Summer Boot Camp:
Complete Training in 3 Weeks

We know jumping into a new platform can feel overwhelming. That's why we built this training to get you confident and productive on Tern, fast.

The best way to become a Tern expert

Get to your first trip faster.
Learn the fastest path from client request to professional proposal without getting lost in features you don't need yet.
Build confidence progressively.
Each workshop builds on the last, so you'll never feel overwhelmed or behind. Master one skill before moving to the next.
Master basic to advanced features.
Start with trip building basics in week 1, then advance to automation and workflows that save hours of manual work.

8 Workshops Over 3 Weeks

Hosted live so that you can ask questions and learn alongside other travel advisors.

Week 1: Foundation Skills

Workshop 1:

Platform Setup & Trip Building

Navigate the platform, create client profiles, and build both FIT and cruise trips from scratch.

Aug 4th

Workshop 2:

Import Contacts, Pricing & Proposals

Import contact lists, set up pricing and commissions, and create professional trip proposals.

Aug 6th

Workshop 3:

Client Feedback & Trip Revisions

Handle traveler feedback, add room options, and polish itineraries for final presentation.

Aug 8th

Week 2: Bookings and Organization

Workshop 4:

Payments & Bookings

Process credit card authorizations, mark bookings complete, and generate invoices for clients.

Aug 13th

Workshop 5:

Forms, Templates & Libraries

Create reusable forms and templates, then organize your content libraries for maximum efficiency.

Aug 15th

Week 3: Advanced Features

Workshop 6:

Group Travel

Master group trip logistics, traveler types, and the tools that make complex bookings manageable.

Aug 18th

Workshop 7:

Tasks, Collaboration & Automation

Set up collaboration tools and create automated workflows that save hours of manual work.

Aug 20th

Workshop 8:

Advanced Workflows

Build advanced automations for different trip scenarios and client types.

Aug 22nd

90-minute workshops where you watch us build it, then build it yourself:

✔️ Live workshops over Zoom at 10:30 AM ET
✔️ Office hours at 10:00 AM ET before each session
✔️ Led by Carina and Ben from our team
✔️ Recordings available if you miss a live session

Upon registering, you will receive 8 Zoom webinar invitations. Please make sure you accept all of them!

This series is ideal for:

Current users
Perfect for someone who is ready to learn advanced features.
New or trialing users
Ideal if you're just starting out and want comprehensive Tern product training.
Anyone interested in learning more
Great context if you're interested in making the swtich.

Schedule & registration

Hosted live so you can ask questions and learn alongside other travel advisors.

Week 1:
Getting Started, Pricing & Client Proposals
Week 2:
Bookings, Payments & Templates
Week 3:
Group Travel & Advanced Automation

Summer Boot Camp:Complete Training in 3 Weeks