Groups & Group Travel

Groups let you manage cruise and tour bookings where multiple clients are traveling together under a single group reservation. Instead of tracking each client's booking separately, you can tie them all to one group record with shared communication and a consolidated view.

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 — any travel where several households are traveling together with a shared itinerary

Creating a Group

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 itineraries, group messaging, consolidated view).
• Create with Booking Page — creates a group plus a self-service booking page in one step. Use this when travelers need to independently pick packages and book themselves. You'll be taken straight to the proposal editor to set up packages, pricing, and forms.

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.

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.