In this article, we will review agency contacts, suppliers, and library.
Contacts
Contacts are the foundation of your business in Tern. To learn more about the contacts (CRM) functionality in Tern, check out our collection of help center articles on Contacts here.
How Contacts Work
All client and lead details appear under Contacts in your top navigation menu.
You can create or edit contacts manually.
Each contact record includes:
Personal information
Name
Email
Phone
Birthday
Anniversary
Addresses
Passport and loyalty program details
Relationships
Preferences
Activities & Interests
Food, Drink, & Allergies
Other Travel Preferences
Notes and Documents
Tasks
Linked trips
Communication history
Emails
Forms
Tags
💡 Pro Tip: Use tags to segment contacts by interest, destination, or trip type.
Sharing & Permissions
Each contact has an Agency Sharing Status:
Independent: Visible only to the advisor who owns it.
Agency Shared: Visible to agency owners & admins in your agency.
Agency-managed: When enabled, agency admins will have full control of this contact. To learn more, check out Agency Managed Contacts.
Importing Agency Contacts
As an agency owner or admin, you can import contacts for yourself and all of your advisors. For a step by step guide, check out Import Agency Contacts.
Agency Suppliers
Agency Suppliers in Tern let agency admins create and manage a shared list of suppliers for their advisors. This streamlines the booking process by prioritizing agency-preferred suppliers in search results and keeping supplier details consistent across all bookings.
Tern also includes a global supplier list available to every user. However, if your agency requires an agency-preferred supplier in your Booking Requirements under Settings, advisors can only select from your agency’s approved suppliers when submitting a booking.
If a supplier isn’t already in your Agency Supplier list, you can easily add them to your Library so they’re available for future use.
To add Agency Suppliers:
Navigate to the Library in Tern.
Click on the Agency Suppliers tab.
Here, you can view and manage existing agency suppliers or create new ones.
For a step by step guide on adding Agency Suppliers, check out Managing Agency Suppliers.
Library Templates
The Tern Library helps your agency collaborate efficiently and build reusable templates. You can create:
Activity Templates (e.g., hotels, rooms, info blocks)
Itinerary Templates (e.g., sample 5-day Sandals Jamaica trip)
Forms (e.g., trip intake, traveler info)
Emails (e.g., booking confirmations, post-trip follow-ups)
Automations (e.g., payment reminders)
Workflows (e.g., task and communication sequences for specific destinations or suppliers or for contact birthdays/anniversaries/passport expirations)
Learn more about creating and sharing library templates in Share Your Library Items in Tern.
💡 Pro Tip: The more your team uses shared templates, the more consistent your client experience will be — and the less time you’ll spend recreating content.