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Episode Overview
David 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
Keywords
Tern, Flight Path podcast, automation templates, travel advisor workflow, product updates, CRM for travel agents
By Tern Software Inc5
66 ratings
Episode Overview
David 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
Keywords
Tern, Flight Path podcast, automation templates, travel advisor workflow, product updates, CRM for travel agents

10 Listeners