Overview
Pricing Groups allow you to group together a set of activities under a single price for your client.
A good use-case for this is a safari you are booking through a tour company. There is a single price for the entire safari - maybe with a few up-charges based on options your client can select from. You want to build out a bunch of activities on your client’s itinerary, but need to have a single price.
Before launching Credit Card Authorization, we noticed that some advisors were using Pricing Groups to take multiple activities that will all be charged separately, and obscure the individual price points from their client. This often makes sense during the sales process when you want to bundle up pricing.
However, you will not be able to use Pricing Groups in this way if you want to use Tern for Credit Card Authorization. In the case of a chargeback, if you have a supplier who comes after you for proof that you have authorization, you need to have these things in writing for each and every charge:
Amount of charge
When it was authorized
What it was for (the specific supplier you are booking through)
What credit card it was
Learn more in our article announcing credit card authorization.
Changes to Tern
In order to help solve for this use-case without the need for Pricing Groups, and clear up how Pricing Groups should be used, we have made a few changes related to Trip Pricing.
Change 1: Renamed "Pricing Groups" to "Trip Packages"
In order to clarify how this feature should be used, we have renamed "Pricing Groups" to "Trip Packages". Trip packages should be used to group together multiple activities that have a single price (eg a tour package).
If you are just looking to remove itemized pricing from your client during the sales process, please use our new Pricing setting for this instead! Learn more below.
Change 2: New Standalone Pages for Trip Packages
You'll noticed an updated "home" for your trip packages. Instead of displaying the package details within the "accordion" drop-down on the pricing page, you'll have the ability to edit the package on it's own page. This allows us to more easily link to this package throughout your trip.
Change 3: New "Only Show Client a Grand Total" Pricing Option
This allows you to obscure itemized pricing during the sales process without removing the actual prices from individual activities in Tern. That will allow you to collect credit card authorization once you reach that step in your planning process.
More on how to set this up below -
1. First, click on "Pricing" for your trip
2. In the top right you'll see an option to "Only Show Client a Grand Total (No Subtotals)"
3. Go back to your trip view, and publish the latest changes
4. When you preview the trip and click on Pricing, you'll see there is only an estimated grand total
Note: if you have Trip Packages also set up for this trip they will be listed, without a specific price associated
