Where you can start a new trip
You can create a trip from several places in Tern:
Trips page: Click the New Trip button at the top of the page.
Dashboard sidebar: Click Trip in the right sidebar of your main Dashboard.
Cruise Library: Browse Library, select a cruise, then click Create New Trip to start a trip with that cruise already linked to the ship and itinerary data.
Forms: When a client submits a Trip Request Form, Tern automatically creates a new trip and contact for you.
1. Click on +New Trip:
Located at the top left of the Trip Overview page.
2. Fill Out Trip Details:
Name: Enter the trip name (e.g., "European Family Cruise").
Status: Set the initial trip status (e.g., "Inbound").
Trip Tags: Skip this for now, as it will be covered in the advanced section.
Dates:
Start Date: Select the start date (e.g., June 5th, 2025).
End Date: Select the end date (e.g., June 17th, 2025).
If dates are not yet decided, you can opt to add dates later and begin planning without specific dates.
3. Review Details:
Ensure all details, especially dates, are correct as they will be used in future planning stages.
4. Create Trip:
Click on the "Create Trip" button to finalize and create your trip in Tern.