Flight Path by Tern

Tern Software Inc

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. 3일 전

    Email In Tern Finally Works Like Real Email

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

  2. 8월 8일

    Building The Ledger Behind Your Bookings

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

  3. 7월 31일

    Back to Basics Is Shipping the Fixes You Asked For

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

  4. 7월 24일

    Trip Statuses Now Update Themselves Automatically

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

  5. 7월 17일

    Group Trip Edits Can Now Sync to Every Subtrip

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

  6. 7월 10일

    Agency Back Office Update Adds a Whole New Payroll Cycle

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

  7. 6월 26일

    Commission Reconciliation Just Got a Whole Lot Simpler

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

  8. 6월 19일

    Agency Payout Rules That Actually Fit How You Work

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

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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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