Ready to build your Tern workspace yourself, but want to skip the overwhelm of figuring it all out from scratch? The Do-It-Yourself Setup on Tern package gives you instant access to all the workflows, email templates, and forms you need — plus detailed video tutorials to walk you through every step.

What’s Included:
- Access to all workflow templates covering a wide range of travel services (including onboarding, planning, booked trip, post-trip follow-up, cruise, resort, custom FIT, honeymoons, Disney WDW).
- Email templates linked to the workflows so you can automate or manually send them as needed.
- Form templates, including inquiry forms, profile forms, return client forms, and more.
- Step-by-step video tutorials guiding you through how to build, connect, and customize everything on Tern.
- Resources and guidance to help you connect automations and configure reminders so your system works for you.

What’s Not Included:
- One-on-one consulting or live setup assistance.
- Custom email writing services.
- Importing your existing client list.
- Evaluation or integration of your existing workflows or templates.
- Data entry for client information.
- Personalized Tern training sessions (tutorial videos cover all key steps).

This package is perfect for travel advisors who are comfortable with a DIY approach but want expert guidance and tools to make the process smooth and efficient.

Emails, forms, tasks, and automations loaded directly into your Tern account within 24 hours. NO copying & pasting.