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Why can't my client approve an itinerary?
Why can't my client approve an itinerary?

steps to ensure your client has access to approve an itinerary

Ellen Longley avatar
Written by Ellen Longley
Updated this week

To perform actions like approving an itinerary or authorizing a credit card payment, the client needs a Tern Traveler account.

Moreover, they must be logged into their Tern Traveler account with the exact email address that matches the one listed on their contact record.

If a client encounters difficulty accessing an itinerary or authorizing a credit card, follow these steps:

  1. Verify if they were logged into their Traveler account.

  2. Check their contact record to see if they have a Traveler account.

  3. Ensure that the primary email address on their contact record matches the one they used to log into their Tern Traveler account.

  4. Confirm that their email address is marked as the primary one. If not, the trip won’t be visible in their Tern account.

By completing these steps, you can assist your client in promptly accessing and completing their credit card authorization.

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