FAQs
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What services do you offer?
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Travel Flow Co provides ready-to-use systems, workflows, and operational tools designed specifically for travel advisors using Tern. Everything is built from real systems used inside a successful luxury travel agency and designed to help you create a more streamlined, polished, and consistent business without building everything from scratch.
You can purchase individual template packs or choose a collection that fits your specialty. Each pack includes the tools you need to run that specific area of your business without starting from scratch.
Individual packs by travel type (Caribbean, Europe, Cruises, Theme Parks, and more)
Collection packages for travel specialists who focus on multiple areas
Integration service where we set up your purchased templates inside your Tern account
All templates are built for Tern. Buyers must have an active Tern account to use them.
How do I get started?
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How long will it take to receive my order after purchase?
Start with The Foundations Pack. It is designed to be the entry point for every buyer, regardless of which specialties you plan to add later. It sets up your core client communication system so everything else builds on a solid base.
From there, layer in the packs that match your business:
Browse the individual packs and collections in the shop
Purchase what fits your specialty, or grab The Complete Collection for everything at once
Download and import your templates directly into Tern
Add the integration service if you want it handled for you
Not sure where to start? The Foundations Pack is always the right first move. Every other bundle is designed to layer on top of it.
If you already have a core set of templates, automations, and workflows you can purchase any of the other packs and build from there.
Packs & Collections
All packs and collections are immediately available to download to your “Shared With Me” folder upon purchase. You’ll receive a purchase confirmation and link to download the Getting Started Guide. The links are located in the Getting Started Guide that you’ll have access to after your purchase.
Please note: you are not authorized to share this guide with anyone and it’s for use by the individual purchaser only.
Integration Services
All integration services will be fulfilled within one to three weeks of purchase, depending on the integration service being purchased. Timing also depends on how many integrations that have been purchased and are on a first come, first served basis. If you have questions regarding timing, please send an email to info@travelflowco.com for timing clarification.
What makes you different?
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Will these packs or collections be updated if things change?
These aren’t generic templates, automations & workflows with limited touchpoints through the trip planning process. There are multiple touchpoints with the client from the first conversation to 6 months after they’ve returned, not just when the trip is booked and then again at 30, 60, 90 days prior to travel. These touchpoints are spread out to keep them excited about their trip and showcase your professionalism.
Every workflow, automation, task, and client communication inside Travel Flow Co has been tested and refined inside a real, actively operating luxury travel agency.
The systems were built to support real bookings, real client experiences, and real business growth.
Travel Flow Co is designed to help advisors:
• Stop rebuilding the wheel for every booking
• Create a more consistent client experience
• Save time behind the scenes
• Operate more efficiently
• Build a business that feels more organized and scalable
This is structure built for real travel advisors by someone who actually runs a travel business every day.
What’s included in the template packs?
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What’s included & not included in the integration services?
Each pack includes a combination of professionally designed templates, systems and operational tools built specifically for travel advisors.
Depending on the pack, this may include:
Form templates
Task templates
Email templates with professional email headers corresponding to the email content
Automation templates
Workflow templates
Getting Started Guides
Access to the Canva designs to update or edit the email headers
Each collection is organized by travel specialty so you can choose the systems that best align with your business and the types of trips you book most often.
The Foundations Pack covers your core new client process and is the recommended starting point. Specialty bundles build on that foundation with templates specific to that travel type — the destinations, the nuances, and the client questions that are unique to that category.
Every bundle is built for Tern and ready to implement as soon as you have access.
The integration service takes the pack or collection you purchased and sets it up inside your Tern account. You are not handed files and left to figure it out. The work is done for you.
Each integration includes:
Full setup of all templates, workflows, automations, tasks, and forms in your Tern account
Business name and socials links updated in applicable forms and emails
Everything configured and ready to use from the time of integration completion and client approval
Email support throughout the process so you can ask questions as they come up
The Complete Collection integration includes 30-day email support.
All others include 14-day support.
What’s not included:
Integration services do not include the template packs or collections. Those are purchased separately and the integration services integrates those purchased templates into your Tern account.
Integration services do not include drafting of any content about your business, what services your business offers or how your process works. All content will need to be updated by the purchaser.
Timing:
All integration services will be fulfilled within one to three weeks of purchase, depending on the integration service being purchased. Timing also depends on how many integrations that have been purchased and are on a first come, first served basis. If you have questions regarding timing, please send an email to info@travelflowco.com for timing clarification.
Expectations:
You will need to be available to answer any questions throughout the integration process in a timely manner.
You will be required to review everything prior to completion to ensure everything is set up correctly based on your processes.
Access:
I will need to log in to your Tern account to set everything up properly. This means I will need your username and password. I have a background check and will provide it upon request.
Additional customization beyond what is included in your bundle is available at $150 per hour.
You can reach us anytime via our contact page or email at info@travelflowco.com. We aim to respond quickly - usually within one business day.
Yes! I provide updates for all packs and collections whenever something meaningful changes — supplier policies, booking timelines, how certain programs work, anything that would affect how you use the templates in your business.
When an update is available, you'll be notified by email (buyers are added to my list at purchase) and I'll also post updates on the Travel Flow Co. Facebook page so nothing slips through the cracks.
Updates are included with your original purchase. There is no additional charge.