The Fastest Way to Learn Tern (New Checklists + Search)

Episode Overview:

In this episode, the Tern team shares key updates across training, agency collaboration, and itinerary workflows. David Shull (CEO and co-founder), Molly Johnson (product), and Brad Turner (head of design) cover the rebuilt Turn and Learn hub, the new Collaborator role for agencies, and several quality of life improvements. From smarter AI Assist flight imports to faster tour library actions and smoother PDF exports, it’s a fast-paced look at what’s new and what’s coming next.

Episode Topics:

(00:00) Welcome Back and Agenda

David returns, shares a personal update, and previews Turn and Learn, product updates, and quality of life improvements.

(00:58) Week in Review

Brad: insurance integrations, Project Expedition, and an AI workflow webinar

Molly: progress on itemized package pricing and new agency tools

David: supplier conversations and AI strategy focus

(05:45) Turn and Learn Relaunch with Ben

Ben explains the refreshed training hub: centralized content, advisor vs agency owner tracks, checklists, and strong search.

(14:34) Feedback and Access

Built-in “helpful or not” feedback on search results; access via tern.travel/learn with no login.

(16:07) New Agency Collaborator Role

Collaborators get automatic access to shared trips and contacts without access to commission/reporting data.

(21:34) Project Expedition Tour Library Upgrade

Multi-select tours and add them to a trip at once, including bulk adding as optional add-ons and into option blocks.

(25:07) AI Assist Improvements

AI Assist now groups multi-leg flights correctly and improves auto-titling and payment schedule edge cases.

(26:38) Pro Tip: Separate Flight Legs and Hotel Checkout on Itinerary

Toggle itinerary display to show flight legs separately and lodging checkout as its own event.

(31:13) Forms and PDF Export Quality of Life

Country/state dropdowns added to forms; PDF export no longer fails due to encrypted attachments and provides separate downloads instead.

(36:05) Week Ahead

Molly: beta launches for itemized package pricing and host commission reconciliation

Brad: more insurance integrations and client tour browsing (with permission)

David: more supplier discovery and new AI feature work

Show Highlights:

Turn and Learn is rebuilt with checklists, search, and centralized resources

New Collaborator role supports team-based agencies and VAs without exposing financial reporting

AI Assist now handles multi-leg flights the way advisors expect

Multi-select tour additions reduce repetitive steps when building itineraries

PDF export now works even when some attachments are encrypted