📩 Step 1: Wait for Your Early Batch Invitation to Tern Invitation in September
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].
🚀 Step 2: 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:
Blue Banner with Resources
A banner at the top of your Tern login (once accepted) has a link to dedicated onboarding resources for TPI. Click that link to follow the training
💡 Pro Tips
Once you're in Tern, check out Tern & Learn, our training platform. 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.'
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].