Back to Basics Is Shipping the Fixes You Asked For

Back to Basics Is Shipping the Fixes You Asked For

Episode OverviewDavid Shull (CEO, Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) open Flight Path's first full week of the Back to Basics campaign, the product push sparked by advisor feedback in the Facebook community. The team walks through a run of advisor-side fixes: credit card authorizations now autofill client addresses, room and cabin numbers get a dedicated field visible on web and mobile, traveler access errors are clearer, forms now say "legal first name," and AI chat can build smart flights. Molly covers the agency side, including commission rate changes that push to unpaid payouts and new granular permission controls. They close with a look ahead to the August 5 webinar on commission tools and service fees, and Virtuoso Travel Week.Episode Topics(00:45) Week in Review, Molly hits a milestone processing real money through Tern wallets while testing agency service fees; Brad shares new hires joining the design and marketing teams.(09:47) Back to Basics Origins, the hosts unpack the Facebook feedback thread that reshaped the roadmap and the "lean into the sting" mindset behind it.(11:26) Addresses & Credit Card Auth, client billing addresses now autofill on contact profiles, a top-voted Canny request.(14:41) Room & Cabin Numbers, a structured, easy-to-find field now shows on the overview page in both web and mobile.(17:25) Clearer Traveler Access Messaging, travelers get specific next steps instead of a dead-end access error.(18:56) Legal First Name & Smart Flights, forms clarify legal vs. preferred name, and AI chat can now build smart flights.(22:20) Agency Back to Basics, commission rate pushes to unpaid payouts, new granular permissions, backdated payouts, and agent lookup for host agencies.(26:31) What's Coming, a preview of the August 5 webinar's commission reconciliation and service fee tools.Show HighlightsCredit card authorization addresses now save automatically to the client's contact profile.Room and cabin numbers have a dedicated field visible right on the overview page.Traveler access errors now point to a clear next step instead of a dead end.Commission rate updates can push automatically to unpaid, on-hold payouts.New granular agency permissions let owners limit access to sensitive controls.August 5 webinar will preview centralized service fee and commission tools for agencies.KeywordsTern, Flight Path podcast, CRM for travel agents, AI product tools, travel advisor workflow, payments, forms, product updates

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Jaksot(97)

Trip Statuses Now Update Themselves Automatically

Trip Statuses Now Update Themselves Automatically

Episode OverviewDavid 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 travelin...

24 Heinä 41min

Group Trip Edits Can Now Sync to Every Subtrip

Group Trip Edits Can Now Sync to Every Subtrip

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) cover Tern's biggest group trips update yet: changes made to a group itinerary can now push down to...

17 Heinä 41min

Agency Back Office Update Adds a Whole New Payroll Cycle

Agency Back Office Update Adds a Whole New Payroll Cycle

Episode OverviewTern co-founder David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner catch up after a July 4th break. The episode centers on Tern's overhauled agency back office:...

10 Heinä 41min

Commission Reconciliation Just Got a Whole Lot Simpler

Commission Reconciliation Just Got a Whole Lot Simpler

Episode Overview:David, Molly, and Brad are back with a packed episode covering the biggest AI chat upgrades to date, a major new agency back-office feature, and a meaningful update to groups. This we...

26 Kesä 30min

Agency Payout Rules That Actually Fit How You Work

Agency Payout Rules That Actually Fit How You Work

Episode Overview:Brad Turner (Head of Design) and Molly Johnson (Head of Product) host this week's episode, joined by Spencer, one of Tern's lead engineers on AI. With David traveling back from a team...

19 Kesä 42min

What Agentic AI Actually Does for Your Advisory Business

What Agentic AI Actually Does for Your Advisory Business

Episode Overview: Fresh off their biggest webinar yet, David Shull, Molly Johnson, and Brad Turner sit down for the behind-the-scenes debrief. This episode unpacks what didn't get enough airtime durin...

12 Kesä 42min

We Redesigned the Itinerary (And Shipped 6 AI Updates)

We Redesigned the Itinerary (And Shipped 6 AI Updates)

Episode Overview: David Shull, Molly Johnson, and Brad Turner recap a packed pre-webinar week on Flight Path. The team walks through a full itinerary redesign with new header layouts and font options,...

5 Kesä 45min

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