Tern
Go to https://app.tern.travel
1. Click on 'Contacts' on the top navigation bar
2. Click on 'New Contact'
3. Enter in the details for the contact record you're creating
Notes:
Make sure you're not duplicating contact records. Over time, you'll want a clean CRM so making sure everything about one individual is stored on a single contact record will be important for data cleanliness.
Make sure you discern what 'Contact Type' this is. Over time, Tern will enhance collaboration functionality between you and other contact types (eg: suppliers, advisors, admins.) so it's important that designation is accurate.
4. When you've entered in all of the details, click on 'Save'
This will now save your new contact record and take you to that contacts page where you can add even more information about that individual.
ℹ️ Continue on to the other 'Contacts' articles for more information on the other tabs within a contact record.
Frequently Asked Questions:
Q: Can I add a client to a trip if they don't have an email address (for example, a child)?
A: Yes. You can add travelers to a trip without an email address. The only requirement is that each trip has one primary contact, and that primary contact must have an email address. Tern uses the primary contact's email to send trip communications and notifications.
Additional travelers — including children or anyone without their own email — can be added to the trip without one.