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 suite

• Improved document handling eliminates redundant uploads and extra clicks

• Dashboard icons and settings layouts receive thoughtful design updates

• Payments tab cleaned up for easier viewing of $0 items

• Preview 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 model

• Flexible per-room and per-occupancy deposits for group and custom trips

• Unified documents tab that simplifies receipts and confirmations

• Itinerary folders now live with workflow folders coming soon
• Major growth leading to expanded support team hiring
• Personal 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 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
  

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 advisors
• Next-generation reporting powered by a new data warehouse
• A surprise advisor login in the mobile app
• Payments and authorizations rebuilt from the ground up
• Live 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 impact
• Bootcamp learnings that shape better training and education
• New agency settings that give owners stronger financial controls
• Payments overhaul with better tracking, flexibility, and compliance
• Insurance updates that create automatic opt-out records
• Behind-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 Fees

Agencies 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 handling

• Trip & Activity Editor launch with smoother formatting and mobile-ready design

• New Calendaring Filters that clear the clutter and keep you focused

• Mobile App redesign for a more visual, traveler-friendly experience

• Forms in Contacts for instant, retroactive access to client responses

• Sneak peek at credit card authorization and payment tracking upgrades
  

Keywords: 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 Next

• Live form responses where you actually need them (e.g., contacts and trips)

• Full rollout of the rich text trip editor

• Enhanced color picker for styling

• Simplified credit card authorization flowMore polish for activity views in the mobile appTern team prepping for Virtuoso Travel Week and the upcoming user conference
  

Show Highlights:

• Calendar view is here, finally, with filters, clean UI, and live updates

• Mobile app gets a total redesign to elevate the client experienceForms now handle group travel like a dream, no extra work required

• AI-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 App

Molly 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 Agencies

Brad 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 Tern

David 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 Action

The 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 Live

Karina 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 Improvements

Molly 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 & Families

Brad 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 Forms

Advisors 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 Favorite

Advisors 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 Payouts

Advisors can now click to copy confirmation numbers in payout statements. A small touch, but a huge time-saver.

(23:26) Automation Template Folders Are Here

Tidy up your backend: folders now support automation templates. Itinerary and workflow folders are next in line.

(25:47) Mobile Web UI Improvements Begin

Tern 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 Schedules

A 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 Them

Starting 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 UX

Inclusive updates that better serve diverse travelers

Behind-the-scenes look at how AI is shaping product development

A brand-new education initiative that’s already making waves

A sneak peek at foundational upgrades to payment and form systems