We packed a lot into this week's release. Here is everything that is new, improved, or coming soon.
Optionally Let Clients Browse and Book Shore Excursions Themselves
If you have already connected your Project Expedition integration, there is a powerful new toggle waiting for you. Flip "Allow travelers to browse tours" on any trip, and your clients will be able to browse and add tours on their own.
They can filter tours by location, date, and tour type, read reviews pulled directly from Project Expedition, and preview full tour details — all without you having to curate every option manually. When they find something they like, they select a date and time, fill out the required booking information, review the refund policy, and add the tour to their itinerary in one flow.
Even better, if you have your Project Expedition integration fully set up, the tour is immediately ready for payment authorization. The client can authorize on the spot, and the booking will appear on your itinerary as booked with your commission automatically populated. The only work required on your end is enabling the toggle. Learn more.
Faye Insurance Integration (Beta)
Faye is now available as an insurance integration alongside existing providers. Once you connect Faye in your Integrations tab, you can generate Faye quotes with one click.
As with other insurance integrations, you retain full control: remove any policy you do not want a client to see before making quotes available for review. Once a quote is ready for review, clients can select and book it directly via Tern. Learn more.
A quick note: there is a temporary display issue where purchased policies are not appearing in the Faye portal. The policies themselves remain valid and all documents still appear in Tern. Faye is actively working on a fix.
Improved Supplier Statement Reconciliation
We have made important changes to how statements are logged and reconciled at the agency level.
When logging a new statement, you will now see a structured supplier dropdown populated with your agency's suppliers. If you are a hosted agency, a new toggle lets you switch between a supplier statement and an agency (host) statement. As you add unclaimed bookings or adjustments, the supplier auto-fills for efficiency — though you can always override it per line item for aggregator statements from providers like PayMode or Onyx.
We’ve also changed how unclaimed bookings factor into reconciliation. Previously, unclaimed bookings carried a default remaining amount and were separated from reconciled items, making it hard to tell when you had fully accounted for every dollar on a statement. Now, both reconciled and unclaimed line items contribute to a single reconciled total, so you can see at a glance whether the statement is fully accounted for.
Automatic Unclaimed Booking Matching - Beta
This is a big one, especially for agency owners managing hundreds of unclaimed bookings. Tern now automatically surfaces suggested matches for unclaimed bookings based on confirmation numbers.
In the Unclaimed Bookings view, you will see a new unclaimed total at the top and a visual indicator (a blinking red icon) next to any booking that has a suggested match. Exact matches are highlighted in yellow; mismatched fields are highlighted in red. Because suppliers sometimes prepend or append characters to confirmation numbers, we use substring matching to catch near-matches as well.
From there, claiming a booking is straightforward. If a suggestion is correct, confirm it and the booking links to the original statement — the reconciled amounts stay intact, and payout eligibility follows your existing logic. If a suggestion is wrong, dismiss it; if another potential match exists, Tern will surface that one next. Claimed bookings remain in the system for reference, which is especially useful if you need to apply penalties or adjustments after the fact.
This feature is launching in beta, and we welcome your feedback as we continue to refine the matching logic. Learn more.
Quality-of-Life Improvements
This release also includes a handful of smaller fixes that add up to a smoother daily experience.
Document timestamps now respect your time zone. Upload dates on trip documents previously displayed in UTC, which could show the wrong date for late-night uploads. That is now corrected.
Seats and fares on manual flights. You now can add custom flight seat fare classes.
Flexible address and phone requirements on forms. On contact information forms, you can now choose whether address and phone fields are required for just the primary contact or for all additional contacts as well. This means families no longer have to re-enter the same address for every traveler.
Optional add-ons inside option blocks are no longer supported. Toggling an option within an option block to "optional add-on" was creating a confusing client experience, so we have removed that configuration option.
Deposit and final balance is now the default package schedule type. New packages now default to a deposit-and-final-balance payment schedule, reflecting how the vast majority of advisors structure their packages.
Split percentage column on commission payouts. The payouts table now includes a column showing each advisor's split percentage, giving you faster visibility into payout breakdowns.
Sneak Peek: Itemized Package Pricing
Finally, a preview of what is coming next. We are in the final stages of testing itemized package pricing, which will let you assign costs to individual items within a package — lodging options, optional add-ons, activities, and more. Each item's cost contributes to the total package price, and optional add-ons display as additions above the starting price.
On the client side, travelers will see the total package cost without the itemized breakdown, keeping the experience clean. If there are selections to make (like an optional-add on or room option), they’ll see the cost of the selection and it will impact the final package price they authorize.
On your side, every line item is visible, making it easier to issue partial refunds or understand exactly where revenue is allocated.
We are getting very close to releasing this and will have a full walkthrough ready soon. Stay tuned.