Different Trip Name for Advisor and Client
F
Fuzzy Bison
Maybe creating a Client Trip Name vs Advisor Trip Name. I like to organize my information, so I can see stuff at a glance so I put the information on a trip name like maybe On Hold or something as a reminder to myself it doesn't show to the client. See example below:
Advisor Trip Name: Client Last Name | 2/14-2/16 | Hawaii
Client Trip Name: Doe's Spring Hawaii Trip
Basically let us use the trip name as an organization tool, but have the client see something else we type in for them if it's different.
M
Many Prawn
Love this
Q
Quasar blue Otter
Pretty Please with Cherries on Top!
E
Effective Goat
It would be even better if an agent-defined “Trip Reference” number (optional) could be assigned.
Many of us STILL belong to host agencies and have personally invested in TERN for ALL its other benefits,. However we still need to create the trip in the host agency’s system in order to get paid. Currently, I append the host agency’s trip number to the end of the Trip Name so that:
a) I remain compliant with my host agency, and
b) It serves as a control to confirm I’ve created the trip in the host agency’s system. In the host agencies system, I enter in the minimum of information to get paid . But do all my quoting, intinararies in the faboulous TERN
M
Merlot Bandicoot
Please! I track internally by Last Name/Operator/Destination/Month/Year. But I don't want my client to see that. I would prefer they see "Charleston - The Notebook Experience" instead of "Smith Funjet CHS Aug 2025"
W
Wenge Tyrannosaurus
This is a big one for me! Especially given you can only search by trip name. I want to put in as much detail for me to find the trip but want it to be fun and inspiring for the traveler.
L
Lemon glacier Platypus
Yes please! Need an internal name for us and a display name for client.
D
Distant Blackbird
I have a code that i use to help organize and my clients always want a "fun" trip name. I would definitely appreciate this