New: Tern back office support for travel advisors & agencies
Hand over your Back Office and get back to planning trips & growing your agency
As a Lucia CoPilot with Tern, I take all the annoying admin & financials off your plate so you can focus on doing the work you actually love.
Possibly boring but very important tasks I can take off your plate
Lucia is Tern's marketplace of vetted freelancers who help Travel Advisors & Travel Agencies manage their travel business. Whether directly or through Lucia, here's what I can help with in Tern:
get paid
Commission Reconciliation
Whether you run your own agency or use an agency-level setting with a host or consortium, I can handle all your incoming supplier commissions in Tern to ensure your advisors are paid on time. Including GST/HST for Canadian agencies.
get branded
Back Office Set Up
Get your account set up, branded and ready to sell from the get-go. Anything from adding integrations to customizing graphics, just share what you need.
get organized
Agency Supplier Set up
Organizing your agency suppliers is a key way to stay organized for reporting, and the new updates just elevated the entire game for your advisors. Let’s get those fully optimized!
This is ideal for agency owners & advisors who use Tern's agency setting to track the finances and suppliers in their own business
Can you relate?
The Just-Moved-to-Tern Advisor: You switched to Tern a while ago, and your settings are still half set up because client work always wins.
The Travel Advisor With a Host Agency: Your host agency takes care of payouts, but you want the finances and suppliers in your own business tracked for your own agency - and you don't have the hours to set it up.
The Agency or Advisor With the Half-Built Supplier List: You've got the basics in Tern but want robust Agency Supplier profiles for yourself and/or advisors.
The Agency Owner Overwhelmed with Statements: You’re handling supplier commissions from all the places and need a hand reconciling statements so you can pay your advisors promptly and accurately.
This may not be for you if:
You’re taking on a full Tern Migration; I’m working towards that certification but not there yet!
You’re looking for Workflows & Automations assistance; see above, it’s on my list!
A peek behind the scenes
STEP ONE
Tell me what you need
Send me a note about what's piling up. I'll tell you whether I'm the right person.
STEP two
We review the next steps
I give you an estimate in hours, and we confirm the scope. I’m available hourly or on retainer.
STEP three
Kill that to-do list with confidence!
I work with the access you give me, then send you a summary of what I did and what still needs you.
meet your designer & right hand ops girl
Hey, I’m Lara,
I started in travel in the early 2000s and spent 15+ years as a Travel Advisor, brick-and-mortar to indie 🦕. I know what it’s like to spend hours on a trip a client books with someone else, and to do work that’s invisible until something goes wrong.
When COVID hit, I pivoted to design. I can’t do anything half-assed, so I invested in branding & design courses so I actually knew what I was doing. Now, I design & develop Squarespace websites for Travel Advisors, among some other cool people.
In early 2025, after my bitterness faded, I joined a new and growing Canadian host agency on contract as an Operations Coordinator. The role started small with supplier setup and advisor support and grew from there. The agency ran fully on Tern, and I handled weekly reconciliation, including GST/HST adjustments, and chased overdue or incorrectly entered commissions. IYKYK.
After + 1.5 yrs, the contract ended, and I’m now a CoPilot with Lucia by Tern. If you’re an agency owner or advisor who wants your Tern ‘back office’ set up and running without it taking over your week (or weekend), come say hi!
Still have questions?
-
I recently spent over a year and a half on part time contract at a Canadian host agency leading operations and supporting a network of 26 independent Travel Advisors.
The agency was run on Tern and during that time I set up 80+ agency suppliers and handled weekly statement reconciliation for all suppliers including GST/HST.I'm now offering that same work with all advisors and agencies and am a Copilot through the Lucia by Tern platform.
I am currently working towards the Tern Foundations program to become officially 'certified' but know my way around the back office. -
My hourly rate is $35/hr.
I charge in CAD if you are Canadian. If you prefer to pay in Canadian dollars please connect with me directly rather than working through the Lucia app.
I can also invoice in USD for US clients.
Note: any communication originating through the Lucia app is invoiced in USD through Lucia by Tern and within the terms of the app. -
Wherever you are most comfortable!
Lucia is Tern's marketplace of vetted freelancers, and it handles payments and admin when we begin there. If we first communicated there, it will run through Lucia by Tern in USD.
You can also fill out my contact form, and we can work together this way. CAD or USD available. -
Yes, absolutely. I am available on a retainer or contract basis for ongoing projects or work with your agency. Connect and we can see what that could look like.
Take the first step
Let’s get organized & optimized
Please share what you need, and I’ll connect within the next day to chat further about the support I can offer.