Why Advisors Are Cheering About Deposits, Documents, and a Major Payments Upgrade
This episode covers Tern’s new upgrades to payments, deposits, and documents that simplify life for travel advisors.
Show Notes
[Vimeo Video: Why Advisors Are Cheering About Deposits, Documents, and a Major Payments Upgrade](https://vimeo.com/1124321402)
Episode Overview:
In this episode, the Tern team dives into a packed week of updates and insights. David Shull (Co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) share behind-the-scenes stories from their week, from scaling support after record growth to unveiling new product upgrades. From the revamped payments model to per-room deposits, improved document handling, and fresh quality-of-life improvements, it’s an action-filled look at how Tern continues to evolve. Plus, some exciting personal news and a glimpse at what’s coming in Q4.
Episode Topics:
(00:45) Week in Review
Brad, Molly, and David share team updates, travel, and some big personal news.
(09:49) Payments Migration Update
Molly walks through how trips can now be migrated to the new payments model, with safety checks and gradual rollout.
(15:04) New Deposit Management
Brad demos flexible per-room and per-occupancy deposits that streamline proposals.
(20:27) Folders in Itinerary Templates
Molly announces that folders are now live for itinerary templates, with workflows next on the horizon.
(22:28) Documents and Receipts Overhaul
Brad shows the new unified documents tab across activities, packages, and insurance, simplifying how receipts and confirmations are handled.
(30:23) Quality of Life Updates
Improvements to room option pricing, signup flow tweaks, and better mobile editing experiences.
(33:23) Bug Fixes
Molly highlights fixes to payment visibility, cruise templates, and mobile images.
(36:16) Week Ahead
The team previews upcoming agency features, integration projects, and travel to events and client sites.
Show Highlights:
• Smooth migration path to Tern’s new payments model • Flexible per-room and per-occupancy deposits for group and custom trips • Unified documents tab that simplifies receipts and confirmations • Itinerary folders now live with workflow folders coming soon • Major growth leading to expanded support team hiring • Personal updates including new team members, a baby boom, and travel adventures
Keywords:
Tern, Flight Path podcast, CRM for travel advisors, itinerary builder, travel payments, deposits, GDS integration, group travel tools, travel agency back office, automation templates, travel tech updates