Trip Statuses Now Update Themselves Automatically

Episode Overview David Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) walk through a stacked update week: trips can now automatically move between statuses like traveling and traveled based on trip dates, a new Planned Bookings report makes it easy to audit anything that slipped through uncommitted, and the agency back office gets its own dashboard home plus new commission documentation and rate-change tools. A long list of quality of life fixes rounds things out. Next week: more on payments and reporting.

Episode Topics (06:11) Automated Trip Statuses. Trips now move between statuses like traveling and traveled automatically, based on trip start and end dates, using Tern's existing automation triggers. (15:50) Planned Bookings Report. A new report surfaces bookings still marked as planning so advisors and agencies can catch anything that should have been marked booked. (19:57) Reporting Filters. New filters for trip tags, client state, and consortia or marketing codes make it easier to slice booking and client data for lead tracking and tax reporting. (22:45) Agency Back Office Home. All agency admin workflows, suppliers, commission reconciliation, and payouts now live in one dashboard, separate from the agent experience. (24:00) Commission Documentation and Rate Changes. Commission types can now require documentation, and rate changes can retroactively apply to commission already received but not yet paid. (29:02) Quality of Life Upgrades. Auto-formatted date fields, traveler age shown at trip start, visible terms and cancellation policies on the itinerary, full-resolution photo downloads, and bulk apply counts.

Show Highlights

• One of the most requested features ever (500+ merged votes) is live
• New audit tools help advisors catch bookings before they cost commission
• Agency back office now has a single home for suppliers, commission, and payouts
• Commission rate changes can now apply retroactively where policy allows
• Small but mighty fixes: dates, traveler age, and cancellation policies just got easier to find

Keywords

Tern, Flight Path podcast, automation templates, travel advisor workflow, product updates, AI product tools, payments