Flight Path by Tern

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!)

Episode Overview:In this episode, the Tern team dives into a jam-packed week of product improvements, AI-fueled innovation, and a major new training initiative. David (CEO), Molly (Head of Product), and Brad (Head of Design) reflect on everything from smarter contact forms and a polished new mobile app preview to inclusive updates and surprisingly satisfying tag clean-up features. Plus, they tease what’s coming next, including a much-requested overhaul of payment schedules and new visibility for form responses right where you need them.Episode Topics:(00:54) A Tease of the New Mobile AppMolly previews improvements to Tern’s traveler-facing mobile app, featuring a more polished, photo-rich itinerary design for a smoother client experience.(01:49) Deep Dive Into Merchant AgenciesBrad shares learnings from recent interviews with merchant-based agencies and how those insights are helping shape new Tern features.(03:51) What a Board Meeting Looks Like at TernDavid gives a behind-the-scenes look at how Tern’s board pushes the team toward building the best platform in the travel industry without dictating direction.(06:08) AI-Powered Efficiency in ActionThe team discusses how AI is accelerating product design, engineering, and planning like a surprise sleeper-hit feature for tag editing that came together in record time.(07:52) Summer Bootcamp Is LiveKarina and Ben have kicked off an 8-session live training series for new and seasoned users. The response has been overwhelming and it’s just the beginning.(08:14) “No Dead Ends” and Empty States ImprovementsMolly explains how new “empty state” screens across Tern guide users with clear, intuitive first actions like quickly generating an invoice or connecting an inbox.(12:29) Smarter Forms for Groups & FamiliesBrad and Molly walk through new logic that reduces the need for duplicate emails when filling forms for group travelers. Relationships are inferred to prevent clutter.(14:56) Inclusive Gender Options in FormsAdvisors can now collect gender in forms including non-binary and other options.(16:40) Trip & Activity Editor (Beta Update)The new rich text editor is in beta and working well. Advisors will see a full rollout next week, bringing smoother formatting, bullet points, and styling tools.(19:27) Editable Tags: A Surprise Fan FavoriteAdvisors can now view, rename, and delete tags directly in settings, a feature fast-tracked with AI assistance and unexpectedly loved by the community.(22:52) Copyable Confirmation Numbers on PayoutsAdvisors can now click to copy confirmation numbers in payout statements. A small touch, but a huge time-saver.(23:26) Automation Template Folders Are HereTidy up your backend: folders now support automation templates. Itinerary and workflow folders are next in line.(25:47) Mobile Web UI Improvements BeginTern is starting to optimize advisor workflows on iPads and phones. First update: the left nav now hides while editing activities to save precious screen space.(27:12) Work Begins on Smarter Payment SchedulesA full overhaul of how Tern handles payment plans is underway. Expect better flexibility, clearer logic, and less manual editing when plans change mid-trip.(29:48) Coming Soon: Form Responses Where You Need ThemStarting with contacts (and soon trips), advisors will see form submissions directly where they work. No more hunting in the library, just instant context.Show Highlights:Real-time advisor feedback turned into better onboarding UXInclusive updates that better serve diverse travelersBehind-the-scenes look at how AI is shaping product developmentA brand-new education initiative that’s already making wavesA sneak peek at foundational upgrades to payment and form systems

In this episode, David, Molly, and Brad reflect on a packed week at Tern. From in-person team bonding to product rollouts and user empathy exercises, they share what’s new, what’s coming, and how it all ladders up to building the best possible platform for modern travel advisors.(00:49) New Hire Offsite RecapTern’s remote team came together in Plymouth, MI for a new hire orientation focused on building connection, culture, and context. The highlight? A hands-on storytelling activity where teammates pieced together Tern’s origin story through photos and milestones. It sparked emotion, reflection, and a shared appreciation for how far the company has come.(08:30) Advisor SimulationTo help team members build empathy for the advisor experience, Tern ran a live simulation where employees role-played travelers, advisors, and suppliers. Each group planned a custom trip to Italy under real-world pressures like unclear preferences, last-minute changes, and tight deadlines. For engineers and designers, it was a powerful way to understand the complexity advisors manage every day.(14:27) Mobile App UpgradesTern’s traveler-facing mobile app just got a major usability update. Trips are now clearly split into “Upcoming” and “Past” tabs, helping travelers easily find relevant information. Visual design improvements also polish the overall look and feel. Advisors are encouraged to prompt their clients to update their app for the best experience — especially as Tern rolls out its new content editor.(17:19) Agency Tools in BetaA new feature allows agencies to require specific fields — like confirmation numbers or supplier names — before a booking can be marked as complete. This helps improve reconciliation and reporting accuracy. The feature is currently in beta with one agency, and the team is gathering feedback to refine the experience before a broader rollout.(24:09) Improved Onboarding for New UsersNew advisors now land in a clean, guided interface when they join Tern. Instead of being dropped into a pre-filled demo trip, they’re offered clear paths to add a trip, log a booking, or start a credit card authorization. These small changes make the platform more approachable — and even longtime users are loving the improved flow.(28:22) What’s Next: The New EditorThe long-awaited new rich text editor is rolling out for trips and activities. It enables cleaner formatting, improved styling, and better compatibility across web and mobile. To ensure a smooth transition, the team conducted a detailed side-by-side QA comparing old vs. new formatting. Travelers on outdated app versions may not see formatting correctly, so advisors should encourage updates.(32:20) Contact Form ImprovementsTern is refining how contact forms work when travelers don’t include email addresses for every person in their party. These updates will reduce the creation of duplicate contacts and make it easier to collect and update traveler details — especially for group and family bookings.(20:17 & 35:10) Admin-Level Supplier TemplatesTern is researching how to let agency owners define default terms, cancellation policies, and payment details at the supplier level. This feature would save advisors time and reduce errors, especially for large teams. The team is currently collecting feedback to shape what this capability might look like.(23:25) Quick Wins & Quality of Life UpdatesA highly requested update now lets advisors mark payments as “paid” directly from the authorizations table — no need to click in and scroll. It’s a small change, but one that eliminates extra clicks and keeps workflows fast and efficient.

In this episode of the Flight Path Podcast, Tern CEO David Shull is joined by Molly Johnson (Head of Product) and Brad Turner (Head of Design) for a transparent and action-packed recap of the week in product. They cover a recent email bug incident, the long-awaited launch of multi-contact forms, a wave of text editor rollouts, and mobile app upgrades that are making things smoother for travelers. The team also shares what’s coming next, from relationship tracking in forms to their first-ever in-person onboarding.Key Topics:(00:00) Intro and Welcome:A quick overview of this week’s episode and what’s ahead(00:47) Week in Review:Brad visits a host agency in person and reflects on the in-office travel advisor experienceMolly shares an emotional conversation with a nonprofit using Tern to help families with serious illnessesDavid checks in from GTM North America and reflects on the intensity of advisor conferences(05:57) Transparency Around an Email Bug:Molly explains a bug that caused duplicate birthday emails and how a quick fix led to wider impactThe team walks through how incidents are handled at Tern, including retrospectives, communication upgrades, and prevention planningWhy support is the best place to report urgent bugs, and how the team is evolving its response workflows(13:40) New Feature: Multi-Contact Forms:Molly and Brad detail the launch of multi-contact form elements, allowing lead travelers to submit info for multiple people in one goConsiderations for field logic, page layout, and when not to use the new sectionHow this ties into trip request forms and the broader forms product roadmap(19:21) Text Editor Rollout Expands:Brad shares where the new editor is now live: terms and conditions, forms, tasks, and supplier recordsMolly previews what’s next, including mobile support, itinerary compatibility, and eventually messaging(22:48) Mobile App Improvements:Black buttons, cleaner trip views, and a more branded experience for travelersUpcoming navigation enhancements will separate current from past tripsVisual polish and “juicy” UI updates to make the app feel more cohesive and professional(25:27) Quality of Life Fixes:Confirmation number alerts when marking bookings as bookedFix to insurance quote form where dates previously had to be entered twice(27:21) Team Update: In-Person Onboarding & Travel Simulation:Tern’s first new hire orientation is happening next week in MichiganThe team will run a full simulation where staff play the roles of advisor, supplier, and client to better understand user workflows(30:04) Looking Ahead:Brad previews improvements to how contact relationships will be tracked from form submissionsMolly shares why this helps reduce duplicate records and improve integrationsMore empty state design work is underway to make Tern easier for first-time usersFlight Path is your weekly window into product updates, company culture, and the future of travel advisor tech. Subscribe wherever you listen to stay up to speed with the team behind Tern.

Happy 4th of July from the Flight Path crew! In this week's episode, David (Tern’s CEO), Molly (Head of Product), and Brad (Head of Design) are celebrating summer—and the avalanche of new features, updates, and future plans at Tern.And for those curious about where Tern is headed long-term? You’ll hear the team unpack what’s next—from deeper payments infrastructure to potential supplier integrations that could unlock massive advisor efficiencies.00:00 — Holiday vibes + intros00:52 — Brad’s week: payments, tacos, and Jack joins Tern02:50 — Molly’s week: mobile web, form responses, reporting04:45 — David’s reflections on team growth and Q3 planning05:25 — The folder frenzy: why advisors are loving this feature07:10 — Editor rollout preview: what’s changing and how to prep13:00 — “Trash” feature: recovering deleted trips (and bad jokes)16:00 — Trip tips: unpublishing, archiving, and custom views18:59 — New quality-of-life updates (tasks, taxes, accessibility, etc.)23:38 — What’s coming in Q3: features, reporting, mobile, more28:59 — Payments and trip funds: how we’re laying the groundwork35:30 — Supplier integration ideas: eliminating invisible work37:50 — What’s next week look like + team’s 4th of July plans Whether you’re working poolside, road-tripping with clients on your mind, or just catching up after the holiday—this episode will keep you in the loop on all things Tern.Don’t forget to like, subscribe, and drop a comment with your favorite metaphor (or your best folder setup). See you next week on Flight Path!

In this final June episode of Flight Path, the Tern team (David, Molly, and Brad) dive into a transformative week at Tern HQ—and it’s a big one. From team expansion to user conference planning, this episode is packed with behind-the-scenes updates and future-facing product features.00:00 – Welcome & Week in ReviewDavid, Molly, and Brad reflect on a week filled with new hires and big ambitions.How Tern is building new cross-functional capabilities (AI efficiency, education, and training).03:45 – Growing the Team & Expanding VisionHow team additions like Gal and Karina are shaping Tern’s strategy for scale.Canadian expansion and TICO compliance updates after a trip to Toronto.05:54 – The User Conference Deep Dive Why Tern’s first-ever user conference (on a cruise!) is shaping up to be unlike anything else in the industry.How advisors will co-build features live with engineers (yes, in real-time).From business workshops to hands-on tooling sessions, Tern wants attendees to leave with actual progress.10:14 – Unlocking Group GrowthTern will spotlight advisors like Walter who scaled from $300k → $4M in group sales.Pairing real business strategy with tool walk-throughs, including AI, automations, and landing page design.12:26 – Conference Signup InfoInterested in joining? Head to tern.travel and click "Conference" in the top nav.Or email David directly at [email protected] for more info.13:16 – Product Updates: Folders, Groups & Click-SavingFolders for email templates are here (350 created in 2 days!).Form and task template folders launching next.Sub-trip status updates are now editable in-line from the overview screen.Cleaner pricing displays now eliminate confusion when client selections are incomplete.15:45 – New Group Exports + Real-Time WinsExport traveler lists with sub-trip mapping—critical for supplier manifests and wedding groups.This update landed during a conference demo, solving two live advisor pain points.20:54 – Editor Update (Yes, Finally!)The long-awaited block editor replacement is nearly done.End of July = no more block editor for activities.Email editor improvements will follow soon after.23:40 – Agency Commission ToolsTotal payout summaries are now available—no more manual math.Loved by agency owners and advisors alike.24:59 – Mobile App Glow-Up Coming A new series of Traveler app improvements kicks off next week.Expect crisper design, better doc access, easier navigation between past/upcoming trips, and more.Advisor mobile web experience is next in line for polish.29:02 – Forms ReimaginedContact forms will soon support collecting details for multiple travelers at once.Less repetition. Better UX. Major time-saver—especially for families and group bookings.30:59 – What’s Next?With a doubling of R&D and a maturing team, Tern is entering a new phase of parallel progress.User conference, mobile upgrades, and deeper partnerships are just the beginning of what’s coming in H2.

In this week’s early edition of Flight Path, the Tern team is back with a packed episode recorded just before the Juneteenth holiday. David (CEO), Molly (Head of Product), and Brad (Head of Design) reflect on a week full of shipping updates, new team members, performance improvements, and the challenges of balancing security with user experience.00:00 – Introductions & Juneteenth shoutout02:30 – Brad’s week, Palm Springs GTM events04:50 – Why Tern’s login process is different09:20 – Magic Link update: how it works + Gmail fix15:40 – Data performance wins (Received Commissions report)20:10 – Why more “quick wins” are rolling out22:00 – UTC payment date fix23:00 – Reordering form pages24:00 – Accessibility fix for “Add Additional Traveler”26:00 – Improved commission reconciliation logic30:00 – Flight activity naming fix33:00 – What’s shipping next week (email folders, mobile updates)34:30 – Rich text editor for trips + activity pages35:30 – New beta: collecting payments on trip items37:00 – Why Tern is taking payments carefully (risk & compliance)38:30 – Travel Market Report Toronto + team updates39:30 – Quarterly planning + AI roadmap40:30 – Wrap-up: stay hydrated, subscribe, and more fun to come!

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

In this week’s episode of Flight Path, David, Molly, and Brad pull back the curtain on the latest behind-the-scenes progress at Tern. From a milestone host agency partnership to significant product updates, this is a big one. Tune in for a grounded yet energizing look at how the team is learning directly from users, rapidly iterating, and pushing the platform forward—especially when it comes to groups and pricing logic.Timestamps & Topics:00:00 - Intro & Weekly ReflectionsWhy this episode’s coming at you early (hint: it’s Romance Forum week!)Molly’s coffee outing, and how even small personal highlights matter01:45 - Mobile App Prototype Sneak PeekFirst look at upcoming mobile upgrades with a clickable prototypeImproving polish, UX, and advisor confidence02:30 - New User Office Hours: Real Pain, Real LearningMolly’s call with a struggling user turns into a breakthroughHow one advisor planned a cruise live and finally got that “aha” moment04:15 - Facing the Gaps: Friction, Workarounds & UrgencyBrad’s back-to-back user calls highlight where Tern still needs to growThe emotional and motivational impact of facing real advisor feedbackWhy Tern refuses to silo user research from product ownership06:50 - Tern at the Romance Forum & TPI MilestoneDavid reporting live from CancunTern’s first appearance at a destination wedding conferenceLaunching occupancy-based pricing + variable date selectionPartnership announcement: TPI becomes Tern’s first enterprise-scale host agency integration11:48 - Feature Deep Dive: Occupancy-Based PricingWhy this long-requested feature unlocks major simplicityClean setup, accurate pricing, and better room capacity validationNo more creating “fake rooms” just to display rates for different occupancies15:50 - Child & Pet Pricing? Coming Eventually… Maybe 🐾The internal joke behind “no kids, no dogs”Future roadmap nods toward child pricing logic17:10 - Clean Pricing Inputs: One Click, No More Deleting ZerosQuality-of-life update that smooths pricing input workflowsHow small UI changes prevent big data entry mistakes21:00 - Complete Tasks from the Overview TabMinor tweak, major time-saver: mark tasks as done without extra clicksWhy this fits the long-term vision of the trip dashboard22:52 — Sticky Headers & Save Feedback on ActivitiesQuiet magic: keeping context visible while editingHow one engineer (Zach!) proactively improved debug UX for everyone25:24 - What’s Coming Next: Folders & Mobile AuthenticationSubfolders rolling out for activity templates and email templatesWhy refactoring now helps scale all libraries down the lineUpcoming: one-click traveler login links for smoother mobile access27:36 - Another Groups Milestone: Variable Date SelectionTravelers can now pick their own check-in and check-out datesEspecially impactful for weddings and all-inclusive tripsMore flexibility without breaking your room block logic30:15 - Liberty Bell Challenge Metaphor & Closing GratitudeWhy the team is running back-to-back marathons for the sake of the communityShoutout to Tern’s users—your feedback drives everythingJoin the livestream replay on YouTube for feature demos and Romance Forum highlights

Welcome back to Flight Path! This week; David, Molly, and Brad — unpack a packed week of updates, team reflections, and product evolution. Coming off Memorial Day and a week at ASTA, the team brings fresh insights and exciting momentum. If you’re a Tern user or just travel-curious, this episode is packed with meaningful updates, feature walkthroughs, and what’s coming next.Timestamps:00:00 — Intro & Memorial Day Weekend Recap01:49 — Major Product Milestone: New Bookings Tab Replaces Pricing05:54 — Why this redesign matters + what users are loving already09:05 — Under-the-hood complexity: Packages, nesting, and how the new UI simplifies it12:08 — Language alignment: From confusion to clarity in workflows16:25 — Editor Migration Update: What happened, what we fixed, and what we learned20:47 — Deep Dive: The % bug that caused content loss and our team’s recovery response22:54 — Why content reliability is non-negotiable + the systems now in place to prevent future issues26:41 — Quality-of-life features: Workflow automation visibility + one-click loyalty number copying29:20 — Coming Next Week: Destination weddings, Romance Forum, and new group travel tools32:00 — Mobile upgrades kick off: What's happening on app, web, and iPad next34:00 — Final thoughts, a look ahead, and an invitation to share feedback

00:00 — Intro & ASTA Check-inBrad and Molly explain why David's out and set the tone for an episode full of reflections and updates post-webinar.02:30 — The Hiring SqueezeThe team discusses the intense hiring phase, balancing product momentum with the need to grow thoughtfully.03:45 — Shared Folders LaunchNo more one-by-one item sharing! Learn how new bulk folder sharing is already saving advisors hours of work—and bringing some to tears of joy.06:30 — Design Simplicity Behind the ScenesBrad and Molly unpack the UX decisions and technical challenges behind making folder sharing feel as intuitive as Google Drive.07:50 — Trip Overview Feedback & What’s NextUser feedback is shaping this evolving “hub” for trip planning—quick add, task toggles, booking visibility, and more are on the way.09:20 — The Future is CustomizableTern is considering a more customizable trip overview experience. Think "views" tailored to how you run your business.11:00 — Upcoming Folder FeaturesGet ready for subfolders and expanded folder support across email templates, forms, and more—rolling out in priority order.13:45 — How We’re Future-ProofingMolly shares how engineers are building common components now to reduce complexity later.14:45 — Ursula’s Strong StartThe new designer is already shipping high-impact features—like an easier way to recover accidentally deleted trips.16:00 — Redesigning Pricing → BookingsA major update is coming: pricing is becoming bookings, with a cleaner, table-based view including confirmation numbers.18:00 — Groups + Flexible PricingAdvisors can soon set different prices based on room occupancy (single/double/triple), making group travel planning much simpler.20:00 — Big Features Before the Romance ForumTern is prepping for the Romance Forum by rolling out features advisors need most for destination weddings and groups.21:00 — Expanding Our Mobile StrategyBig moves are coming: a dedicated mobile roadmap, client-side app improvements, and eventually an advisor mobile app too.23:30 — Call for Feedback: What Should the Mobile App Look Like?Brad invites you to share examples and inspiration for what you'd love to see in a redesigned mobile experience.24:40 — Wrap-up & What’s Coming NextThis might be the Molly & Brad show for now—but David will be back, and so will more big updates.

In this episode:[00:00] Webinar week hangover – The team reflects on the excitement (and exhaustion) of delivering the biggest webinar yet.[01:45] Launching three core features – From folders and subfolders to packing lists and booking overviews, the team dives into what shipped—and what blew users' minds.[05:00] Community-driven dev – Real-time beta feedback turned into same-day launches thanks to Tern engineers going above and beyond.[08:45] The chat that stole the show – From fairy godmothers to pun-fueled feature hunts, we highlight the wild and wonderful comments that made the event unforgettable.[11:00] Folders explode in popularity – Nearly 1,000 folders created in under 24 hours (and subfolders are already on the way).[13:00] Packing lists go live – Over 200 created in a day. This AI-powered feature helps advisors personalize client experiences like never before.[16:00] Signature integration surprise – The chat lit up with requests for consortia integrations—proof that the collaboration wave is building.[18:00] Series A funding explained – Why we announced it, what it means, and what it doesn’t. Spoiler: We’re not selling out, we’re doubling down.[22:00] Growing the team intentionally – A look at how the team plans to scale without compromising product quality or support.[26:45] What’s next – From group booking enhancements to mobile improvements and back-to-back travel conferences, the momentum continues into next week.

This week’s episode of Flight Path brings you behind the scenes of what might just be Tern’s most dramatic product launch yet. David, Molly, and Brad dive into a whirlwind week of sprinting toward next Thursday’s webinar, onboarding new teammates, and launching features that are already changing how advisors work.🎯 What’s Inside This Episode:00:00 - Intro + Webinar AnticipationDavid tees up the most exciting Tern webinar to date (next Thursday at 4pm ET), and reflects on how every new launch truly gets more impactful as the company grows.01:07 - Molly’s Week: Engineering Slides + PromptsMolly shares her dual identity this week as both slide engineer and prompt engineer—including her surprisingly nerve-wracking moment demoing destination guide updates at the internal engineering meeting.02:34 - Brad’s Week: A Growing Design TeamBrad celebrates the arrival of Ursula, doubling the size of Tern’s design team, and reflects on conversations with agency owners that reaffirm how impactful Tern has become.04:11 - David Recaps Legato ConferenceDavid returns from the Legato conference energized by community feedback and stories of how Tern is transforming travel businesses—from destination wedding pros to brand-new agency owners.06:20 - Share & Win: Webinar Referral GiveawayTern has launched a unique referral code for each user—shared via email, Intercom, and an in-app pop-up. Every sign-up using your code = one entry to win a free cabin at the Tern Users Conference. 🎟️08:33 - Invoicing UpdatesMolly details major improvements to Tern’s invoicing, including an all-new email flow that lets you generate and send invoices to clients in just seconds. Community feedback = implemented.11:31 - Signature Integration ProgressBrad shares progress on Tern’s first-ever two-way data sync—a major integration with Signature that lets contact data flow seamlessly between systems. It’s built, internally tested, and now in Signature’s hands.15:51 - AI + Google Maps: Destination Guides Just Leveled UpMolly demos jaw-dropping updates to destination guides: now you can ask for walking-distance cafes with live Google Maps links, or even get walking directions from a specific hotel. This is AI personalization made real.25:14 - Quality of Life CornerBrad drops a string of long-awaited UI/UX wins:✅ Fixed the infamous “jumping” date picker✅ Smarter automation triggers for copied workflows✅ Bigger file support for booking imports✅ Cleaner drag-and-drop in the form builder29:32 - Looking Ahead: Feature Flags & Feature DropsNext week is all about the webinar. Molly hints at several features being held back for a Thursday morning drop. Expect fireworks. ✨31:02 - Team Growth + Closing ThoughtsWith new hires and massive launches on deck, the team reflects on what it means to keep building fast and keep showing up for the Tern community every week. Plus, a heartfelt thank-you to the listeners who make Flight Path part of their weekly routine.🔗 Links & Resources:📅 Register for the Webinar: https://www.tern.travel (look for your referral code!)💬 Join the Facebook Group: https://www.facebook.com/groups/terntravel🎧 Subscribe to Flight Path: Available on Spotify, Apple Podcasts, and YouTube (@TernTravel)

Welcome back to Flight Path—the podcast where the Tern team shares what’s new, what’s launching, and what’s ahead in the world of travel tech.In this episode, David (CEO), Molly (Head of Product), and Brad (Head of Design) take you behind the scenes on one of the most requested and complex features Tern has ever built: invoicing. From shifting product perspectives to learning directly from advisors, this episode is a deep dive into how great software is born—not just from ambition, but from listening.Also in this episode: brand color customization is now live! Brad reveals the math (yes, math!) and thoughtful UI tweaks that ensure every client-facing element reflects your unique brand, from buttons to hover states.Plus, a sneak peek at what’s coming next—from library folders and group occupancy logic to the upcoming May 15 webinar (and how sharing it could win you a cabin at the user conference).Whether you're a Tern power user or curious about how vertical SaaS platforms are reshaping travel operations, this episode is for you.⏱️ Timestamps:00:00 – Team check-in: inbox chaos, Slack sleuthing, and monster energy truths04:45 – The big one: Why Tern built invoicing, and how it works07:00 – Demo walkthrough: invoice generation, customization, client view11:00 – What makes Tern’s invoicing different (automated, connected, visual)14:30 – Canada-specific needs, seller of travel compliance, and credentials17:30 – Invoicing in “easy mode”: send an invoice before building a full trip20:00 – Reflections on product development: getting it right vs. getting it fast23:00 – What “beta” means at Tern and what’s coming next for invoicing26:00 – NEW: Custom brand colors (and the behind-the-scenes design magic)31:30 – Accessibility, gradients, hover states—and how design meets polish33:00 – Quality of life win: landing page links now behave like itinerary links36:00 – What’s next: folders, trip overview tab improvements, groups updates38:00 – May 15 webinar: big launches, special guests, and a giveaway teaser39:30 – Wrap-up + how to register and spread the word

Welcome to Flight Path — your weekly update on all things Tern.In this high-energy episode, David, Brad, and Molly recap an incredible week of updates, community connections, and big steps forward for the product. They reflect on advisor stories from Clia, including mobile workflows and switching host agencies just to get access to Tern — and dive deep into the latest AI, quality of life, and product upgrades that are reshaping the advisor experience.00:00 – Intro & Weekend Check-inDavid’s back from Clia, Brad’s parents are in town, and Molly just got back from coffee with an advisor going “all in” on Tern.02:40 – Clia Recap: The Mobile-First FutureDavid shares conversations from the Clia trade show, including an advisor who runs her entire business from a foldable phone — driving Tern's continued investment in mobile.04:45 – Changing Hosts for TernA powerful user story: an advisor switched host agencies just to access Tern’s full suite. Vertical integration is actually driving business decisions.06:00 – Event Season & User Conference UpdatesTern is attending the Path and ASTA conferences in MaySeptember’s user conference now has a payment plan: $350/month with a roommateMay 15th webinar teased as a potential industry inflection point07:00 – Major AI Itinerary UpdatesAI now supports structured fields for lodging and flights when importing itinerariesImproved formatting, fewer embellishments, and real-time efficiency boostsReal-world advisor feedback is driving adoption and improvementsDon’t miss the story about using destination guides to locate public bathrooms in Europe 💡11:50 – Quick Wins & Quality of Life UpgradesBrad introduces a wave of small but mighty product improvements:Add pricing items directly from the Pricing tab (no itinerary required!)Smart behavior when converting items into an itineraryCruise search now supports ship name search thanks to advisor TimSmarter email workflows: search by email and auto-exclude travelers without emailsIt’s all part of Tern’s mission to save clicks and reduce friction18:20 – Survey on Collaboration NeedsTern is exploring how it can support advisors working with virtual assistants, freelancers, or agency teammates. A short, anonymous collaboration survey is launching to inform what comes next.21:00 – Next Week’s Launches: Invoicing is Here!Molly gives a sneak peek into Tern’s beautiful, smart invoicing tool landing next week.Fully integrates with trip pricingHandles authorizations, partial payments, and more“Feels like we’re a grown-up company now.”24:50 – Signature Integration in BetaBrad previews the first beta for syncing with Signature’s marketing platform.Advisors can update preferences in Tern → pushed to SignatureSignature updates → pulled back into TernBroader support for Virtuoso and other consortia is on the roadmap26:00 – Rethinking Contact StructureMolly shares early research around smarter contact hierarchies (especially for family records). If you’ve got opinions, email her: [email protected]:00 – Looking Ahead: Board Meeting + More to ComeDavid previews next week’s board meeting in NYC and promises a big update at the May 15th webinar.

Welcome back to Flight Path! In this week’s episode, David, Brad, and Molly reflect on a whirlwind of product improvements, user interviews, and upcoming events. From AI-powered enhancements to better formatting tools, a redesigned trip overview tab, and smarter invoicing flows, the team shares what’s new, what’s coming soon, and what they’ve learned from talking to advisors.This episode offers a candid behind-the-scenes look at what it means to build a product with your community, not just for it.Timestamps & Highlights:[00:00] – Welcome from David, Brad, and Molly – and a shoutout to last week’s community response[03:30] – Upcoming Tern events: Cruise360 + May 15th product launch webinar[05:44] – Feature shipped: Ability to cancel stuck processing tasks[06:41] – New business credential display (and what it unlocks for invoicing)[08:36] – Major AI import improvements: cleaner formatting, better parsing, no more data loss[12:18] – Formatting, bolding, and lists retained through AI assist 🤯[14:16] – A deep dive into how advisor feedback is reshaping the product[15:50] – What advisors are asking for and how Tern is solving it: forums, payment splits, cruise library search, content folders[20:32] – Redesigning the trip overview tab with real-world workflows[24:27] – What we’re learning about card authorization and compliance in luxury markets[25:42] – Why Tern’s product and design team stays close to users[28:28] – Want to talk to Brad or Molly? Just email them 😉[29:17] – What’s coming next: folders, new trip dashboard, invoicing, and more