Tern Product Updates - July 18th, 2024

Welcome back, Tern community! Excited to share all the latest updates from the past week 🙂

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Trip Collaboration

You can now work with others to plan trips in Tern!

• Add any user with a Tern account to collaborate on your trips. This is great for VA support, or if you work closely with another advisor
• New trips agents create are automatically shared with agency admins
• Collaborators can manage itineraries, process credit card authorizations, and access other key information (like booking details, pricing, & confirmations)

Learn more

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Tern Agency

We have launched Tern Agency out of beta! That means that anyone who sets up an agency in Tern will have instant access to our agency Commission dashboard, Reporting tools, and additional features. As a part of this change we also improved the activity status and booking process for all advisors.

Learn more about:

• Commission reconciliation
• Reporting
• Changes to activity statuses

Or if you’re looking for a deeper dive into the latest on Tern Agency, check out our July Webinar Recap!

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Additional Improvements

• Pricing Tab Order: the pricing tab now respects the order of activities.
• More comprehensive currency support - including 8 specific currencies that were requested by advisors
• Keeping our supplier database clean! Disney, Project Expedition, and more

Thank you for tuning in to this week’s update. Your feedback is invaluable, so keep it coming. Have a great rest of your week!

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