category — Interior, Ocean View, Balcony, Suite — with its price and how many are available. Group pages work best with at least two categories, so travelers have a real choice.
  5. Share the link. Each traveler picks a category, fills your forms, and books; they appear on the group's roster automatically.

If you already have the supplier's cabin sheet, Import group PDF can create these categories for you — pick Bookable cabin options on the preview step instead of Individual trip bookings.

Mixed? Some cabins sold, some still open is common. Start with whichever half is bigger and add the other later — a standalone group can gain a booking page at any time (see below), and a booking-page group can still take Link existing bookings on its Bookings tab.

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.

Each group shows its type icon and a status that describes the group, not its booking page:

  • Planning — no live booking page and nobody booked yet
  • Selling — the booking page is live and the group hasn't left yet
  • Booked — people are booked and there's no live booking page (a group you booked yourself)
  • Full — every place on the booking page is taken
  • Traveling — the group is on the trip today
  • Completed — the trip has ended

A second line adds detail such as 9/18 booked or Booking page in draft. Filter the list by status or by type.

Adding Bookings to a Group

Open the group and go to the Bookings tab. When the group has a booking page, a switch at the top picks the source: Added by you (bookings you made, imported or linked) or Booked online (sign-ups from the booking page, with their approve, payment and form actions). Added by you has four ways to add to the group:

  • Import group PDF — upload the supplier's group confirmation and let JourneyFuse read the cabins or rooms out of it. On the preview step you choose how they land: Bookable cabin options (travelers pick a category on the self-service booking page) or Individual trip bookings (each cabin is already reserved — track them as bookings for commission).
  • Link existing — attach a booking that already lives on one of your client trips.
  • Add group flight — enter one flight itinerary once and apply it across the group, instead of retyping it on every member's booking.
  • Add a cabin (or room, student, party, depending on the group type) — type in a booking that isn't in JourneyFuse yet (the phone-call case).

Each booking row shows its confirmation number, the client with their trip underneath, the travelers, the dates, value, balance and commission. A cruise group adds a Cabin column (cabin number and category). Type and Supplier columns only appear when the group mixes booking types or suppliers. When everything is with one cruise line, the line is named once above the table.

Once a group grows past five bookings, a search box appears so you can filter by client, supplier, confirmation, or trip.

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 opens a setup dialog with an optional suggested-questions checkbox. Confirm Create booking page to create a page linked to this group and open the proposal editor for packages, pricing and forms. Once a page exists, that same button changes to Edit 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.

Tabs Change With the Group Type

The tabs use the words your group type uses, and tuck away the ones it rarely needs:

Group typeWhat changes
CruiseRooms is called Cabins. The board can group cabins By deck.
Wedding, celebrationParticipants is called Guests. Waitlist and Funds move under More until they hold something. Room numbers are expected at check-in, so a blank number isn't flagged.
ResortParticipants is called Guests. Funds moves under More until you use it.
School, sportsParticipants is called Travelers and Rooms is called Rooming. A room holds several seats, so four students in "Quad 1" show as one room.
CorporateParticipants is called Attendees. Waitlist and Funds move under More.

A tab that holds anything always shows. The tab bar also carries counts: Cabins 7/16 is the block's pickup and turns amber inside 30 days of cut-off, Funds 45% is how much of the fund target is in, and a dot on Itinerary means there's no group itinerary yet with departure under 60 days away.

Participants

Every group has a Participants tab (called Guests, Travelers or Attendees for some group types): the roster of everyone traveling, whether they booked through a booking page, were linked from an existing trip, or were added by hand. A row is a cabin, room or party, so it can hold several people.

  • Ready shows a row's travel details and logistics as icons in fixed places, so the same icon lines up on every row: travel details, insurance, transfers, flights and travel docs. Which icons show depends on the group type (a corporate group skips insurance and travel docs, for example). Green is done, amber is waiting, violet is with the traveler, red is a problem. When everything is done the row shows one green All set instead; click it to see the icons.
  • Payment is a status (Paid in full, Deposit, Part paid, Not invoiced, Balance due) and Paid is the amount, like $1,600 / 5,800.
  • The last column shows at most one button, the thing that row needs next: Create invoice for a booking never invoiced, otherwise Fix for a red logistics item. Set payer is in the row's ⋯ menu.
  • Click a row to open the traveler panel.
  • View holds filters, sorting and columns. More holds Record group payment and Reports (rooming list, payments, deadlines, doc and insurance readiness, flight manifest, a printable report and the full roster CSV).
  • Add traveler (or Add guest) adds someone who didn't book through a booking page.

Rooms

The Room block card shows the block as bars: Booked by you, Booked online and Still held for each category. Click Edit block to change the numbers, add categories, pull them from the proposal, or set the supplier, dates and locator. Inside 30 days of cut-off, a countdown above the block says how many held rooms go back to the supplier, with Remind the group to email everyone.

Below it, three views:

  • Board lays rooms out as cards grouped by category, each with its number, who's in it and where their payment stands. Dashed cards are held rooms nobody has booked yet. On a ship with numbered cabins, By deck groups cabins by deck instead (9242 is deck 9). Click a number to set or change it; click the people to open their panel.
  • List is the rooming list a supplier asks for: cabin, category, occupancy, travelers, Bedding, Dining and Requests. Click any of the last three to type in it; Enter saves. Dining is the booking's own dining time, so changing it here changes the booking. Requests go on the list you send the supplier, so keep private notes in the traveler panel instead. Export rooming list downloads it as a CSV.
  • Room planner places individual people for a specific hotel or ship stay.

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 Waitlist tab lists them. Participants, rooms, and waitlist are covered in detail in Group Bookings.

Collecting payment from group travelers? When card authorization is required and an amount is due today, checkout creates a secure card authorization link for the traveler. Submitting that form records encrypted card details and permission to charge; it does not itself run the charge or mark the invoice paid. Run the payment through your supplier or processor, then use Mark Charged for the amount actually collected. Company billing and pages with card authorization turned off do not require this checkout step.

Plan Rooms by Traveler

Open Rooms → Room planner → Create room plan. Enter a property or ship and arrival/departure dates, then add rooms with a label, category and capacity. Place linked travelers individually using Choose a room; use the selector beside a placed traveler to move or unassign them. A person linked to multiple bookings appears once. Names-only companions need linked traveler details before they can be placed individually.

Use New stay for another hotel or ship. Room labels belong to that stay, so room 204 at two hotels is separate. For a resort, you can use a planning label and select Property assigns the room number at check-in. A planning assignment is not a supplier confirmation.

Traveler roles and rooming notes lets you record each linked person as Traveler, Student, Adult or Chaperone, add a Guardian or payer note, and record Bedding, arrival or event preferences. Use Organizer’s rooming rules for agreed rules you will check manually. These notes belong to the stay’s plan; they do not change billing responsibility or automatically enforce placement rules.

Changes remain local until Save room plan. Save or discard edits before switching stays; capacity and stay dates are checked when saving. Discard edits returns to the saved plan, while Undo last save restores the preceding saved version when available. The planner does not automatically enforce school/chaperone rules or check conflicts between separate stays; review those with the organizer.

After saving, Rooming list opens a preview of that stay and the included columns: property, dates, room label, category, room-number status, capacity and traveler names. Confirm Download rooming CSV to download it. Passport, birthday, contact, guardian, payment and internal preference details are excluded. Review the preview and file for the intended recipient before sharing.

The traveler plan and the existing booking room numbers are independent. Moving a student or another traveler between planning rooms does not move their booking, change their payer, or alter invoices and prices.

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.

Starting from scratch — one click

Open the group, go to the Itinerary tab, and click Build shared itinerary.

That single click creates the group's itinerary and shares it with everyone — there is no second step to remember. You land straight in the builder with an amber banner confirming that every change reaches all travelers in the group, and the days are pre-created from the group's travel dates.

The button appears as soon as the group has something to take its dates from — a linked trip or a booking page. If it has neither yet, add one of those first.

Reusing an itinerary you already built

If one of the group's trips already holds the plan you want:

  1. Open the group and go to the Itinerary tab.
  2. Select the itinerary from the list — it shows all itineraries from trips in the group.
  3. Click Use This to link it.

Be aware of what this does: picking a trip's itinerary hands it to the whole group. It stops belonging to that one trip. That is deliberate — a master still parented to one participant would leave them with no personal layer and would rewrite their trip itinerary on every group edit. If you'd rather leave that trip's itinerary alone, use Build shared itinerary and start clean instead.

A trip's itinerary that already holds that traveler's own bookings (their flights, hotel, transfers or insurance) can't be picked. Handing it over would show those bookings to every traveler in the group, so JourneyFuse names the itinerary and asks you to build a shared itinerary instead. The group's cruise doesn't count, because the sailing is the thing everyone shares.

Either way, once the group has a shared itinerary every traveler sees it, merged with whatever their own trip itinerary holds.

The shared itinerary layers on top of each traveler's own

A traveler's itinerary is built from two layers:

  • The group layer — the shared itinerary you linked to the group. Group dinners, sea-day events, the welcome reception: everything that applies to the whole party.
  • The personal layer — the traveler's own trip itinerary. Their flights, their hotel, the excursion only they booked.

Clients see both, merged into one day-by-day plan by date. Add a group dinner to the shared itinerary and it appears on every traveler's itinerary — in their portal and in the mobile app — without touching their individual trips. Their own flights stay theirs.

Which layer am I editing?

The itinerary builder always edits one layer, and it tells you which:

  • Editing the shared master — an amber banner names the group and how many travelers the change reaches. Everything you add here goes to everyone.
  • Editing one traveler's own itinerary while the group also has a shared one — a note tells you the group's shared items exist on another layer, so you won't see them in the builder even though the traveler will see them in their portal.

To change what the whole group sees, edit the shared itinerary — open the group's Itinerary tab and use the link there.

A family traveling on different dates

Sometimes one family books with the group but flies a day early, stays longer, or uses its own transfers. Build their trip its own itinerary, then open that itinerary and turn off Include the group itinerary in the note at the top.

With it off, that family sees only the itinerary you built for them. The group's flights, shared transfers and guides stop appearing on their link, in their portal, in the app and in their PDF. Everyone else in the group is unaffected, and you can turn it back on at any time.

The switch only appears once the trip has its own itinerary. A trip without one keeps showing the group's, because it has nothing else to show.

Key things to know

  • One itinerary, one source of truth — edits to the shared itinerary are instantly visible to every traveler in the group. No syncing or duplicating needed.
  • Each trip keeps its own bookings, payments, and invoices — only the itinerary layer is shared.
  • Personal items are never overwritten — a traveler's own flights and hotel live on their trip and are unaffected by group edits.
  • Add one traveler's flight on their own itinerary, not the shared one. If a traveler has no itinerary of their own yet, their trip's Itinerary tab opens the group's shared itinerary, and anything you add there appears for every traveler. The banner at the top says so and has a Start [traveler]'s own itinerary button: click it first, then add their flight. Saving a flight or hotel on the traveler's Bookings tab starts their own itinerary for you.
  • A shared itinerary belongs to the group, not to a trip. One built with Build shared itinerary is the group's from the start, so every traveler keeps a personal layer of their own. One promoted from a member's trip becomes the group's too, and that trip starts a new personal itinerary the next time you use the button above or save a booking on it.
  • Each layer publishes separately — a traveler only sees a layer once that itinerary is published.
  • You can unlink anytime — click "Unlink" on the group page to disconnect the shared itinerary and leave each trip with only its own.

Group Documents

The Documents tab has two columns.

  • Your team only: pickup reports, rooming lists, the signed room-block contract. Every upload lands here, and travelers never see these files.
  • Shared with all travelers: a welcome letter, a packing list, a permission slip, a pre-departure guide. Click Share with travelers on a file, or upload to the shared column. You'll be asked to confirm first, because every traveler in the group can open a shared file. Don't share anything that lists every guest.

Each column suggests the files a group of this type usually needs: a cruise gets the block contract, pickup report, boarding guide and packing list; a school trip gets the permission slip, medical form and code of conduct; a wedding gets the events schedule and dress code. Click Upload on a suggestion to fill it, or dismiss the ones you don't need.

Shared files appear in each traveler's portal under Travel Documents → Group documents, and in the mobile app. Make internal takes a file back at any time. A traveler only sees shared files once their booking is linked to the group.

Group Messaging

The Messages tab has two columns. Sent to the group lists what the group has been sent, by you with Message all and by Group automations, with how many it went to and, where the mail service reports it, how many opened it. Team notes holds notes only your team sees, about the group or one traveler.

Message all emails everyone in the group (or just the people you pick). Each person gets their own copy, and each copy is filed like any other client email:

  • It appears on that traveler's client profile under Communications → Email History. Expand it and click Reply in Inbox to follow up with that person.
  • It's listed under Sent to the group. Click a row to open the conversation in your Inbox, ready to reply.
  • Each copy is its own Inbox conversation with that traveler. When a traveler replies, the reply lands in that conversation and you get a New reply email at your login address.
  • Group messages sent before September 17, 2026 were filed afterwards and sit in the Inbox's Resolved folder. Sending a reply moves the conversation back to your Inbox. Replies to those older messages go to your own mailbox rather than JourneyFuse.

Opens are only counted for mail JourneyFuse sends itself. Mail sent through your connected Gmail or Outlook shows no open count.

Group Funds and Waitlist

Funds shows each fund as a bar (paid, awaiting, not assigned to anyone) with the contributors as cards. A contributor who isn't on the group's roster gets a small Not on roster tag, which is often fine (a parent paying for an adult child) but worth a check.

Waitlist explains its two lists side by side: the Interest list collects names before launch, and the Waitlist opens on the booking page once the group is full. The card that applies right now is highlighted, with how close the group is to full.

On a cruise group with the sailing's days on file, the Itinerary tab shows the ports day by day before you build the group itinerary, so you can see where group events fit.

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. Click Build shared itinerary on the group's Itinerary tab rather than building it on one traveler's trip, and every client benefits from updates automatically.
  • To send the shared itinerary out, open it and click Share. You get one link for the whole group, and Email itinerary to [N] travelers sends it to everyone with an email on file in one go.
  • 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.