Important Context (No Action Required)
Tern is being introduced for:
Client management
Trip management
Itinerary building
And lots of other features to help you stay organized and run your business more efficiently!
Invoicing and commission tracking are NOT moving to Tern yet. Continue using your current systems as normal:
CBO advisors → continue invoicing in CBO
GDS advisors → continue invoicing in GDS
No changes to agent reports or commission processes at this time
A full accounting system in Tern is coming later this year. You'll receive plenty of notice before any changes as well as the proper training materials to support you.
GDS Advisors: You will not be automatically added to Tern. You'll receive a follow-up email covering access and benefits. A short overview of how easily you can bring GDS content into Tern can be found here.
If you’re interested in moving to Tern email [email protected]
April 13: Agency Owner Setup
Step 1: Accept Your Tern Invite
On April 13, all agency owners will receive an email invite from Tern to join.
The invite will be sent to your email address on file with UTC
You must accept the invite sent to that email (you can update your email address in settings after accepting)
Accepting will:
Add you to the Uniglobe organization in Tern
Apply discounted Tern pricing and allow Uniglobe to manage all billing
Action: Accept your invite as soon as you receive it. If you haven't received it by April 14, email [email protected]. The invite will look like this:
Once you accept, you'll be prompted to either link an existing Tern agency or create one.
If you already have an agency created in Tern, you'll have the option to join with your existing agency or create a new one. It will look like this:
If you don't have an agency setup in Tern yet, you'll be guided to create one. It will look like this:
Use your own IATA or CLIA if your agency has one separate from UTC.
If you don’t have separate accreditation, you can input UTC’s IATA number. You will always submit via your agency through UTC's credentials. It will look like this:
Sub-Agent or Co-Owner Setup
As the owner, after accepting your invite and successfully setting up your account:
Email [email protected] with the list of sub-agents or additional owners you'd like to add, including their email addresses
Do not send this email until your own account is fully set up. Sub-agents cannot be added until the primary agency account is active.
Co-owners: Designate one person as the primary account holder to accept the agency invite. The co-owner will be setup as an admin.
The UTC and Tern team will invite your sub advisors for you. You will see their accounts/emails in your Settings under Team & Billing.
What sub-agents and co-owners can expect:
They'll receive their own Tern invites
They'll be under your agency and roll up into the Uniglobe organization
Please note: It may take until the end of the week of April 13 to set up additional users if you request your team to be added, as all agency owners must be set up first.
Action: Send sub-agent details to Summer only after your account is activated.
Step 2: Access Training Resources
The same day, you'll receive a link from UTC to a dedicated training landing page. This includes guidance for:
New CRM users starting from scratch
Advisors transitioning from another CRM
This is your time to watch training videos and get familiar with the system. You are not required to use Tern immediately, but early adoption is strongly recommended so you're prepared when invoicing eventually transitions.
Action: Review the training materials and start exploring the platform.
Step 3: Tern at Conference
From April 13 through UTC Connect, your only goal is to get familiar with Tern so you're prepared for the in-person Tern content at conference.
Questions on how to use Tern between April 13 and UTC Connect? Make a note of them and bring them to conference. Live office hours and training will be available at conference on how to approach your first 30-60 days on the platform.
If you have an urgent issue or question to be resolved sooner, reach out to the team at [email protected]
Tern will share additional updates to the 2026 timeline at UTC Connect.
For additional preparation steps, visit: Taking the Next Steps Toward Using Tern as Your CRM