Summary
From the itinerary tab click "Preview"
Explore!
Walkthrough
1. Previewing the Itinerary
Access Preview Mode:
From the trips page on the itinerary tab, go to the top right of the itinerary page and click on "Preview."
This will display the detailed and interactive itinerary for your clients.
2. Branding Your Proposal
Customize Your Brand:
If your preview shows a plain brand box, take a break to customize your branding.
Click on the tasks button on the right-hand side and follow the checklist for building your brand.
Add your photo, background, and logo to make your page visually appealing.
Access the customize my brand checklist
3. Reviewing the Itinerary
Scroll Through the Itinerary:
Scroll down to see the full itinerary.
Option blocks, like the ones added for hotel choices, will be displayed.
Adding Media:
Ensure you’ve added photos to activities. Default placeholders will appear if no photo is added.
Use the media library to add relevant images, enhancing the visual appeal.
4. Cruise Details
Viewing Cruises:
Cruises added from Tern’s cruise library will show up with detailed information.
This includes details about the cruise line, ship, deck plans, and photos, all automatically populated.
Port Information:
Each port will have a map, which can be overridden with a photo if desired.
5. Toggle Between Views
Daily Overview:
At the top, you can toggle to a daily overview for a more compact view of the trip.
6. Pricing Tab
Adding Pricing Details:
If you add pricing information, it will appear in the pricing tab.
This includes the overall cost, credit card authorizations, and other financial details.
By following these steps, you can create a detailed, visually appealing, and interactive proposal for your clients in Tern. This enhances the client experience and showcases your attention to detail and branding.
You have now successfully created a beautiful proposal using Tern! Continue to the next lesson to explore more features and refine your proposals further.