Tern Acquires Lucia + Flexible Dates, Subfolders & More

Welcome back to Flight Path, your weekly behind-the-scenes look at what we’re building at Tern! This week is packed with major news, impactful product updates, and a special guest interview you won’t want to miss.Listen to Office Hours Here https://open.spotify.com/show/5VoYI891SDJkhlQFpuwuip?si=nIBeINnSQVKo4aJR5IpWFg00:00 – Intro & chaos avoidedDavid nearly live-streams the episode by mistake. Molly shares sleep deprivation updates (thanks to a teething baby), and we all express gratitude to Faith, Molly’s mom and Tern hero.03:08 – A feature that brought tearsMolly recalls a powerful moment where an advisor emotionally responded to the new occupancy rates feature — a reminder of why we do what we do.03:33 – Major News: Tern Acquires Lucia!Tern officially welcomes Lucia into the family!Co-founder Grace Van Hollebeke joins the episode to talk about:Lucia’s origin story (hint: it started as a college class project!)Why vetted freelance co-pilots are essential to ending invisible workHer new role as Head of Marketing and Services at TernThe power of combining humans + tech to remove manual work for advisorsSneak peek at Office Hours podcast and our growing Instagram presence (follow @ternsoftware)10:30 – The future of co-pilots in TernBrad and Molly lay out the vision for Lucia’s integration:Context-aware prompts for help (e.g. “need assistance on a group trip?”)Embedded support workflows inside TernEmpowering co-pilots to deeply understand Tern tools20:05 – Product Highlights:Subfolders in the Library (finally!): Organize templates, activities, and more with nested folders — complete with emojis.Flexible Dates for Lodging: Let travelers select custom check-in/check-out dates (perfect for destination weddings & FITs). Combine with occupancy rates for dynamic pricing.New “Save to Library” Flow: Save activity templates in 3 clicks instead of 10. Name, folder, and share — all from the itinerary.Copy Confirmation Numbers: Tiny change, big impact. One-click copying for commission tracking.TICO-Compliant Invoices: Add your agency address directly in business settings.New Rich Text Editor in Invoices: The upgraded editor is now PDF-friendly — a big step toward full rollout on trip itineraries.39:48 – What We’re Working on Next Week:Performance & Scalability: Optimizing reporting and load times as large agencies import 1,000s of bookings.Trip Funds (early R&D): The team is back in the trenches on payment collection for group trips — but taking it slow and safe. No live release soon, but important foundational work is underway.GTM West: David hits the road to represent Tern at his first GTM event. Let us know if you’ll be there!