All Collections
Agencies
Articles about managing your agency on Tern
Tern Agency: Team ManagementCreate an agency, add seats, and manage your team on Tern
Tern Agency: Commission ReconciliationA guide to your agency commission dashboard - view all agent bookings, log supplier payments, export to pay your agents, and more
Tern Agency: RoadmapA guide to which agency feature are coming when, and how to sign up for early access
Tern Agency: Reporting DashboardA guide to your agency reporting dashboard
Will my personal seat be refunded if I move to an agency seat?A frequently asked question:
Selecting the billing cadence for Agency SeatsHelpful information for users when selecting the billing cadence for agency seats.
Agents: managing your default agencyLearn what a default agency is, and how to set up yours in Tern
Is a free trial available for my agents?
What is agency pricing?A breakdown of Agency pricing in Tern
Do I have to use paid seats for my agency?How should I think about purchasing agency seats vs not?
How do I join an agency?If your agency is using Tern, there are a few ways to join.
How do I create an agency?Learn how to create an agency from a new or existing Tern subscription and invite your team to your agency in Tern.
How do I Log an Activity or Sale with my Agency in Tern?Mark an item as booked so that it shows up in your agency's commissions and reports.
What is the difference between an Agency Owner and an Agency Admin?An Agency Owner sets up the agency and can transfer ownership. An Agency Admin manages team and billing.
Will my agency be able to see all my data?Any bookings you log with your agency will be seen by your agency owner and admin.
How do I share content with my agency?Turn on the agency toggle in template sharing to automatically share with your agency.
Do I have to pay for my advisors for them to join my agency?
When should I use an Agency vs a Community?Agency Sharing vs Community Sharing
Is there an extra cost for the agency features?
Agency Owners: What happens to a team member's trips when they leave the team?What happens to a team member's trips when they leave the team?
Agents: Commission TrackingA guide for agents (within an agency on Tern) to track commission and payment status
Agents: Reporting DashboardA guide for agents (within an agency on Tern) to report on sales and commission
Import agency bookings into TernLearn how to import historical bookings into your agency account in Tern