Client Logins, Reporting Speed, and Optional Add-Ons

January 17, 2025

Episode Overview

In this week’s episode of Flight Path, we cover some major updates that make Tern even more seamless for advisors and their clients. Join David Shull (CEO and Co-Founder), Brad Turner (Head of Design), and Jade Pathe (Interim Head of Product) as they dive into:

This Week’s Highlights:

Simplified Client Login:

A faster, easier way for travelers to create accounts and interact with itineraries – no passwords needed!

Enhanced Reporting Speed:

Improvements that make your reporting tab faster and smoother, especially for larger agencies.

Agency Tools Update:

A sneak peek into adjustments and bonuses for better commission reconciliation and agent payouts.

Coming Soon:

Email & Calendar Upgrades:

A brand-new email and scheduling experience with better sync speeds, Teams/Google Meet integration, and updated scheduling links.

Optional Add-Ons:

A game-changing feature to help you seamlessly upsell activities, excursions, or additional services.

Real-Time Automations:

Immediate email triggers to keep your clients informed the second they submit a form or book a trip.

Don’t miss this exciting look at how Tern is empowering advisors with tools to save time, delight clients, and streamline operations.

🎧 Tune in now on Spotify, YouTube, or Apple Podcasts! Don’t forget to like, subscribe, and share with your colleagues.