Plan the Surprise Your Client Will Never See Coming

Episode Overview: David, Molly, and Brad are back with a packed episode recorded live from the ASTA conference in San Diego. David joins on four hours of sleep after a booth that stopped fellow exhibitors mid-floor. This week covers two long-requested features now live, a wave of AI chat improvements, and a look ahead at group subtrip syncing, itinerary style updates, and the June 10 product launch webinar.

Episode Topics:

(07:14) Hide activities from travelers Advisors can now hide individual itinerary items from the client view. Canceled bookings drop off automatically. Surprise plans, future content, anything not ready for the client stays on your board, off theirs.

(11:42) Insurance inside packages Manual insurance quotes can now live inside a package. Clients see accurate total pricing when they select coverage, no workarounds, no separate line items.

(14:44) AI chat updates Dashboard chat panel is now opt-in from Customize. Cruise bookings can be built end to end through conversation. Contact addresses can be read, added, and updated via chat. Trip sorting by name and date is live.

(23:08) Quality of life Agency supplier library gets a one-click CSV export. Supplier statements sort by most recent by default. Trip transfers auto-prompt a republish.

Show Highlights:

• You now control exactly what travelers see on their itinerary
• Insurance finally works inside package pricing
• AI chat accessible straight from your dashboard
• Nine new Turn and Learn lessons live this week

Keywords: Tern, Flight Path podcast, CRM for travel agents, itinerary builder, AI product tools, travel advisor workflow, product updates