Advisors asked, Tern delivered: smarter dashboards, better docs, flexible deposits
The Tern team reveals exciting new updates to dashboards, documents, and deposits, plus a behind-the-scenes look at what’s coming next.
Show Notes
[Watch on Vimeo](https://player.vimeo.com/video/1122311369)
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:
- Dashboard customization now includes granular control and surprise greetings - Lodging templates make managing multi-room properties simpler - Unified document management eliminates confusion and double uploads - Flexible deposit settings streamline group bookings - Payment model migration proceeds with extra care and testing - Agency dashboard development officially underway
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