Here's how to create a new Agency in Tern. First we'll cover how to create an agency if you are new to Tern and do not yet have a subscription. If you already have a Tern subscription, skip to this step!
Agency owner sign-up
If you are new to Tern, you will go through our sign up process normally.
Get started now by going to https://app.tern.travel/signups/new
A few things to keep in mind as you go through our regular sign-up process:
You'll sign up as a regular advisor account, and set up your agency later
You will choose a regular advisor subscription plan, before moving to Agency pricing if you choose to do so. This allows you to do our regular 2 week trial and get a feel for our product before purchasing seats in bulk.
That's it! Once you have set up your subscription, you will have full access to Tern's regular advisor product to start familiarizing yourself with before setting up your agency.
Creating an agency account
To set up an agency, start by selecting 'Settings' under your profile drop-down
Next, click on Agency Details and select 'Set Up Agency'
Fill out your basic agency details
Select the number of seats you'd like to purchase
Or, skip this for now. Please note that if you do skip purchasing seats you will still be able to invite agents to your team in Tern, but they will cover the full cost of their Tern subscription (and not receive a discounted price point).
Enter payment details in Stripe checkout
You're all set up! You'll be launched onto your Agency team management page
Moving your subscription over
If you'd like to add yourself as a paid seat under your agency, select 'edit details'
Then toggle yourself to a paid seat type -
You'll also be prompted to cancel your existing personal subscription, so you aren't paying twice
Inviting teammates
First, select the 'Invite Teammates' button
Next, copy and paste in the email addresses of the agents you'd like to invite
Please note that as of right now, you'll need to format this as a comma separated list. Let us know if you have any difficulties there by contacting support!
Tip: you can use a service like this to help: https://convert.town/column-to-comma-separated-list
You'll also be able to toggle between whether this is a paid or free seat.
As a reminder, if you select a 'free seat', your agent would need to set up their own subscription through Tern directly, and would not receive the volume discounted rate outlined above
You'll see the list of agents you invited, with an 'invited' status
Managing your team
As your team accepts your invite to Tern, you'll see their status update to 'active'
To make changes to your team, click the action menu from their row on the table
From here you can update their commission split, toggle whether their seat is paid or not, and change their role
Deactivating agents
If you choose 'remove from agency', you'll see a confirmation modal with additional information
The agent will receive an email once you confirm deactivation
Roles in Tern
Owner: the first person who sets up the agency (permissions are the same as 'admin')
Admin: can manage team members and access/edit billing
Agent: as of right now, agents will just show up under your team, and you can optionally manage their subscription through Tern. As we build out more features, they'll be able to sync activity data to your for commission reconciliation & reporting