Big Wins with Calendar View, Smarter Forms, and a Juicy New Mobile App

Episode Overview: This week on Flight Path, David (CEO), Molly (Head of Product), and Brad (Head of Design) take us behind the scenes of some of Tern’s most exciting recent releases. From a powerful new calendar view and an overhauled traveler form flow to a sleek, redesigned mobile app, this episode is packed with updates that make life easier for advisors and experiences smoother for clients. Plus, the team reflects on how AI is reshaping how Tern builds and ships faster than ever.

Episode Topics: (00:00) Welcome & Week in Review The team kicks off August reflecting on a wild week of launches, bootcamp buzz, and calendar hype. Over 1,700 users have registered for Tern's Summer Bootcamp.

(05:22) New Calendar View (Beta) Molly demos the brand-new calendar feature, a highly requested upgrade that gives advisors an at-a-glance view of upcoming trips, tasks, birthdays, passport expirations, and more. Bonus: new filters let users hide quoting trips or birthdays to stay focused.

(09:30) AI-Powered Product Development Brad and David explain how AI helped fast-track the calendar project from idea to prototype, flipping the traditional product process and unlocking faster iterations.

(16:37) Smarter Contact Forms for Groups & Families Brad walks through a reimagined contact form flow. Advisors can now require emails only for primary travelers and still collect and update complete information for everyone in the group, even those without emails.

(23:51) A Juicy New Mobile App Experience Molly reveals a near-complete mobile redesign: beautiful photo-rich layouts, easier access to documents, auto-scroll to current day, and intuitive navigation. The new design reflects advisor branding and is built for clarity and polish.

(31:36) Quality of Life Improvements Folders now support automation templates (with itinerary templates and workflows coming soon). Performance improvements for shared trips make navigation faster for agency owners with large teams.

(34:00) What’s Coming Next

• Live form responses where you actually need them (e.g., contacts and trips)

• Full rollout of the rich text trip editor

• Enhanced color picker for styling

• Simplified credit card authorization flowMore polish for activity views in the mobile appTern team prepping for Virtuoso Travel Week and the upcoming user conference
  

Show Highlights:

• Calendar view is here, finally, with filters, clean UI, and live updates

• Mobile app gets a total redesign to elevate the client experienceForms now handle group travel like a dream, no extra work required

• AI-driven development accelerates delivery without compromising qualityFolder support for automations and faster shared trip performanceBootcamp registration passes 1,700 advisors (and counting!)