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Episode Overview:
In this episode, the Tern team recaps an energized week following the user conference and webinar. Hosts David Shull (CEO and Co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) share updates on customizable dashboards, new lodging library functionality, and a long-awaited upgrade to document management. From more intuitive room setup to deposit flexibility for group trips, it’s a fast-paced look at how Tern is streamlining advisor workflows. Plus, a peek ahead at agency dashboards and the rollout of the new payments model.
Episode Topics:
(00:46) Week in Review
The team reflects on post-conference energy, new user insights, and special moments with advisors.
(06:12) Dashboard Customization
Advisors can now toggle more details in the calendar view and enjoy fun greeting messages on login.
(10:54) Lodging Library Updates
A new option streamlines how agencies manage properties with multiple room types.
(15:26) Quality of Life Updates
Fixes include easier table pagination, reordered contact sections, and improved commission rules.
(19:46) Smarter Document Management
Documents added at the activity level now appear at the trip level, reducing duplication and confusion.
(25:53) Payment Model Migration
A phased rollout allows advisors to upgrade trips manually before automatic migration begins.
(31:59) Deposit Flexibility for Groups
Deposits can now be set per room type and occupancy, making group checkout smoother.
(34:09) What’s Next: Agency Dashboard
Engineering is actively building an agency-wide view with toggle functionality for owners.
Show Highlights:
Keywords:
Tern, Flight Path podcast, CRM for travel agents, travel advisor software, itinerary builder, lodging library, group deposits, dashboard customization, travel technology, payments model migration, agency dashboard
