Flight Path by Tern

Advisors asked, Tern delivered: smarter dashboards, better docs, flexible deposits


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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 greetings

  • Lodging templates make managing multi-room properties simpler

  • Unified document management eliminates confusion and double uploads

  • Flexible deposit settings streamline group bookings

  • Payment model migration proceeds with extra care and testing

  • Agency dashboard development officially underway

...more
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Flight Path by TernBy Tern Software Inc

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