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How TPI Advisors Can Get Started with Tern

If you’re a TPI advisor interested in joining Tern, we’re so excited to welcome you! 🎉 Use this article to get started!

Katie Williams avatar
Written by Katie Williams
Updated yesterday

📝 Step 1: Fill Out the TPI Sign-Up Form

To begin, TPI has created a short form specifically for advisors interested in using Tern. This helps the TPI team verify your information and get everything set up on their end. If you're interested in using Tern via TPI, you must sign up through this form.


📩 Step 2: Wait for Your Tern Invitation via Email from TPI

Once you’ve submitted the form, TPI will send you an official invitation to join Tern. FYI: this invite is not automatic and will be sent weekly.

Your invitation email will look something like this:

Click the Accept Invitation button in that email to begin setting up your account.

If you can’t find your invitation, check your spam or promotions folder for an email from [email protected]. If it’s still missing, contact [email protected] or ask your TPI contact to resend it.


🚀 Step 3: Complete Your Tern Onboarding

Once you’ve accepted your invitation, you’ll be guided through onboarding in Tern. This includes setting your password, completing your profile, and walking through a few quick setup steps to get your workspace ready.

Here’s what you’ll see:

1. Welcome Page

Here, you'll begin working through the onboarding prompts to add your details to Tern and configure signup.

2. Profile Setup

Add your name, profile photo, and agency information to personalize your account.

3. Workspace Tour

Tern will guide you through a quick tour of the dashboard, trip builder, and client management tools.


💡 Pro Tips

  • Once you're in Tern, check out Tern & Learn, our training and community platform, at community.tern.travel. Or, you can navigate to this directly from within Tern after you're logged in by going to 'Help' in the top navigation bar > 'Tern & Learn.' You'll need to create an account to access it but this will be your best friend as you're learning Tern.

  • Join our Facebook community to connect with other advisors and learn best practices.

  • Bookmark help.tern.travel for more guides like this one!


Need Help?

If you run into any issues during the sign-up process, we’re here to help! Reach out to us via the chat bubble in the bottom-right corner of your screen in Tern, or email us at [email protected].


Let us know once you're in—we can’t wait to see what you build! 🛫 ✨

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