Email Template: Creating Your Tern Account
Companion Help Documentation for Techy Tuesday
We all know Email Templates save a lot of time, so here's a freebie for you! This is an example of an email template to use when introducing your clients to Tern as they set up their traveler account.
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Subject: Next Steps: Create a Tern Account
Dear [Client],
It was wonderful speaking with you about your upcoming vacation. You can expect to hear from me with details about your proposal within (INSERT DAYS).
While I’m off building your amazing vacation, here are some next steps for you to complete to ensure that you’ll be able to approve your vacation proposal and later, securely authorize payments.
To approve a proposal or authorize a credit card, we use a secure system through Tern (the handy technology that my team uses to plan your vacation!).
Here’s a step-by-step guide through the process of creating an account on Tern, ensuring that your travel information remains secure and easily accessible.
But first, Why Create an Account?
We understand the hesitation around managing yet another account and remembering another password. However, when it comes to travel, safeguarding sensitive data like passport information and confirmation numbers is crucial. Creating an account with Tern helps us ensure the security of your information, giving you peace of mind throughout your journey.
There are two ways to sign up for a Tern account: Website and the app. However, I’m going to recommend creating an account first on the web, and then downloading the app - it’s much easier in my experience!
If you’re more of a visual learner, click here to see a video of the process!
Create an Account by signing up on the web:
Click here to sign up for an account with Tern
Note, You can find this option either at the top of your itinerary where it says "Sign up" or by visitingthe web address linked above.
Enter Your Email: Be sure to use the same email your travel advisor shared the itinerary with to match your account with the information provided.
Alternatively, you can create an account using your gmail by clicking “Sign Up with Google”
Choose a Secure Password: Make sure to note the password requirements for security purposes.
Click "Sign Up": Once your details are entered, click on the "Sign Up" button.
Enter Your Name, Phone Number, and Location: Complete these fields to personalize your account.
Select "I'm Traveling and My Advisor Suggested Tern…": This step is crucial for creating a free account that grants you access to your travel details.
Confirmation and Validation: After signing up, you'll receive a confirmation email from Tern. Simply validate your email to unlock access to all your trip information.
Once you’ve created an account - download the app!
First, download the app using the links below:
Log in with your email address and password to start viewing your itineraries.
That's it! With your account set up, you'll have instant access to your travel itinerary, ensuring a smooth and stress-free journey.
If you have any questions or encounter any issues during the sign-up process, feel free to reach out to me for assistance.
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