Overview
Programs let you set default commission rates, fees, and controls for each group of members in your agency.
What It Does
Many agencies have more than one program for their agents, such as Platinum members and Standard members. Each program can have a different commission split, different membership fees, or different controls.
A program stores those defaults in one place. When a member joins a program or moves to a new one, you can apply the program’s defaults to that member.
Programs are optional. If your agency has one set of terms for all agents, you do not need them.
How It Works
Program settings are defaults. You can override every program setting on an individual member.
If you are an agency, you override settings per agent.
If you are a host agency, you override settings per agency under you.
You choose what happens when a member moves. You can keep the member’s current settings or update the member to the new program’s settings.
Before You Start
Fees apply only if your agency uses the billing module: https://help.tern.travel/en/articles/16435536-agent-billing-in-closed-beta
If you plan to use programs, set them up before you onboard agents. Program defaults apply during agent onboarding.
Set Up a Program
Go to Team and billing in your back office.
Click Actions at the top right of your screen.
Click Manage team settings.
If you have no programs yet, a gray banner at the top asks if you want to set up a program. If programs do not apply to your agency, click the X to close the banner.Click a program to open it.
Each program has these tabs:
Commission
Standard split. Enter the default commission split for members of this program. For example, 90% for Platinum.
Recurring adjustments. Add any amount that comes out of commission on a regular schedule for this program.
Note: Adjustments and fees are different. An adjustment comes out of the member’s commission. A fee is charged to the member’s card on file through the billing module.
Fees
Onboarding fee. Set the standard onboarding fee for this program.
Recurring and one-time fees. Add the fees that apply to this program, such as a membership fee. Each program can have a different membership fee.
Program fees have no dates. The dates are set on the individual member when the member joins the program.
Controls
Set the max amount allowed per service fee charge, and choose if program members can use agency managed service fees. Only applicable if you use agency managed service fees: https://help.tern.travel/en/articles/17695987-professional-service-fees-airwallex-in-closed-beta
Activity
Shows each change made to the program and who made it.
Members
Lists every member in the program.
Move a Member to a Different Program
The Team and billing table shows the program for each member.
Go to Team and billing.
Change the member’s program.
Choose what to do with the member’s settings.
Keep the member’s current settings.
Update the member to the new program’s settings.
Click Save.
If you update the member to the new program’s settings, fees work as follows:
If the member already has the same fee at a different amount, the member keeps the current billing schedule. Only the amount changes.
If the fee is new to the member, the fee has no start date. You see a warning before you save.
To set the start date, open the member’s profile, go to the Fees tab, and follow the prompt.
Common Issues
A fee has no start date after I moved a member.
The member did not have that fee in the old program, so Tern has no billing schedule to use. Open the member’s profile, go to the Fees tab, and set the start date.
I don’t see the gray banner to set up a program.
The banner shows only when you have no programs. If you closed it or already have a program, go to Team and billing, click Actions, then click Manage team settings.
A member’s split or fee does not match the program.
Program settings are defaults. The member has an override on their profile, or kept their old settings when they moved programs.