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.
11. The email your clients will receive
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.
The Client Experience
This section will walk through the process of clients engaging with the itinerary and Tern for the first time.
12. Clients will click View Itinerary or the itinerary link, depending on which you included in your email
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 a Tern Traveler 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.
16. Click Sign Up
17. Add basic details
They'll need to add basic details for their account.
18. Your clients should select "I am traveling and my advisor suggested Tern".
19. Click Next
20. They will be returned to the itinerary
21. They can now add feedback on the itinerary directly
Clients can add feedback anywhere the comment box shows up.
22. Advisors can access client feedback via messages
Returning to your view, these comments will appear in your messages tab. You will also get an email when a client shares feedback with you.