Proposals and Itineraries
Information about sharing proposals/itineraries with clients.
By Ellen and 5 others6 authors7 articles
Tern for Travelers Mobile App OverviewTravelers can easily access their trip itinerary on the go with Tern’s native mobile app for travelers.
How can my clients access documents in Tern?Your clients can access documents via the Tern itinerary when they are logged in, have full access, and the document has been shared.
Using Loom to Walk Your Client Through Their ProposalTry using loom to personalize your client experience, while also helping them navigate their proposal in Tern.
How to Download an Itinerary as a PDFHow advisors and travelers can download a Tern itinerary as a PDF
How to Create a Booking in TernCreate a booking in Tern without creating a full itinerary
Overnight flight arrivalsHow Tern handles overnight flights and multi-leg itineraries to ensure arrival blocks appear on the correct day for advisors and clients.
How to build and use itinerary templatesSave time by grouping your most-used activity blocks into a reusable itinerary template - build it once in your Library and apply it to any trip in a single click.