Client Approve Names and Profile Details
P
Proud Falcon
There needs to be a way for clients to approve the names in which the trip will be booked (as on passports), reconfirm Date of Births, submit any missing info such as address, phone, emails. The payer should reconfirm for ALL guests they are responsible for at the time of deposit.
I would love to see the ability to complete their profile at this time and upload passports if agent requires them.
M
Maroon Lobster
Yes, and clients are putting their info in the card authorizations but its not saving to profile. the form filling doesnt' save to their profile within a trip either. i think there is a way to do it but its very difficult for me and them to figure out
Y
Yellow sunshine Mackerel
I think this could be done if Tern could allow us to toggle “Approve Trip” back on at any time. Sometimes the clients click that button and even make payments, but then I go in to make additional changes that we discuss. It would be helpful to capture an approval with one click whenever we need it!
Canny AI
Merged in a post:
Booking Info Captured with Sending a Form
Y
Yinmn blue Bobolink
I would love it if there was a way to have clients add their booking info directly in Tern (full legal name, birthday, address, phone number, passport info etc ) without having to send them a separate form. Like how I would check out when booking flights on an airline site etc. And a way to not require this if it is a land only booking). And in this section, that they would sign off that all of their info is entered correctly and will be used exactly as they submitted it for the booking. Forms feel clunky and like one more step that clients can get frustrated by. I like that credit card authorization is there without having to send them a form, so something like that where they can provide all of their personal info would be SO HELPFUL!!!
I
Implicit Antlion
I just thought about this tonight when I am trying to do Christmas cards and none of the addresses are in contact but they are in their credit card authorzations. Should pull the two together
Canny AI
Merged in a post:
Client Profile Visible to the Client
H
Hibiscus Salamander
I've had numerous clients if they can view their own profiles/have a more robust profile on the TERN app- and make updates as needed. Add items to their wish lists, preferences, confirm passports are uploaded, etc... They don't love that they enter their info into the Traveler Profile, and then have no way to access that information. Thanks!!
S
Static Swift
I would love to see this too. This is an option in Tess already that I use with my agency, so that's something I am losing moving to Tern.
F
Fern green Ladybug
I would also like to see a section on where the clients Approve the names and dates of birth as on passports.
N
Nutmeg Trout
Also instead of just seeing the client initials at the top in the client app and link, it should state their full names.
C
Cyan Zebra
Nutmeg Trout YES - AGREE!
P
Proud Falcon
Nutmeg Trout that would be great!