Client Portal

Here's something your clients will actually thank you for: a single link where they can see their full itinerary, check what they owe, and message you — without creating an account, downloading an app, or remembering a password.

The client portal is your agency's branded window into the trip. It looks professional, works on any device, and takes about ten seconds to set up.

Creating a Portal Link

There are two ways to generate a portal link:

• From the trip detail page — go to the Share tab and create a portal link
• From the client profile — generate a link that gives access to all of that client's trips

When you create a link, you can optionally set an expiration date — useful if you want the portal to go dark after the trip wraps up.

Once the link is created, JourneyFuse sends a branded email to your client with the portal URL. The email uses your agency's logo and accent color, so it looks like it's coming from you, not from some software platform.

No login required. They click the link and they're in.

You can also access the portal dialog from the client detail page — click the globe icon in the action bar at the top right of the client card. The dialog shows the portal link with Copy/Open/Send Invite options, plus an app access code generator.

Sending a Portal Invite Email

Click Send Invite in the portal dialog to send your client a branded email explaining how the portal works. The email:

• Uses your agency's logo and accent color — not JourneyFuse branding
• Includes a clear "Access Your Portal" button linking directly to their portal
• Explains what they can do: view trips, make payments, complete traveler profiles, send messages
• Shows your name, agency, email, and phone as the advisor signature

The email comes from your workspace identity, so it looks like a personal invitation from their travel advisor.

What Your Clients See

When a client opens their portal, they land on a personalized dashboard that gives them the big picture at a glance:

Quick Stats

Four cards across the top showing:

• Active trips — how many trips are in progress
• Payments due — any outstanding balances
• Total invested — what they've paid so far across all trips
• Messages — unread message count

Trip Cards

Each trip appears as a card with:

• Hero image — the destination photo you set on the trip
• Destinations — where they're going
• Date range — when they're traveling
• Traveler count — who's on the trip
• Payment progress bar — a visual indicator of how much has been paid vs. total cost
• Status badge — color-coded by trip stage (planning, deposited, paid, traveling, etc.)

Clients click a trip card to dive into the details.

Trip Detail on the Portal

This is where it gets good. When a client opens a trip, they see:

• Full itinerary — every day laid out with activities, transfers, accommodations, images, and any resource guides you've attached
• Park day details — for theme park trips, this includes dining reservations, Lightning Lane plans, and special events, all organized by day
• Payment status — clear breakdown of what's been paid, what's outstanding, and when the next payment is due
• Calendar export — clients can download an .ics file that drops their itinerary events and dining reservations right into their phone's calendar

That calendar export alone is worth its weight in gold for Disney and cruise clients who want everything on their phone without asking you to re-send details five times.

Your Branding, Not Ours

The portal picks up your workspace settings automatically:

• Agency logo — displayed in the portal header
• Accent color — used for buttons, progress bars, and highlights throughout
• Agency name — shown in the header and email communications

Your clients see your brand. JourneyFuse stays in the background where it belongs.

Managing Portal Access

You're always in control of who sees what:

• Revoke access anytime — delete the portal link and the client immediately loses access
• Workspace-scoped — clients only see trips that belong to your workspace, never anyone else's data
• Set expiration dates — links can auto-expire after a date you choose
• Works everywhere — the portal is fully responsive on desktop, tablet, and phone

Traveler Profiles

When clients open a trip in their portal, they'll see a traveler completion banner at the top if any travelers on the trip have incomplete profiles. The banner shows how many profiles are done (e.g., "2 of 4 profiles complete") and links to a dedicated traveler intake page.

On the traveler intake page, clients can fill in details for each person on the trip:

• Name — first and last name
• Date of birth
• Gender
• Citizenship
• Passport number

Each traveler saves individually, so clients can complete profiles at their own pace. This is especially useful for group trips and cruises where you need passport and personal details from every passenger.

Traveler data entered through the portal flows directly into the household member records you see on the client profile in JourneyFuse — no re-entry needed.

Mobile App Access Code

A Mobile App section appears on every client's portal dashboard. The mobile app is coming soon, but clients can generate their access code now so they're ready when it launches.

You can also generate app codes from the advisor side:

1. Open a client's detail page
2. Click the globe icon in the header action bar
3. In the portal dialog, click Generate Code under "App Access Code"
4. Copy the code or click Email Code to Client to send it

Access codes are 5-character alphanumeric codes (e.g., 5XBY8) that clients will type into the mobile app to access their portal on the go.

Tips for Getting the Most Out of the Portal

1. Set a great hero image on every trip. It's the first thing clients see on their portal dashboard. A beautiful destination photo makes the whole experience feel premium.

2. Build out the itinerary before sharing. A portal with a half-built itinerary isn't impressive — wait until you have the key details in place, then share the link. You can always update it later and the client sees changes in real time.

3. Use expiration dates strategically. Set the portal to expire a week or two after the trip ends. It keeps things tidy and gives clients enough time to reference details post-trip without leaving links active forever.

4. Tell clients about the calendar export. Most clients don't discover this on their own. A quick "hey, you can download your whole itinerary to your phone calendar" in your handoff email goes a long way.

5. Brand your workspace first. Before sending your first portal link, make sure your logo and accent color are set up in Workspace Settings. First impressions matter, and a generic-looking portal misses the point.

FAQ

Do my clients need to create an account? No. The portal is accessed via a unique link — no signup, no login, no password. Just click and view.

Can clients make changes through the portal? No, the portal is read-only. Clients can view everything and send messages, but they can't edit itinerary details or payment records. You stay in control.

What happens if I update a trip after sharing the portal? Changes appear in real time. Update an itinerary block, add a booking, or record a payment — your client sees it the next time they open the portal.

Can I send the portal link to multiple people on the same trip? Yes. The link works for anyone who has it, so you can share it with all travelers in the party. They'll all see the same trip dashboard.

Can clients fill in traveler details through the portal? Yes. When a trip has travelers with incomplete profiles, clients see a banner prompting them to fill in names, birthdays, passport numbers, and other details. This saves you from chasing down information manually.

What's the mobile app access code? It's a 5-character code that clients will use to log into the upcoming JourneyFuse mobile app. Both you and your clients can generate codes — you from the portal dialog on the client page, and they from the "Mobile App" section on their portal dashboard.

Is the portal secure? Each portal link is a unique, unguessable URL scoped to a specific client's workspace data. Clients can only see their own trips. You can revoke access at any time by deleting the link.