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 The red dot indicates unpublished changes, which disappear once published.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.
Note: The email composer includes a "Send me a copy" checkbox that is checked by default. Uncheck it before sending if you don't need a copy sent to yourself. There is currently no global setting to change this default — each email needs to be unchecked individually. If you'd like a permanent preference added, submit feedback through the Help tab in Tern.
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A flashing red dot indicates that there are unpublished changes.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.
What happens if an activity's dates don't match the itinerary?
When you publish, Tern checks whether any activities have dates that fall outside the itinerary's date range — for example, an activity that ends after the itinerary end date.
If Tern finds a problem, you'll see two flashes at the same time:
A success confirmation that the trip published.
A warning that lists the specific activity and what's wrong (e.g., "Paris Hotel ends after the itinerary end date").
The warning includes a Review link that takes you directly to that activity's edit page.
Publishing is not blocked. Your client sees the published trip immediately. The warning is there to help you catch and fix issues before your client notices them.
To fix the issue: click Review, correct the activity's dates, then republish. Republishing won't change your client's link.
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 content behind the itinerary link is updated. If a client already has a link to your itinerary, that same link will show them the most current published version. You do not need to send your client a new link each time you republish.
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.
FAQ
FAQ
Q: What does the blinking red dot mean in Tern?
A: The blinking red dot is an attention indicator. On the Publish button, it means you have unpublished changes — click Publish to push them live and clear the dot. On the client itinerary's next steps panel, it means there are option blocks waiting for your client to make a selection. On your dashboard, it highlights overdue payments, tasks, or expiring authorizations.