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

This article will take you through the entire process of sharing an itinerary with your clients, including how they can sign up for Tern.

David Shull avatar
Written by David Shull
Updated today

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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 "Manage Travelers".

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 Add.

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 Done

6. You're now ready to share your itinerary. Click "Publish" in the top right

7. Select the travelers to include

This will bring up a window allowing you to send an email to the 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.

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

This will be sent to your client 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.

If you have your email synced with Tern, the email will come from your email address. If not, the email will come from [email protected] and where it says "David Shull ([email protected])" your name and email will appear.

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