What it does
The notification center is the bell icon in Tern's top navigation. It lists events that need your attention, like a client submitting a form, choosing rooms, or a teammate assigning you a task. Each notification links straight to the form response, task, trip, or contact it's about.
Who can use it
Available to all advisors.'
How it works
When you have unread notifications, a dot appears on the bell. If a notification arrives while you have Tern open, the bell rings without you refreshing the page.
Click the bell to open your notifications. They're sorted newest first and grouped under Today, Yesterday, and Earlier. There are two tabs:
Unread: only notifications you haven't read yet. When there's nothing left, you'll see "You're all caught up."
All: every notification you've received.
You only get notified about something someone else did. If you do something yourself, like assigning a task to yourself, you won't get a notification for it.
What you'll be notified about
Client activity
- Form submitted: a client submits one of your forms
- Rooms chosen: a client chooses rooms on an itinerary
- Add-ons chosen: a client chooses add-ons on an itinerary
- Preferences submitted: a client sends their choices on an itinerary
- Travel insurance chosen: a client chooses an insurance plan
- Travel insurance declined: a client declines travel insurance
Tasks
- Task assigned to you: someone assigns you a task
- Tasks due tomorrow: one summary each morning listing your tasks due the next day
Ownership and sharing
- Trip transferred to or away from you
- Contact transferred or reassigned
- Something shared with you: someone shares a trip, contact, template, or other work with you
- Contacts imported or reassigned to you
Campaigns
- Campaign sending paused: bounces, spam reports, or unsubscribes paused one of your campaigns
Agency
- Answers to your requests to join an agency
- Requests to join your agency
- Your agency set up Hotels by Tern
Commission
- Split moved up, Split moved down, and Split switched to automatic. These only appear if your agency moves commission splits automatically based on your totals.
What isn't in the notification center
Booking, payment, and commission updates still come by email only.
Messages from travelers come as a push notification in the Tern for Advisors app, or by email if you don't have the app.
Proposal approvals and change requests come by email, and also appear in the trip's Emails tab. See How will I know if a client approves or makes changes to a proposal?
Flight updates have their own settings. See How do I receive push notifications for my traveler's flights as a Tern advisor?
Itinerary views: Tern doesn't notify you when a client views an itinerary.
Reading and managing notifications
Click the bell in the top navigation.
Click a notification to open the record it's about. This marks it as read.
To change one notification without opening it, click the … menu on it and choose Mark as read or Mark as unread.
To clear everything at once, click Mark all as read. This button only shows when you have unread notifications.
Choosing how notifications reach you
Every notification type can reach you three ways:
In app: shows up in the notification center
Push: a notification on your phone through the Tern for Advisors app
Email: an email to your Tern login address
All three are on for every notification type until you change them.
Go to Settings → Notifications. You can also click the gear icon at the top of the notification center.
Find the notification in its category card.
Switch In app, Push, or Email on or off. Each switch saves on its own. You don't need to click Save.
You're all set!
Note: If you turn off In app for a notification type, it no longer shows in the notification center and no longer adds a dot to the bell.
A few switches work differently:
Travel insurance declined: Email is always on, because you already get a copy of the decline receipt your client receives.
Tasks due tomorrow: In app gives you one summary each morning, and Email sends one reminder per task.
Getting push notifications on your phone
Push notifications need the Tern for Advisors app. To install it, see Installing the Tern for Advisors Mobile App (Beta). Once you're logged in to the app and your phone allows notifications from it, you'll get a push for every notification type with Push switched on. Tapping a push opens that notification in Tern.
Common issues
A notification says "This notification is no longer available."
You no longer have access to what it was about, or it was deleted. For example, the trip may have been transferred to another advisor or you were removed as a collaborator.
I'm not getting push notifications.
Check that you're logged in to the Tern for Advisors app, that your phone allows notifications from the app, and that Push is on for that notification in Settings → Notifications.
I'm getting too many emails.
Go to Settings → Notifications and switch off Email for the notifications you'd rather only see in Tern.
I don't see a notification for a booking or payment update.
These only come by email for now, so they don't appear in the notification center.