Flight Path by Tern

Room Selections & Group Updates

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In this packed episode of Flight Path, the Tern team introduces a new hire, recaps recent feature launches, and previews what’s coming next—including game-changing updates for group travel! Join David, Molly, and Brad as they celebrate milestones, discuss room selection functionality, and share insights on Tern’s end-to-end vision for groups and beyond.


    • Meet Jade Pathé! (02:07)

    • The team welcomes Jade, the newest member of Tern, who joins to lead special projects, operations, and product initiatives. Hear about her background and why she’s a perfect fit for Tern.


      • Room Selections: A Better Way to Manage Lodging (17:42)

      • Say goodbye to workarounds! The new room selection feature revolutionizes how advisors handle lodging, giving clients an easy, intuitive way to select rooms—even multiple at a time—and authorize payments in one seamless flow.


        • Group Trip Sign-Up Forms are Live! (13:00)

        • Learn how the new group trip sign-up forms are streamlining the process for advisors and their clients. Early users are already seeing huge success, with feedback and improvements in the works.


          • What’s Coming for Groups in Q1 2024 (29:06)

          • From optional add-ons to enhanced packages and structured room media, hear about the exciting plans for group travel enhancements rolling out in early 2024.


            • Trip Funds and Financial Tools (33:35)

            • David shares Tern’s thoughtful approach to handling trip funds, ensuring compliance and minimizing risk for advisors while laying the groundwork for future innovations in payments.


              • Week Ahead: Webinar Prep & Holiday Offsite (37:24)

              • The team gears up for Tern’s next webinar on December 13th, where they’ll unveil the complete end-to-end flow for groups, followed by their much-anticipated annual team offsite.
                • REGISTER HERE for the Webinar on Dec 11th!
                  • Join Tern’s Facebook Community: Facebook Group


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                    Flight Path by TernBy Tern Software Inc
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