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Blog posts, product updates, press, announcements, and case studies from Tern—all in one feed.
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How Tern empowers agency owners to streamline operations, boost efficiency, and drive growth. Planning group travel is one of the most valuable but complex services an advisor can offer, and one of the hardest to scale. Advisors often face a tangled web of PDFs, spreadsheets, text threads, and manual follow-ups just to coordinate basic details. Tern’s Groups feature changes that. This case study dives into the friction points most advisors face when managing group travel and shows how Tern eliminates them. From real-time room inventory and occupancy-based pricing to sub-trip personalization and built-in upsell tracking, Tern streamlines every part of the group booking flow. You’ll see how advisors use Tern to: Replace 6+ disconnected tools with a single platform Automate room selection, form capture, payments, and more Launch polished, guest-facing booking experiences in minutes Track upgrades, balances, and room blocks at a glance Whether you plan weddings, retreats, or hosted sailings, this case study gives you a practical look at how Tern helps you run smoother, sell smarter, and charge confidently for your group travel expertise. Planning group travel is one of the most valuable but complex services an advisor can offer, and one of the hardest to scale. Advisors often face a tangled web of PDFs, spreadsheets, text threads, and manual follow-ups just to coordinate basic details. Tern’s Groups feature changes that. This case study dives into the friction points most advisors face when managing group travel and shows how Tern eliminates them. From real-time room inventory and occupancy-based pricing to sub-trip personalization and built-in upsell tracking, Tern streamlines every part of the group booking flow. You’ll see how advisors use Tern to: Replace 6+ disconnected tools with a single platform Automate room selection, form capture, payments, and more Launch polished, guest-facing booking experiences in minutes Track upgrades, balances, and room blocks at a glance Whether you plan weddings, retreats, or hosted sailings, this case study gives you a practical look at how Tern helps you run smoother, sell smarter, and charge confidently for your group travel expertise.
Updates this week include folders for your email templates, a new option to export group trip travelers, and more!
This week’s updates bring flexible dates for lodging, an improved traveler sign in experience, and some long-awaited quality-of-life fixes across the platform.
We’re thrilled to announce that Tern has acquired Lucia, the leading provider of travel advisor services. This milestone strengthens Tern’s mission to empower travel advisors with cutting-edge technology and expert support.
David Shull
Announcement
I’m thrilled to share that Tern is officially partnering with Travel Planners International (TPI) to bring our powerful CRM platform to TPI’s extensive network of travel advisors.
David Shull
Announcement
Create sub folders, rename and organize templates when saving to your library, business address support for invoicing, and more!
This week's update includes occupancy-based pricing for room options, one-click copy for loyalty programs, marking tasks as 'complete' right from your trip overview, and more!
This week's update includes a big change to trip pricing - along with one-click copy for confirmation numbers - and more!
This week's update includes a quick recap of webinar features, plus a new upgrade to share library item folders with your team, individuals, and communities.
Tern’s team will be at ASTA in Salt Lake City starting Tuesday, May 20, with investor Ryan Frisbie available for meetings. On Wednesday evening (May 21 from 7 PM–9:30 PM MT), join us at The Rabbit Hole Lake Effect for drinks, bites, and networking—register at tern.travel/events/asta-slc-25. You can also book a one-on-one support session with Ben via Calendly and stop by booth 731 for live demos of our latest AI workflows, reporting tools, and upcoming mobile features.
David Shull
Product Update
Tern raises $13M in new funding to accelerate the development of a platform to replace fragmented back-office tools for travel advisors and agencies.
David Shull
Blog Post
Updates this week include a streamlined emailing experience for invoicing, new custom branding options, and support for google maps link creation in AI destination guides!
Updates include a big improvement to AI Assist Itinerary imports, searching by ship name with less clicks, and more!
This week’s product update brings some exciting upgrades to AI Assist, styling polish for forms, business credentials for your brand profile, and more!
Optional form responder elements & cover pages, clearer trip type labeling, and more!
Updates this week include e-signatures on forms, PDF receipts for form responses, and phone number collection during credit card authorization!
This week we've added all contact info fields to trip request & group signup forms, launched agency contact import, and more!
Updates this week include collaborator access for trip documents & authorizations, contact ownership transfer, and more!
Updates this week include more control over required fields for contact information forms, agency payout statements & suppliers, enhanced collaborator access, and more!
Tern’s March 2025 Webinar highlighted the platform’s seamless, end-to-end workflow, eliminating invisible work and empowering travel advisors and agencies with greater efficiency. With recent launches improving group travel management, commission reconciliation, and automation, Tern is setting a new standard for streamlined operations. Looking ahead, the 2025 roadmap includes Forms 2.0, invoicing, AI-powered trip building, and advanced reporting, while expanded support and training initiatives ensure a smooth transition for agencies. Plus, the first-ever Tern Users Conference this September will offer hands-on training and networking aboard Brilliant Lady.
David Shull
Blog Post
Updates this week include optional dates & times, email & calendar integration upgrade and more!
Tern recently launched an innovative suite of tools for group travel, transforming how advisors plan and manage trips. The new features include centralized trip management, automated personalization, self-service signup, and enhanced room selection, all designed to save time and elevate the client experience. Advisors can now create seamless, tailored group itineraries with ease, supported by beautifully designed landing pages and streamlined workflows. Learn more and watch the event recording on Tern's website under the Updates tab.
David Shull
Blog Post