Agency tags let your whole agency organize shared trips and contacts under one consistent set of labels.
Before you start: Agency tags are created in the back office and applied one record at a time on each shared trip or contact. There's no CSV import, no bulk apply, and they can't be used as workflow triggers. Full list of limitations is at the bottom of this article.
What agency tags do
Individual tags belong to a single advisor's account. Agency tags belong to the agency. Once an agency admin or owner creates an agency tag, it can be applied to any trip or contact shared with the agency, and everyone at the agency sees the same tag on that record.
Use agency tags for anything the agency tracks across advisors, like referral tiers, partner sources, or campaign attribution.
Who can use them
Agency tags are available to all agencies with back office access.
Agency admins and owners can create, edit, apply, remove, and delete agency tags.
Everyone else at the agency, including agents and collaborators, can see agency tags on trips and contacts shared with the agency. They cannot add, edit, or remove them.
Advisors cannot add agency tags to their own trips or contacts, even when those records are shared with the agency. To get an agency tag added, ask an agency admin or owner.
Key terms
Agency tag: A tag created in the back office and owned by the agency. Shared with everyone at the agency.
Individual tag: A tag created in an advisor's own account under Business Settings > Tags. Not shared with the agency.
Shared with the agency: A trip or contact an advisor has shared with the agency. Agency tags can only be applied to shared records.
Creating an agency tag
Go to the back office.
Click Tags. This section is visible to agency admins and owners.
Click + New Tag.
Name the tag. Use a clear, specific name that will make sense to everyone at the agency, like "Referral Level 1" or "Partner Booking."
Click Save.
You'll know it worked when the tag appears in the Tags list in the back office and becomes available on trips and contacts shared with the agency.
You can also create an agency tag while you are tagging a record. Open a shared trip or contact, open the agency tag editor, and add a new agency tag from there.
Applying an agency tag to a trip
Go to Trips.
Open the trip you want to tag. If another advisor owns the trip, find it under Shared with me.
Find the Agency tags field on the trip's Overview. Only agency admins and owners see this field.
Select an existing agency tag, or type a new name to create one.
Any agency admin or owner can add or remove that tag later. The advisor who owns the trip will see it but cannot change it.
Applying an agency tag to a contact
Go to Contacts.
Open the contact you want to tag.
Edit the agency tags on the contact.
Select an existing agency tag, or add a new one.
Filtering by agency tags in commission reconciliation
Go to the back office.
Click Commission.
Open a statement, open its filters, and use the Trip tags or Contact tags field.
Select the agency tag you want to filter by.
Filtering by an agency tag shows all bookings associated with the trips carrying that tag. Contacts can be filtered the same way. The filter matches by tag name, so it also includes individual tags with the same name that advisors at your agency applied to their trips and contacts.
Deleting an agency tag
Agency admins and owners can delete an agency tag from the Tags section in the back office.
Note: Deleting an agency tag removes it from every trip and contact it was applied to. This cannot be undone.
What advisors see
If you are an advisor at an agency, agency tags behave differently from your own tags:
Agency tags appear on your trips and contacts in a locked view. You cannot edit or remove them.
Agency tags do not appear in your tag management.
You cannot search for an agency tag when applying tags to a trip or contact.
You cannot filter your trips by agency tags.
You cannot add agency tags to any trip or contact, including your own trips that are shared with the agency.
If you need an agency tag added, changed, or removed, contact an admin or owner at your agency.
When agency sharing is removed
If agency sharing is removed from a trip, all agency tags on that trip are removed at the same time. The same applies to contacts. If a contact is no longer shared with the agency, its agency tags are removed.
To reapply an agency tag, share the trip or contact with the agency again, then add the tag.
Limitations
Agency tags cannot fire workflows. Workflows only trigger on individual tags. If you need a tag to kick off an automation, use an individual tag on the record instead.
There is no CSV import for agency tags. Tags can't come in alongside a contact or trip import. They have to be added inside Tern after the record exists.
There is no bulk apply. You can't select multiple trips or contacts and tag them all at once. There's no multi-select tagging option today.
Agency tags are applied one record at a time. An admin or owner opens each shared trip or contact and adds the tag in its Agency tags field
Agency tags only apply to trips and contacts shared with the agency. They can't be added to a record that isn't shared.
Only agency admins and owners can filter by agency tag, in commission reconciliation in the back office. Advisors cannot filter their trips by agency tag.
If a trip or contact is shared with more than one agency, only the first agency it was shared with can apply agency tags to it.