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5. Previewing your Itineraries
5. Previewing your Itineraries
David Shull avatar
Written by David Shull
Updated over 6 months ago

Summary

  • From the itinerary tab click "Preview"

  • Explore!

Walkthrough

1. Previewing the Itinerary

  1. 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

  1. Customize Your Brand:

    • If your preview shows a plain brand box, take a break to customize your branding. We have

    • 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.

3. Reviewing the Itinerary

  1. Scroll Through the Itinerary:

    • Scroll down to see the full itinerary.

    • Option blocks, like the ones added for hotel choices, will be displayed.

  2. 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

  1. 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.

  2. Port Information:

    • Each port will have a map, which can be overridden with a photo if desired.

5. Toggle Between Views

  1. Daily Overview:

    • At the top, you can toggle to a daily overview for a more compact view of the trip.

6. Pricing Tab

  1. 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.

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