Flight Path by Tern

Tern Software Inc
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Welcome to Flight Path, your weekly insider’s guide to the latest in travel technology with Tern, the premier platform for travel advisors. Join us every Friday as Tern’s R&D leadership takes you on a journey through what’s new and exciting in Tern, unveiling the features and updates shipped each week. Hosted by Tern’s co-founder and CEO David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner, Flight Path offers a unique peek behind the curtain of building the best platform for travel advisors. From in-depth discussions about new releases to behind-the-scenes insights into the design and development process, you’ll gain a comprehensive understanding of the innovation and hard work that drive Tern’s success. Whether you’re a travel advisor looking to stay ahead of the curve or a tech enthusiast curious about the latest advancements in travel technology, Flight Path is your go-to source for all things Tern. Tune in every Friday and let us navigate you through the future of travel. Hosts: David Shull: Co-founder and CEO of Tern Molly Johnson: Head of Product at Tern Brad Turner: Head of Design at Tern

  1. قبل يومين

    Why Travel Advisors Keep Getting Locked Out (And What We Just Fixed)

    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 Betas Itemized 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

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  2. ٦ مارس

    This Chrome Extension for Travel Advisors Feels Like Magic

    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 Path The 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 Tern A 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 Activities The extension works with Tern’s AI Assist system to automatically match imported content to known hotels and geo-tagged properties. (14:03) Insurance Workflow Improvements New 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” Report A 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 Updates Smaller 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 Agencies Performance improvements dramatically speed up the process of matching supplier statements to advisor bookings. (28:30) Calendar Tips and Tern Events Advisors 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 Next Closed 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”

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  3. ٢٧ فبراير

    Let Clients Book Tours From the Itinerary

    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 flow Suggested matches speed up unclaimed commission tracking FAYE insurance quotes and booking are now live in beta New domain checks help prevent emails landing in spam

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  4. ٢٠ فبراير

    The Fastest Way to Learn Tern (New Checklists + Search)

    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 Agenda David returns, shares a personal update, and previews Turn and Learn, product updates, and quality of life improvements. (00:58) Week in Review Brad: insurance integrations, Project Expedition, and an AI workflow webinar Molly: progress on itemized package pricing and new agency tools David: supplier conversations and AI strategy focus (05:45) Turn and Learn Relaunch with Ben Ben explains the refreshed training hub: centralized content, advisor vs agency owner tracks, checklists, and strong search. (14:34) Feedback and Access Built-in “helpful or not” feedback on search results; access via tern.travel/learn with no login. (16:07) New Agency Collaborator Role Collaborators get automatic access to shared trips and contacts without access to commission/reporting data. (21:34) Project Expedition Tour Library Upgrade Multi-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 Improvements AI 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 Itinerary Toggle itinerary display to show flight legs separately and lodging checkout as its own event. (31:13) Forms and PDF Export Quality of Life Country/state dropdowns added to forms; PDF export no longer fails due to encrypted attachments and provides separate downloads instead. (36:05) Week Ahead Molly: beta launches for itemized package pricing and host commission reconciliation Brad: more insurance integrations and client tour browsing (with permission) David: more supplier discovery and new AI feature work Show Highlights: Turn and Learn is rebuilt with checklists, search, and centralized resources New Collaborator role supports team-based agencies and VAs without exposing financial reporting AI Assist now handles multi-leg flights the way advisors expect Multi-select tour additions reduce repetitive steps when building itineraries PDF export now works even when some attachments are encrypted

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  5. ١٣ فبراير

    Stop Rebuilding Itineraries: AI Now Detects Packages

    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 automatically Tour Library auto-filters for faster, fewer-click planning Trip-level commission locking supports agency policies Mobile, forum, and performance updates reduce friction

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  6. ٦ فبراير

    AI Imports Now Keep Payment Schedules

    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 schedules Group exports now include rooming, payments, and custom answers Trip workflows are easier to manage with a dedicated tab Copy trip link without publishing is now available

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  7. ٣٠ يناير

    New Agency Protections in Tern

    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

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  8. ٢٣ يناير

    We Launched One-Click Insurance and Fixed Agency Payouts

    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 work Cleaner agency payouts with more accurate commission math Admin controls that reduce commission confusion Tips and Tricks that help advisors work faster every day

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Welcome to Flight Path, your weekly insider’s guide to the latest in travel technology with Tern, the premier platform for travel advisors. Join us every Friday as Tern’s R&D leadership takes you on a journey through what’s new and exciting in Tern, unveiling the features and updates shipped each week. Hosted by Tern’s co-founder and CEO David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner, Flight Path offers a unique peek behind the curtain of building the best platform for travel advisors. From in-depth discussions about new releases to behind-the-scenes insights into the design and development process, you’ll gain a comprehensive understanding of the innovation and hard work that drive Tern’s success. Whether you’re a travel advisor looking to stay ahead of the curve or a tech enthusiast curious about the latest advancements in travel technology, Flight Path is your go-to source for all things Tern. Tune in every Friday and let us navigate you through the future of travel. Hosts: David Shull: Co-founder and CEO of Tern Molly Johnson: Head of Product at Tern Brad Turner: Head of Design at Tern

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  • صناع العمل
    Tern Software Inc
  • سنوات النشاط
    ٢٠٢٤ - ٢٠٢٦
  • الحلقات
    ٧٨
  • التقييم
    ملائم
  • حقوق النشر
    © Tern Software Inc
  • موقع البرنامج على الويب
    Flight Path by Tern

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