Who this is for
You're an advisor who works on your own. You belong to a host agency, and your host invited you to Tern. In Tern, that makes you an agency of one: you own your own agency, and your agency sits under your host.
Why you need an agency, even if it's just you
Tern links your host to your agency, not to you as a person. Your agency is where your host connects, where your seat is covered, and where your commission comes in.
Don't delete your agency because you work alone. If you delete it, you lose the seat your host pays for.
Step 1: Accept your host's invite
Open the invite email from your host.
Sign in with the email address the invite was sent to.
Join with your existing agency, or create a new one when Tern asks.
If Tern asks you to choose a plan, stop. Your host covers your seat. See Asked to choose a plan when joining through your host agency.
Step 2: Check that you're connected
Go to Back Office → Settings → Team & billing.
Look for your host's name under Seat paid by.
You can also check the Affiliations card in your settings.
If you paid for Tern yourself before, your personal subscription cancels automatically, with a prorated refund, once you accept the seat your host pays for. If you had your own agency plan and you're still being billed, contact Tern support.
Step 3: Book under your host
When you mark a booking as booked, pick the credential with your host's name "via" your agency. For example: Travel Planners International (via Driftwing Travels). This files the commission under your agency.
Your host may require some fields before a booking reaches them, like a supplier from their list or a confirmation number. If a booking doesn't show up for your host, check those first.
Step 4: Enter commission the right way
Expected commission: enter the full amount the supplier pays your host.
Your split: as the only person in your agency, set your own split to 100%. Your host takes its share before the money reaches your agency. See Commission splits when your agency works under a host agency.
Received commission: enter only what your host actually paid your agency.
Your expected commission reports will look higher than what you receive. That's normal, because they don't take out your host's share.
Step 5: Leave the host settings to your host
Your host sets the split between your agency and your host. Some hosts control this field, so you may not be able to edit it. If it looks wrong, contact your host.
For questions about when you get paid, membership fees or pricing, contact your host. For questions about how Tern works, contact Tern support.