Overview
Think your dashboard as your system control center to review important metrics, keep tabs on client dates and trips, and take action on important items like tasks and payments.
Looking for information on the Agency Version? (See Article Here)
Customize your dashboard
Click the Customize button to hide modules you don't need (Analytics, Due payments, Active authorizations, Tasks, Form responses, Recent/Traveling/Upcoming trips) and to control which event types appear on the calendar (trip departures, trip returns, birthdays, anniversaries, passport expirations, Tern events, and meetings). Use Reset to return to the default view. Your choices are remembered on your device.
Access your dashboard
View at a glance metrics
Items that need your attention blink red
Payments overdue
Tasks overdue
Unpaid authorizations expiring within 3 days
Click on items to take immediate action
Click the row to take action on the item itself
Click the trip tag to go directly to your trip overview
Click the task icon to go right to trip tasks
Which tasks show on your dashboard
Your dashboard lists incomplete tasks that are due today or overdue, based on each task's due date. Tasks due in the future — or with no due date set — won't appear here. To see every incomplete task across all your trips, click Tasks next to Trips in the top menu.
Resolve payments due by marking them as 'paid'
Click through on a "payment due" and scroll to the payments section on the booking
Mark it as "paid" to prevent it from showing up on the dashboard
Resolve pending authorizations by marking them as 'paid'
Click through on a "Pending authorization" and scroll to the payments section on the booking
Mark it as "paid" to prevent it from showing up on the dashboard
Resolve tasks by marking them "complete"
Mark complete right from the dashboard using the little circle
Tasks will show like this until you refresh or return to the dashboard later
Hit 'task zero' for a fun reward
Jump back in to trips you recently worked on
See in progress trips, or trips coming up
Quick-add new trips, tasks and contacts
See your latest client form submissions directly on the dashboard. Click on a response to view the full submission details and take action.
See what's happening today
Trips leaving today
Client birthdays
Client anniversaries
Passport expirations
Access your dashboard on-the-go
Scales to smaller screen sizes to make access easy on your iPad or phone.
My screen looks zoomed in on Tern. How do I fix it?
This usually means your browser has a zoom level set specifically for Tern. Browsers like Chrome and Edge store zoom settings per site, so Tern can look too big or too small even while other websites look fine.
To reset it: Press Ctrl + 0 (Windows) or Cmd + 0 (Mac) while on any Tern page. This resets the zoom to 100% for that site.
How it happens: Pinch-to-zoom on a trackpad, or accidentally pressing Ctrl + scroll, will change the zoom for just the current site.