Your account and business settings shape what your clients see throughout their journey with you — from the first inquiry form to their final itinerary. These details form the foundation of your agency’s presence in Tern, influencing how your brand appears across itineraries, invoices, and credit card authorizations.
How to Set Up Account & Business Settings
Go to Settings → Account Settings
Upload your profile picture: This photo appears throughout the platform and on client-facing materials like itineraries.
For image size recommendations, visit: Image Size FAQ
Add your personal information: Include the contact details you want clients to see such as your email address, first and last name, title, and phone number.
Add your location information: Set your country and default currency.
Click "Save" at the bottom
Go to Settings → Business Settings
Add your Business Information:
Agency name (as it should appear on all client-facing materials)
Website (optional)
Facebook Page (optional)
Instagram Handle (optional)
Address
Credentials (IATA, CLIA, or other accreditation numbers). See Adding Credentials Guide
Branding:
💡 Pro Tip: Think of this as your agency’s digital storefront in Tern. Consistent branding across documents builds trust and professionalism with your clients.
Upload your agency logo (used across itineraries, invoices, and proposals)
Add a branded cover photo (optional)
Select your agency brand colors (used for buttons and headers in client materials)
💡 Pro Tip: Upload your Business Logo first. Then click on the painter pallet, then the dropper, and hover over a color in your Business Logo to get the exact hex color.
Invoicing
Set a default invoice memo: Add information to pre-populate on invoices. You can also edit the memo on individual invoices. For more details on invoicing, check out our help center article Invoicing.
What's included in the invoice already?
Invoices will include all of the information below. If you don't have applicable information added, it will not be included in the invoice.
Header information
The invoice number, issue date, and your brand logo
Your business and account information (see below)
Any credentials added to your business account
A link to your Terms & Conditions
The primary traveler name and address, along with the names of any additional travelers
Trip name and dates
The total remaining 'unauthorized / not marked as paid', along with a link to 'authorize payment' if you have that enabled for your account and there are items ready for your traveler to authorize.
Itemized pricing
All trip components with a price greater than $0
If you have room options or items in an option block, they will appear as a price range until selections are made
Details for each item will include applicable dates, booking supplier, payment schedule and status, along with supplier refund policies and terms and conditions
Affiliations
Add your Host Agency and Consortium details
Standard Commission Rates
Review your personal standard commission rates set by your agency.