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Calendar - in beta

Learn about Tern's new calendar view, available now in beta

Molly Johnson avatar
Written by Molly Johnson
Updated yesterday

Overview

This article walks through our new calendar, which is in open beta. It is available to all advisors, however we have a number of things we plan to improve about it over time! We'd love any feedback that you have to make this better - please email [email protected] or [email protected] if you have any.

Accessing the calendar

You'll see the calendar icon appear in your top-bar, on the right hand side

Using the calendar

The calendar shows the following events:

  • Upcoming trip start and end dates

  • Upcoming client birthdays, anniversary dates, and passport expiration dates

  • Upcoming tasks that have not been completed, on their due date

  • Automation 'next run' dates

  • We plan to add payment due dates to the calendar as a future improvement as well!

For each you can click through to view the client/task/automation itself.

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