Support & Training

Can we please have a short video showing clients how to use tern to authorize payments and approve or request revisions on the itinerary?

Week-ends are my busiest time. Would you consider having week-end support for questions and problems?

Is there an automation for the agent to receive email alerts and due dates to be added to our Google Calander for upcoming payments due?

If the TernBot accepts your issue, then support should complete the support. If everyone goes home at 5pm ET and there's already a cue, the Bot should project the line and tell you that Support is not available. Cutting someone off or posting "We'll be back tomorrow" is the worst type of customer support. If you can't expand the Support hours, at least post them SOMEWHERE so we can find them. May I suggest getting Lucia to man expanded hours customer support if you don't want to pay extra staff. I don't know a single TA that stops work at 5PM and only works M-F.

The application should have at appropriate places links to Training videos or Pot casts. An independent popup window should be used to play a video. These links should not be visible to clients.

Looking to specialize in all things Tern, are you planning certification courses?

I would love to be able have a space for pronouns when making a form in the space where they put their name and email address.

Having constant issues with emails in workflows not being activated and no matter what settings I try to change them to causes them to trigger. Also, when a workflow is added that has 2 pages, if you click on the second page immediately after adding the workflow to check that all are activated, it immediately kicks out an error and you have to back out of the trip and come back in to then be able to check the second page.