Tern

This article walks through the process of creating an account in Tern to access your advisor crafted itineraries and proposals.

How to create an account as a traveler

The Tern for Travelers mobile app allows you to easily access your trip itinerary on the go.

How to access your itinerary on mobile

Learn how Tern makes the mobile app accessible when your client doesn't have access to wifi or data!

Traveler Mobile App: Offline Access

Create your Tern account effortlessly by confirming your email, giving you instant access to your itinerary

How to create or login to a traveler account by confirming your email

Molly Johnson

David Shull

Help articles for travelers on how to use Tern

Resources for Travelers

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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