Say goodbye to drab forms that your clients hate. With Tern we've designed forms to be beautiful, flexible, and smart.
Forms feature Tern's signature drag and drop simplicity, your branding, and deep integration with other Tern features.
New: Built-in Scheduling Tool
Scheduling meetings made easy.
Endless email chains to schedule a time to meet with your clients are a thing of the past.
With Tern you get a scheduling tool that integrates directly with your calendar. It integrates seamlessly with forms, automatically features your branding, and is included in the cost of Tern.
Discover Tern with a 14-day free trial and a $10 discount on your first month by using a referral code from an existing user. This offer, exclusively for new users, is a hassle-free way to explore Tern's features and decide if it's the right fit for you.
Introducing an option to unpublish trips, an improved date picker, faster loading for long trips, passport parsing and a game-changing system for managing your Terms of Service.
Our vision at Tern is to streamline the entire trip management workflow for advisors by March 2024. This ambitious goal entails incorporating capabilities for handling new client requests, invoicing, trip planning, trip approval, credit card authorization, and providing a comprehensive client-facing itinerary – all within one seamless experience.
.png)
.png)
