Account Orientation & Agency Setup
These resources teach how to properly configure your agency in Tern, including key settings for your agency details, team, and financial configuration. You’ll also get an introduction to your core managed items—contacts and suppliers.
Overview for Agency Owners: Setting up your account on Tern
Agency Details: Account & Business Settings
Security, Waivers & Agreements, and Trip SettingsProtect your Tern account and your travel business with these settings.
Agency Financial SettingsA guide to setting up commission and finances in Tern
Agency Booking RequirementsLearn about agency booking requirements
Agency Managed Items in TernManaging your agency’s data keeps your operations running smoothly and ensures your team works efficiently with accurate, consistent information.
Agency Setup in Tern: FAQ for Agency OwnersSummarized Q&A from December 17, 2025 Agency Owner Training Series
