Proposals and Itineraries
Information about sharing proposals/itineraries with clients.
By Ellen and 5 others6 authors9 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.
- How to import ALG Vacations reservations into TernStep-by-step guide to connecting your ALGV account and importing ALGV reservations into Tern trips, including the data sharing agreement and chat import.
- Itinerary View TrackingHow Tern tracks when travelers open the itinerary you shared with them, where to see those views, and what the tracking can and cannot tell you.