Advisor Profile
A travel advisor managing corporate group travel to Hawaii. The agency handles groups with multiple sub-trips where itinerary details need to be updated after sub-trips are already created and published, including printed materials already distributed to travelers.
Use Case
What the agency/advisor needs to do
Update itinerary content across all sub-trips in a group trip after the sub-trips have already been created. Common updates include meeting times, conference room locations, property maps, and last-minute schedule changes.
Question(s) to answer
How can I push itinerary updates to all my sub-trips without editing each one from scratch?
Is there a faster way than going into each sub-trip and manually adding or editing every block?
Why it matters
Manually updating 10, 20, or 100+ sub-trips one block at a time is time-consuming and error-prone. When trip details change close to departure, advisors need a reliable method to update all travelers quickly while preserving existing booking data, payments, and authorizations.
Suggested Approaches
1. Create an overlay template and apply to each sub-trip
Create a temporary trip containing only the updated elements, save it as a template, then drag that template into each sub-trip. This method preserves all existing booking data, payments, and client communications while adding the corrected content.
Benefits:
Preserves all existing sub-trip data (bookings, authorizations, payments, communications)
Only adds new content rather than replacing the entire itinerary
Faster than manually recreating each updated block in every sub-trip
Works for any type of itinerary content (info blocks, maps, activities, schedules)
Considerations for your agency:
Still requires opening each sub-trip individually to apply the template
Creates duplicate blocks that need to be deleted after the overlay is applied
Best suited for groups where most or all sub-trips need the same update
Steps:
Navigate to your Trips dashboard and create a new regular trip (not a sub-trip).
Set the trip dates to match the exact same dates of your group trip.
Add only the updated or new itinerary elements to this trip. Do not add content that already exists correctly on your sub-trips.
Open the three-dot menu next to the itinerary title.
Select "Save itinerary as template."
Optional tip for better organization in Tern → Name the template clearly (for example, "01 GroupName Overlay" so it appears at the top of your template list).
Ensure "Include dates and times" is selected. Also, if pricing or documents are added, include those as well , then save.
Navigate to your group trip you’d like to update and open the first sub-trip.
Go to the Itinerary tab.
From the itinerary library on the right, locate your overlay template.
Drag the template onto the first date of the itinerary, so the dates will match up correctly with the updated content.
Select "Add itinerary" when prompted.
If you have any, delete any outdated duplicate blocks that the overlay replaced (it is faster to delete old content than to add new content manually)
Publish the sub-trip.
Repeat steps 8 through 14 for each remaining sub-trip.
Tip: Add an emoji or icon to sub-trips you have already updated. This helps you track progress if you get interrupted or are working through a long list. To bring up your emoji’s on a Mac CTR-CMD-SPACE on Windows, use the WINDOW KEY + . (period)
Common Questions
Q: What if some travelers have different start dates than the main group?
A: The overlay template will still work. Drag it onto the correct date for that traveler's itinerary, even if it differs from the date used when you created the template. The content will land on whatever date you drop it onto.
Q: Will this affect my bookings, payments, or client authorizations?
A: No. Adding an overlay template only adds new itinerary blocks. It does not modify or remove existing booking data, payment records, or credit card authorizations on the sub-trip.
Q: Is there a way to remove content from all sub-trips at once?
A: Not currently. Removing content requires opening each sub-trip and deleting the block manually. The overlay method works for adding or replacing content, not for bulk deletions.
What This Unlocks
Faster turnaround when trip details change close to departure
Consistent updates across all travelers in a group
Reduced risk of missing a sub-trip during manual updates
Preserved booking and payment data while refreshing itinerary content