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Why Advisors Are Cheering About Deposits, Documents, and a Major Payments Upgrade
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
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By Tern Software Inc
5
66 ratings
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
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