Skip to main content

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 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.
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
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)
Advisors: Reporting DashboardA guide for advisors to report on sales and commission
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
Trigger an automation to send immediatelyHow to automate actions that occur immediately when a trip is created or its status changes
AI Assist Destination Guides - in betaLearn how to create personalized destination guides with Tern AI Assist
Organize activity templates with folders - in betaLearn how to manage your library with folders in Tern - now available for activity templates
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