Commission Invoicing for Agencies, Plus Faster Reports

🌟Check out Tern Today: https://tern.travel/Subscribe to our podcast:YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKXSpotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ewFollow us on socials:Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/ternsoftwareJoin our community group: https://www.facebook.com/share/g/1PVUWN6zK1/Episode OverviewDavid Shull (CEO and Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) recap a CruiseWorld main stage demo, a silver Travvy, and a big week of updates. AI chat can now build forms, workflows, and automations and add Hotels by Tern rooms with live rates. They also cover mobile push notifications, email campaign upgrades, and agency closed betas, with the client portal opening next week.Episode Topics(03:21) CruiseWorld and the Travvys: a live AI demo for 800 attendees and silver.(07:17) Custom notifications: choose email, in-app, or mobile push for each one.(11:44) AI chat upgrades: builds workflows, adds hotels with live rates, and safely deletes.(17:31) Email campaigns: stats as soon as you hit send, plus smarter list opt-ins.(21:45) Hotels by Tern: every property now shows on a cleaner map.(23:52) Quality of life: clearer sorting, shared template tags, and smarter email triage.(28:37) Agency closed betas: service fees, agent billing, and agent onboarding.(31:20) Coming up: new product hires and the client portal beta.Show HighlightsDescribe your process and AI chat builds itPush notifications on your termsCampaign stats the moment you hit sendOpt in contacts you know to protect deliverabilityAgency closed betas are open to anyone who asksKeywordsTern, Flight Path podcast, AI product tools, automation templates, travel advisor workflow, forms, payments, CRM for travel agents, product updates

🌟Check out Tern Today: https://tern.travel/Subscribe to our podcast:YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKXSpotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ewFollow us on socials:Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/ternsoftwareJoin our community group: https://www.facebook.com/share/g/1PVUWN6zK1/Episode OverviewDavid Shull (CEO and Co-Founder), Molly Johnson (Head of Product) and Brad Turner (Head of Design) break down what’s live from the user conference ship-a-thon, from child rates and form tags to a full supplier CRM for agencies. They share timing on client messaging, the advisor app and agent billing, offer email list tips, and look ahead to 2027 planning and a first live demo on the CruiseWorld stage.Episode Topics(07:51) Countdown timer: now live on the mobile app too.(10:41) Child rates: age-based room pricing calculated at check-in.(14:27) Form tags: auto-tag trips and contacts to trigger workflows and lead magnets.(20:41) Agency suppliers: richer supplier profiles plus default commission rates.(26:11) Client messaging: text-style chat with push notifications, coming soon.(31:26) Client profiles: saved traveler details that pre-fill required forms.(33:44) Agent billing: closed beta for charging agents fees.(35:09) Email marketing: how to clean your list before you send.Show HighlightsGroup pricing by age, no workaround tablesForms that start the work for youCommission pre-filled by supplier typeMessaging and the advisor app follow App Store reviewStart with high-signal contacts for email marketing

🌟Check out Tern Today: https://tern.travel/Subscribe to our podcast:YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKXSpotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ewFollow us on socials:Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/ternsoftwareJoin our community group: https://www.facebook.com/share/g/1PVUWN6zK1/Episode OverviewCEO and Co-Founder David Shull, Head of Design Brad Turner, and Product Lead Jade Pathe host the final Flight Path before the 2026 Tern User Conference. Advisors can now record a traveler’s insurance decision directly, and the card authorization page now shows travelers when each item will be charged. Brad covers a mobile-friendly header refresh shaped by Facebook group feedback. Next week, the team records live from New Orleans.Episode Topics(04:36) Watching TUC live: Every keynote and general session streams on Tern’s YouTube channel.(10:17) Insurance decisions for travelers: Decline or select coverage on a traveler’s behalf and attach proof of a decline.(14:01) Mobile-friendly headers: A cleaner header and a new Done editing button.(17:54) Clearer card authorization: Labels show which items are charged right away and which after advisor confirmation.(22:58) The week ahead: What the team is most excited for at the user conference.Show HighlightsLog a traveler’s insurance choice from a phone callA documented decline helps protect against chargebacksEditing screens are easier to use on mobileCard auth wording will keep improving with advisor feedback

🌟Check out Tern Today: https://tern.travel/Subscribe to our podcast:YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKXSpotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ewFollow us on socials:Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/ternsoftwareJoin our community group: https://www.facebook.com/share/g/1PVUWN6zK1/Episode OverviewDavid Shull (CEO and Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) walk through a big week for agency finances. Agents can now send commission invoices straight to suppliers, agencies can invoice anyone from the back office, and reporting updates in near real time. Plus a test of lower-cost AI models and a round of mobile-friendly fixes. With User Conference less than two weeks out, the team previews payouts and service fees coming next.Episode Topics(07:56) Real-time reporting: New bookings show up in reports almost instantly.(10:12) Commission invoices: Agents send branded invoices to suppliers while bank details stay encrypted.(13:37) Agency invoicing: Invoice agents, suppliers, or clients, with Airwallex payments coming soon.(16:57) Lower-cost AI models: Testing cheaper models that could mean more AI usage on every plan.(21:58) Quality of life: Consistent duplicating, publish and preview on every trip page, mobile fixes.(29:23) Week ahead: Payouts closed beta and service fees early access.Show HighlightsRequest supplier commission without leaving TernBasic invoicing can now live in your back officeReports reflect bookings as soon as they’re loggedMore AI usage at the same plan price is the goalEmail Molly for payouts and service fees accessKeywords

🌟Check out Tern Today: https://tern.travel/Subscribe to our podcast:YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKXSpotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ewFollow us on socials:Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/ternsoftwareJoin our community group: https://www.facebook.com/share/g/1PVUWN6zK1/Episode OverviewDavid Shull (CEO and Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) share a week of releases focused on putting your agency's brand in front of clients. Brad covers custom itinerary subtitles and branded client emails. Molly walks through quick submit booking and a smarter team page that sets up a future agent CRM, and Brad closes with new AI automation controls. With the user conference 20 days out, the team teases three big launches on day one.Episode Topics(08:25) Custom itinerary subtitles: Write your own line under the trip title, including on group itineraries.(12:51) Quick submit booking: Add a booking, trip, and contact from one dashboard form, now with non-commissionable bookings.(16:08) Branded client emails: Authorization and insurance opt-out receipts now show your business name and logo.(19:02) Team and billing page: Filters, exports, custom columns, last login, and an all-members view for hosts.(24:06) AI automations: Pick standard or premium models, and AI drafted emails now use email variables.Show HighlightsItineraries and client receipts now read as coming from your agencyAgency owners can track advisor activity without a custom reportSimple AI automations can run on a lighter model to save usagePayouts closed beta is expected soon

🌟Check out Tern Today: https://tern.travel/Subscribe to our podcast:YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKXSpotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ewFollow us on socials:Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/ternsoftwareJoin our community group: https://www.facebook.com/share/g/1PVUWN6zK1/Episode OverviewCEO David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner walk through a new opt-in credit card authorization flow that lets clients choose exactly what they authorize. They also cover mobile-friendly search pages, an experiment to lower AI costs, and near real-time reporting, then preview Quick Booking and the Users Conference.Episode Topics(02:15) TPI onsite: Molly shares how AI reconciliation handled a 275-step supplier statement cleanup.(12:09) Opt-in authorization: clients now check each item they want to authorize.(18:25) Mobile updates: Trips, Tasks, and Contacts fit your phone, with a labeled Actions menu.(23:05) Lowering AI costs: a live experiment tests more efficient tool use.(30:48) Quality of life: cleaner dashboard payments, near real-time KPIs, and AI chat variables.(34:18) Looking ahead: Quick Booking beta and collaborative trip templates.Show HighlightsClients choose exactly which items to authorizeSearch pages work better on your phoneKPI dashboard updates in near real timeQuick Booking beta arrives next weekUsers Conference registration closes October 1

🌟Check out Tern Today: https://tern.travel/Subscribe to our podcast:YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKXSpotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ewFollow us on socials:Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/ternsoftwareJoin our community group: https://www.facebook.com/share/g/1PVUWN6zK1/Episode OverviewDavid Shull, Molly Johnson, and Brad Turner cover this week's reporting overhaul: near real-time dashboard metrics, locked-in currency rates, and protection against deleting trips with commission. The episode closes with a first look at the 2026 Tern User Conference in New Orleans, over three times last year's size.Episode Topics(08:40) Near real-time dashboard metrics -Homepage sales and commission numbers now update close to live, replacing the old 20-30 minute delay. (19:06) Filter reports by supplier tag - Sales and booking reports can now be filtered by supplier tags, including consortia tags. (21:32) Currency rates lock in - Multi-currency bookings lock their conversion rate at booking and payment for accurate reports. (22:34) Trip deletion blocked with commission - Trips with received commission can no longer be deleted; archiving still works (24:02) 2026 Tern User Conference preview - New Orleans, 300+ advisors, full engineering team on site, first-ever live stream. Feedback forums return.Show HighlightsDashboard numbers update almost live, cutting the old 20-30 minute delayCurrency rates lock in at booking and paymentTrips with received commission are protected from deletion2026 User Conference: 300+ advisors, first live stream, New Orleans

🌟Check out Tern Today: https://tern.travel/Subscribe to our podcast:YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKXSpotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ewFollow us on socials:Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/ternsoftwareJoin our community group: https://www.facebook.com/share/g/1PVUWN6zK1/Episode OverviewBrad Turner, Head of Design, hosts this week with Molly Johnson, Head of Product, and Jade Pathe, Lead PM, while David travels. The team covers AI templates saving to your library, shared template editing in beta, and a quick submit booking flow that pays you without a full itinerary while Tern builds the trip in the background. Back-office and mobile fixes round it out, with more betas heading toward the user conference.Episode Topics(08:29) AI Chat Saves Templates To Your Library: Save a template right from chat.(09:25) Collaborative Editing For Templates: Beta lets more than one person edit shared workflows.(15:51) Quick Submit Bookings: Get paid without a full itinerary, Tern builds the trip in the background.(22:13) PDF Downloads Add Package And Insurance Docs(23:00) Agency Supplier And Seat Fixes: Merge duplicate suppliers, buy a single seat.(28:18) Mobile Fix For Hidden Back ButtonShow HighlightsSubmit a booking and get paid without a full itineraryTern builds the full trip in the backgroundautomaticallyMultiple people can now edit shared templates in betaAI chat saves new templates straight to your libraryBack-office fixes smooth out supplier mapping and statements

🌟Check out Tern Today: https://tern.travel/Subscribe to our podcast:YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKXSpotify: https://open.spotify.com/show/4UpK5kLet2B2m6u1xc3fz7?si=qaZbVoYpQHW3D2323cg2ewFollow us on socials:Instagram: https://www.instagram.com/ternsoftware?utm_source=ig_web_button_share_sheet&igsi=ZDNlZDc0MzIxNw==Facebook: https://www.facebook.com/ternsoftwareJoin our community group: https://www.facebook.com/share/g/1PVUWN6zK1/Only 9 Flight Path t-shirts left. See how you can claim yours here: https://forms.tern.travel/t/sf9P2kDxozusEpisode OverviewEpisode 101 brings David, Brad, and Jade (filling in for Molly) to ship Tern's top-voted Canny request: customizable PDF itinerary exports. They also cover fixing hotel photos with AI and human review, shared library editing, and quality-of-life updates, then look to User Conference on October 22.Episode Topics(07:03) PDF Export Overhaul. Toggle daily overview, itinerary detail, documents, and layout instead of one bloated export(17:02) Hotel Photos and Descriptions. A new tool pairs AI analysis with human review to replace outdated content.(27:03) Shared Library Editing. A sharing drawer moves toward view and edit access for teams, in closed beta.(29:10) Option Block Visibility. Selections show in the activity log, not just email.(30:51) AI Usage Reset Timing. Usage limits reset in each user's own time zone.(31:09) Duplicate Booking Flags. Shows which duplicates came from a migration(33:53) AI Reconciliation. PDF parsing is more reliable, near-matches flag for reviewShow HighlightsSend a short, client-ready PDF, not a 100+ page documentHotel content overhaul pairs AI screening with human reviewLibrary items moving toward true shared editing for teams

🌟Check out Tern Today: https://tern.travel/Subscribe to Tern on YouTube: https://youtube.com/@terntravel?si=u0VwC9jh1Hru9HejLimited edition Tern swag. Fill out the form here: https://forms.tern.travel/t/sf9P2kDxozusEpisode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) mark 100 episodes of Flight Path with a look back at two years of memories and a status update on Tern's financial tools, including outbound invoicing, service fees, agent billing, and full accounting, and where each stands with their payment processor and compliance review. The team also covers the week's product work: more consistent booking integrations, contact archiving, and a round of quality of life upgrades across the back office and advisor workflow, plus the announcement of a new Tern podcast for advisors and agency owners and a 100th episode giveaway for the community.Episode Topics(00:00) 100th episode celebration: David, Molly, and Brad revisit favorite Flight Path memories from two years of recording.(10:31) 100 t-shirt giveaway: subscribe on YouTube, comment, and submit the form for a chance at limited edition Tern swag. Enter here: https://forms.tern.travel/t/sf9P2kDxozus(12:41) Booking integration consistency: bookings through partners like Project Expedition now always go through, with clear notifications when a booking requirement still needs to be met.(15:28) Contact archiving: archive inactive contacts to keep automations and search clean while keeping full trip history.(17:53) Financial tools timeline: status update on outbound invoicing, service fees, agent billing, and full accounting, moving through payment processor testing and compliance and bank partner review.(26:34) Back office and AI reconciliation: agency admins get an agent view of unclaimed bookings, and AI reconciliation now handles larger statement files with smarter supplier matching.(31:00) Advisor workflow updates: send email directly from the inbox tab, a new "in-law" contact type, and autofill for client billing addresses.(32:47) Agency onboarding AI skill: ask Tern's AI chat to interview you about your agency setup and build a task list to get everything configured right.(38:15) New Tern business podcast: launching next week with guests including the president of Travel Planners International and the CEO of Classic Vacations.Show HighlightsFinancial tools timeline gives agencies a clear read on when invoicing, service fees, and full accounting will roll outBooking integrations now separate the client's booking from agency reporting for more reliable syncingNew AI onboarding skill acts as a guided setup partner for agenciesA new Tern podcast is coming, focused on business lessons for advisors and agency ownersFree swag giveaway for the first 100 people who enter, to celebrate the community