Room Selections & Group Updates
Flight Path by Tern7 Joulu 2024

Room Selections & Group Updates

In this packed episode of Flight Path, the Tern team introduces a new hire, recaps recent feature launches, and previews what’s coming next—including game-changing updates for group travel! Join David, Molly, and Brad as they celebrate milestones, discuss room selection functionality, and share insights on Tern’s end-to-end vision for groups and beyond.


  • Meet Jade Pathé! (02:07)

    • The team welcomes Jade, the newest member of Tern, who joins to lead special projects, operations, and product initiatives. Hear about her background and why she’s a perfect fit for Tern.


  • Room Selections: A Better Way to Manage Lodging (17:42)

    • Say goodbye to workarounds! The new room selection feature revolutionizes how advisors handle lodging, giving clients an easy, intuitive way to select rooms—even multiple at a time—and authorize payments in one seamless flow.


  • Group Trip Sign-Up Forms are Live! (13:00)

    • Learn how the new group trip sign-up forms are streamlining the process for advisors and their clients. Early users are already seeing huge success, with feedback and improvements in the works.


  • What’s Coming for Groups in Q1 2024 (29:06)

    • From optional add-ons to enhanced packages and structured room media, hear about the exciting plans for group travel enhancements rolling out in early 2024.


  • Trip Funds and Financial Tools (33:35)

    • David shares Tern’s thoughtful approach to handling trip funds, ensuring compliance and minimizing risk for advisors while laying the groundwork for future innovations in payments.


  • Week Ahead: Webinar Prep & Holiday Offsite (37:24)

    • The team gears up for Tern’s next webinar on December 13th, where they’ll unveil the complete end-to-end flow for groups, followed by their much-anticipated annual team offsite.


    • Jaksot(85)

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