Travel Planners International
This collection is for TPI advisors interested in or currently using Tern via the TPI agency partnership.
By Grace and 6 others7 authors10 articles
- How to Leverage Lucia as a TPI AdvisorThis guide helps TPI advisors moving to Tern use the Lucia partnership to get a discount on support services.
- Historical TPISuitcase bookings during your Tern migrationWhat to do (and not do) with your existing TPISuitcase bookings while you migrate to Tern, and how to handle new bookings in the meantime.
- How TPI Advisors Can Get Started with TernIf you’re a TPI advisor joining Tern, we’re so excited to welcome you! 🎉 Use this article to get started with accepting your invite!
- FAQ: Tern to TPISuitcase Integration
- TPI Advisors: What to Expect as TPI Moves to TernWhat's happening now, the key dates for TPI's move to Tern (November 19 cutover, December 1 back-office go-live), and what happens to your data.
- TPI Advisors: Using Tern During Early AccessWhat to use Tern for before the November 19 cutover: net-new trips, the one-way sync, existing bookings, Quick Submit, and contacts.
- TPI Advisors: Pricing, Licenses, and Billing QuestionsWhere TPI advisors should go with questions about pricing, membership fees, existing subscriptions, and AI upgrades.
- TPI Associate Advisors: Getting Set Up in TernWhen TPI associate advisors get their invite, how to accept it, what to expect, and how Main Advisors add their associates.
- TPI Advisors: What Happens to Bookings You Already Have in TernAlready had bookings in Tern before joining TPI? What to do with each one, depending on its accreditation, and what happens at migration.
- Commission Split Set Up for TPI AdvisorsHow TPI advisors set up their host split, their own split, and associate splits in Tern.