Summary
Preview and Publish: Ensure your itinerary looks perfect by previewing it and then clicking "Publish" to make your changes live. The red dot indicates unpublished changes, which disappear once published.
Share via Link or Email: Share the itinerary with clients using a copyable link or send it directly via email from Tern. Customize emails to come from your email address for a personalized touch.
Manage Changes Easily: Make further changes to the itinerary without clients seeing them in real time. Republishing updates the itinerary link, ensuring clients always see the latest version.
Details
In this guide, we’ll show you how to publish and share your beautifully crafted itinerary with your clients.
1. Publishing the Itinerary
Preview the Itinerary:
Ensure your itinerary looks perfect by clicking on the "Preview" button at the top right.
Click on Publish:
A flashing red dot indicates that there are unpublished changes.
Click "Publish" to make your changes live. The red dot will disappear, confirming that the changes are now live.
2. Sharing the Itinerary
Copy Link:
After publishing, you can copy the shareable link and send it to your clients. This link allows them to access the updated itinerary.
Send an Email:
Click on the email tab to send the itinerary directly to your clients.
By default, the email comes from "Your Name via Tern" using a do-not-reply email address.
For a more personalized touch, connect your email to Tern so that emails come directly from your email address. This will also place the sent email in your sent folder.
Elevate your Brand with Tern Checklist
3. Customizing the Email
Add Recipient and Subject:
Enter the individual traveler’s email address and subject line.
Use Email Templates:
Create and use email templates for repetitive content. This saves time and ensures consistency.
4. Managing Changes After Publishing
Making Changes:
If you make further changes to the itinerary (e.g., adding an activity in Sorrento), a red dot will appear again, indicating unpublished changes.
You can continue to edit without clients seeing these changes in real time.
Updating Published Itinerary:
When you republish, the itinerary link is updated. Clients will always see the most current version of the itinerary, ensuring they never view outdated information.
5. Additional Tips
Protecting Your Business:
Consider watching the video on protecting your business with Tern, which covers topics like credit card authorization.
You have now successfully published and shared your first itinerary using Tern! Continue to the next lesson to learn more about advanced features and best practices.