Before you start
You'll need the Project Expedition integration enabled on your account. If you don't see the Transfer Quote component in your library, reach out to your admin to get it turned on.
Get a quote
Open an itinerary and drag the Transfer Quote component from your library items into the trip.
Fill in the transfer details:
From: Select the pickup location (e.g., an airport)
To: Enter the destination address (e.g., your traveler's hotel)
Date: Auto-filled from the itinerary
Passengers: Select the number of adults, children, and infants
Click Get Quote.
Tern pulls live pricing from Project Expedition. This may take a few seconds. Quotes are valid for 24 hours and refresh automatically when:
You visit the booking and pricing tab of the transfer activity
Your traveler is on the authorization page with the transfer activity
If a transfer is no longer available when you are on the booking and pricing tab of the activity we will show you are warning that you need to select a new vehicle.
Select a vehicle
Once quotes load, you'll see available vehicle options. Select one to view the details, including:
Wait time and trip duration
Max passengers and luggage
Total cost
Cancellation policy
Add booking details
After selecting a vehicle, you'll need to fill in a few more fields before the transfer is ready to book depending on the origin or destination:
Airport
Flight airline (e.g., United)
Flight number
Origin airport of the flight
Cruise
Cruise line
Cruise ship
Ship arrival time
Train
Train number
Tranin origin departure time
Lead passenger — choose from the travelers already on the trip
Once these are filled in, the transfer status changes to Ready to book.
What happens at client authorization
When your client authorizes payment for the trip, the transfer books automatically with Project Expedition using the details you entered—no extra steps needed.
Here's what the client experience looks like:
The client opens the published trip and clicks Authorize payments
They verify their identity and see the transfer included in the trip
They authorize payment with a card on file
The transfer is booked and confirmed
If the transfer if no longer available then we will still collect client authorization and show a failed booking status to you as the advisor.
Confirm the booking
After your client authorizes, refresh the advisor view. You'll see:
A confirmation number on the transfer
Status updated to confirmed (or pending confirmation, depending on timing)
A link to view the booking in Project Expedition, including the full voucher
No need to re-enter any details in Project Expedition — everything flows through from Tern automatically.
FAQs
What if a booking fails? Reach out to Tern support — they'll help get it resolved.
How do I modify or cancel a transfer? Make changes directly in Project Expedition or cancel in Project Expedition and get a new quote. Modifications and cancellations aren't currently supported from within Tern. You can refresh the booking in Tern to see the updated status.