As an agency owner, we want to set you up for success when you first get started in Tern and prior to you inviting your agents to the platform.
Follow this setup guide to orient yourself to Tern and complete key settings that define your agency brand, processes, and operations.
Your First Step: Create your agency account
Steps to take
Start by selecting 'Settings' under your profile drop-down
Next, click on Agency Details and select 'Set Up Agency'
Fill out your basic agency details (you'll add more fidelity later!)
Your step-by-step workflow to finish your agency setup in Tern
Complete your business settings, including brand information and your default invoice memo.
To access additional capabilities in Tern such as credit card authorizations, complete your two-factor authentication, add your Terms & Conditions, and update your trip settings.
Configure details for your agent pay out dates and learn more about commission splits
More details on commission settings can be found here.
Configure your agency booking requirements so that agents know what information needs to be filled out when creating Trips in Tern so that you can easily reconcile commissions once booked.
Manage your contacts and suppliers for your agents to use when joining your agency on Tern.
The last step in the setup process
Invite your team!
See Tern Agency: Team Management for walk through steps of inviting your team in addition to information on pricing, team management settings and more.
Additional resources