Ensure your itinerary looks perfect by clicking on the "Preview" button at the top right.

A flashing red dot indicates that there are unpublished changes.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.

After publishing, you can copy the shareable link and send it to your clients. This link allows them to access the updated itinerary.

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.

Enter the individual traveler’s email address and subject line.

Create and use email templates for repetitive content. This saves time and ensures consistency.

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make further changes to the itinerary (e.g., adding an activity in Sorrento), a red dot will appear again, indicating unpublished changes.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.

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 Clients will always see the most current version of the itinerary, ensuring they never view outdated information.

Consider watching the video on protecting your business with Tern, which covers topics like credit card authorization.