Client Portal
under review
David Shull
Merged in a post:
CLIENT SELF-EDIT CLIENT PROFILE
L
Lengthy Boa
I would love for each client profile to have a link I can send to a client for them to review and update their information, including all of the basics plus loyalty programs, emergency contacts, etc. It would be even better if it was set up so I could create automations for client profile reviews and updates. This would also solve the problem of Incomplete new client forms.
E
Elegant Peacock
Absolutely! Right now, clients and advisors are often just documenting the documentation. Being able to send a client a link with their existing contact information already populated, allow them to update it as needed, and then automatically carry that information throughout the trip workflow would save a tremendous amount of time and create a much more seamless client experience.
David Shull
Merged in a post:
Allow Client to View/Manage Their Profile in Their View of Tern
G
Gray Starfish
Would love clients to have access to the their profile and any other profiles they filled out. Sometimes people enter things incorrectly, or don't enter reward information when they create profile, or need to update their passport, or move to a new address, etc, etc - if they had access to their profile (and associated profiles) then they could be in charge instead of sending us the information to add to their profile later and cause more admin work for us.
F
Far Coyote
I couldnt agree more! They should be able to see whats on their profile and add and edit things as well. We should also be able to create categories/questions on their profiles for them to fill in a short answer. They should be able to add or update as needed as things change.
Autopilot
Merged in a post:
Allow travelers to update their own profile details in the Traveler App
S
Superior Bobolink
I’d love to see the Traveler App allow clients to manage and update their own profile information directly. This would include items like passport details, loyalty numbers, travel preferences, dietary restrictions/allergies, and other personal travel information.
Right now, advisors must collect and enter these details, which adds extra back-and-forth and increases the chance of outdated information. Giving travelers secure access to update their own profiles would:
• Reduce administrative work for advisors
• Improve accuracy of traveler information
• Keep records current
• Create a smoother, more modern client experience
Ideally, advisors would still retain visibility and control, but travelers could update their information anytime as it changes.
This enhancement would make the Traveler App feel more interactive, self-service friendly, and aligned with how clients expect modern travel platforms to function.
L
Lengthy Boa
This is already requested, with over 100 votes. I will vote for it again, here. This needs to find its way to the roadmap of improvements.
V
Vivid Mouse
I would love something where we can include a "sign up here" style button on our website and a client can sign up and view/update their CRM data, link their family members, view their trips, etc?
Brad Turner
Merged in a post:
Traveler/Client Access to Update or Add Info to Their Contacts File
T
Tangerine Lynx
Ability to send a "Traveler" their "Contact" page where they can verify or update their personal information and travel preferences. It would also be wonderful if they could "ADD TRAVELER" to this profile or trip, specifically if they signed up on a group landing page and only entered their own personal information (of family members/spouse/kids) and didn't add all of the "travelers" they will share their accommodations with.
Photo Viewer
View photos in a modal
P
Permanent Orangutan
Omg yesssssss. Upvoted a million times. It’s “their” tern account so they should have access to update it
M
Marigold Narwhal
Portal should also be able to see their communications with the advisor. It is frustrating for them to send a message and not be able to see messages that may need follow up.
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