Skip to main content
All Collections
Trip Planning
Trip Planning

Articles about creating and managing trips

Creating a Trip in 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 Pixabay 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 discern 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 manage group travel in TernBest practices for managing groups in Tern before our groups product launches in 2024.
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.
Automation in TernAn end to end guide to automating emails & task creation in Tern
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
Changes to activity statuses