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