Trip Planning
Articles about creating and managing trips
By Molly and 9 others10 authors46 articles
- Requiring insurance selection on a tripControl whether clients must choose an insurance option or can skip the selection screen.
- Creating a Trip in TernThis guide will take you through the initial process of creating a trip in Tern. It's the first in the series of helping you get started with Tern.
- Adding a new traveler & sharing a Tern itinerary with your clientsThis article will take you through the entire process of sharing an itinerary with your clients, including how they can sign up for Tern.
- Using Unsplash to add trip cover photos and images to activitiesThis article will walk you through how to use Pixabay to quickly add image content to your itinerary cover photo and trip activities.
- Using Option blocks to present your client with choicesIn this article we'll walk through how to use an option block to present clients with three hotel options for their trip to Cabo.
- Presenting clients with multiple trip ideasHave a client that is looking for a few different trip options? We'll cover how to use multiple itineraries in Tern to do just that.
- Duplicating a Trip in TernUse Tern's trip duplication feature to clone an existing trip and decide what data you want to bring over on the new trip.
- Trip Versioning on ItinerariesWith trip versioning you can continue to work on the original itinerary without publishing those changes to a client until you're ready.
- An Introduction to Tasks in TernIn this article we'll cover how to use tasks, task templates, and relative due dates in Tern
- Creating a new supplier in TernThis article walks you through how to create a new supplier in Tern.
- How to un-publish a tripThis article covers how to remove access to the itinerary link. Removing a client's ability to access a previously shared itinerary.
- Traveler Access & PermissionsOverview of how traveler permissions work in Tern
- FAQ: Why isn't Tern's URL parser pulling text or imagesMany websites will block "bots" from accessing their website. This makes it so that Tern can't effectively pull text or media to summarize.
- Introduction to Tern's AI Assist FeatureLearn how to quickly get trip details from email or other websites into Tern using AI Assist features!
- Trip TagsHow to add tags to trips, and use them in filtering + Workflows
- Is it possible to merge two trips?A frequently asked question: is it possible to merge two trips in Tern?
- How will I know if a client approves or makes changes to a proposal?You will get an email notification when a trip is approved.
- Improvements to option blocksThis article walks through recent changes to how option blocks work in Tern
- Separate lodging check-in/out activitiesThis article walks through setting your lodging to have a separate 'check out' activity on your board
- Details on Activity Statuses
- Separate Flight LegsThis article walks through setting your flights to have a separate 'legs' on your trip planning board and itineraries
- Changes to Commission StatusLearn about changes to commission status
- Advisors: Commission TrackingA guide for advisors to track commission (outside of an agency)
- How to Add a YouTube Video Link to a Room Description in Your ItineraryAdd YouTube links to room descriptions in itineraries to enhance client experience without leaving the page.
- Date internationalizationThis article walks through how Tern handles date formatting based on your device and browser settings
- Pre-travel itinerary sectionLearn about how to use the pre-travel section of your trip
- Set up room options for lodging in TernLearn how to set up room options that your clients can select from on lodging itinerary items
- A guide to Optional Add-OnsLearn how to make activities in your itinerary optional for your clients
- AI Assist Destination GuidesLearn how to create personalized destination guides with Tern AI Assist
- How to Split Payments on a TripThe most common ways to handle split payments during the credit card authorization process.
- Your Pricing Tab Just Got a Major Upgrade (And a New Name)Learn about recent changes to trip pricing
- Use occupancy rates to customize room option pricingTern now supports Occupancy Rates, giving advisors powerful new flexibility when pricing rooms based on the number of travelers
- Using Flexible Date Ranges for Lodging ActivitiesFlexible date ranges allow travelers to choose their own check-in and check-out dates for lodging activities
- New Text Editor
- Lodging Activity Templates: Automatically add all roomsLodging activity templates have a setting that lets you turn off adding all rooms.
- Updates to documents on trips and activitiesLearn about the latest improvements to managing documents and receipts in trips.
- Project Expedition: ToursHow to use the Tern and Project Expedition Integration
- Insurance Integrations
- Arch RoamRight Integration FAQFAQs regarding Tern's Arch RoamRight Insurance Integration
- Project Expedition: Client Tour SearchAllow your travelers to browse, select, and book tours directly from their client-facing itinerary
- ChubbLearn how to use Tern's Chubb insurance integration
- Faye Integration
- Project Expedition: Transfers (Beta)Quote, book, and confirm private transfers directly in Tern—powered by live pricing from Project Expedition.
- TrawickLearn how to use the Tern and Trawick insurance integration
- Deleting a Trip and Using Trash in Tern
- Hiding activities from travelersHow to hide activities on a trip itinerary from travelers