Adding a new traveler & sharing a Tern itinerary with your clients

1. Make sure the traveler(s) you want to share the itinerary with are on the trip

You can add a new traveler by clicking "Add Traveler". We'll go through that flow now.

2. If the contact already exists you can add an existing contact, otherwise create a new contact

You'll only need to create a contact once. After creation you'll be able to add them directly on any future trips.

3. Complete the new traveler form

Add the required information to the form and click next.

4. Double check the email field

Tern will use the email to automatically associate the trip with the traveler's account should they decide to sign up. This is also how the itinerary will get delivered. It's recommended that a unique email / record is created for each traveler whenever possible.

5. Click Next

6. Optionally Add Preferences

If you'd like to track preferences on your clients you can do that here. Otherwise, you can click "Add Traveler"

7. You're now ready to share your itinerary. Click "Share Itinerary" in the top right

8. Select the travelers to include

This will bring up the window allowing you to select which travelers you'd like to send the itinerary to. Note that only primary travelers will be able to see the financials tab on the itinerary.

9. Enter in a message to be included in the email

This will be sent to your clients (as shown in future steps) and is a great way to frame the trip and ask for specific points of feedback.

10. Click Send

Tern will send the email to your clients with the itinerary link immediately.

11. The email your clients will receive

Note that where it says "David Shull ([email protected])" your name and email will appear. The email will come from [email protected].

# The Client Experience

This section will walk through the process of clients engaging with the itinerary and Tern for the first time.

12. Click View Itinerary

13. Clients will be able to explore the itinerary without logging in

Clients will have access to the overview and full itinerary without logging into Tern. However, they won't be able to add comments without creating an account.

14. Travelers can quickly create an account by clicking "Sign up" in the top right.

15. Create an account by adding in an email and a password.

It's very important that they use the same email address here that you shared the itinerary with. At this time, if they use a different email they won't be automatically connected to the trip.