Room Selections & Group Updates

In this packed episode of Flight Path, the Tern team introduces a new hire, recaps recent feature launches, and previews what’s coming next—including game-changing updates for group travel! Join David, Molly, and Brad as they celebrate milestones, discuss room selection functionality, and share insights on Tern’s end-to-end vision for groups and beyond. Meet Jade Pathé! (02:07) The team welcomes Jade, the newest member of Tern, who joins to lead special projects, operations, and product initiatives. Hear about her background and why she’s a perfect fit for Tern. Room Selections: A Better Way to Manage Lodging (17:42) Say goodbye to workarounds! The new room selection feature revolutionizes how advisors handle lodging, giving clients an easy, intuitive way to select rooms—even multiple at a time—and authorize payments in one seamless flow. Group Trip Sign-Up Forms are Live! (13:00) Learn how the new group trip sign-up forms are streamlining the process for advisors and their clients. Early users are already seeing huge success, with feedback and improvements in the works. What’s Coming for Groups in Q1 2024 (29:06) From optional add-ons to enhanced packages and structured room media, hear about the exciting plans for group travel enhancements rolling out in early 2024. Trip Funds and Financial Tools (33:35) David shares Tern’s thoughtful approach to handling trip funds, ensuring compliance and minimizing risk for advisors while laying the groundwork for future innovations in payments. Week Ahead: Webinar Prep & Holiday Offsite (37:24) The team gears up for Tern’s next webinar on December 13th, where they’ll unveil the complete end-to-end flow for groups, followed by their much-anticipated annual team offsite. REGISTER HERE for the Webinar on Dec 11th! Join Tern’s Facebook Community: Facebook Group