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. All travelers you select can view the itinerary, including the Pricing tab. Note that authorizing payments requires Full Access or primary-contact status.
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.
After you share the itinerary link, your clients can use that same link to access the trip at any time. Every time you republish the itinerary, that link will take them to the most current published version automatically. You do not need to send your client a new link each time you republish.
FAQ
My client says they can't see their trip in the app. Confirm they are logged into the Tern for Travelers app with the same email address you have on file in their contact record. If the emails don't match, the trip won't appear. Update the contact record or ask your client to update their app account email.
My client is being asked to subscribe or set up an advisor account. This happens when a client accidentally creates an advisor account instead of a traveler account. Contact Tern support to correct the account type.
How does my client log in the first time they open the link? They select an available action (Approve, Select Preferences, or Authorize Payments), enter their email, and select Continue. Tern emails them a confirmation code. They select Sign In Now in that email, or paste the code into their browser tab, then continue with the action. To skip the code on future visits, they can set a password or sign in with Google during that first login.
I shared the link, but my client can't approve options or authorize payments. Why not? The link lets your client view the itinerary, but to approve options or authorize payments they need to be added as a traveler with Full Access, and the email on the trip must match the email they log in with. The link on its own does not grant those actions.
When do payment authorization options appear for my client? Authorization options only appear after you have narrowed the trip to a single itinerary. Once you publish, any payments that are ready for authorization show up the next time your client opens the trip.
Do my clients need the Tern for Travelers app to see their trip? No. The full itinerary opens in any web browser, and the web view looks the same as the app. The app is optional and is mainly useful for clients who want their trip on their phone or offline access while traveling.