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Present clients with different cruise options
Present clients with different cruise options

Using multiple itineraries to present clients with entirely separate cruise options.

David Shull avatar
Written by David Shull
Updated over a year ago

Cruising launches on September 28, 2023

1. From the itinerary tab select "Add Option"

A new tab bar allows you to add entirely new itineraries to the planning process

From the itinerary tab select "Add Option"

2. Complete the basic itinerary information

You can skip to "Create Itinerary" if you plan to add a cruise library item as most of this information will be pre-filled for you.

Complete the basic itinerary information

3. You can edit an itinerary at any time by clicking the action menu

This is where you can edit the description, cover photo, and other information.

You can edit an itinerary at any time by clicking the action menu

4. Add a cruise to the itinerary as normal

Drag a cruise library item to the board and select the cruise you'd like to add.

Add a cruise to the itinerary as normal

5. You can toggle between board views by clicking on the tabs

You can toggle between board views by clicking on the tabs

6. Click on Preview

To see the new overview page click on preview.

Click on Preview

7. Tern's new itinerary summary page

When multiple itineraries are present your clients will see a summary view of all the itineraries and can explore each in more detail.

Tern's new itinerary summary page
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