Flight Path Turns 100: Tern's Financial Tools Timeline
Flight Path's 100th episode celebrates the milestone with a swag giveaway and a first look at Turn's new business podcast, alongside this week's produ...
Transcript
Subscribe to Tern on YouTube: https://youtube.com/@terntravel?si=7yy2A_FGzHSVekKX
Limited edition Tern swag. Fill out the form here: https://forms.tern.travel/t/sf9P2kDxozus
Episode Overview
David Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) mark 100 episodes of Flight Path with a look back at two years of memories and a status update on Tern's financial tools, including outbound invoicing, service fees, agent billing, and full accounting, and where each stands with their payment processor and compliance review. The team also covers the week's product work: more consistent booking integrations, contact archiving, and a round of quality of life upgrades across the back office and advisor workflow, plus the announcement of a new Tern podcast for advisors and agency owners and a 100th episode giveaway for the community.
Episode Topics
(00:00) 100th episode celebration: David, Molly, and Brad revisit favorite Flight Path memories from two years of recording.
(10:31) 100 t-shirt giveaway: subscribe on YouTube, comment, and submit the form for a chance at limited edition Tern swag. Enter here: https://forms.tern.travel/t/sf9P2kDxozus
(12:41) Booking integration consistency: bookings through partners like Project Expedition now always go through, with clear notifications when a booking requirement still needs to be met.
(15:28) Contact archiving: archive inactive contacts to keep automations and search clean while keeping full trip history.
(17:53) Financial tools timeline: status update on outbound invoicing, service fees, agent billing, and full accounting, moving through payment processor testing and compliance and bank partner review.
(26:34) Back office and AI reconciliation: agency admins get an agent view of unclaimed bookings, and AI reconciliation now handles larger statement files with smarter supplier matching.
(31:00) Advisor workflow updates: send email directly from the inbox tab, a new "in-law" contact type, and autofill for client billing addresses.
(32:47) Agency onboarding AI skill: ask Tern's AI chat to interview you about your agency setup and build a task list to get everything configured right. (38:15) New Tern business podcast: launching next week with guests including the president of Travel Planners International and the CEO of Classic Vacations.
Show Highlights
Financial tools timeline gives agencies a clear read on when invoicing, service fees, and full accounting will roll out
Booking integrations now separate the client's booking from agency reporting for more reliable syncing
New AI onboarding skill acts as a guided setup partner for agencies A new Tern podcast is coming, focused on business lessons for advisors and agency owners
Free swag giveaway for the first 100 people who enter, to celebrate the community
Keywords
Tern, Flight Path podcast, CRM for travel agents, automation templates, AI product tools, travel advisor workflow, product updates