August 16 2024: Advisor Commission Tracking & Financials

August 16, 2024

Episode Overview

Episode Summary:

In this episode of Flight Path, David, Brad, and Molly discuss the latest product updates, including the launch of commission tracking for advisors and agents, task collaboration improvements, and what’s coming next. They dive into how these new features were built, the behind-the-scenes challenges of data migration, and what’s on the roadmap for upcoming weeks.

Key highlights:

  • Commission Tracking: A major update now allows advisors and agents to track commission payments, log multiple payments, and view comprehensive commission reports.
  • Task Collaboration: Molly previews the upcoming task collaboration feature, allowing assistants and teams to work together more effectively within Tern.
  • Email Collaboration: The team discusses the next big release, which will allow multiple users to read and send emails related to trips, even if they’re not the trip owner.
  • Groups Deep Dive: Brad updates listeners on the ongoing development of Tern’s groups feature and the design challenges involved in managing multiple bookings for group trips.

Key Moments:

  • [00:26] – David opens the episode with a reminder to subscribe and introduces Brad and Molly.
  • [02:02] – Brad shares his focus on groups this week, particularly the complexity of managing multiple bookings for group trips.
  • [03:41] – Molly recaps her challenging week and the exciting progress on the upcoming email collaboration feature.
  • [07:11] – Commission Tracking Launch: Brad walks through the new feature that allows advisors to log commission payments, view payouts, and track commission statuses.
  • [11:10] – Molly explains the behind-the-scenes work that went into the commission tracking feature and the data migration process.
  • [14:26] – David reflects on how Tern’s ability to migrate data while keeping the platform stable is key to maintaining fast development cycles.
  • [20:08] – The team looks forward to upcoming launches, including task collaboration and trip board sorting by date, both highly requested features by the Tern community.

Links & Resources:

Call to Action:

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Keywords: Tern commission tracking, task collaboration, group travel, email collaboration, travel advisor software, feature updates, itinerary management.