Price Packages Without the Manual Math

Episode Overview:David Shull, Molly Johnson, and Brad Turner cover one of Tern's biggest engineering lifts to date: itemized package pricing. Advisors can now track costs at the item level within a package, see them reflected on invoices, and handle optional add-ons without workarounds. The team also walks through new AI assistant capabilities in Notes, a support schedule overhaul that cut response times fast, and a set of quality of life improvements across branding, email templates, and expedition transfers.Episode Topics:(0:00) Week in Review The team shares how the week went before getting into what shipped.(1:01) Host Migration and Package Pricing Launch Molly walks through completing a large-scale host migration alongside the itemized package pricing launch.(5:49) What Itemized Package Pricing Does Items in a package can now retain their own cost, show on invoices, and drive optional add-on selections without manual workarounds.(9:01) Groups and Real-World Impact How this resolves a long-standing frustration for group bookings, where advisors had to manually calculate and move items in and out of packages.(13:21) Tech Debt, AI Agents, and Code Cleanup Why cleaning up legacy payment code made the launch smoother and matters more in an AI-assisted development workflow.(18:10) Chargebacks and Why Tern Built It This Way What advisors need to understand about chargeback risk, and why packages are deliberately scoped to single suppliers.(22:02) Support Schedule Overhaul Restructuring hours across U.S. and Philippines coverage dropped response times dramatically and created near-continuous availability.(25:22) AI Assistant: Tasks, Group Trips, and Email Search New capabilities in the AI chat tool: create tasks from a conversation, build group trips with drafted descriptions, and search emails by contact or subject line.(28:10) Trip Review Skill Demo The first AI skill in Tern scans your itinerary for issues like missing accommodations, mismatched dates, and headcount gaps.(33:15) Quality of Life Updates Resend invite for host agencies, a new branding settings page with auto-save, last name variables for email templates, and expedition transfer details surfaced automatically on client itineraries.(36:08) Week Ahead Better canceled booking support, insurance in packages, group subtrip syncing, and the first set of granular user permissions.Show Highlights:Itemized package pricing is live: item costs persist, show on invoices, and power client add-on selections without any manual workaroundsAI assistant in Notes can now create tasks, build group trips with drafted descriptions, and search emails by contact or subject lineFirst AI trip review skill flags missing hotels, date mismatches, and headcount gapsSupport coverage expanded to 18-20 hours a day, cutting response times significantlyBranding settings now auto-save, so changes are no longer lost on navigation