To join an agency you do not need to delete your personal account. To join an existing agency follow these steps:
If you're being invited to an existing agency
If they haven't already, ask your agency to invite you to join them.
You should get an email to join their agency, accept the invite by clicking the link in the email.
Tern will walk you through joining the agency.
Optional: if the agency is paying for your subscription you can cancel your personal subscription so you're not double paying. You can cancel your subscription in your user settings, learn more here: Updating your Tern Plan
If you want to create a new agency
Go to your user settings (click on your avatar in the top right)
Click Set Up Agency
Enter the details about your agency
Decide if you want to purchase seats for your agency now or later
If you want to move yourself to a paid agency seat you can assign yourself a paid seat. You should then cancel your personal subscription.
FAQ
How long do I have before my account is permanently deleted?
After requesting deletion, there is a 20-day grace period before your account is permanently removed. During this time you can still log in and use Tern normally. There is no self-serve option to cancel the deletion — contact Tern Support if you change your mind.
I deleted my traveler account but now I want to join an agency as an advisor. What do I do?
If your account was originally created as a traveler (client), agencies won't be able to invite your email to join as an advisor — even after deletion. Contact Tern Support with the email address and we can update your account type so you can accept the invitation.