All Collections
FAQs
How to attach my birthday automation to all contacts?
Automatic flight details updates in Tern
Rearranging itinerary sequences in Tern
How can I incorporate the client agreement with Terms and Conditions into the forms for clients to agree to?
Why don't I have the Independent Bookings option in the commissions tab?
How to use the non-commissionable feature for individual bookings?
Why can't I see the documents for my trip?
Why didn't I receive flight delay notifications while my client did?
Resolving 'Shared with Me' tab absences in Trips
How do I add travelers and send them the itinerary in Tern?
Requesting change in travel dates
Why aren't my workflow emails sending in Tern?
How do I adjust task reminders for birthdays to appear earlier in Tern?
Do each agent need to set up their own Terms and Conditions?
Does an Owner see everything like an Admin does?
Cruise Cabin Pricing Showing Incorrectly as Per Night
Instalment Payment Management and Handling Negative Balances
Tracking costs for FAMs in Tern
Understanding sub-trips in Tern
How Euros are displayed in Tern
Can I use Google Calendar for scheduling if my email is with Zoho?
What should I do if the formatting in Tern breaks during use?
I have not received a confirmation email with the webinar zoom link. What should I do?
Can clients listed as primary contacts access the documents tab on mobile?
Why can't some clients see the document tab even though it's visible in the preview?
How can I remove the balance for a booking supplier?
Why aren't my email reminders in the correct order?
Does the AI Assistant import flight times?
How can I correct the supplier name in the 'Booking & Pricing' tab?
Can I start over if my Stripe account is verified as an individual?
How to split payments for a trip among several people?
Resending itinerary link necessities
Challenges adding a client to a trip
What should a traveler do if prompted to select "I'm Traveling and My Advisor Suggested Tern"?
Deleting a proposal trip after saving hotel activities
What should I do if a group member can't access their trip on Tern Traveler?
Clearing completed trips from the Tern app
How can I add a confirmation number in the commissions booking section?
Can I add custom fields in the "Other Travel Preferences" section?
Is there a commission tracking feature for solo agents?
Is there a tracking feature for single member agencies in the base product?
What features are available for sharing notes within the company?
How do I handle multiple insurance policies for separate travelers under one itinerary?
Can everyone on an itinerary see the credit card information?
Is there a notification setting for when a client accepts or declines insurance in Tern?
What fees are associated with using Tern and Stripe?
Why is my automation triggering immediately instead of on a specified due date?
Does the payment automation repeat for multiple payment dates or just the final payment?
How to handle and record service fees outside of Tern without using Stripe
Getting Room Options to Appear During Client Testing
Quoting Different Cabin Types for Cruises
How can I show individual prices in a package instead of creating separate packages for upgrades?
How can I show individual pricing within a package to let clients choose inclusions?
Why can't my client authorize a credit card payment?
How can I access credit card information in Tern to make bookings with suppliers?
What if refreshing the page doesn't solve access issues?
I added documents to a cruise itinerary but can't see them in preview. Where should they appear?
Can someone help me create feedback for adding a document category under documents, document type?
How can I mark an activity as non-commissionable?
Why are empty days still visible in itinerary previews?
What should I do if itinerary planning tab troubleshooting steps do not work?
How to hide days in Tern itineraries
How can I resolve an issue with the itinerary planning tab not working?
Mitigating duplications in birthdays and automations
Why Do Updates Cause Duplicate Tasks to Show Overdue?
How can I switch myself to a paid seat in Tern?
How can I add an agent to my team in Tern?
Removing client visibility from a trip
How to Publish Tasks for the Global Task List?
Why can't trip collaborators authorize payment?
Tracking Client Selections for Cruise Lodging
Dealing with Unselected Options Upon Itinerary Finalization
Resolving traveler email removal but persistent trip email issue
When will the update for importing loyalty programs be ready?
How do I set up cruise pricing with different room options in the app?
How can I align client authorizations with payments in Tern when using Stripe?
How can I tell if the client has opened up the link to review the trip?
Can clients edit the itinerary directly?
Is there a way to collect credit card authorizations from multiple cards on a single itinerary?
Client acceptance steps for trip quotes
Creating sub-trips from pre-assigned room lists
Do I need a separate Stripe account to use the Stripe feature with Tern?
Where can I find help for workflow and automation setup in Tern?
Can I create workflows using Tern's group functionality for retreats?
Can Tern collect money from clients?
Next Month's Charge Adjustment After Initial Overpayment
Room Pricing Per Room Per Night Issues
Restoring AI Assist connectivity after issues
Hiding itineraries post-travel completion
How can I mark contacts as clients of specific agents?
How do I create a family profile with a primary client and other family members?
Is it possible to add insurance information without uploading terms and conditions?
Why are accommodations invisible after PDF uploads?
Client change request recognition
What is the current situation with the paid seats and what needs to be done?
How can I invite team members and manage subscriptions for my agency on Tern?
Posting payments for trips during CRM transition
Can I automatically CC my assistants on Tern emails?
How can I set up automation for group trips in Tern?
Resending authorization code email for self-service signup
How to remove the 'Approve Itinerary' option in Tern itineraries?
How can I share an itinerary with my client?
Selecting multiple travelers for a trip in the overview
Removing images from Tern activity descriptions
Can I get credit for referring someone who signed up without using my referral link?
Removing rejected option tabs from client view
How can I delete my data after canceling my subscription?
Can I receive a reminder email 3 days before client departure?
How to set up a reminder for pre-departure emails?
How can I set hostel room prices in a cruise itinerary without multiplying costs?
How do I set up a group trip with different departure dates and prices for different sets of clients?
What if a client receives final payment reminders instead of installment reminders?
How do final payment notifications work for trips with multiple payments?
How can I apply the Black Friday coupon to upgrade to an annual plan?
PDF document handling with supplier quotes
Duplicate expectations with self-hosted advisor trials
Does Tern offer an assistant account feature?
How do I enable Two-Factor Authentication in Tern?
What should I do if I am not receiving password reset emails?
How can I connect my email and calendar to use Tern's scheduler?
Duplicating trips in Tern
Visibility of client trip payment statuses
How can I set up a scheduler within Tern?
What would it cost to have 2 agency seats?
Posting Travel Agency terms and conditions to the trip itinerary
Adding terms and conditions authorization to a trip itinerary
I don't want to select a plan yet. Where can I go to see demos of Tern's back office offerings?
How to add events and customize options in Tern Scheduler
Importing trips booked on VCRM for future travel
How to set commission split for an IC at 60/40?
How does Tern track the commission payment date?
Can I bypass terms and conditions for insurance and payment features in Tern?
How do I set up multiple rooms with different prices and present per room costs in a trip?
Recipient Name Not Displaying in Email Templates
Offering Hotel Options Without Blank Itinerary Dates
Error Using 'Recipient First Name' Variable in Email Templates
Quoting Various Room Options in Tern
How to Create Different Task Workflows for Specific Trip Types?
I am getting an error when trying to add an itinerary shared with me.
Difference Between a Task and a Task within an Automation
Is there a way to hide the total cost of a trip and send itinerary to client?
When will the app be ready?
Can clients put their own notes in the Tern App?
Adding travelers to an itinerary: step-by-step guide
How should agents cancel their personal subscriptions when switching to agency seats?
How to resolve an itinerary download issue in Tern
Is the Black Friday deal available for existing Tern annual subscriptions?
How can I download all the bookings?
How to make automations active?
Why aren't automation dates updating with new passport information?
How can I log a refund and an Agent Service Fee for a cancelled booking in Tern?
How can I keep the support pop-up hidden until new messages arrive?
Can I get a refund for a duplicate subscription?
Why does the Tern form link redirect to the sign-in page or the Trips board?
How to finalize start and end dates for a trip in Tern
Resetting a pre-filled trip planning form accessed via a shared link
How does updating a Tern form affect the sharing link?
Pricing Room Options by Total Trip Cost Instead of Per Night
Client issues with authorizations on mobile devices
Handling incomplete client forms
Understanding Remaining Balance Based on Option Pricing
Is there a way to upload multiple files at once or do I need to upload documents one by one?
How to Manage Travel Insurance Options for a Client's Itinerary in Tern?
If I upload in the document side, will it then give me the tab in the itinerary?
Where Do I Enter the Price and Commission for Annual Trip Insurance in Tern?
Why can't I upload a PDF file even though it says it's a PDF?
How can I delete a line item from a commission statement in Tern?
Does Tern automatically adjust commission for personal travel?
Where can clients see uploaded documents in Tern?
How can I cancel my subscription and receive a refund?
How long does it take for a subscription refund to be processed?
How can I match my headings with my agency's branding on the trips page?
Printing a PDF of a trip itinerary for clients
Can individual consultants (ICs) have their own branding when using agency-provided accounts?
Adding decision makers to a sub-trip and moving them
If my agency pays for a subscription, can I add a team member as a paid seat?
Can my team member use the referral code if they pay for their own membership?
How to split payment authorizations for two separate individuals?
Can my client use a gift card to pay for a trip?
I'm confused about cruise pricing. Where should I add prices?
Can someone walk me through setting things up on Tern?
Do you provide any live training for Tern?
Resolving Image Processing Issues in Email Templates
How can I handle a trip cancellation with possible credit?
What should I do if I'm having trouble uploading a PDF?
What can I do if the PDF is too large to upload?
How can I find out more about the payment made to me on Tern?
Why aren't updates to email templates applying to workflows?
Why can't I copy and paste text into Tern forms or terms & conditions?
What should I do if I'm not receiving verification texts?
How can I claim my free annual subscription after winning?
How do I export contact information from Tern?
How to set up a group itinerary and create sub-trips
Do we need to create a new trip in Tern for future bookings?
Do my clients need to create accounts to review a proposal on Tern?
Can I automate resending an itinerary?
How do I copy a multiple option from one reservation to another?
I can't unselect a hotel booking marked as 'paid.'
How to remove duplicate emails in automations?
Can I extend my free trial?
What should I do if the Tern website is not displaying correctly after making a payment?
Exceptions when adding travelers directly to a group trip
Does Tern integrate with TIS (Travel Industry Solutions)?
Why does the Inquiry trip status seem undeletable?
Can others change the terms and conditions for my suppliers in Tern?
How to automate newsletters?
Collaborating on trip management with team members
What should I do if the driver is part of the package price but requires an early deposit?
I'm receiving a message that I do not have permission to view a booking.
Can I get a notification to email hotels for reservation confirmations?
Import visibility tracking for data entries
Exporting trips from TravelJoy to Tern
Creating Day-by-Day Itinerary Hotel Options Display
Handling Client Approvals of Unselected Option Blocks
Updating flight number to reduce notifications
Does pricing need to be shown in the pricing tab?
Can you tell me more about tasks in Tern?
Why does my itinerary appear twice on the pricing page?
How can I book selected items from an itinerary and seek partial client approval?
A payment to me is not transferred. What should I do?
How to update the itinerary with a new schedule?
What to do when itinerary changes aren't showing updates?
Resolving trip visibility issues on Tern Traveler
Can I access Tern and Learn course information after completing the course?
Preserving email notifications for client payments
Can I provide feedback on the Tern system and its features?
Adjusting authorized totals in Tern without renewed authorization
Can I center an image in an email template?
Is it possible to add a PDF to an activity template?
How do I sign up for a Tern Traveler account?
Do I need a different account to create an agency in Tern?
How to change a trip to a group trip after creation
Step-by-step guide to setting up a group itinerary as a template for sub-trips
How can a client reset or turn off Two Factor authentication for an advisor's account?
Can I schedule a phone call to ask questions about Tern's agency features?
Resolving email integration errors while setting up scheduling in Tern.
Original question retrieval post-agent commentary
Associating trip emails accurately with itineraries
How to have a client agree to terms and conditions without a request form?
Incorporating email tour confirmations into itineraries
What should I do if my client can't login to the app but can on the website?
Do credit card authorizations transfer if I create a new trip?
Why can't I see my documents when I preview the itinerary?
How can I add a trip document to the Trip documents section so that it's visible to travelers?
How do I reset credit card authorizations in Tern?
Is it possible to edit cruise information from the library?
What happens if my card on file is expired when my subscription ends?
Can I cancel and refund my subscription?
How can I create a reminder for cruise clients 90 days before check-in?
Why does my Tern form link not end with '/responses/new'?
How do I generate a new URL for a Tern form?
Handling PDF download and payment issues
Why can collaborators view trip owner's commission information?
If an agent is set as an admin, do they have automatic access to all trips?
Lead passenger payment authorization management
Automatic assignment of new trips to agents via forms
How can I connect my Gmail calendar to Tern for scheduling?
Are flight status updates live on the Tern app?
How can I make sure my clients are refreshing the app correctly?
Are templates created in Tern accessible to other users?
How do I provide separate insurance quotes for different groups under one trip?
What happens when I use a saved hotel template in another itinerary?
How do I add insurance to a trip in Tern?
Understanding itinerary approval symbols
How to disable the 'Message Advisor' feature in Tern itineraries
Why does Bulk Apply Workflow based on Tags not seem to work?
What was the solution to the issue with the swirling PDF downloads?
How do I link a Stripe account across multiple Tern accounts?
Can planners record fees without affecting agency revenue if not using planning fees in Tern?
Why aren’t payment due automations getting trigger dates?
What should I do if I'm having trouble downloading a PDF?
Why does my itinerary display endless days?
Printing itinerary details from Tern
How do I delete a contact from Tern?
Can I export contacts from Tern?
Why are my automations not executing emails or tasks?
Will a task set to send after a status change apply to all existing trips?
How can I add a flight to an itinerary?
How do I switch my Tern subscription from yearly to monthly Early Bird pricing?
Steps for changing trip date range in Tern
Is the discount code still valid for use beyond September?
Adding a city information guide in your itinerary
Why trips may not show up despite having a matching email address
Why am I not seeing an email trigger date?
Why are my automated emails not sending?
Why does the link I shared not generate a preview picture or bring me to the latest published version?
Can Tasks Be Automatically Assigned to Me?
Why is the landing page link not showing updated information when clicked from Facebook?
Is Unassigned Task Preventing Email Notifications?
What to do when facing "Provided calendar_id does not exist" error while adding a scheduling page?
Are past trips saved in the Tern app for clients?
Can I use my personal work email for Tern account authentication and a different email for the scheduler?
Creating a Group Trip itinerary and landing page for proposals
Creating a new trip from a Trip Request Form in Tern
How can I invite team members without prompting them for payment?
My client does not see the restaurant recommendations in the itinerary, only the transfer and hotel. What should I do?
How to create a new trip from an old trip
Learning about the group features and operation
Troubleshooting Payment Authorization in Option Blocks
Setting Up Optional Add-ons Like Dinner or Excursions Outside Set Package Price
Manually purchasing trip components
How can I email an itinerary to myself?
Can people who are not travelers on the trip view the itinerary?
Can I book a meeting with your partnerships team?
How can I cancel my subscription?
What happens when "Set Automation to active when applied" is toggled on?
Why aren't certain bookings showing up in our agency reports?
How do I collect payment on three different staterooms in one trip?
Is it possible to erase all automations and start over?
Am I able to move bookings from TravelESolutions (TESS) as bookings, or just for commission records?
Handling payments for shared itineraries with separate clients
Pasting Text into Descriptions Without Formatting Issues
Will I receive an email when my refund is completed?
How can I incorporate my certifications into my email signature?
Manually adding sub-trips and choosing cabin options
How can I add CLIA, IATA, and ACTA certification images and social media links to my profile?
Filtering out sub-trips to display only group trips
Tern Import feature design scope
Alterations in Trip Request form itemization
How to access and share itinerary links
Will itinerary updates require a new link to share?
What do I do if I accidentally uploaded the wrong file to a contact's profile?
Sub-trip visibility following group transition
Is the import function smart enough to not duplicate contacts?
Collapsing sub-trip visibility for clarity
What is the difference between 'My independent bookings' and 'My Agency's Name'?
Where should I upload the files, per entry or to the Documents Tab in the side of the Tern site?
Can I upload a picture of client passports to Tern?
How can I remove individual cruise port stops in the reporting table?
Can I Mass Delete Incomplete Tasks?
Why is my agency's subscription inactive despite being completed?
How does the timing work for tasks when using a 1-day setting instead of 0 days?
Can you send email reminders for tasks with zero days due date?
How to update the header image for multiple itinerary options
Can I upload and parse a PDF confirmation for my itinerary?
Instructions for deleting a day from an itinerary
Why is there a constant 'Generating Itinerary PDF' message?
How can I make updates to my terms and conditions language?
Why are commission splits not auto-populating correctly?
Why can't I see trips assigned to my agency?
Is the form description section customizable for quoting fees?
How can I change from monthly to yearly billing?
Family registration with Tern management
Handling partial payments during CRM transition
What kind of pricing is available for an agency with multiple associates?
Why am I unable to access my trip on Tern Traveler?
I can't see my client's trip on the Tern app. What should I do?
Adding Room Type Options in Tern
Adjusting travel dates post-travel without cancellations
Why Aren't My Tasks Sending Email Notifications?
How can I keep original authorizations while setting up a new group trip?
Showcasing Three Room Options in a Disney Proposal
Setting separate costs for individuals with different departure points
Resolution for 'Approve Itinerary' visibility issues
Resolving Description Box Jumping Issue
When will my Tern subscription charges take place?
Do I need to manually add fees to my service fee invoice?
Does Tern integrate with Sabre or other GDS systems?
How can I reset a trip to Planning status in Tern?
How can I transfer templates from Travel Joy to Tern?
Can I assign colors to custom trip statuses for easy differentiation?
Why isn’t my newly created automation triggering on trip creation?
What to do if text isn't pasting despite following instructions?
How can I check my current subscription plan details?
How can I cancel my Tern subscription?
Will changing to a paid agency seat convert my individual subscription?
Adding Pricing to an Itinerary After Creating a Supplier
Who do I email for support after disconnecting my account from Tern?
Indicating payment completion via manual input
What should I do if I'm experiencing a problem on the website?
Tracking external payments within Tern via TravelJoy setup
Effect of Avalon cruise template issues on itineraries
Steps if encountering errors deleting an itinerary option
How do I save an itinerary as a template in Tern?
How can I create a visually appealing image for trip proposals?
What steps should Legato agents take if they are not listed as paid seats?
Reviewing itinerary discrepancies and cruise partner issues
Collaboration persistence when duplicating trips
How do I set up agency seats for my merging agencies?
Troubleshooting margins shifting during itinerary room inclusion
Printing just an invoice for a trip
Setting up forms for self-service sign-up
Error message when scheduling a restaurant reservation: troubleshooting
Can I generate an invoice for payment?
How to set up a birthday automation?
Understanding why individual options show pricing in Tern
What happens to charges after I cancel my subscription?
How to obtain a comprehensive itinerary PDF
How can I check if my subscription shows as canceled?
I need them to see the confirmation document.
How can a client navigate authorization options on their itinerary?
What to do if I can’t find previous authorization and credit card details?
Where can I find the authorized amounts in the system?
Why isn't my cruise itinerary appearing in the library?
How can I automate reminders for cruise check-in 90 days before departure?
How can I create a workflow and automation from a Tern form?
How can our agency set our itineraries so that everyone in our agency has viewing capabilities?
What should I do about collaborators on trips that are traveler accounts and not travel advisor accounts?
Why didn't the planned phone call automation execute?
Resolving 'Record not found' issue during payment authorization
Filtering out sub-trips after group consolidation
Total Trip Price for Multiple Travelers Not Displaying Correctly
How can I receive a refund if I was charged after my free trial ended?
Can travelers reject an itinerary?
Downloading itineraries as PDFs
How can I ensure my Terms and Conditions are included in a Planning Fee using Stripe?
Can the passport info form section include a middle name, instead of 'Given names'?
How can I create an email automation using Tern's features?
Is there a way for travelers to see the documents or are they just for agents?
Can I create automations specific to destinations like Jamaica in Tern?
Can multiple agents use the same Stripe account with Tern?
Sorting Tique Templates in Order When Uploading
Can I embed an itinerary into my website as an example?
Does Order Matter for Tique Templates?
How can I link an itinerary from my website?
Preventing Duplicate Emails in Zoho Mail Sent Folder
Addressing 'Record Not Found' Error for Single Activity Conversion
Managing Dual Email Accounts in Tern
Avoiding Duplicate Cruise Itinerary with Multiple Rooms
Why is my client unable to fully support the Tern app on their iPhone?
Do clients need a Tern traveler account to download a PDF of their trip?
How to change the date in Tern itineraries
What are the demo and learning opportunities available for learning Tern?
Why can't I add a flight in AI Assist?
How do I switch from a yearly to a monthly subscription?
When is a task created for the final payment reminder automation?
Can I use a placeholder for a client name in an automation email?
How can I request a refund if I cancel my subscription?
How can I add a background to my 'business card' on the itinerary?
Troubleshooting steps if creating a trip doesn't proceed as expected
Why can't I see my trips in the Tern traveler account?
I created my account incorrectly. How can I correct it without creating a new one?
Can clients see the notes section?
What are the benefits of using only a portion of Tern's offerings alongside existing host agency tools?
Does Tern have a 'Trip Budget' element in the 'Forms' section?
Determine impact of traveler removal on existing payments
How can I schedule a Zoom for a quick help lesson?
Why are appointments showing on Google Calendar without a name, just as 'itinerary review'?
Traveler access permissions impacting payment authorization
Why is there a 'Read-only calendar' error when syncing?
Locating initial client waiver viewing
Including confirmation numbers in flight subject lines
Canceling an itinerary item in Tern
How do I know if a client's payment is late?
What issue are my clients having with PDFs and payments?
Why am I not seeing a documents section in the Tern app?
How do I ensure insurance is included in my commission report?
Can I enter the total number of travelers without adding each traveler's name?
How can travelers update their passport details in Tern?
Is MAD currency available in Tern?
Are fees and taxes displayed separately in Tern?
What are the steps to set up a team training session?
How can I add a team member to my subscription in Tern?
Why are my PDFs not working with AI assist in Tern?
Changing dates for a trip option when it won't let you
Why can't I log into Tern through a Facebook link using my Google account?
Collapsing subtrips in the dashboard
Even using that link, when I go to sign in, it says the link is not private.
What to do if no cruises are found with suggested dates or names?
What should I do if a specific cruise isn't in the database?
Tern and Learn is down. It says the website is not secure.
Why does the Reporting Dashboard show the total amount received from vendors?
How do I remove the $0 value under the commissions booking tab?
How can I request a feature in Tern?
Why was I charged for a Tern subscription through an agency?
Is there a workaround for misaligned tasks and email notifications?
Can I find the import ID in Tern anywhere or do I find that in my spreadsheet used for importing?
How can I navigate back to the 'Edit Booking' screen in Tern to update booking details?
Can Tern send birthday or anniversary reminders on the same day?
Where is the tag management section found?
What should I do to update personal accounts to agency accounts without multiple charges?
How can I ensure the free trial applies to new team members I invite during the trial period?
I don't see a 'save' button when creating a trip tag. What should I do?
Accessing itineraries in Tern
How to disconnect only the scheduler while keeping email connected in Tern?
Can travelers update their profiles during payment authorization?
Are my notes visible to others in the company?
Can I send the credit card authorization and insurance opt-in options together?
How can we share information within our company and maintain privacy?
What are the options for allowing my assistant access to Tern?
Can I Snooze or Delay All Tasks Associated with a Trip?
Resolving hidden trip visibility
How to Remove a Workflow or Tasks from a Trip?
Building trips planned for the future
How do I schedule a meeting with the Tern partnerships team?
Providing Individual Pricing Within a Package
Troubleshooting error messages when accessing trip information
Details replication from a group trip to sub trips
Deleting Items from Multiple Options in an Option Block
Validation for trip uploads and trip IDs
Assigning itineraries to colleagues sans reassignment feature
How do I delete all text in a Terms and Conditions template?
How can I create an automation to send emails after a trip request is received?
Resolving PDF upload errors on booking platforms
Adding traveler names to a group trip
Why can't my client see the documents tab?
How do I reconcile sales and commissions to avoid double revenue?
How can I enter commissions to view expected commissions due in Tern?
Where should I add a booking invoice for a cruise?
How do I find a specific Princess cruise itinerary?