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.
Where you'll finish setup: Back Office
After your agency is created, you'll manage it from Back Office, your admin-only workspace. Find it as the leftmost tab in the top navigation. Your agency details, suppliers, commissions, and all agency settings live there. Your agents don't see Back Office. Most steps below happen in Back Office → Settings, with a couple in your personal settings, noted inline.
Your First Step: Create your agency account
Steps to take
Start by selecting 'Settings' under your profile drop-down
Next, click on Agency Affiliations and select 'Set Up Agency'
Fill out your basic agency details (you'll add more fidelity later!)
Once your agency is created, Back Office appears as the leftmost tab in your top navigation. Finish the steps below there.
Your step-by-step workflow to finish your agency setup in Tern
Complete your business settings, including brand information and your default invoice memo. Where: Back Office → Settings → Agency details.
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.
- Two-factor authentication → Where: Settings → Security (your personal settings, not Back Office)
- Terms & Conditions → Where: Back Office → Settings → Terms & conditions
- Credit card authorization → Where: Back Office → Settings → Agency controlsConfigure details for your agent pay out dates and learn more about commission splits Where: Back Office → Settings → Commission rules.
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. Where: Back Office → Settings → Agency controls.
Manage your contacts and suppliers for your agents to use when joining your agency on Tern. Suppliers: Back Office → Suppliers. Contacts: managed in the main agent experience, not Back Office.
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