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Tern Feature Requests
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Tern Agency
84
Support & Training
16

Roadmap

Under Review

Email functions
Tern Feature Requests
API integration with task management
Tern Feature Requests
Printing forms
Tern Feature Requests
Native Integration for Zoom w/ Scheduler
Tern Feature Requests
True Email CC and BCC
Tern Feature Requests
Allow Advisors to indicate they are licensed to sell travel insurance
Tern Feature Requests
Zapier Integration: Contacts
Tern Feature Requests
Accessibility Needs
Tern Feature Requests
Transportation template separate from activities template
Tern Feature Requests
Hotel template separate from “activities template”
Tern Feature Requests
Options for PDF itinerary
Tern Feature Requests
Supplier Profiles Visible to Clients
Tern Feature Requests
Map View for Clients
Tern Feature Requests
Export responses from forms
Tern Feature Requests
Allow date changes when using AI to input itinerary info
Tern Feature Requests
Save Commission Rates by Supplier
Tern Feature Requests
Easy Navigation of Clients Trip Change Requests & Comments
Tern Feature Requests
Run report on items that have NOT been marked as Booked
Tern Feature Requests
A way to automate new leads in Tern from emails, facebook, website
Tern Feature Requests
More streamlined navigation in Tern
Tern Feature Requests
Add conditional logic to forms in Tern
Tern Feature Requests
Support Cruise Tours
Tern Feature Requests
Date based reoccurring automations (e.g. every month)
Tern Feature Requests
Send Email when Marking something Paid
Tern Feature Requests
Show Recently Added Section to Trip Itinerary when Client Reloads Itinerary & Option to have client approve something after initial approval
Tern Feature Requests

Planned

Update sub-trips all at once
Tern Feature Requests
Add approved trip insurance to trip package
Tern Feature Requests
Ability to add individual activities/items and Pricing Group auto update when items are added
Tern Feature Requests
Travel Insured International
Tern Feature Requests
Create a field on the group overview visible to advisors only where we can store the group booking number.
Tern Feature Requests
Two Insurance Policies for One Trip
Tern Feature Requests
Travel Insurance
Tern Feature Requests

In Progress

If an item is Authorized, marked as paid, and marked as booked, it does not need to show the red Expired status
Tern Feature Requests
Remove Authorizations When Payment Is Made
Tern Feature Requests
Streamline Credit Card Authorizations to Avoid Double Payments
Tern Feature Requests
Tuning for the AI assist
Tern Feature Requests
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