Planning group travel is one of the most valuable but complex services an advisor can offer, and one of the hardest to scale. Advisors often face a tangled web of PDFs, spreadsheets, text threads, and manual follow-ups just to coordinate basic details. Tern’s Groups feature changes that.

This case study dives into the friction points most advisors face when managing group travel and shows how Tern eliminates them. From real-time room inventory and occupancy-based pricing to sub-trip personalization and built-in upsell tracking, Tern streamlines every part of the group booking flow. You’ll see how advisors use Tern to:

• Replace 6+ disconnected tools with a single platform
• Automate room selection, form capture, payments, and more
• Launch polished, guest-facing booking experiences in minutes
• Track upgrades, balances, and room blocks at a glance

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Whether you plan weddings, retreats, or hosted sailings, this case study gives you a practical look at how Tern helps you run smoother, sell smarter, and charge confidently for your group travel expertise.