Group Itineraries, Scheduled Emails, and more!

Welcome back to our weekly Tern product update! From group itineraries to the ability to schedule emails, we’re rolling out features that help you manage trips seamlessly. Let’s dive in.

Introducing Group Itineraries for Easy Trip Setup and Management

Our new Group Itineraries feature is here to simplify managing group trips! Now, you can set up an itinerary at the group level, which acts as a “template” for all sub-trips. This feature allows you to build out a base itinerary for the group that will be copied over to each sub-trip, giving you greater control and consistency across group travel plans.

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Key Benefits of Group Itineraries:

• Create group itineraries that can be shared with clients
• Itineraries are auto-copied when creating sub-trips
• Pricing & packages are also auto-copied to sub-trips

Learn more about this feature, or check out our group travel beta roadmap!

And as a bonus - after launching group trip folders last week, we received valuable feedback on making it easier to manage groups and sub-trips. We’ve now added a quick enhancement that lists all existing group names when moving a sub-trip into a group, so you no longer have to remember the exact group name. 

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Scheduling Emails: Communicate with Clients on Your Time

Another of our most highly requested features has arrived: email scheduling! We know how important it is to communicate at the right time—whether you’re working late hours or coordinating across time zones. Now, you can schedule emails directly within Tern, making it easier to manage client communications seamlessly.

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Quality of Life Improvements: Organized Contacts, Enhanced Security, and Export Columns

In addition to the big features, we’ve made several smaller, impactful changes:

• Filter Contacts by Tags: You can now filter your contacts by tags, allowing for better organization and easy access to the clients you need.
• Two-Factor Authentication: We now default to recommending two-factor authentication via an app instead of via text, to help prevent you from getting locked out of Tern when traveling.
• New Columns in Agent Payouts Export: We’ve added columns for total commission received and agency payout amount, making it easier to manage advisor payouts directly within Tern.

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Stay Tuned for More

We’re working hard behind the scenes on landing pages for group itineraries, which we hope to launch very soon. And our email and calendar integration migration is still happening - we're just blocked on our provider for a few last things before moving forward. We'll keep you posted as we have a firmer timeline for that!

We’re thrilled to continue rolling out features that make Tern more powerful and efficient for your travel business. As always, please share your feedback on these updates and let us know what you’d like to see next.

Until next week, happy planning, and thank you for being part of our journey!