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Setting up your Tern account

Accessing your user settings and configuring these settings prior to jumping into anything else.

5 authors12 articles
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Trip Planning

Articles about creating and managing trips

10 authors47 articles
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Contacts

Articles about the contacts (CRM) functionality in Tern

8 authors12 articles
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Importing Contact Data Into Tern

Information on how to import data into Tern using our new contact importer

2 authors10 articles
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Credit Card Authorization, Pricing, & Payment Groups

Information on credit card authorization in Tern

8 authors16 articles
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Cruises

Information on Tern's cruise feature

4 authors12 articles
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Flight Tracker

Information on Tern's flight integration.

3 authors5 articles
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Emails & Messaging

Navigating configuring your email in Tern and optimizing messaging

5 authors10 articles
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Getting Started With Tern

Articles on how to get going in the Tern product

3 authors3 articles
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Sharing feedback with the Tern team

We want your feedback! Here's how to share it...

1 author1 article
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Security and Data

Questions about Tern's infrastructure, data protection, and security

3 authors3 articles
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Proposals and Itineraries

Information about sharing proposals/itineraries with clients.

5 authors7 articles
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Resources for Travelers

Help articles for travelers on how to use Tern

2 authors4 articles
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FAQs
1 author3 articles
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Agencies

Articles about managing your agency on Tern

11 authors43 articles
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Welcome to Tern

Articles used in Tern's onboarding experience

5 authors11 articles
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Collaboration

Work with individuals, agencies, or groups in Tern

4 authors8 articles
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Group Travel

Create and manage group trips in Tern

2 authors6 articles
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Scaled Management

Tools to manage data across the platform

2 authors2 articles
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Reporting

Learn about all things reporting and analytics

6 authors26 articles
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Library

Configuring your library in Tern

6 authors13 articles
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Commission Reconciliation

Learn about reconciling commission and tracking agent payouts

4 authors16 articles
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Account Orientation & Agency Setup

These resources teach how to properly configure your agency in Tern, including key settings for your agency details, team, and financial configuration. You’ll also get an introduction to your core managed items—contacts and suppliers.

4 authors7 articles
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Product Webinars

Helpful resources for new and improved capabilities in Tern announced at our quarterly webinars

3 authors3 articles
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Tern Partnership Resources

If your agency or host is using Tern, find relevant information related to your setup, training, or access within this folder.

9 authors12 articles
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AI

AI Features in Tern

3 authors10 articles
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Lucia

Steps for using the Lucia platform

1 author19 articles