This week we focused on improving Credit Card Authorization. We’re excited to share updates on top requested features from our community - Installments, Partial Payments, and more!
We’re also making a major update to trip statuses to make it easier to “archive” trips. That has been one of the top requested features from current users. This update also sets the groundwork for smarter automation workflows.
Let’s get into it!
One of the highlights from our recent update is the introduction of installments for credit card authorizations. This much-requested feature allows advisors to set up payment schedules for their clients, ensuring timely payments for trips. We’re also releasing partial payments soon (in development as we speak!) - which will enable clients to make custom authorization amounts at their convenience.
In response to community feedback, we've renamed "holds" to "guarantees" to better align with booking terminologies, enhancing clarity and communication between advisors and clients. Additionally, credit card “type” (like Mastercard or Visa) will now display when accessing credit card details, addressing a common request from our beta testers and Facebook community.
Check out the video walkthrough to see how advisors can easily set up installment payments through the pricing and booking tab. We’re excited to offer a practical way to manage trip payments. This feature ensures clients can stay on track with their payments, with the system automatically calculating the remaining balance after each installment.
Looking ahead, we're excited to introduce partial payments, allowing more flexibility for clients in managing their payment authorizations.
As soon as credit card authorization launched we had some great feedback in our Facebook group on “holds” feeling confusing.
We thought it was great feedback (thanks, John!), and have now renamed "holds" to "guarantees". We think this better reflects the booking process, making the terminology more intuitive and aligned with industry standards.
Recognizing the need for easier management of credit card information, we've made the credit card type visible when viewing credit card details, simplifying the process for advisors who need to manually enter this information.
We're introducing new “system” status columns for canceled and archived trips. Having structure around when a trip is cancelled or archived is important to enable smart workflows around automation and email communication in the future.
Best of all, this (finally) gives advisors a way to archive trips and have them not show up in the trips view. Just decide what filters you want to exclude from your view and Tern will remember your choice. Those archived trips won’t clutter your view but you’ll still have them for record keeping.
We’ll be releasing this update shortly. If you have already created your own ‘Cancelled/Archived’ Trip Statuses, after this feature launches we recommend you
Please don’t hesitate to reach out to Tern support if we can help with this!
We know how important a beautiful and easy to use itinerary is to selling travel. We’re made a host of updates to improve the Tern itinerary.
These items were among the most common feedback points we heard from advisors and travelers alike. We’re excited to continue to invest in the Tern itinerary.
We’ve made quick updates to our mobile app based on your feedback. Specifically updates to improve its reliability, addressing specific bugs, and enhancing user experience. The app now works in dark mode on Android and we’ve addressed rare login issues. Travelers can now confirm their emails via the in-app sign in flow improving the overall security of the Tern ecosystem.
We're continuously working on improving Tern based on your feedback. Over the next few weeks we’re double down on our automation, messaging, and AI efforts. If you haven’t already, you’ll want to register here.
Thank you for your continued support and partnership with Tern.