Flight Path by Tern

🌟Check out Tern Today: https://tern.travel/Subscribe to Tern on YouTube: https://youtube.com/@terntravel?si=u0VwC9jh1Hru9HejLimited edition Tern swag. Fill out the form here: https://forms.tern.travel/t/sf9P2kDxozusEpisode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) mark 100 episodes of Flight Path with a look back at two years of memories and a status update on Tern's financial tools, including outbound invoicing, service fees, agent billing, and full accounting, and where each stands with their payment processor and compliance review. The team also covers the week's product work: more consistent booking integrations, contact archiving, and a round of quality of life upgrades across the back office and advisor workflow, plus the announcement of a new Tern podcast for advisors and agency owners and a 100th episode giveaway for the community.Episode Topics(00:00) 100th episode celebration: David, Molly, and Brad revisit favorite Flight Path memories from two years of recording.(10:31) 100 t-shirt giveaway: subscribe on YouTube, comment, and submit the form for a chance at limited edition Tern swag. Enter here: https://forms.tern.travel/t/sf9P2kDxozus(12:41) Booking integration consistency: bookings through partners like Project Expedition now always go through, with clear notifications when a booking requirement still needs to be met.(15:28) Contact archiving: archive inactive contacts to keep automations and search clean while keeping full trip history.(17:53) Financial tools timeline: status update on outbound invoicing, service fees, agent billing, and full accounting, moving through payment processor testing and compliance and bank partner review.(26:34) Back office and AI reconciliation: agency admins get an agent view of unclaimed bookings, and AI reconciliation now handles larger statement files with smarter supplier matching.(31:00) Advisor workflow updates: send email directly from the inbox tab, a new "in-law" contact type, and autofill for client billing addresses.(32:47) Agency onboarding AI skill: ask Tern's AI chat to interview you about your agency setup and build a task list to get everything configured right.(38:15) New Tern business podcast: launching next week with guests including the president of Travel Planners International and the CEO of Classic Vacations.Show HighlightsFinancial tools timeline gives agencies a clear read on when invoicing, service fees, and full accounting will roll outBooking integrations now separate the client's booking from agency reporting for more reliable syncingNew AI onboarding skill acts as a guided setup partner for agenciesA new Tern podcast is coming, focused on business lessons for advisors and agency ownersFree swag giveaway for the first 100 people who enter, to celebrate the community

Episode OverviewDavid Shull (CEO), Brad Turner (Head of Design), and guest host Jade Pathe cover a back-to-basics week at Tern. Headline: collaborators can now see and apply automations and workflows on a shared trip, closing a gap for agencies working as a team. Also: itinerary view tracking, editable Project Expedition descriptions, agency tags, AI chat email parity, and smarter passport reads. Next week: PDF export customization and hotel content work ahead of the user conference.Episode Topics(05:23) Itinerary View Tracking: see when a shared link was last viewed, deduplicated hourly, to spot login mismatches.(09:13) Editable Project Expedition Descriptions: post-booking descriptions can be edited and localized; pre-booking stays locked.(13:34) Agency Tags: admins add locked, agency-level tags to shared trips, searchable in commission reconciliation.(17:02) AI Chat Email Parity: CC/BCC and individual sends now match standard Tern email.(18:56) Smarter AI Chat on Passports: reads expiration and legal name instead of guessing, fixing false errors.(21:07) Collaborators Can Apply Automations: view and apply automations and workflows on a shared trip, with sync when owners match.(26:16) Reconciliation by Group Number: search bookings by group number during reconciliation.(27:20) Client-Facing Email Setting: set an email separate from your Tern login for client materials.(29:27) Billing Address Autocomplete: credit card auth forms auto-fill billing address.Show HighlightsCollaborators can finally see and apply automations on a shared trip.AI chat matches full email functionality and reads real passport data.Editable tour descriptions post-booking, without breaking the supplier's record.Sharper reconciliation: locked agency tags and group number search.Next up: PDF export customization and hotel content ahead of conference.KeywordsTern, Flight Path podcast, CRM for travel agents, automation templates, travel advisor workflow, AI product tools, product updates

Episode OverviewThis week's Flight Path brings hosts David Shull (CEO and Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) through one of the biggest update weeks yet. The headline is a full rework of email in Tern: CC and BCC support, a wider recipient picker that isn't locked to trip contacts, and a new toggle between sending as one thread or as individual mail-merge style emails. Alongside that, rooms and cabins can now carry their own photos directly, ALG reservations import straight into itineraries through a new formal partnership, and group trip workflows can finally be set to apply only to regular trips. The episode wraps with a run of quality-of-life fixes advisors have been asking for. Next week brings a deep-dive ALG Vacations webinar and an early look at a new hotel discovery experience.Episode Topics(02:46) Email Overhaul. CC/BCC support, an expanded recipient picker, and a thread vs. mail merge toggle unify email across the app.(09:00) Room Media. Photos now attach directly to individual rooms and cruise cabins instead of living inside text descriptions.(12:19) ALG Import Integration. A new formal partnership pulls ALG reservations line by line into Tern itineraries, with an AI chat option.(17:43) Group Trip Workflows. Auto-apply workflows can now be scoped to regular trips only, so they no longer misfire on groups.(20:53) Quality of Life Round-Up. Custom default cover photos, one-click address field copying, added credit card authorization details, and card-type icons.Show HighlightsEmail in Tern now behaves like the inbox advisors already know, closing out a 500+ vote requestRoom and cabin photos sell the room, not just the tripALG bookings import without manual re-entry, with an AI-assisted path tooGroup workflows and regular trip workflows finally stay out of each other's wayKeywordsTern, Flight Path podcast, itinerary builder, travel advisor workflow, AI product tools, product updatesALG Vacations WebinarWant the deep dive on the ALG import integration? Register here: https://tern.travel/events/tern-alg-vacations

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Katie Williams (COO) recap this week's agency owner webinar and dig into why Tern is building its own general ledger and payment infrastructure instead of integrating with QuickBooks. They cover what's live in closed beta now, what's coming next, and why real money means accuracy comes before speed here. The episode wraps with this week's product updates and a look ahead to Virtuoso Travel Week.Episode Topics(03:49) Why The Webinar Mattered: Katie on why gathering every agency owner in one room was a stake-in-the-ground moment for the industry.(09:50) The Rollout Plan: Molly on what's live in closed beta now versus what's coming with payments and the ledger.(13:41) Building An Immutable Ledger: Why real money means treating "ship fast" as the exception, not the rule, here.(19:59) Why Not Integrate With QuickBooks: David and Molly on why standard accounting software wasn't built for travel.(26:33) Getting Your Agency Onboard: Katie on how to get in touch, plus a new referral program.(30:17) Shared Search Arrives: Anyone can now find shared trips and contacts, a long-requested fix.(31:51) Addresses That Fill Themselves: Google Places autofill lands in forms and trip locations.(34:08) Group Trip Summary: An at-a-glance view of travelers, cost, and expected commission across subtrips.Show HighlightsTern is building payments and a general ledger from scratch, purpose-built for travelGlobal search now surfaces shared trips and contacts across the teamAddress autofill via Google Places is live in forms and trip locationsGroup trip summaries give an instant read on cost and commissionA new agency referral program launches next week with a $750 credit for qualifying switchesKeywords Tern, Flight Path podcast, payments, product updates, travel advisor workflow, AI product tools

Episode OverviewDavid Shull (CEO, Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) open Flight Path's first full week of the Back to Basics campaign, the product push sparked by advisor feedback in the Facebook community. The team walks through a run of advisor-side fixes: credit card authorizations now autofill client addresses, room and cabin numbers get a dedicated field visible on web and mobile, traveler access errors are clearer, forms now say "legal first name," and AI chat can build smart flights. Molly covers the agency side, including commission rate changes that push to unpaid payouts and new granular permission controls. They close with a look ahead to the August 5 webinar on commission tools and service fees, and Virtuoso Travel Week.Episode Topics(00:45) Week in Review, Molly hits a milestone processing real money through Tern wallets while testing agency service fees; Brad shares new hires joining the design and marketing teams.(09:47) Back to Basics Origins, the hosts unpack the Facebook feedback thread that reshaped the roadmap and the "lean into the sting" mindset behind it.(11:26) Addresses & Credit Card Auth, client billing addresses now autofill on contact profiles, a top-voted Canny request.(14:41) Room & Cabin Numbers, a structured, easy-to-find field now shows on the overview page in both web and mobile.(17:25) Clearer Traveler Access Messaging, travelers get specific next steps instead of a dead-end access error.(18:56) Legal First Name & Smart Flights, forms clarify legal vs. preferred name, and AI chat can now build smart flights.(22:20) Agency Back to Basics, commission rate pushes to unpaid payouts, new granular permissions, backdated payouts, and agent lookup for host agencies.(26:31) What's Coming, a preview of the August 5 webinar's commission reconciliation and service fee tools.Show HighlightsCredit card authorization addresses now save automatically to the client's contact profile.Room and cabin numbers have a dedicated field visible right on the overview page.Traveler access errors now point to a clear next step instead of a dead end.Commission rate updates can push automatically to unpaid, on-hold payouts.New granular agency permissions let owners limit access to sensitive controls.August 5 webinar will preview centralized service fee and commission tools for agencies.KeywordsTern, Flight Path podcast, CRM for travel agents, AI product tools, travel advisor workflow, payments, forms, product updates

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) walk through a stacked update week: trips can now automatically move between statuses like traveling and traveled based on trip dates, a new Planned Bookings report makes it easy to audit anything that slipped through uncommitted, and the agency back office gets its own dashboard home plus new commission documentation and rate-change tools. A long list of quality of life fixes rounds things out. Next week: more on payments and reporting.Episode Topics(06:11) Automated Trip Statuses. Trips now move between statuses like traveling and traveled automatically, based on trip start and end dates, using Tern's existing automation triggers.(15:50) Planned Bookings Report. A new report surfaces bookings still marked as planning so advisors and agencies can catch anything that should have been marked booked.(19:57) Reporting Filters. New filters for trip tags, client state, and consortia or marketing codes make it easier to slice booking and client data for lead tracking and tax reporting.(22:45) Agency Back Office Home. All agency admin workflows, suppliers, commission reconciliation, and payouts now live in one dashboard, separate from the agent experience.(24:00) Commission Documentation and Rate Changes. Commission types can now require documentation, and rate changes can retroactively apply to commission already received but not yet paid.(29:02) Quality of Life Upgrades. Auto-formatted date fields, traveler age shown at trip start, visible terms and cancellation policies on the itinerary, full-resolution photo downloads, and bulk apply counts.Show HighlightsOne of the most requested features ever (500+ merged votes) is liveNew audit tools help advisors catch bookings before they cost commissionAgency back office now has a single home for suppliers, commission, and payoutsCommission rate changes can now apply retroactively where policy allowsSmall but mighty fixes: dates, traveler age, and cancellation policies just got easier to findKeywordsTern, Flight Path podcast, automation templates, travel advisor workflow, product updates, CRM for travel agents

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) cover Tern's biggest group trips update yet: changes made to a group itinerary can now push down to every subtrip automatically, ending a long-standing manual workaround. They also walk through new AI capabilities that pull directly from an advisor's own template library and photo collection, a refactor of the booking drawer for logging commission, and a batch of quality of life fixes. The episode closes with a longer discussion on where AI is taking the build vs. buy decision facing agencies and hosts across the industry.Episode Topics(00:00) Week in Review. The team compares a heads-down build week against a meeting-heavy one.(02:46) Group Trip to Subtrip Syncing. Pushing edits from a group itinerary down to subtrips, the most requested group trips feature to date.(08:30) Retroactive Sync for Existing Groups. Opting older group trips into syncing with a guided review step.(12:27) AI Library Integration. The AI can now search, read, and apply activity and itinerary templates, plus auto-tag uploaded photos for search.(21:41) AI Task and Note Editing. New direct editing capabilities with more usage headroom on low-cost actions.(22:41) Booking Drawer Refinements. Clearer logging for expected payments, backdating, and editing commission payouts.(30:01) Quality of Life Updates. Unclaimed booking alerts, TLN integration updates, group trip deletion warnings, clearer property addresses.(32:54) Build vs. Buy in Travel Tech. Why Tern is building the technology layer for advisors and hosts across the industry.Show HighlightsGroup trip edits now push to every subtrip, ending duplicate manual updatesAI pulls directly from an advisor's own templates instead of generic contentPhoto library search improves through automatic AI tagging, no setup neededBooking drawer gets clearer language for logging and correcting commissionTeam unpacks why Tern is positioning as the technology partner for the whole industry

Episode OverviewTern co-founder David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner catch up after a July 4th break. The episode centers on Tern's overhauled agency back office: a new Back Office Home separating agent and admin views, automated commission splits for referrals and mentors, and a system letting agents self match unclaimed commissions instead of admins exporting spreadsheets. Also covered: new AI chat features and cleaner itinerary date and time display. Full details land at Tern's agency launch webinar on August 5.Episode Topics(00:00) Weeks in Review, catching up after the July 4th break and this quarter's board meeting.(07:14) AI Chat Updates, chat can reference your email template library, save and share prompts, debug automations, and pull Project Expedition tours into a trip.(15:25) Itinerary Display Fixes, consistent date and time formatting across every item type.(18:45) New Back Office Home, a dedicated navigation home for agency admins, separate from the agent CRM.(26:03) Booking Drawer and Commission Splits, one consistent booking review flow plus automated referral and mentor splits.(31:05) Unclaimed Commission Matching, agents review and self claim unclaimed commissions with agency level controls.(39:43) Week Ahead, integration work, this week's group subtrip sync launch, and new hires starting.Show HighlightsAI chat reads your email templates and automations, and surfaces tours inside a trip.Back Office Home gives agency admins one dedicated space, separate from selling.Automated mentor and referral splits remove manual adjustment work for admins.Agents self match unclaimed commissions instead of admins exporting spreadsheets.Agency launch webinar set for August 5, with a full back office deep dive.

Episode Overview:David, Molly, and Brad are back with a packed episode covering the biggest AI chat upgrades to date, a major new agency back-office feature, and a meaningful update to groups. This week's AI updates go deeper than new features: they address the frustration advisors have felt when the chat forgets their preferences, and start to answer the bigger question of how AI memory should actually work inside a platform built for travel. On the agency side, a long-requested feature around unclaimed commissions is heading into beta, and it closes a loop that agencies have been managing manually for years.Episode Topics:(0:00) Week in Review: Molly's QA life, Brad's AI usage rollout, David's Singapore trip with the APAC team(5:27) AI Can Now Search Your Photo Library: The chat can pull images directly from your branded content folders using metadata and folder names, putting the right photo in the right place without manual searching.(7:21) Save Your Writing Style to Chat: Advisors can now tell the AI to save preferences like tone, formatting, and style directly from a conversation, so it carries those instructions into future sessions.(8:18) How AI Memory Actually Works in Tern: David explains why AI doesn't "learn" on its own, what evals are, and how Tern is building structured memory objects so preferences persist across conversations.(14:19) Unclaimed Commission Feature Heading to Beta: Agents can now view unclaimed bookings at their agency, claim the ones that belong to them, and get notified on approval, cutting out the manual back-and-forth that agencies have relied on outside the platform.(21:15) Quality of Life Updates: Reorderable lodging rooms on itineraries, year-over-year reporting comparisons replacing month-over-month, and a new search infrastructure powering faster, smarter task search across the app.(25:46) Groups Subtrip Syncing: Beta progress update, including the new ability to opt existing trips into syncing behavior and controls that let advisors edit individual subtrip fields independently.(29:27) What's Coming in Two Weeks: Tern Pro AI usage limits go live July 1, more agency back-office features shipping shortly after, and continued itinerary improvements.Show Highlights:AI chat can now pull photos directly from your library by folder name and metadataWriting style preferences can be saved mid-conversation and applied to future chatsUnclaimed commission claiming is coming to beta, with approval workflow and email notifications built inYear-over-year reporting comparisons now replace month-over-month KPIsTask search now covers title, description, trip, and contact, and is significantly fasterGroup subtrip syncing beta is expanding with opt-in for existing trips and independent field editing

Episode Overview:Brad Turner (Head of Design) and Molly Johnson (Head of Product) host this week's episode, joined by Spencer, one of Tern's lead engineers on AI. With David traveling back from a team offsite in Singapore, the three dig into a packed week of shipping: agency supplier payout rules, a wave of AI chat improvements, and a long list of quality-of-life fixes. Spencer pulls back the curtain on how Tern builds and evaluates its AI features, including how advisors can get more out of chat today. Q3 planning is underway, and there's plenty on the horizon for both advisors and agencies.Episode Topics:(00:00) Week in ReviewBrad, Molly, and Spencer share what the first post-webinar week looked like, from shipping payout rules to thinking through what comes next for chat.(06:52) Agency Supplier Payout RulesMolly walks through the new ability to set commission payout eligibility rules by supplier type, so agency owners spend less time manually adjusting dates and advisors get cleaner expected commission reports.(11:13) AI Chat: Publish Trips and Reliability FixesSpencer covers two chat updates shipped this week: the ability to publish trips directly from chat, and under-the-hood reliability improvements so chats handle deploys and errors more gracefully.(17:30) Quality-of-Life UpdatesBrad and Molly run through a full list of fixes and polish, including AI reconciliation line item deletion, year-over-year KPI comparisons, confirmation number visibility for unauthenticated clients, and a mobile chat submit button fix.(25:00) How to Get More Out of AI ChatSpencer breaks down how Tern optimizes chat behind the scenes and shares practical tips: use the light model for simple tasks, open chat from the trip you're working on, and start new chats more often instead of letting one run forever.(39:34) What's Coming NextSpencer is focused on search infrastructure improvements starting with tasks. Molly is deep in Q3 planning, with new advisor and agency features on the way. Brad is preparing for the Tern Pro upgrade rollout and a new booking import integration.Show Highlights:Agency owners can now set commission payout rules by supplier type, with the ability to override per specific supplierExpected commission dates now calculate automatically, so advisors no longer have to guess or do manual mathTrips can now be published directly from AI chatStarting fresh chats per task, instead of one long-running chat, extends usage and improves output qualityOpening chat from inside a trip eliminates the need for the AI to search, saving tokens and timeYear-over-year KPI comparisons now available, replacing month-over-month which wasn't useful for travel's seasonal patternsLibrary search is on the way: Spencer recommends naming your photos well now so the AI can find them later

Episode Overview: Fresh off their biggest webinar yet, David Shull, Molly Johnson, and Brad Turner sit down for the behind-the-scenes debrief. This episode unpacks what didn't get enough airtime during the live event: how agentic AI works differently from regular chat AI, why a single email demo moment stopped the webinar chat cold, and what it means for advisors that personalization no longer requires manual context-loading. The team also walks through group subtrip syncing in detail, the new mark-as-booked AI workflow for agents who just need to get paid, and a candid conversation about AI usage costs and what Tern is absorbing to make this accessible. Next week brings a special guest while David heads to Singapore.Episode Topics: (00:00) Post-webinar check-in: energy levels and webinar-week survival (05:37) Behind the scenes: what almost broke during the live AI demos (09:13) The email demo moment that hit home for advisors everywhere (11:31) Webinar highlights: what each host remembered most (15:20) Group subtrip syncing: a deep-dive demo of the beta feature (22:00) Packing lists and destination guides, now fully personalized by AI (26:18) Mark as booked via AI: how new agents can submit a booking in a few clicks (30:00) AI and pricing: reading, writing, and creating packages (32:08) AI usage transparency: what agentic AI actually costs and why (41:01) Scheduled agents: what David wants advisors to try first (43:19) Week ahead: payout date logic beta, unclaimed bookings, and David's Singapore tripShow Highlights: Agentic AI pulls client context automatically, so packing lists and destination guides are personalized before you type a word The email integration demo moment landed because it named a pain advisors assumed they'd always have to live with Group subtrip syncing lets advisors update 300 subtrips at once from a single group itinerary The mark-as-booked AI workflow lets new agents submit a booking with a receipt and a few approval clicks Tern blended its AI and note taker usage allocations into one pot and absorbed the added cost without raising prices Scheduled agents can now automatically draft follow-up emails based on trip returns, birthdays, and supplier promotions

Episode Overview: David Shull, Molly Johnson, and Brad Turner recap a packed pre-webinar week on Flight Path. The team walks through a full itinerary redesign with new header layouts and font options, six new AI chat capabilities, and a candid conversation about AI pricing, usage efficiency, and what Tern Pro means for advisors. The episode closes with quality-of-life improvements across bookings, commission reconciliation, and consortia preferences. Next up: the AI launch webinar on June 10 at 3:30 PM Eastern.Episode Topics: (00:00) Week in review The team shares a fragmented but productive week, with hiring momentum and webinar prep dominating the schedule.(04:01) Itinerary redesign Brad and Molly walk through four new header display options, three font choices, and a series of fast-follow fixes shipped within days of launch.(12:33) Bulk consortia preference updates Advisors can now filter their client list and mass-update opt-in preferences across Signature, Travel Leaders Network, and Virtuoso, replacing a clunky export process.(15:39) New AI chat capabilities Six updates: file upload in chat, voice input, automatic context from the current page, manual context pinning, pricing and payment schedule generation, and rotating AI tips.(23:30) Tern Pro and AI pricing David explains why AI costs behave differently from traditional software, and what Tern is doing to keep AI accessible while building a sustainable business.(33:47) AI efficiency improvements Two major optimizations: a light model option that uses roughly a third of the credits of premium, and caching that cuts first-message costs by 4 to 6 times.(44:01) Quality-of-life updates Accreditation selection moved earlier in the booking flow, a last-updated sort on the commission report, and significant AI reconciliation improvements for large supplier files.Show Highlights:Itinerary headers now support full-bleed images, larger images, or minimized headers, with serif, sans-serif, or standard font optionsAI chat now accepts file uploads, voice input, and automatic page context so advisors spend less time explaining and more time getting things doneCaching reduced first-message AI costs by 4 to 6 times, launched mid-week in direct response to advisor feedbackAI reconciliation now handles large supplier files and retains all line items even when a supplier match is missingWebinar: June 10, 3:30 PM Eastern

Episode Overview: David, Molly, and Brad are back with a packed episode recorded live from the ASTA conference in San Diego. David joins on four hours of sleep after a booth that stopped fellow exhibitors mid-floor. This week covers two long-requested features now live, a wave of AI chat improvements, and a look ahead at group subtrip syncing, itinerary style updates, and the June 10 product launch webinar.Episode Topics:(07:14) Hide activities from travelers Advisors can now hide individual itinerary items from the client view. Canceled bookings drop off automatically. Surprise plans, future content, anything not ready for the client stays on your board, off theirs.(11:42) Insurance inside packages Manual insurance quotes can now live inside a package. Clients see accurate total pricing when they select coverage, no workarounds, no separate line items.(14:44) AI chat updates Dashboard chat panel is now opt-in from Customize. Cruise bookings can be built end to end through conversation. Contact addresses can be read, added, and updated via chat. Trip sorting by name and date is live.(23:08) Quality of life Agency supplier library gets a one-click CSV export. Supplier statements sort by most recent by default. Trip transfers auto-prompt a republish.Show Highlights:You now control exactly what travelers see on their itineraryInsurance finally works inside package pricingAI chat accessible straight from your dashboardNine new Turn and Learn lessons live this week

Episode Overview:David Shull, Molly Johnson, and Brad Turner cover a week of meaningful AI chat improvements. The biggest change: instead of typing answers back into the chat, advisors can now pick from clickable options and move through workflows in seconds. David demos this live, including a cruise search pulling ports, ships, and cabin options on command. Abby, Head of Customer Experience, walks through the relaunched Tern and Learn training hub, which now ships content alongside every weekly product update. Agency permissions, preferred supplier tags, and a quality-of-life roundup round out the episode.Episode Topics:(0:00) Week in Review Early advisor reactions in the Facebook group about the AI assistant saving hours on 60-day cruise itineraries.(4:46) Tern and Learn Update Abby walks through the relaunched training hub at turn.travel/learn and new agency owner courses shipping in near real time.(11:37) AI Chat: What Shipped Clickable multiple-choice responses, automatic chat renaming, and expanded cruise port knowledge.(14:06) AI Onboarding Demo David demos the onboarding skill live, showing the AI asking targeted questions and walking through a cruise search by port and date.(17:17) More AI Updates Trip details section awareness, default currency support, ship-specific search, and cabin options.(20:33) Agency Permissions New role-level controls over team data access and credit card visibility on trips.(22:49) Supplier Tags and Preferred Status Preferred supplier star indicator for agents and custom tags for filtering by region, consortia, or travel type.(26:03) Quality of Life Updates Trip board performance improvements, insurance refresh, and filtered contact list export.(29:43) Commission Improvements RTF file support, statement-level adjustments, and orphaned commission cleanup on deleted statements.(37:24) Week Ahead Insurance in a package, itinerary item hiding, rule-based commission dates, group subtrip syncing in beta, and ASTA Conference in San Diego.Show Highlights:AI chat surfaces clickable options so advisors stop typing answers mid-workflowOnboarding skill tailors the experience based on what the advisor wants to do firstAI searches cruise ports, ships, and cabin options when building itinerariesPreferred supplier tags guide agent booking behavior without cluttering client-facing profilesAI commission reconciliation now supports RTF files and statement-level adjustmentsTern and Learn ships training content the same week new features go liveKeywords:Tern, Flight Path podcast, CRM for travel agents, AI product tools, travel advisor workflow, itinerary builder, product updates

Episode Overview: David Shull, Molly Johnson, and Brad Turner cover a packed week. AI chat gets its own home in the navigation with new capabilities to search cruise templates, build comparison breakdowns, and add port images in seconds. The team also walks through agency updates on supplier management, commission payout logic, contact deduplication, and cleaner client payments. Register for the June 10 agentic AI reveal to see the full picture.Episode Topics:(0:00) Weekend check-in Back office deep dive and a live AI preview at the Las Vegas Travel Agent Forum.(7:25) AI chat gets its own home Dedicated navigation icon with recent history, suggested prompts, and a full-screen experience.(9:57) Cruise itineraries and comparisons in chat Search templates, build full itineraries, and generate side-by-side cruise comparisons from a few messages.(14:14) AI adds port images automatically Chat populates images for every port on a cruise itinerary in one step.(18:26) AI free beta and upcoming limits No usage caps for now. Limits and upgrade options arriving over the next month.(22:00) Preferred suppliers and custom tags Mark preferred suppliers and add searchable tags that surface to advisors at booking.(23:45) Commission payout logic per supplier Set timing rules by supplier type so advisors stop entering expected commission dates manually.(26:43) Clearer client payment balances Invoices now show total cost, amount paid, and balance due, with on-property charges listed separately.(31:59) Contact deduplication org-wide One-click merge for suggested duplicates, now working across all advisors and shared contacts.(35:51) Required fields on client forms Red star indicators and automatic scroll to missed fields on submit.(38:30) Insurance per itinerary and reporting updates Insurance options per itinerary, an advisor sales pie chart, and balance due fields added to reports.(40:19) Trip names on calendar payments Payment entries now show the associated trip name alongside the activity.(42:16) Advisor and supplier survey Tern is surveying advisors on their supplier experience, with $250 gift card giveaways for participants.Show Highlights:AI chat has its own navigation hub with history and suggested promptsChat builds cruise itineraries and comparison grids from a few messagesPort images populate automatically through chatPreferred supplier marking and custom tags give agencies more control at bookingSupplier payout logic removes manual commission date entryClient invoices now clearly show what is still owedContact deduplication works org-wide with one-click merging

Episode Overview: David Shull, Molly Johnson, and Brad Turner had a week that felt bigger than most. A host agency came back after 14 months to demo their full workflow in Tern, and the before-and-after data on advisor sales moved the room. That energy carries through everything the team shipped: meetings now live inside Tern, AI chat can find the right client for a supplier promo and send a personalized email in one click, and agencies can finally assign workflow tasks to specific team members. Las Vegas Travel Agent Forum is next week, and there's more in the pipeline than the team is ready to say out loud.Episode Topics:(00:00) A host agency demo, 14 months in the making, shows real before-and-after conversion data.(09:11) Calendar meetings appear inside Tern, with one-click contact profiles and note taker controls.(16:29) Workflow tasks can now be assigned to specific team members or VAs at the template level.(21:47) AI chat improvements: send emails from chat, auto-populate hotel properties, create trips without a client name or exact dates.(25:01) Live demo: supplier promo email becomes a personalized client outreach, sent in one click.(33:47) Trip creation moves to a drawer layout. Agencies get a new setting to lock trips to agency access.(35:34) What's coming: group subtrip syncing, collaborator credit card permissions, Las Vegas Travel Agent Forum.Show Highlights:Calendar meetings now live in Tern with note taker controls built inAI can go from a supplier email to a sent, personalized client outreach without leaving TernWorkflow tasks are now assignable to team members and VAs at the template levelNew agency setting prevents advisors from removing agency access on their way out

Episode Overview:David Shull, Molly Johnson, and Brad Turner dig into what may be the biggest agency back office feature Tern has shipped: AI commission reconciliation. The team walks through how it works, what it actually means for the accounting teams and agency owners who spend hours on statement matching every month, and why Tern is uniquely positioned to build this kind of end-to-end flow. They also cover a wave of AI chat upgrades, including email search, form response reading, and contact creation, plus major Chrome extension improvements and a quality of life section covering smarter trip search and task page fixes. A big reveal is coming in June.Episode Topics:(00:00) Week in Review David, Molly, and Brad share highlights from the week, including a listener who built a $20,000 FIT proposal in under 20 minutes using Tern, and Brad's call with a major cruise line that revealed how little suppliers understand about how advisors actually work day to day.(06:20) AI Commission Reconciliation Molly walks through the new AI-powered reconciliation feature, explaining how it reads supplier statements in any format, auto-matches line items to bookings, and surfaces partial matches for human review. The team discusses what "training the AI" actually means, how data privacy works, and why Tern's vertical integration makes this flow possible in a way no other tool can replicate.(17:57) AI Chat Updates Brad runs through a full list of new capabilities added to the AI chat this week: reading trip request form responses, creating detailed contact profiles from notes or emails, and searching connected email inboxes to pull context into conversations and draft replies. David notes that full-body email search is also coming early next week.(27:00) Chrome Extension Updates Molly covers the latest Chrome extension release, which now supports importing full itineraries to existing trips or creating new ones directly from any website. She also highlights small loading screen touches added by engineer Gaal that have become a fan favorite.(31:56) Quality of Life Brad covers two improvements: trip search now surfaces results by confirmation number, traveler email, and traveler phone, not just trip title. The task page overflow bug that advisor Walter flagged has also been fixed.(34:30) Week Ahead Molly teases workflow task assignment coming next week, group subtrip syncing getting underway, and new agency supplier capabilities. Brad previews insurance in package pricing and canceled booking visibility on itineraries. David flags early previews of agentic AI features at Las Vegas Travel Agent Forum and ASTA.Show Highlights:A travel advisor built a $20,000 FIT proposal from idea to full proposal in under 20 minutes using Tern's Chrome extension and AI tools.AI commission reconciliation reads supplier statements in any format, auto-matches bookings, and flags partials for one-click review, cutting what used to be hours of manual work down to minutes.Your payout data is never shared or used to train external models. When Tern says "training the AI," it means building supplier-specific context so the model reads statements more accurately over time.The AI chat can now search your connected email inbox, read trip request form responses, and create fully detailed contact profiles from a note or an email thread.AI-drafted email replies in Tern are different because the AI actually knows the trip details, the contact history, and the context. It is not a generic response you have to rewrite.Chrome extension now imports full itineraries, not just activities, directly to new or existing trips.Trip search now works across confirmation numbers, traveler emails, and traveler phone numbers, not just trip titles.A big AI reveal is coming in June, with early previews at Las Vegas Travel Agent Forum and ASTA.

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

Episode Overview: David, Molly, and Brad cover Tern's fastest-moving area right now: AI.David demos AI chat building trips from scratch, generating activities from client details, and reading your task list to tell you what to work on today. Molly walks through a new payments update plus fixes across group trips, commission statements, and agency settings. Brad covers Chrome extension updates, insurance fixes, and design refinements.Next week: itemized package pricing, AI reconciliation in open beta, and workflow task assignment.Episode Topics:(00:00) Welcome and week in review David, Molly, and Brad catch up on their weeks. Molly shares what she's learning running a 900-agent migration herself. David talks about following up on the Project Tradition retail parity announcement and watching advisors use tours and activities to drive extra revenue before summer.(08:45) Payments update: customizable installment labels Advisors can now rename installment labels, including calling the first payment a deposit, matching how they actually communicate with clients. Molly explains the two use cases that drove the request, and Brad reveals his mom was one of the people who flagged it.(11:41) Chrome extension update: set items as optional on import When importing an activity or item via the Chrome extension, advisors can now toggle it as an optional add-on before it lands on the itinerary, cutting out a step for anyone building itineraries from third-party sources.(13:01) AI demo: creating trips, activities, and contacts from notes David demos the global AI chat, showing how it reads a notes intake, proposes a trip name and travelers for approval, then builds out activities based on the conversation, including dietary preferences and cruise details pulled from the note itself.(19:49) AI task search and filtering The AI can now search, read, and filter tasks, including filtering by date range. Molly tests it live by asking "what should I do today?" and gets back a prioritized list of overdue tasks and client inquiries.(21:49) Quality of life: group trips, commission statements, and agency defaults Group trip updates include clearer labeling for canceled or archived travelers and a new column showing when each subtrip was created. Commission statements now have a sticky status filter. Multi-agency users now land on their default agency automatically in settings.(26:36) Partner integrations: insurance and Project Expedition fixes Insurance quotes now lock to the trip state at time of quoting, preventing errors when trip details change before purchase. Project Expedition transfer timing logic is now specific by departure type, resolving a confusing error for train and cruise departures.(30:01) More quality of life: itinerary scroll fix and design refinements A scroll-position bug when adding items to long itineraries is fixed. Brad and Spencer quietly shipped smaller icon sizing across buttons, a tweak Brad and Ursula had been waiting to make for months.(32:11) Week ahead Itemized package pricing going live, AI reconciliation moving toward open beta, workflow task assignment shipping, and David hitting the road for a host agency keynote.Show Highlights:The AI can now build a full trip from a notes intake, including travelers, dates, and a proposed activity list, all with advisor approval before anything is createdAsk the AI "what should I do today?" and it returns a prioritized list based on your tasks and client inquiriesAdvisors can now label installments as deposits, matching the language they already use with clientsChrome extension now lets you set imported items as optional add-ons at the point of importInsurance quotes now lock to the trip state at time of quoting, preventing purchase errorsCommission statement filters are now sticky, so your open-only view stays set when you returnAI tool count is at 8, with 70 more capabilities on the roadmap for the coming weeks

Episode Overview:In this week's episode of Flight Path, David Shull (CEO and co-founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) dig into a packed week of quality-of-life shipping, a look at what is being built behind the scenes, and a candid conversation about the future of AI in travel advising. From optional transfer add-ons and smarter booking failure notifications to AI commission reconciliation and a new generation of conversational AI being built in Tern, the team covers both what is live now and what is coming. The episode closes with an exciting tease of an itinerary redesign and a look at how Tern is thinking about giving advisors an entirely new way to delegate work.Episode Topics:(00:00) Welcome and Week in Review David, Molly, and Brad share what had them all running on empty this week, from a major host transition to board prep to a quiet design handoff from Ursula before her vacation.(08:07) Optional Transfer Add-Ons via Project Expedition Advisors can now set transfers as optional add-ons on client itineraries, with flight and cruise details auto-filled and a one-click booking experience on the client side.(11:33) Project Expedition: No Markup, Same Price David explains that Tern now offers the exact same retail rates as booking direct through Project Expedition, making the integration a pure time-saver with zero cost difference for clients.(14:34) Quality of Life Improvements Molly walks through a series of community-driven fixes: corrected flight timeline bars, auto-exclusion of canceled travelers from group emails, cleaner team page views for agency admins, and a restored confirmation number field in unclaimed booking search.(16:24) Booking Failure Notifications and Resolution Brad breaks down a sneaky-hard improvement: advisors now receive detailed booking failure notifications with actionable next steps, including the ability to correct and resubmit without going back to the client for reauthorization.(22:05) AI Commission Reconciliation in Alpha Molly shares early results from AI-powered commission reconciliation for agency owners, including supplier-specific training for Disney and Arch Rome statements, and what it means for accounting teams spending most of their time on manual data entry.(27:49) The Broader AI Vision for Advisors David and Brad discuss how 70 to 75% of advisor workflow tasks could benefit from AI assistance, including a vision for personalized, context-aware payment reminders drafted in the advisor's own voice.(30:14) Delegating Work to AI Agents Brad goes deep on the first-principles vision for AI agents in Tern, including how advisors will eventually be able to assign recurring tasks to an agent that handles the first pass and checks back in for approval.(38:06) Real-World AI Feedback Loop David shares a story about an advisor who submitted feedback on the AI chat feature and had their specific use case addressed within 48 hours, illustrating how quickly the team is iterating.(41:08) Week Ahead Preview Molly teases continued progress on itemized package pricing (coming out of beta), AI commission reconciliation improvements, and client-facing itinerary polish. Brad drops that support for hiding canceled items on the itinerary is now in engineering.Show Highlights:Optional transfer add-ons are live, with auto-filled details and one-click client booking through Project ExpeditionTern now matches Project Expedition retail pricing exactly, making the integration a no-brainer for advisors who were previously hesitantAI commission reconciliation is in alpha with supplier-specific training already underway for Disney and Arch Rome70 to 75% of advisor workflow tasks could be touched by AI assistance, starting with personalized payment reminders drafted in the advisor's voiceA new generation of conversational AI is taking shape inside Tern, including the ability to create trips directly from notesItinerary redesign is coming

Episode Overview:In this episode of Flight Path, David Shull (CEO and co-founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) dig into a packed week of updates at Tern. The team covers a major dashboard improvement that group travel advisors have been requesting, a series of notes and AI chat upgrades, and over ten quality of life fixes pulled directly from advisor feedback. From overnight flight handling to smarter AI that can now search trips and learn from user behavior, this episode is loaded with improvements that make Tern feel faster, smarter, and more intuitive. The team also teases what is coming next, including itemized package pricing, AI reconciliation for agency owners, and Tern's first AI create tool.Episode Topics:(00:00) Welcome and Week in Review David, Molly, and Brad share what kept them busy this week, from digging through advisor feedback in Canny to cleaning up integration edge cases post-webinar.(03:56) Dashboard Scrolling Is Finally Here Molly breaks down the most-requested dashboard fix: all four dashboard sections now scroll so advisors with large group trips can see every payment, authorization, form response, and task without workarounds.(07:27) Notes Get a Major Quality of Life Upgrade Notes no longer require a title, timestamps now reflect when a note was originally created, notes can be imported with a retroactive created date, and a single note can now be associated with multiple contacts and trips.(13:00) AI Chat Can Now Search Trips The AI chat no longer needs a note to find trip information. It can now search trips directly and answer questions about activities, with richer context for each activity type shipping on April 3rd.(14:14) How Tern Uses AI to Make AI Better David explains how Tern analyzes AI chat behavior to identify where it falls flat, and introduces a new thumbs down feedback button so advisors can directly help improve AI responses.(19:07) Email Triage and What the AI Is Still Learning David walks through how email triage works today, the edge cases the team is solving for, and why shorthand like "WDW" is a great example of the constant iteration happening under the hood.(21:30) Performance Improvements Across the App Brad covers speed upgrades to global task loading, commission payouts, and contact search, which is now dramatically faster with a loading indicator added for good measure.(25:31) Quality of Life Fixes From Advisor Feedback Molly runs through fixes including auto-extending trip end dates for late-arriving overnight flights, credit card authorization details that now stay visible for five minutes, middle names showing for multi-gen travelers, emojis rendering correctly on Tern invoices, and statements that now default to your account currency.(32:36) Week Ahead: What Is Coming Next Brad previews insurance placement improvements and better handling for canceled bookings. Molly shares that itemized package pricing is nearly out of beta and AI reconciliation for agency owners is coming soon. David teases Tern's first AI create tool inside the chat experience.Show Highlights:Dashboard now fully scrolls across all four sectionsNotes can now be linked to both a contact and a trip at the same timeAI chat can now search trips independentlyNew thumbs down button lets advisors help train the AIOvernight flights now auto-extend your trip end dateCredit card details now stay visible for five minutesEmojis now render correctly on Tern invoice exportsStatements now default to your account currencyAI reconciliation for agency owners entering betaAI create tool in early exploration

Episode Overview:In this episode of Flight Path, David Shull, Molly Johnson, and Brad Turner take listeners behind the curtain of Tern's biggest webinar to date, which drew over 4,000 registrants and broke their Zoom license live. The team unpacks the chaos, the last-minute engineering pushes, and the community energy that made it all worth it. From practical tips on how to get the most out of the new AI chat feature to a candid breakdown of Tern's thinking on AI pricing and beta access, this episode goes deeper than the webinar ever could. With property discovery and packaged insurance improvements on the horizon, the team closes with a look at what is coming next for travel advisors on Tern.Episode Topics:(00:00) Webinar Hangover and Record-Breaking Numbers The team reflects on hosting Tern's biggest webinar yet, with over 3,000 live attendees breaking their Zoom license and 600 questions submitted in real time.(03:48) Behind the Scenes: Last-Minute Engineering Chaos Molly and David pull back the curtain on overnight flight data migrations timing out and demo environments being fixed just minutes before going live.(06:10) Brad's Slide Wins and Project Expedition Migration Brad shares how he got slides done a full hour early and explains the engineering work required to clear cached pricing across tens of thousands of tours.(14:28) Webinar Reflection: Hype vs. Overwhelm The team acknowledges that while the webinar created massive excitement, advisors also left wondering where to start, and commits to building clearer post-webinar enablement resources.(20:36) AI Chat Deep Dive: How It Actually Works David walks through exactly how the AI chat feature uses tool calling to search notes, contacts, and trips, and shares pro tips for prompting it effectively right now.(31:48) Prompt Engineering Today vs. Tomorrow Brad explains why advisors need to be specific with prompts for now, and why that will matter less as Tern learns how advisors naturally ask questions.(34:51) AI Brand Voice Settings David demos a new setting that lets advisors give the AI context on how they want it to write, particularly useful for follow-up emails.(36:57) AI Pricing and Upgrade Tiers: The Honest Breakdown David and Brad explain why AI features may eventually have an upgrade cost, how token usage varies wildly by advisor, and what the goal is for Q2 pricing plans.(40:48) Beta Roundup: What Is and Is Not Available Yet Molly breaks down the three features still in closed beta, including itemized package pricing, AI commission reconciliation, and advanced custom reporting, and explains when and how each will roll out.(43:37) Week Ahead: Insurance in Packages and Property Discovery Brad teases upcoming work to embed insurance within packages and improve how advisors discover and browse properties inside Tern.Show Highlights:Over 4,000 registrants and 3,000 live attendees broke Tern's Zoom license during the webinarOvernight flights, the number one requested Canny feature, shipped and was marked complete the day of the webinarAI chat tips revealed: include contact name and specific keywords to help the AI follow the right tool calling pathAI brand voice settings now let advisors train the AI on how they want to sound in emailsThree features remain in closed beta: itemized package pricing, AI commission reconciliation, and advanced custom reportingThumbs up and thumbs down feedback inside AI chat is the highest signal way to help Tern improve the featureProperty discovery improvements and in-package insurance are both in early planning for Q2

WEBINAR REGISTRATION: Register now at tern.travel before Thursday, March 26 at 3:30 PM ET.Episode Overview:In this episode of Flight Path, David Shull (co-founder and CEO), Molly Johnson (head of product), and Brad Turner (head of design) kick off with a look behind the curtain at the Tern team, including Brad's feature in an industry publication and Molly's viral blog post on AI and career identity. The team then dives into a packed product update covering global notes, live transfer booking through Project Expedition, Chubb insurance going live, automation offsets, and a wave of quality of life improvements for advisors managing groups and contacts. With the Q1 product launch webinar just days away, the team hints at secret features still being held back and closes with a reporting tips and tricks session. Next week promises to be a defining moment for how travel advisors think about their technology.Episode Topics:(00:00) Webinar Countdown and Episode Preview: David sets the stage for an action packed episode with less than seven days until the Q1 product launch webinar.(01:24) Brad's Industry Feature and Molly's Blog Post: Brad reflects on being featured in a people centric industry publication, and Molly shares the story behind her candid essay on AI, career identity, and why pressure to do everything can make you worse at the things you love.(09:58) Week in Review: The team shares how an insane week of quarterly planning, beta features, and webinar prep is coming together ahead of the big launch.(13:00) Global Notes Launch: Advisors can now search and access all their notes from anywhere in the app without leaving their current workflow.(16:19) Live Transfer Booking via Project Expedition: Transfers can now be quoted and booked directly from the itinerary, with pricing that auto-refreshes at the time of client authorization so advisors never have to chase a new approval because the price changed.(21:00) Chubb Insurance Now Live: Chubb joins Arch and Faye as a live insurance partner in Tern, giving advisors real time quotes and automatic booking on client authorization.(23:24) Automation Offset Trigger: Advisors can now schedule tasks and emails to fire a set number of days after an automation is added, making post-booking drip sequences and contact outreach far easier to build.(29:27) Quality of Life Updates: Create a trip directly from a contact profile, export passport data in group trip exports, and apply workflow task lists at the group trip level in one click.(33:27) Chrome Extension Updates: Improved image import, logout capability, and a more polished presence in the Chrome extension store.(35:00) Tips and Tricks: Reporting deep dive showing how advisors can use filters and drill into underlying booking data across 42 columns and export directly to Excel.(39:16) Week Ahead: The team previews the Q1 product launch webinar on Thursday March 26 at 3:30 PM ET, with secret features still being held back until the final minutes.Show Highlights:Transfers now book at the exact price the client sees at authorization, eliminating the back and forth when prices shiftChubb is officially live, completing a major request advisors had been asking forAutomation offsets make it possible to build post-booking drip campaigns without manually calculating datesGroup advisors can now export passport data and apply bulk task workflows in a fraction of the timeThe Q1 webinar is shaping up to be record breaking attendance with features the team says could make Tern feel like a different company

Register now at tern.travel for the Tern Product Launch Webinar, happening March 26th at 3:30 PM Eastern time. This is where the biggest updates of the season drop live.Episode Overview:The Tern team is back in full force for another packed episode of Flight Path. David, CEO and co-founder, Brad, head of design, and Molly, head of product, cover a strong week of shipping including a long-awaited automation trigger update, a major account security upgrade, and several back office quality of life wins. The team also pulls back the curtain on multiple closed betas in flight and teases what is shaping up to be one of the biggest product moments of the year. Do not miss what is coming at the Q1 product launch webinar on March 26th at 3:30 PM Eastern time. Register now at tern.travel.Episode Topics:(00:00) Welcome Back and Webinar Announcement David kicks off the episode and plugs the Q1 product launch webinar happening March 26th at 3:30 PM ET, with a countdown timer live at tern.travel.(01:42) Week in Review: Booking Integrations and Project Expedition Brad shares exciting progress on the ability to book transfers within Tern and early thinking around hotel booking exploration, with a focus on removing manual data re-entry.(03:12) Week in Review: Quarterly Planning and Closed Betas Molly shares highlights from Q2 quarterly planning and the relief of finally getting long-awaited features into closed beta.(05:26) Week in Review: AI Squad and Engineering Velocity David discusses the team's 3X engineering velocity gains and early thinking around building an AI productivity layer for travel advisors.(07:28) New Feature: Automation Trigger Updates Molly and Brad walk through a new automation trigger type that fires immediately when added to a trip or contact, with offset logic coming very soon for post-booking workflows.(12:14) New Feature: Passkeys for Account Security Brad and David introduce passkey support in Tern, allowing advisors to log in securely using Face ID, fingerprint, or device biometrics without needing text messages or authenticator apps.(19:35) Quality of Life: Refreshed Notes Layout David shares a polished new notes experience with an improved table view and drawer design, laying the groundwork for future AI features.(20:59) Quality of Life: Back Office Updates Molly covers two back office improvements including an ID field for agency suppliers and a one-click hyperlink from booking modals directly to reconciled statements.(23:26) Inside the BetasItemized Package Pricing, Host Commission Reconciliation, and Statement Reconciliation Workflow - Molly walks through three active closed betas touching payments, commission payouts, and reconciliation behavior changes.(31:55) AI Betas and Non-Deterministic Features David shares his experience running AI-focused betas for the first time and the challenges of building flexible AI features responsibly.(33:35) Week Ahead: Webinar Countdown The team shares what is coming in the next 13 days leading up to the March 26th webinar, including pressure testing new features before they go live.Show Highlights:Passkeys are now live in Tern, solving the number one most frustrating login issue for travel advisors.A new automation trigger fires instantly when added to a trip, with offset logic shipping very soon.Itemized package pricing is in closed beta, maintaining individual activity pricing within packages.Host commission reconciliation is being tested in Tern for the first time.The engineering team is shipping at 3X last year's velocity.The biggest updates of the season drop live at the Q1 webinar on March 26th at 3:30 PM ET.Keywords:Tern, Flight Path podcast, CRM for travel agents, itinerary builder, automation templates, travel advisor workflow, payments, commission reconciliation, passkeys, account security, AI product tools, product updates, booking integrations, package pricing, host agencies

Episode Overview:In this episode, the Tern team dives into a series of powerful product updates designed to make life easier for travel advisors. David Shull (Co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) explore a brand new Chrome extension that can import content from nearly any website directly into Tern. From AI-powered itinerary imports to a new report that shows where clients are traveling around the world, it’s a fast-paced look at tools that reduce busywork and improve client support. Plus, updates to insurance workflows, calendar integrations, and a preview of major features entering beta soon.Episode Topics:(00:00) Welcome Back to Flight PathThe team kicks off the episode with a weekly check-in and a preview of major product updates shipping this week.(05:51) New Chrome Extension for Importing Content into TernA new Chrome extension allows advisors to import itineraries, forms, images, and templates from almost any website directly into Tern using AI.(08:25) AI Matching for Properties and ActivitiesThe extension works with Tern’s AI Assist system to automatically match imported content to known hotels and geo-tagged properties.(14:03) Insurance Workflow ImprovementsNew settings now require travelers to explicitly accept or decline travel insurance, helping advisors maintain proper documentation.(17:01) New “Where in the World Are Your Clients” ReportA new report and map view shows where clients are currently traveling or scheduled to travel, helping advisors respond quickly during global disruptions.(19:45) Quality of Life UpdatesSmaller improvements include real-time price checks for Project Expedition bookings, activity template preview improvements, and easier cleanup of old trip statuses.(25:00) Faster Unclaimed Booking Matching for AgenciesPerformance improvements dramatically speed up the process of matching supplier statements to advisor bookings.(28:30) Calendar Tips and Tern EventsAdvisors can now see Tern events like office hours and webinars directly inside the Tern calendar and sync filtered views to external calendars.(31:49) What’s Coming NextClosed betas begin for host reconciliation, itemized package pricing, and additional integrations including transfers and new insurance partners.Show Highlights:“Import itineraries, forms, and media from almost any website directly into Tern using a new Chrome extension”“A global travel map report helps advisors instantly see where clients are traveling”“Insurance workflows now require travelers to accept or decline coverage”“Major upcoming betas include host reconciliation and itemized package pricing”

Episode Overview:In this episode, the Tern team covers big February updates: Project Expedition tours (now with reviews and client self-booking), the new FAYE insurance integration, major commission reconciliation improvements, an email deliverability checker for your domain, plus AI upgrades and new closed betas.Episode Topics: (00:00) What’s new this week Tours, insurance, reconciliation, email deliverability, AI, and betas.(00:52) Molly’s QA week Testing complex itemized package pricing and host reconciliation.(03:47) Brad’s focus Transfer quoting in Tern and scaling design with AI.(06:06) David’s update Now PMing the AI team and pushing faster internal workflows.(08:18) Project Expedition upgrades Tour ratings and reviews now visible in Tern.(10:34) Clients can browse and book tours A toggle lets clients shop and book tours from their itinerary.(14:29) Commission reconciliation improvements Better statement auditing and clearer unclaimed handling.(18:28) Suggested matches for unclaimed bookings Faster claiming with confirmation-number matching.(23:47) New insurance partner: FAYE (beta) Get quotes in Tern and auto-book after authorization.(26:47) Quality of life updates Forms, flights, templates, packages, and commission table upgrades.(31:03) AI improvements Better destination guides and packing lists.(32:35) Tip: email deliverability warnings New settings view surfaces domain configuration issues.(35:50) Closed betas Itemized package pricing, host reconciliation, and an AI note taker.Show Highlights: Clients can book tours from the itinerary in one flowSuggested matches speed up unclaimed commission trackingFAYE insurance quotes and booking are now live in betaNew domain checks help prevent emails landing in spam

Episode Overview:In this episode, the Tern team shares key updates across training, agency collaboration, and itinerary workflows. David Shull (CEO and co-founder), Molly Johnson (product), and Brad Turner (head of design) cover the rebuilt Turn and Learn hub, the new Collaborator role for agencies, and several quality of life improvements. From smarter AI Assist flight imports to faster tour library actions and smoother PDF exports, it’s a fast-paced look at what’s new and what’s coming next.Episode Topics:(00:00) Welcome Back and AgendaDavid returns, shares a personal update, and previews Turn and Learn, product updates, and quality of life improvements.(00:58) Week in ReviewBrad: insurance integrations, Project Expedition, and an AI workflow webinarMolly: progress on itemized package pricing and new agency toolsDavid: supplier conversations and AI strategy focus(05:45) Turn and Learn Relaunch with BenBen explains the refreshed training hub: centralized content, advisor vs agency owner tracks, checklists, and strong search.(14:34) Feedback and AccessBuilt-in “helpful or not” feedback on search results; access via tern.travel/learn with no login.(16:07) New Agency Collaborator RoleCollaborators get automatic access to shared trips and contacts without access to commission/reporting data.(21:34) Project Expedition Tour Library UpgradeMulti-select tours and add them to a trip at once, including bulk adding as optional add-ons and into option blocks.(25:07) AI Assist ImprovementsAI Assist now groups multi-leg flights correctly and improves auto-titling and payment schedule edge cases.(26:38) Pro Tip: Separate Flight Legs and Hotel Checkout on ItineraryToggle itinerary display to show flight legs separately and lodging checkout as its own event.(31:13) Forms and PDF Export Quality of LifeCountry/state dropdowns added to forms; PDF export no longer fails due to encrypted attachments and provides separate downloads instead.(36:05) Week AheadMolly: beta launches for itemized package pricing and host commission reconciliationBrad: more insurance integrations and client tour browsing (with permission)David: more supplier discovery and new AI feature workShow Highlights:Turn and Learn is rebuilt with checklists, search, and centralized resourcesNew Collaborator role supports team-based agencies and VAs without exposing financial reportingAI Assist now handles multi-leg flights the way advisors expectMulti-select tour additions reduce repetitive steps when building itinerariesPDF export now works even when some attachments are encrypted

Episode Overview: In this episode, the Tern team covers quick updates across AI Assist, packages, tours, and agency tools. Brad Turner (Head of Design) hosts while David is out on paternity leave, joined by Ursula Holman (Designer) and Andrew Hooker (Engineer and travel advisor). They also share quality of life improvements, a peek into support engineering, and a couple practical workflow tips.Episode Topics: (00:01) Brad fills in, guests join Brad hosts with Ursula and Andrew and previews AI, packages, and commission updates.(03:15) AI Assist detects packages Uploads with single price, supplier, and confirmation number now land correctly inside a package, with smarter naming.(05:53) Cleaner package view Ports will no longer clutter package pricing views, helping prep for itemized pricing.(07:23) Tour Library filtering gets smarter Tours auto-filter by day location, and cruise days filter to shore excursions by port.(09:13) Trip-level commission locking Agencies can lock commission splits across all bookings in a trip, with contact-level inheritance coming soon.(10:58) Quality of life improvements Copy trip link now works on forms, forum spam prevention is improved, timezone prompts are fixed, mobile contact fields stack properly, and performance work continues.(16:21) Andrew’s dual role insights Andrew shares lessons from being both an advisor and engineer, including the habit shift of marking items as booked after booking.(25:10) What support engineering does Andrew explains escalations from support, debugging odd cases, and fixing root causes, not just one-off issues.(30:18) Tips and next week preview Tip: Save reporting views to reuse filters. Tip: Some clients need printed materials, not digital only. Next week: itemized pricing progress, contact-level commission locking, unclaimed commission matching early work.Show Highlights: AI Assist now respects and builds packages automaticallyTour Library auto-filters for faster, fewer-click planningTrip-level commission locking supports agency policiesMobile, forum, and performance updates reduce friction

Episode Overview: In this episode, the Tern team covers a big week of advisor updates: AI Assist improvements, stronger group-trip exports, and a stack of quality of life fixes. Brad Turner (Head of Design), Molly Johnson, and guest Ursula Holman (Design) share what shipped, why some advisor work is happening “under the hood,” and what’s coming next.Episode Topics: (00:01) Welcome and what’s shipping AI, groups, and quality of life updates.(05:20) Agency: terms and conditions now appear in forms New forms pull in agency T&Cs automatically; existing forms can add via sidebar; shared library copies retain them.(06:42) AI Assist: progress + better imports Shows step-by-step progress while parsing, retains payment schedules, and asks why you discarded an import to improve results.(11:38) Groups: export includes more key data Rooming info (room, check-in/out, nights), group payments and amounts due, custom form answers, and trip notes.(15:22) Workflows: new tab on trips See applied workflows, remove future tasks/automations, and re-add cleanly without duplicates.(16:20) Contacts: easier merges The selected contact no longer appears as a merge target, reducing errors.(17:09) Trips: copy link without publishing Quick copy link near Publish without opening the email modal.(18:01) Reporting and data improvements Name prefix cleanup, agent email available in exports, better package property attribution, military states in address dropdown, and continued Arch RoamRight fixes.(21:15) Advisor momentum context Advisor squad is largest, but package pricing and AI foundations are complex and less visible until they ship.(27:32) AI “under the hood” work Ursula built a detailed rules doc from dozens of advisor conversations to help AI fill only what’s known and skip what’s unclear.(35:50) Tip: preview early and often Keep the traveler preview open and refresh; it shows the latest working version without publishing.(37:12) Tip: updating group sub-trips Use a “00_Group Templates” library item and mark completed trips with an emoji.(38:47) Next up Package pricing progress, trip-level commission locking, a collaborator role, and in-itinerary tour browsing for clients (Project Expedition).Show Highlights: AI Assist now shows progress and retains payment schedulesGroup exports now include rooming, payments, and custom answersTrip workflows are easier to manage with a dedicated tabCopy trip link without publishing is now available

Episode Overview:In this episode, the Tern team shares major updates focused on agency control, smoother client booking experiences, and faster product delivery behind the scenes. Brad Turner hosts while David is out on parental leave, joined by Molly Johnson and CTO Brian. They cover centralized agency terms and conditions, agency-managed trips, a major unlock for Project Expedition optional add-ons, and progress on the host agency commission model. Plus, quality of life improvements, AI-powered engineering workflows, and two practical Tern tips you can use right away.Episode Topics:(00:01) Welcome Back and Team Check InBrad hosts solo while David is out, with Molly and Brian sharing recent work and rapid feature releases.(03:52) Centralized Agency Terms and ConditionsAgencies can set central terms that automatically apply to shared trips, with optional agent add-ons.(06:31) Project Expedition Optional Add OnsClients can select travelers, answer required questions, and see real-time pricing before booking.(08:39) Agency Managed TripsTrips can be locked so agents cannot remove agency access or delete trips when agency credentials are used.(12:03) Host Agency Model ProgressA milestone demo shows how the host model will reduce double entry and streamline commission workflows.(13:03) Commission Reconciliation Deep DiveBrian breaks down commission flows, edge cases, and the foundation for flexible host hierarchies.(19:04) Arch RoamRight Coverage AdjustmentAdvisors can customize insured trip amounts instead of covering the full trip total.(20:21) Commission Reconciliation Language UpdatesUI wording is updated to support host and agency payouts with no functional changes.(21:14) Trip Template and Package ImprovementsTemplate package editing now matches trip workflows, with a refined add-on experience.(22:06) Large Agency Exports and Agent IDsBooking exports are more reliable at scale, and agent IDs can be added for CRM matching.(23:01) Time Zone and Address StandardizationCalendars respect local time zones, and address fields now use standardized dropdowns.(23:27) Duplicate Booking DetectionImproved tools make it easier to identify and merge duplicate bookings.(25:14) Why Shipping Is FasterPaired engineering and standardized AI tooling accelerate delivery and improve quality.(35:36) Tip: Save Option BlocksReuse common tour options with saved option blocks for faster planning.(36:48) Tip: Reduce Duplicate ContactsRequire email only for the primary traveler while still matching related travelers.(38:13) What’s NextMore host commission features, commission locks, and new group-level exports.(39:44) Arch RoamRight BonusAn extra 4 percent commission on Arch policies booked through Tern, plus an upcoming webinar.Show Highlights:Agency T&Cs now auto-apply with optional agent add-onsProject Expedition add-ons are client-selectable with live pricingAgency-managed trips lock access and prevent deletionFaster shipping powered by paired engineers and AI workflows

Episode Overview: In this episode, the Tern team shares a packed week of shipping, led by the launch of Tern’s first ever insurance integration. David Shull, CEO and co-founder, is joined by Molly Johnson, Head of Product, and Jade Pathe, Senior Product Lead, to break down one-click insurance quoting with ArchRoamRight, plus a wide range of agency back office improvements and quality-of-life updates. From smarter commission reconciliation and faster payout exports to practical Tips and Tricks that save advisors time, it’s a detailed look at how Tern is making day-to-day operations simpler for advisors and agencies. The team also previews what’s coming next, including additional insurance partners and upcoming product work.Episode Topics: (00:00) A big week of shipping and the first insurance integration David introduces the return of Tips and Tricks, the insurance launch, and a wave of new product updates.(01:05) Package pricing and commission complexity Molly walks through upcoming package pricing improvements and why pricing and commissions touch so many parts of Tern.(03:15) Launching insurance and responding to beta feedback Jade shares what it took to get the insurance integration ready for launch and how early users influenced the final release.(05:26) New controls for agency commissions Agencies can now block custom commission submissions, improve payout accuracy, and better manage retained totals.(10:28) Faster payouts and better exports Performance upgrades make Agent Payouts faster and exports more reliable for large agencies.(15:05) Why Tern built insurance The team explains how eliminating copy-and-paste workflows makes it easier to offer insurance on every trip.(20:03) How instant insurance quotes work A breakdown of the data Tern uses to generate accurate quotes and book policies seamlessly.(23:30) Insurance demo and real-world results Seeing pre-filled trip details in action and how advisors can click publish and wake up to booked policies.(29:45) What’s next for insurance integrations Upcoming partners, add-ons, and planned improvements to the insurance experience.(32:53) Quality-of-life fixes and Tips and Tricks Smaller updates that add up, including email engagement tracking and smarter lodging templates.Show Highlights: One-click insurance quoting that removes manual workCleaner agency payouts with more accurate commission mathAdmin controls that reduce commission confusionTips and Tricks that help advisors work faster every day

Episode Overview: In this episode, the Tern team introduces a fresh take on Flight Path with more guests and a new Tips and Tricks segment. David Shull and Molly Johnson welcome Ellen Longley from Customer Support to break down what shipped this week, including a major automation upgrade, mobile improvements, and a new commission report built for tax season. From smarter traveler messaging personalization to a quick masterclass on option blocks vs room options, it’s a fast-paced look at how Tern is evolving to save advisors time. Plus, a sneak peek at what’s coming next, including agency-wide terms and conditions and locking commission for agency leads.Episode Topics: (00:01) Flight Path Refresh and Today’s Agenda David shares the community feedback driving the new format, including more guests and more tactical tips.(01:08) Meet Ellen from Support Ellen introduces her background and why she’s excited to share support-driven best practices.(03:11) Week in Review Molly recaps a packed week, including the first product update of 2026 and another feature shipped right before recording.(05:42) Website Rebuild and AI Vibe Coding David shares a behind-the-scenes story of rebuilding Tern’s website faster than would have been possible pre-AI.(09:17) New Automation: Message All Travelers Individually with First Name Personalization Molly announces a major upgrade that enables traveler-specific threads and working first name variables at scale.(12:38) Mobile Infrastructure Upgrade and YouTube Embed Fix The team explains an important behind-the-scenes mobile update that unblocks smoother releases and fixes video embeds.(13:50) New Commission Payout Report for Tax Season Tern ships a report that makes it easier for agencies and advisors to track payouts and earnings over a pay period.(15:40) Rich Text Editing for Supplier Cancellation Policies Advisors can now format complex cancellation policies with proper structure so travelers actually understand them.(17:09) Quality of Life: Departing Agents Can Still View Bookings They’re Owed Commission On Ellen explains a support-driven update that improves transparency after an agent leaves an agency.(22:06) Quality of Life: Clearer “View Form” Button in Emails + Faster Photo Library Search Small polish updates that reduce traveler confusion and speed up advisor workflows.(23:47) Tips and Tricks: When to Use Option Blocks vs Room Options Ellen walks through the difference and how using the right feature saves tons of time and back-and-forth.(32:59) Week Ahead Teasers Molly previews three big agency-level questions the product team is actively exploring.(33:50) Finn Improvements and Support Scaling Ellen shares how the support team is actively training Finn to reduce escalations and improve instant answers.(38:45) Travel Insurance Integration Beta Tease David previews a soft launch of Tern’s first insurance integration and what to expect next week.Show Highlights: A major automation upgrade that finally enables first-name personalization at scaleA new commission payout report designed to make tax season less painfulA support-driven update that keeps departing agents informed on commissions they’re still owedA practical walkthrough of option blocks vs room options that saves advisors time immediately

Episode Overview: In this episode, the Tern team kicks off the first Flight Path episode of 2026 with a holiday recap and a look at what’s already shipping in the product. David Shull (CEO and co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) dive into dashboard time zone fixes, a new beta tool for merging duplicate bookings, and recent quality of life improvements. From doubling product velocity to focusing on advisors, agencies, and supplier integrations, it’s a clear look at where Tern is headed this year.Episode Topics: (00:00) Welcome back to Flight Path David introduces the podcast, the team, and what listeners can expect in 2026.(01:17) Holiday and life updates Molly shares Theo’s first birthday, Brad talks about starting the surrogate journey, and David reflects on preparing for twins.(04:31) Dashboard time zone fixes Reporting numbers now reflect your local time, with prompts to confirm or update time zones when needed.(06:53) Duplicate bookings tool beta Admins can now view and merge potential duplicate bookings, helping clean up data after imports or migrations.(10:39) Why deduping matters The team explains how this unlocks better integrations and smoother agency and host migrations.(13:11) Quality of life updates AISIS no longer creates extra empty flight legs, and property search now highlights enhanced listings.(15:03) 2026 operating goal Tern aims to double shipping velocity using better structure, tooling, and AI.(24:41) Engineering structure changes Engineers now work in focused pairs to increase parallel progress and weekly shipping.(32:00) 2026 product pillars The team outlines three focus areas: best platform for advisors, winning with agencies of any size, and deeper supplier integrations.(39:31) Supplier integrations ahead Momentum continues with insurance and other supplier integrations to help advisors sell faster.(42:47) Week ahead Brad heads to South Africa, Molly works on agency lead tracking, and David focuses on the new website and marketing improvements.Show Highlights: Local time zone reporting is now live on the dashboardNew beta tool helps merge duplicate bookingsAISIS flight creation issues resolvedEnhanced property listings are easier to identifyClear 2026 roadmap focused on speed, quality, and scale

Episode Overview: In this episode, the Tern team wraps up 2025 with a special year-end reflection. David Shull (CEO and co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) share recent product updates, then look back on the biggest wins, hardest lessons, and most memorable moments of the year. From the redesigned client mobile app and commission reconciliation progress to honest lowlights and powerful advisor stories, it’s a fast-paced look at how Tern evolved in 2025. Plus, a preview of what the team is excited about heading into 2026.Episode Topics: (00:00) End of Year Flight Path and What’s Ahead David introduces the year-end format and previews product updates, highlights, and learnings.(01:16) Project Expedition Integration Improvements Brad covers updates to saving tours and option blocks in the library.(03:02) Booking Automation and Auto-Attached Vouchers Authorized bookings now automatically include confirmations, commissions, and vouchers.(03:55) Quality of Life Updates Improvements to website image importing and auto-filled document titles.(05:15) Favorite Feature of 2025: Client Mobile App Molly shares why the redesigned app stands out, including offline mode and client actions.(08:27) Favorite Feature of 2025: Commission Reconciliation Brad explains how reconciliation workflows now save agencies hours of work.(10:18) Booking Integrations and Content Organization David highlights progress toward integrated booking workflows and better content organization.(12:26) Learnings and Lowlights: Agency Implementations Brad discusses the complexity of migrating agencies from legacy systems.(16:51) Community Feedback That Changed Priorities David reflects on feedback that reshaped Tern’s focus on simplicity.(19:05) Trust and Transparency Lessons A candid look at a pricing miscommunication and what the team learned.(19:39) Editor Migration Challenges Molly shares lessons from migrating legacy editor data and improving future rollouts.(22:46) Memorable Advisor Moments Highlights from the user conference and industry events.(25:31) Cancun Retreat and Poolside Training Brad recounts agency training sessions and unexpected moments.(28:56) Cookies, Clicks, and Community Energy Molly shares lighthearted moments and advisor culture highlights.(30:18) Emotional Moments on Stage Brad reflects on live reactions during the user conference keynote.(32:19) Real Impact on Advisors’ Lives Molly shares powerful stories of time saved and lives changed.(33:33) Team Gratitude and Reflection David reflects on the team retreat and building alongside an exceptional community.(35:02) What’s Next in 2026 Molly previews an ambitious roadmap and a fully ramped team.(36:08) Moving Faster and the Next User Conference David looks ahead to increased execution speed and New Orleans.(37:40) Improving the Hardest Workflows Brad previews upcoming workflow improvements.(38:08) Closing Thanks and Holiday Send-Off The team thanks the advisor community and closes out the year.Show Highlights: Project Expedition tours can be saved individually or as reusable option blocks. Bookings now auto-attach confirmations, commissions, and vouchers. The client mobile app became a defining launch of 2025. Commission reconciliation now saves agencies significant time.

Episode Overview:In this episode, the Tern team recaps an action packed week featuring their final 2025 webinar, major product milestones, and behind the scenes reflections from the entire R and D org. Hosts David Shull (CEO and Co founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) dive into the chaos, adrenaline, and community love surrounding the event. From faster trip planning improvements to the first ever fully automated booking flows in Tern, it is a fast paced look at how the platform is evolving to better support travel advisors. Plus, a peek into upcoming host agency tools and the future of AI powered trip building.Episode Topics:(00:00) Kicking Off and Community AppreciationThe hosts return after a short break, sharing gratitude for listeners and reacting to jaw dropping Spotify Wrapped stats.(01:31) Post Webinar Hangover and Team ReflectionsBrad and Molly talk about the energy and exhaustion of shipping a massive release, plus the emotional impact of seeing real time chat reactions from advisors.(04:49) Webinar Recap and Behind the ScenesDavid walks through the tightly timed final hours leading up to the event, engineering pushes at 1:30 AM, and the surreal moment of booking something live for the first time.(07:40) Faster Trip PlanningMolly reveals a last minute surprise feature: drag and drop day swapping powered by AI assisted coding and quick engineering refinement.(10:39) AI Assist ImprovementsThe team explains the move from 4.0 to 5.1 models, new agentic workflows, and the groundwork being laid for smarter, more interactive trip building.(12:56) Your Photo Library in TernBrad breaks down why the new personal photo library is a game changer for advisors who rely on their own site visit media, and David explains how licensing and sharing permissions work.(18:45) Upgraded Out of the Box PhotosMolly introduces the switch to Unsplash for higher quality default images and previews how AI will eventually auto suggest or auto insert relevant photos.(22:03) The New Era of Booking in TernBrad and David outline the first integrations with Project Expedition and insurance partners, the philosophy behind eliminating admin heavy booking work, and the long term vision for a fully automated booking ecosystem.(27:17) How Advisors Can Influence IntegrationsA call to action for advisors to nudge their preferred suppliers toward integrating with Tern.(29:56) Insurance Partners and ChoiceDavid clarifies how Tern evaluates partners and why user demand and flexibility matter more than dictating supplier relationships.(30:23) Host and Sub Agency UpdatesMolly previews the forthcoming host agency model with multi layer accounting support, while she and David address unexpected community concerns around MLM terminology.(34:08) Company Retreat and What’s NextThe team prepares for their annual retreat, outlines support expectations for the upcoming week, and previews a special year in review episode.Show Highlights:Major AI Assist improvements powered by the 5.1 modelNew personal photo libraries that bring itineraries to lifeThe first ever live booking flow demonstrated in TernStronger insurance and activity integrations that reduce adminA new architecture for host and sub agency modelsUpgraded Unsplash photo sourcing for beautiful itinerariesA surprise “swap days” feature that kills a thousand clicks

Episode Overview: In this episode, the Tern team recaps a packed week leading into the upcoming December webinar. David Shull (CEO and Co Founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) dive into advisor training moments from the Cancun retreat, major improvements to agency contact ownership, new group trip signup enhancements, and fresh reporting filters that make sales insights cleaner. From behind the scenes of product architecture to Thanksgiving plans and annual strategy prep, it’s a lively look at how Tern is leveling up for advisors. Plus, a hint at Molly’s secret feature challenge for the webinar.Episode Topics:(00:01) Welcome and Episode Kickoff The team sets the stage for the pre Thanksgiving episode and previews the big December webinar.(00:50) Brad’s Advisor Retreat and Integration Progress Brad shares highlights from live advisor training in Cancun and updates on booking flow integrations.(03:17) Molly’s Annual Planning Deep Dive Molly walks through early 2026 planning, user conversations, and progress on agency structure architecture.(05:15) David’s New Orleans Site Visit David recounts his first event site visit and previews how Tern is leveling up the 2026 user conference.(09:24) What We Shipped: Agency Contact Ownership Molly explains new contact management controls that support different agency models and protect key relationships.(14:19) Quality of Life Updates with Brad Brad shares improvements to the group trip signup flow, task contact shortcuts, and fixes to scheduling emails.(19:03) Sales Reports and New Filters Molly announces a new filter to exclude noncommissionable bookings from reporting views.(20:02) Looking Ahead: Webinar Prep and Holiday Chaos The team previews Thanksgiving plans, leadership offsite sessions, and final pushes toward the December webinar.Show Highlights: Better agency tools that honor different contact ownership models Clearer group trip signup flow that reduces traveler confusion New reporting filters for cleaner, commission focused sales insights Fun behind the scenes previews of annual planning and webinar prep

Episode Overview: In this episode, the Tern team kicks off with a warm welcome to Abby, Tern’s new Head of Customer Experience, as she joins David Shull (CEO and Co founder) and Molly Johnson (Head of Product). Together they dive into the past two weeks of conferences, new learnings from advisors, and the evolution of Tern’s CX strategy. From major AI Assist upgrades to improvements in agency workflows, it is a fast paced look at how Tern is building both smarter tools and a stronger customer support foundation. Plus, a sneak peek into the big reveals planned for the December 4 webinar.Episode Topics: (00:00) Week in Review The team recaps CruiseWorld and the Signature Conference, Abby’s first trade show experiences, and life on the road during event season.(06:37) What Customer Experience Means at Tern Abby introduces her role and outlines how support, success, implementation, and training will now operate together to improve advisor outcomes.(09:42) Topic Based Office Hours and Tern and Learn Improvements How new flexible training formats help advisors join sessions when they actually need support.(12:11) Balancing Learning Styles Across Agencies The team discusses different user personas and how Tern is designing resources that work for Loom lovers, deep dive learners, and AI first advisors.(17:31) Major AI Assist Upgrade Molly breaks down the new ability to automatically match hotels from PDFs to Tern’s verified database, enhancing itineraries with photos and structured details.(23:30) Quality of Life Updates From media tab improvements to commission payout logic and better group trip workflows, the team walks through the latest usability fixes.(34:11) Additional Enhancements Refreshed team management pages, display improvements for cruise room categories, and ongoing refinements based on Facebook group feedback.(36:52) Looking Ahead Planning for Tern’s next users conference, huge architectural upgrades, and big reveals coming in the December 4 webinar.(39:15) CX Team Focus for Next Week Support metrics, onboarding guides, agency training for year end commissions, and coverage planning for holidays and offsites.Show Highlights: New AI Assist enhancements that automatically match hotels to Tern’s database Upcoming training improvements including topic based office hours Better commission payout logic tied to overall trip dates Upgrades that make group trip collaboration more seamless Design refreshes that set the stage for large host agency tooling Early hints at major December 4 webinar announcements

Episode Overview: In this episode, the Tern team dives deep into what’s been happening across product, design, and strategy. Hosts David Shull (CEO and Co-Founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) share updates from Cruise World, new supplier integrations, and major reporting improvements. From a peek at Tern’s long-term vision to how they’re scaling customer experience, it’s a jam-packed conversation on the evolution of Tern and what’s next.Episode Topics: (00:52) Supplier Integrations and Insurance Partnerships Brad shares behind-the-scenes work on new supplier and insurance integrations and what it takes to get them right.(02:31) Host Agency Improvements Molly breaks down the complexity of supporting multi-layer agency structures and how Tern is designing scalable solutions.(06:05) Cruise World Highlights David recaps Cruise World, including advisor feedback, sales training insights, and community takeaways.(09:03) Addressing “Will Tern Sell?” The team discusses long-term commitment, mission alignment, and why Tern’s here to stay.(15:03) Project Expedition Tour Library A new supplier integration goes live, saving advisors time with drag-and-drop tours and media-ready itineraries.(25:24) Reporting Revamp and Legacy Cleanup Molly unveils a fully updated reporting system with better filters, export options, and saved views.(34:06) Quality of Life Updates Brad outlines smaller but impactful changes, from workflow tag automation to improved contact import reliability.(38:49) Looking Ahead: Customer Experience and AI Enhancements David previews new leadership in customer success and Molly teases upcoming AI-powered itinerary improvements.Show Highlights: • New tour integrations through Project Expedition now in beta • Smarter reporting with filters, exports, and saved views • Tern’s leadership reaffirms its long-term vision and independence • Big strides in support structure and user experience • Upcoming AI photo and content enhancements to speed up trip planning

Episode Overview: In this Halloween edition of Flight Path, the Tern team including David (CEO and Co-founder), Brad (Head of Design), and Molly (Head of Product) share major platform updates and a behind-the-scenes look at the rollercoaster week that brought them to life. From launching Tern’s first tour integration with Project Expedition to fresh reporting enhancements and email system recovery, this episode is packed with insight, innovation, and a little Halloween spirit.Episode Topics: (00:00) Halloween Kickoff and Weekly Check-In The team shares their Halloween plans, family costumes, and a few funny moments before diving into the week’s highlights.(05:34) Global Search Enhancements Molly outlines improvements to Tern’s new Global Search, including faster load times, clickable confirmation chips, and refined keyboard shortcuts.(10:47) Introducing Project Expedition Integration Brad demos Tern’s newest integration with Project Expedition, enabling advisors to search, add, and share 34,000+ tours directly within Tern itineraries.(22:06) Analytics and Reporting Updates Molly unveils big upgrades such as saved views, sticky filters, new location-based reporting, and property insights by nightly volume, making analytics smarter and easier to use.(28:26) Quality of Life Improvements Brad and Molly highlight cleaner traveler preference lists, insurance confirmation fixes, UI improvements, and the full migration to Tern’s new payments model.(32:34) Behind the Scenes: The Email Incident David and the team pull back the curtain on a major spam-related incident, how it was detected, the emergency response process, and the steps taken to strengthen Tern’s email systems.(43:21) Wrap-Up and What’s Ahead The team signs off with thanks, a reminder to subscribe, and a teaser for exciting new updates coming next week.Show Highlights: • A first-of-its-kind integration with Project Expedition for in-platform tour discovery and booking • Smarter reporting tools with saved filters and new location-based insights • Major performance upgrades to Global Search and payment systems • A transparent look at Tern’s real-time incident response process

Episode Overview: In this episode, the Tern team reunites after a few busy weeks of travel, product launches, and webinars. David Shull (Co-founder & CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) dive into the whirlwind of events that kept them on the move, from industry conferences and advisor meetups to a founder retreat in Utah. They share insights from Tern’s latest webinar, unpack the brand-new Global Search feature, and tease upcoming integrations and updates designed to help advisors plan trips even faster.Episode Topics: (00:01) Catching Up David, Molly, and Brad share highlights from their travels, including cruises, conferences, and advisor meetups across the country.(08:20) Webinar Recap The team reflects on their latest product webinar, from unveiling the Project Expedition integration to discussing Tern’s five-year vision for transforming the travel industry.(15:34) Product Deep Dive: Global Search Molly and Brad walk through the launch of Tern’s powerful new Global Search feature, explaining how it helps advisors find trips, contacts, and more in seconds.(31:22) Quality of Life Updates Rapid-fire updates include improved multi-currency visibility, new document tabs, a smarter text editor for small screens, and time-saving payout email automation.(37:15) The Week Ahead Brad preps for the first Project Expedition integration release, Molly works on host sub-agency hierarchies, and David gets ready for CruiseWorld and a Tern community happy hour.Show Highlights: • Global Search: lightning-fast navigation across trips and contacts • Project Expedition integration: seamless tour booking directly in Tern • Behind the scenes of Tern’s one-week product shipping cycle • Quality of life updates that make everyday workflows smoother • Upcoming CruiseWorld event and community celebration

Episode Overview: In this episode, Brad hosts while CEO David is away, joined by Product Manager David Tilly and Designer Ursula. The trio dives into Tern’s latest updates for agency admins, including the brand-new agency dashboard, automated payout emails, and design refinements that make the platform faster and more intuitive. They also tease upcoming features like global search and next-level trip planning powered by smarter design patterns and AI.Episode Topics: (00:01) Welcome and Webinar Reminder Brad shares details on next week’s “Vision for 2030” webinar and reminds listeners to subscribe for updates.(02:11) Meet David Tilly New Product Manager David Tilly reflects on joining Tern, working across squads, and helping deliver the new agency dashboard.(04:07) Design Team Insights Ursula talks about dashboard design details, shaded icons, and how real-world inspiration drives Tern’s product aesthetic.(06:53) Agency Dashboard Launch The team explains what’s new for agency admins, from graphs and analytics to performance improvements and future payment integration.(13:17) New Payout Email Feature Ursula introduces automated agent payout emails with customizable messages and saved templates for recurring notes.(15:26) Itinerary PDF Improvements Brad and the team discuss better formatting, spacing, and styling in exported itineraries, making them more client-ready.(19:39) Quality of Life Updates Smaller but impactful updates to folders, calendar filters, and analytics calculations make the platform smoother for advisors.(23:09) Coming Soon: Global Search David shares progress on Tern’s upcoming global search, allowing advisors to find trips and travelers faster than ever.(27:48) Designing for 10x Faster Trip Planning Ursula previews design exploration toward AI-enhanced workflows and more visual, chip-based navigation.(29:57) What’s Next Brad teases the upcoming partner integration and next week’s major vision webinar.Show Highlights: • Launch of the new agency dashboard with admin-level insights • Automated “Woohoo, you’re getting paid!” payout emails • Updated itinerary PDFs that look great and save space • Improved calendar syncing and analytics accuracy • Sneak peek at global search and faster trip planning tools

Episode Overview: In this episode, the Tern team takes listeners behind the scenes with guest host Brad Turner, filling in for CEO David, joined by Head of Product Molly Johnson and Product Designer Ursula. From Cancun conferences to dashboard polish, the trio covers new product updates, design wins, and the hilariously named “chips and subs” projects. Expect insights on UI improvements, mobile responsiveness, and the latest in Tern’s ongoing quest to streamline workflows for travel advisors.Episode Topics: (00:01) Welcome and Introductions Brad steps in as guest host while David is away and introduces designer Ursula for her podcast debut.(01:20) What Are “Chips”? Ursula explains how interactive UI chips make navigation smoother across Tern’s dashboard and global search.(03:06) “Subs” and the Host Agency Hierarchy Molly dives into the new sub-agency model, nicknamed the “sub sandwich,” and how it will better reflect real-world agency structures.(05:06) Industry Events and Advisor Insights Brad reports from Cancun’s Classic Vacations Save the Date Live, sharing advisor feedback from destination wedding specialists.(06:39) Folders for Workflows Launch Molly and Ursula celebrate the final piece of Tern’s folder rollout, bringing organization across every type of library item.(08:52) Document Organization Overhaul The team ships an improved document system that reduces clicks and merges activity and trip-level documents for easier access.(11:35) Quality of Life Updates Ursula shares UI polish and mobile responsiveness improvements, including redesigned settings layouts and refined dashboard icons.(17:27) Payments Improvements Molly simplifies how $0 items display in the new payments model, removing unnecessary “unpaid” statuses for cleaner management.(20:23) Looking Ahead Brad previews a PDF itinerary style refresh, Molly teases a secret advisor conference, and Ursula outlines the next wave of sub-agency design work.Show Highlights:Folders for workflows officially complete Tern’s organization suiteImproved document handling eliminates redundant uploads and extra clicksDashboard icons and settings layouts receive thoughtful design updatesPayments tab cleaned up for easier viewing of $0 itemsPreview of refreshed PDF itineraries and upcoming AI trip building tools

Episode Overview: In this episode, the Tern team dives into a packed week of updates and insights. David Shull (Co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) share behind-the-scenes stories from their week, from scaling support after record growth to unveiling new product upgrades. From the revamped payments model to per-room deposits, improved document handling, and fresh quality-of-life improvements, it’s an action-filled look at how Tern continues to evolve. Plus, some exciting personal news and a glimpse at what’s coming in Q4.Episode Topics: (00:45) Week in Review Brad, Molly, and David share team updates, travel, and some big personal news.(09:49) Payments Migration Update Molly walks through how trips can now be migrated to the new payments model, with safety checks and gradual rollout.(15:04) New Deposit Management Brad demos flexible per-room and per-occupancy deposits that streamline proposals.(20:27) Folders in Itinerary Templates Molly announces that folders are now live for itinerary templates, with workflows next on the horizon.(22:28) Documents and Receipts Overhaul Brad shows the new unified documents tab across activities, packages, and insurance, simplifying how receipts and confirmations are handled.(30:23) Quality of Life Updates Improvements to room option pricing, signup flow tweaks, and better mobile editing experiences.(33:23) Bug Fixes Molly highlights fixes to payment visibility, cruise templates, and mobile images.(36:16) Week Ahead The team previews upcoming agency features, integration projects, and travel to events and client sites.Show Highlights:Smooth migration path to Tern’s new payments modelFlexible per-room and per-occupancy deposits for group and custom tripsUnified documents tab that simplifies receipts and confirmationsItinerary folders now live with workflow folders coming soonMajor growth leading to expanded support team hiringPersonal updates including new team members, a baby boom, and travel adventures

Episode Overview: In this episode, the Tern team recaps an energized week following the user conference and webinar. Hosts David Shull (CEO and Co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) share updates on customizable dashboards, new lodging library functionality, and a long-awaited upgrade to document management. From more intuitive room setup to deposit flexibility for group trips, it’s a fast-paced look at how Tern is streamlining advisor workflows. Plus, a peek ahead at agency dashboards and the rollout of the new payments model.Episode Topics: (00:46) Week in Review The team reflects on post-conference energy, new user insights, and special moments with advisors.(06:12) Dashboard Customization Advisors can now toggle more details in the calendar view and enjoy fun greeting messages on login.(10:54) Lodging Library Updates A new option streamlines how agencies manage properties with multiple room types.(15:26) Quality of Life Updates Fixes include easier table pagination, reordered contact sections, and improved commission rules.(19:46) Smarter Document Management Documents added at the activity level now appear at the trip level, reducing duplication and confusion.(25:53) Payment Model Migration A phased rollout allows advisors to upgrade trips manually before automatic migration begins.(31:59) Deposit Flexibility for Groups Deposits can now be set per room type and occupancy, making group checkout smoother.(34:09) What’s Next: Agency Dashboard Engineering is actively building an agency-wide view with toggle functionality for owners.Show Highlights:Dashboard customization now includes granular control and surprise greetingsLodging templates make managing multi-room properties simplerUnified document management eliminates confusion and double uploadsFlexible deposit settings streamline group bookingsPayment model migration proceeds with extra care and testingAgency dashboard development officially underway

Episode Overview: In this episode, the Tern team dives straight into a packed agenda fresh off the user conference. David Shull (CEO and co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) break down major feature launches and the behind-the-scenes process that brought them to life. From the highly requested dashboard to next-level reporting, a redesigned mobile app, and a complete payments overhaul, the team shares how feedback and beta testing shaped the latest updates. Plus, an inside look at the first-ever “Shipathon” hackathon at sea and what’s next for Tern’s community.Episode Topics: (01:38) Dashboard Launch Molly and Brad walk through the long-awaited dashboard, its design process, and how it has quickly evolved with user feedback.(08:27) Reporting Reimagined Brad and Molly explain the move to a new reporting infrastructure, the challenges of handling complex data, and the roadmap for additional analytics.(15:41) Mobile App Upgrades The team reveals the surprise mobile advisor login, early tester reactions, and the importance of phased rollouts.(22:05) Payments Overhaul Brad and Molly discuss the complete rearchitecture of payments and authorizations, why it was necessary, and how migration for older trips will work.(28:26) Shipathon at the User Conference Molly, Brad, and David recount the whirlwind live hackathon on Virgin Voyages, including chaotic behind-the-scenes stories and the big feature wins.(33:32) Hackathon Highlights From automated trip cancellations to bulk messaging, the team highlights features built in just three days at sea.(39:46) Looking Ahead: User Conference 2026 David shares details on the next Tern user conference, moving to New Orleans with a more accessible format and pricing.Show Highlights:A dashboard designed as a true home base for advisorsNext-generation reporting powered by a new data warehouseA surprise advisor login in the mobile appPayments and authorizations rebuilt from the ground upLive Shipathon hackathon delivering new features in just daysEarly details on User Conference 2026 in New Orleans

Episode Overview: In this episode, the Tern team dives into their final Flight Path of August 2025 with updates, reflections, and a preview of what’s ahead. CEO and Co-founder David Shull, Head of Product Molly Johnson, and returning guest Jade Pathe cover advisor success stories, lessons from recent bootcamps, and major product improvements. From new agency settings to a complete overhaul of payments and fresh insurance compliance features, this week’s discussion highlights how Tern is evolving to better support both individual advisors and large agencies. Plus, a sneak peek into what’s coming at the inaugural users conference and fall webinar.Episode Topics: (00:50) Advisor Wins and Community Impact Molly shares heartfelt advisor stories that underscore Tern’s impact on businesses and why user feedback drives the team forward.(04:30) Training Bootcamps and User Education Jade recaps learnings from Karina’s successful bootcamps and previews upcoming training sessions at the users conference.(09:42) Behind the Scenes of the Users Conference David highlights the work going into Tern’s first-ever users conference, from keynote slides to the long-term 2030 vision.(10:22) New Agency Settings for Large Teams Molly details updates that help agency owners enforce best practices, streamline commission reconciliation, and simplify financial workflows.(17:11) Overhauling Payments in Tern Jade introduces a major redesign of how payments and authorizations work, giving advisors more flexibility, clearer tracking, and stronger compliance.(29:49) Insurance Updates for Better Recordkeeping Molly walks through new insurance compliance improvements, including automatic email records and logged opt-outs.(34:45) Looking Ahead: Users Conference and Webinar The team shares final prep for the users conference, the fall launch webinar, and what’s top of mind in the coming weeks.Show Highlights:Heartfelt advisor stories that show Tern’s real business impactBootcamp learnings that shape better training and educationNew agency settings that give owners stronger financial controlsPayments overhaul with better tracking, flexibility, and complianceInsurance updates that create automatic opt-out recordsBehind-the-scenes prep for Tern’s first users conference and fall webinar

Episode Overview: In this episode, the Tern team dives into a busy week of updates across the platform. David Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) cover major milestones including the long-awaited improvements to the text editor, the release of payment due dates in the calendar, and new polish in the mobile app. From energizing stories out of Travel Week to behind-the-scenes product decisions, it is a fast-paced look at how Tern is leveling up. Plus, the team teases what is coming at the upcoming Users Conference.Episode Topics: (00:59) Weekly Check-In Molly, Brad, and David share highlights from their week, from hiring and testing to bootcamps and Travel Week takeaways.(07:27) What We Shipped This Week The team announces payment due dates are now live in the calendar, a top advisor request.(14:40) New Text Editor Launch After months of testing, Tern’s new editor is fully rolled out across emails, automations, and templates, simplifying variables and formatting.(21:40) Mobile App Update The latest version of the mobile app delivers a more polished experience for activities, documents, and client interactions.(26:26) Quality of Life Improvements Ongoing updates make the web app more mobile friendly and introduce smarter color saving in the new editor.(30:27) Looking Ahead The team previews next week’s work, including more mobile features, form response automation, and Users Conference prep.Show Highlights: New calendar support for critical payment due dates Text editor overhaul simplifies variables and formatting across the platform Mobile app redesign delivers a polished, client-ready experience Quality of life updates improve mobile usability and color controls Exciting mystery features teased for the Users Conference

Episode Overview: In this episode, the Tern team dives into another packed week of platform improvements, customer stories, and behind-the-scenes wins. David, Molly, and Brad share highlights from Virtuoso Travel Week, celebrate Bootcamp success, and unveil new product updates that make everyday workflows faster and smarter. From deep work on insurance and reporting to mobile-friendly design tweaks and sticky calendar filters, this week shows how Tern is leveling up for advisors everywhere.Episode Topics: (00:51) Insurance & Reporting Overhaul Molly shares progress on improving the insurance module and advancing reporting tools with new filters, columns, and visualizations.(02:14) Customer Praise & Bootcamp Responsiveness Brad recounts an advisor’s heartfelt feedback and how Bootcamp sessions are improving in real time thanks to Karina and Ben.(07:46) Streamlined Form Responses New updates make it easier to find and link form responses directly to contacts and trips without tedious workarounds.(11:31) Editor Performance & Email Upgrade Brad outlines fixes to speed up itineraries and previews the final rollout of the new editor for emails, making variables easier to use.(17:24) Agency Control of Service FeesAgencies can now disable direct service fee collection to match legal and business requirements.(19:20) Mobile Usability Improvements Ongoing design updates make Tern smoother to use on the go, with responsive layouts and cleaner navigation.(22:35) Sticky Calendar Filters Calendar preferences now persist between sessions, with payment due date tracking coming soon.(24:18) UI Refresh: Goodbye Dots A small but impactful design change removes unnecessary status dots, making tables clearer to read.Show Highlights: Customer feedback driving rapid Bootcamp improvements Forms linked directly to trips and contacts for easier reference Editor upgrades speeding up itineraries and simplifying email templates Agencies gaining control over service fee collection settings Mobile-friendly updates improving the advisor experience on the go Persistent calendar filters for faster day-to-day planning

Episode Overview: This week on Flight Path, the Tern team is buzzing. CEO and Co-Founder David Shull, Head of Product Molly Johnson, and returning Product Lead Jade Pathe are here with a jam-packed update on what’s new, what’s next, and what’s already making a difference for travel advisors.From the energy of 1,000-person live Bootcamps to long-awaited Trip & Activity Editor upgrades, this episode is all about momentum. You’ll hear how in-person agency visits are inspiring better product design, why AI is changing the way we handle live training, and how fresh updates in mobile, calendaring, and forms are making everyday workflows smoother. Plus, get a first look at big improvements coming soon for payment tracking and supplier terms.It’s a fast-moving, high-impact snapshot of how Tern is leveling up to help advisors spend less time clicking and more time creating unforgettable journeys.Episode Topics: (00:00) Welcome & Team Check-In David, Molly, and Jade kick things off with an update on Brad, a peek at what’s ahead, and the vibe check for the week.(01:45) On-Sites & Back-Office Insights Molly shares fresh takeaways from whirlwind in-person agency visits and why face-to-face time fuels better product design.(03:25) Bootcamp Launch & AI Support Jade recaps our first Bootcamp sessions, how AI is powering real-time question handling, and the rapid-fire improvements from attendee feedback.(10:45) Trip & Activity Editor Goes Live Jade and Molly walk through beta feedback, the updates we’ve shipped, and what’s next for messaging templates.(15:35) Calendaring Filters & Enhancements New filters, sticky views, and payment due dates are making it easier to focus on what matters most.(19:14) Mobile App Revamp Molly gives the inside scoop on our fresh, more visual design, early bug fixes, and what’s next for polishing the activity view.(22:05) Forms in Contacts Advisors can now see all form responses directly in a contact record  retroactively. Yes, even the old ones.(23:55) Quality of Life Wins Smarter empty states, clearer room pricing, and small updates that add up to big workflow wins.(26:23) Week Ahead Preview A look at what’s on deck: better payment tracking, improved supplier terms management, and expanded form response capabilities.(29:03) Travel Week in Las Vegas David shares our plans for the biggest Travel Week presence we’ve ever had, complete with tech summit roundtables and back-to-back advisor meetings.Show Highlights:Live Bootcamps helping advisors get hands-on with Tern, supported by AI-powered question handlingTrip & Activity Editor launch with smoother formatting and mobile-ready designNew Calendaring Filters that clear the clutter and keep you focusedMobile App redesign for a more visual, traveler-friendly experienceForms in Contacts for instant, retroactive access to client responsesSneak peek at credit card authorization and payment tracking upgradesKeywords: Tern, Flight Path podcast, travel advisor technology, CRM for travel agents, itinerary builder, automation templates, AI product tools, travel bootcamp, trip editor, travel CRM, travel industry software, mobile app for travel advisors, travel agency tools, commission reconciliation, calendar filters, credit card authorization travel, back-office tools for travel, travel advisor training, travel tech updates

Episode Overview: This week on Flight Path, David (CEO), Molly (Head of Product), and Brad (Head of Design) take us behind the scenes of some of Tern’s most exciting recent releases. From a powerful new calendar view and an overhauled traveler form flow to a sleek, redesigned mobile app, this episode is packed with updates that make life easier for advisors and experiences smoother for clients. Plus, the team reflects on how AI is reshaping how Tern builds and ships faster than ever.Episode Topics: (00:00) Welcome & Week in Review The team kicks off August reflecting on a wild week of launches, bootcamp buzz, and calendar hype. Over 1,700 users have registered for Tern's Summer Bootcamp.(05:22) New Calendar View (Beta) Molly demos the brand-new calendar feature, a highly requested upgrade that gives advisors an at-a-glance view of upcoming trips, tasks, birthdays, passport expirations, and more. Bonus: new filters let users hide quoting trips or birthdays to stay focused.(09:30) AI-Powered Product Development Brad and David explain how AI helped fast-track the calendar project from idea to prototype, flipping the traditional product process and unlocking faster iterations.(16:37) Smarter Contact Forms for Groups & Families Brad walks through a reimagined contact form flow. Advisors can now require emails only for primary travelers and still collect and update complete information for everyone in the group, even those without emails.(23:51) A Juicy New Mobile App Experience Molly reveals a near-complete mobile redesign: beautiful photo-rich layouts, easier access to documents, auto-scroll to current day, and intuitive navigation. The new design reflects advisor branding and is built for clarity and polish.(31:36) Quality of Life Improvements Folders now support automation templates (with itinerary templates and workflows coming soon). Performance improvements for shared trips make navigation faster for agency owners with large teams.(34:00) What’s Coming NextLive form responses where you actually need them (e.g., contacts and trips)Full rollout of the rich text trip editorEnhanced color picker for stylingSimplified credit card authorization flowMore polish for activity views in the mobile appTern team prepping for Virtuoso Travel Week and the upcoming user conferenceShow Highlights:Calendar view is here, finally, with filters, clean UI, and live updatesMobile app gets a total redesign to elevate the client experienceForms now handle group travel like a dream, no extra work requiredAI-driven development accelerates delivery without compromising qualityFolder support for automations and faster shared trip performanceBootcamp registration passes 1,700 advisors (and counting!)