Summary:
There is a lot more to love about Tern than what we've covered here.
Credit card authorization is a game-changer in protecting your business.
We created a checklist to help you protect your business.
Details:
In this guide, we’ll highlight the importance of Tern's credit card authorization feature and other functionalities that enhance your workflow.
1. Exploring Additional Features
All-in-One System:
Tern offers a variety of features beyond building itineraries and proposals.
Explore the different features available on the left-hand side of the interface.
2. Credit Card Authorization Flow
Efficient Payment Processing:
Historically, accepting credit card payments required separate invoices or custom forms, which are time-consuming and less secure.
Tern's credit card authorization flow simplifies this process, creating an online checkout experience for clients.
This feature was developed in collaboration with travel agencies and experts to ensure it meets industry needs.
3. Setting Up Credit Card Authorization
Importance of Setup:
Properly setting up the credit card authorization feature is crucial for seamless operation.
Ensure security mechanisms are in place, such as two-factor authentication and established terms and conditions.
Guidance:
Refer to the "Protecting Your Business" checklist for detailed instructions on setting up these features.
4. Benefits of Credit Card Authorization
Client Experience:
Clients can review and authorize payments directly within Tern, making the process straightforward and efficient.
Secure Management:
Access credit card details, make bookings, and manage payments securely within the system.
Conclusion
Complete the Checklist:
Finish the trip-building checklist to ensure all features are set up and ready to use.
Explore additional lessons and resources for further guidance.