Email Template Folders, Groups, Updates, and More!

In this final June episode of Flight Path, the Tern team (David, Molly, and Brad) dive into a transformative week at Tern HQ—and it’s a big one. From team expansion to user conference planning, this episode is packed with behind-the-scenes updates and future-facing product features.

00:00 – Welcome & Week in Review

• David, Molly, and Brad reflect on a week filled with new hires and big ambitions.

• How Tern is building new cross-functional capabilities (AI efficiency, education, and training).

  
  

03:45 – Growing the Team & Expanding Vision

• How team additions like Gal and Karina are shaping Tern’s strategy for scale.

• Canadian expansion and TICO compliance updates after a trip to Toronto.

  
  

05:54 – The User Conference Deep Dive

• Why Tern’s first-ever user conference (on a cruise!) is shaping up to be unlike anything else in the industry.

• How advisors will co-build features live with engineers (yes, in real-time).

• From business workshops to hands-on tooling sessions, Tern wants attendees to leave with actual progress.

  
  

10:14 – Unlocking Group Growth

• Tern will spotlight advisors like Walter who scaled from $300k → $4M in group sales.

• Pairing real business strategy with tool walk-throughs, including AI, automations, and landing page design.

  
  

12:26 – Conference Signup Info

• Interested in joining? Head to tern.travel and click "Conference" in the top nav.

• Or email David directly at david@tern.travel for more info.

  
  

13:16 – Product Updates: Folders, Groups & Click-Saving

• Folders for email templates are here (350 created in 2 days!).

• Form and task template folders launching next.

• Sub-trip status updates are now editable in-line from the overview screen.

• Cleaner pricing displays now eliminate confusion when client selections are incomplete.

  
  

15:45 – New Group Exports + Real-Time Wins

• Export traveler lists with sub-trip mapping—critical for supplier manifests and wedding groups.

• This update landed during a conference demo, solving two live advisor pain points.

  
  

20:54 – Editor Update (Yes, Finally!)

• The long-awaited block editor replacement is nearly done.

• End of July = no more block editor for activities.

• Email editor improvements will follow soon after.

  
  

23:40 – Agency Commission Tools

• Total payout summaries are now available—no more manual math.

• Loved by agency owners and advisors alike.

  
  

24:59 – Mobile App Glow-Up Coming

• A new series of Traveler app improvements kicks off next week.

• Expect crisper design, better doc access, easier navigation between past/upcoming trips, and more.

• Advisor mobile web experience is next in line for polish.

  
  

29:02 – Forms Reimagined

• Contact forms will soon support collecting details for multiple travelers at once.

• Less repetition. Better UX. Major time-saver—especially for families and group bookings.

  
  

30:59 – What’s Next?

• With a doubling of R&D and a maturing team, Tern is entering a new phase of parallel progress.

• User conference, mobile upgrades, and deeper partnerships are just the beginning of what’s coming in H2.