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 The red dot indicates unpublished changes, which disappear once published.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.
2. Locate and Click on Publish:
The Publish button is located in the top-right corner of the itinerary builder.
If you don't see the Publish button, you might be in the template tab rather than an active trip. To resolve this, navigate to the Library, select Template, click the three dots next to the desired template, and choose "Create Trip from Template".
A flashing red dot indicates that there are unpublished changes.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.
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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make further changes to the itinerary (e.g., adding an activity in Sorrento), a red dot will appear again, indicating unpublished changes.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.
Tern uses a versioning system, meaning changes made after the last published version won't be visible to your clients until republished.
2. 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.
All updates, including new booking details or corrected information, are immediately reflected in the shared itinerary link.
Republishing is essential after adding important updates like booking confirmation numbers or payment receipts.
5. Additional Tips
Protecting Your Business:
Consider watching the video on protecting your business with Tern, which covers topics like credit card authorization.
2. Using Templates Effectively:
Templates serve as guides for creating new trips with a standardized structure.
To create a trip from a template, navigate to the Library, select Template, click the three dots next to the desired template, and choose "Create Trip from Template".
Once the new trip is created, you can add clients and publish the itinerary as needed.
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.