Ship-a-thon: Child Rates, Form Tags and Fewer Clicks
Episode 108

Ship-a-thon: Child Rates, Form Tags and Fewer Clicks

In the final Flight Path before the 2026 Tern User Conference, David, Brad, and Jade cover 3 updates: advisors can now record a traveler’s insurance c...


Transcript

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Episode Overview

David Shull (CEO and Co-Founder), Molly Johnson (Head of Product) and Brad Turner (Head of Design) break down what’s live from the user conference ship-a-thon, from child rates and form tags to a full supplier CRM for agencies. They share timing on client messaging, the advisor app and agent billing, offer email list tips, and look ahead to 2027 planning and a first live demo on the CruiseWorld stage.

Episode Topics

(07:51) Countdown timer: now live on the mobile app too. (10:41) Child rates: age-based room pricing calculated at check-in. (14:27) Form tags: auto-tag trips and contacts to trigger workflows and lead magnets. (20:41) Agency suppliers: richer supplier profiles plus default commission rates. (26:11) Client messaging: text-style chat with push notifications, coming soon. (31:26) Client profiles: saved traveler details that pre-fill required forms. (33:44) Agent billing: closed beta for charging agents fees. (35:09) Email marketing: how to clean your list before you send.

Show Highlights

  • Group pricing by age, no workaround tables
  • Forms that start the work for you
  • Commission pre-filled by supplier type
  • Messaging and the advisor app follow App Store review
  • Start with high-signal contacts for email marketing
Topics: TernFlight Path podcastCRM for travel agentsautomation templatestravel advisor workflowAI product toolsproduct updates