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Quick Submit Booking

How to submit a booking to your agency for payment without building out a full trip first, using Tern's Quick Submit Booking form.

Written by Molly Johnson

Overview

Quick Submit Booking lets you submit a booking to get paid without building out an entire trip first. It's useful if you're using a different tool for trip planning but need to submit bookings in Tern, or if you just want a faster way to log a booking.

Prefer video? Watch Submit a Booking and Get Paid, No Trip Required in Tern & Learn.

Steps

  1. Go to your dashboard. In the Create section on the right, click Booking.

  2. Choose your accreditation. Accreditation is the first field on the form. It decides which agency your booking is submitted to for commission tracking and payment.
    - Your default agency accreditation is selected for you. If you belong to more than one agency, pick the one you booked this sale under.
    - If you choose Independent, the booking is not submitted to any agency.
    - If you're not a member of an agency, this field shows Independent and can't be changed.
    - The commission type options later in the form change based on the accreditation you pick.

    Note: You can't change the accreditation after you submit. Check it before you click Submit.

  3. Select your booking supplier.

  4. Check the Date booked. It's set to today. Change it if you booked this sale on a different day.

  5. Select the booking category and type.
    For example, choose "Activity" as the type.

  6. Enter the confirmation number.

  7. Add traveler(s).
    Select an existing contact, or use one-click create if the traveler doesn't exist yet in Tern. One-click create adds the traveler in the background and makes them easier to select next time, with more consistent reporting tied to that contact.

  8. Enter the travel start and end dates, and the total cost of the booking.

  9. Add a trip.
    Select an existing trip, or use one-click create if it doesn't exist yet. If you add the booking to an existing trip, Tern adds the booking to that trip and extends the trip's dates if the booking falls outside the trip's current date range.

  10. Choose the booking type: Standard or Group.
    If you choose "Standard," no additional fields appear. If you choose "Group," you must also enter a group number and group name to submit the booking.

  11. Enter the expected commission, expected date, and commission type.
    ​Note: Some commission types, like personal travel, require supporting documentation before you can submit.

  12. Submit the booking.
    You have four options:

    • Submit: Submits the booking and closes the form.

    • Submit and create related booking: Submits the booking and opens a new form with the same trip. If it's a group booking, the group number and name also carry over. All other fields are cleared.

    • Submit and duplicate: Submits the booking and opens a new form with all the same information, except the confirmation number, total cost, and expected commission are cleared so you can adjust those details before submitting again.

    • Submit and start new booking: Submits the booking and opens a completely blank form.

Required fields vary by agency policy. If you try to submit without a required field filled in, Tern shows a warning and blocks submission until you complete it.

What happens when you submit
Submitting a Quick Submit booking marks it as Booked right away. You don't need a separate Mark as Booked step. The booking is logged with the agency you chose in the Accreditation field.

TPI advisors: Select the Travel Planners International accreditation for TPI bookings. Bookings submitted under an Independent accreditation don't sync to TPISuitcase. See TPI Advisors: Using Tern During Early Access.

Related

- How to Create a Booking in Tern
- How do I Log an Activity or Sale with my Agency in Tern?
- Requiring Documentation for Commission Types

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