Folders, Feedback & the Future of Customization

May 23, 2025

Episode Overview

00:00 — Intro & ASTA Check-in

Brad and Molly explain why David's out and set the tone for an episode full of reflections and updates post-webinar.

02:30 — The Hiring Squeeze

The team discusses the intense hiring phase, balancing product momentum with the need to grow thoughtfully.

03:45 — Shared Folders Launch

No more one-by-one item sharing! Learn how new bulk folder sharing is already saving advisors hours of work—and bringing some to tears of joy.

06:30 — Design Simplicity Behind the Scenes

Brad and Molly unpack the UX decisions and technical challenges behind making folder sharing feel as intuitive as Google Drive.

07:50 — Trip Overview Feedback & What’s Next

User feedback is shaping this evolving “hub” for trip planning—quick add, task toggles, booking visibility, and more are on the way.

09:20 — The Future is Customizable

Tern is considering a more customizable trip overview experience. Think "views" tailored to how you run your business.

11:00 — Upcoming Folder Features

Get ready for subfolders and expanded folder support across email templates, forms, and more—rolling out in priority order.

13:45 — How We’re Future-Proofing

Molly shares how engineers are building common components now to reduce complexity later.

14:45 — Ursula’s Strong Start

The new designer is already shipping high-impact features—like an easier way to recover accidentally deleted trips.

16:00 — Redesigning Pricing → Bookings

A major update is coming: pricing is becoming bookings, with a cleaner, table-based view including confirmation numbers.

18:00 — Groups + Flexible Pricing

Advisors can soon set different prices based on room occupancy (single/double/triple), making group travel planning much simpler.

20:00 — Big Features Before the Romance Forum

Tern is prepping for the Romance Forum by rolling out features advisors need most for destination weddings and groups.

21:00 — Expanding Our Mobile Strategy

Big moves are coming: a dedicated mobile roadmap, client-side app improvements, and eventually an advisor mobile app too.

23:30 — Call for Feedback: What Should the Mobile App Look Like?

Brad invites you to share examples and inspiration for what you'd love to see in a redesigned mobile experience.

24:40 — Wrap-up & What’s Coming Next

This might be the Molly & Brad show for now—but David will be back, and so will more big updates.