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?

A traveler's assistant who I've assigned "full access" was unable to see details of the options provided on the itinerary on a computer, but when she signed in on the app, she was able to see the details and make selections and authorize payments. Also, an option to add her as a non-traveler with full access would make creating the itinerary a little less clicks to remove her from the travelers list in each activity.

Either modify the Passport Upload to also read Driver's License/REAL ID or Build form similar to Read and Upload Real ID/DL See Also: Domestic Travel- REAL ID vs Passport DLand Passport Upload Ability to add a client's driver license on the contact or in a form

Bug: In your csv Contact Notes import template you have a spelling error. Note Title is spelled Note Titel

When working with groups, it would be nice to add tags for those who have completed specific requests, who still need to book specific aspects, etc, then be able to filter and email those sub trips that have or don't have specific tags. Ex. Ability to tag a client who has made an installment payment toward a trip (the ability for a trigger to to be set up via AI would be even better). This would then give me the ability to email those within the group who haven't authorized a specific installment. Same thing for those who haven't purchased or decided on any other component. Essentially asking for a way to segment group trips so I can easily see and communicate with those based on those tags. Right now I'm using emojis in their trip name to show me who has chosen what, what I'm waiting on, etc..

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

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.

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

I would like the ability to see all open support tickets I have submitted to Tern in one place. This would help me track my requests and easily reference past conversations if I need to revisit details or forgot something. The AI bot window is clunky and hard to use for this.

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.