Tern launched three new products at the User Conference 2026 opening keynote, and 20 more features at the closing keynote. Each feature below has a short summary.
If a feature is marked Beta and you don't see it in your account, it isn't turned on for you yet.
Opening Keynote: Three New Products
Tern for Advisors mobile app
Your Tern account on your phone. During the beta, you install it on iPhone through TestFlight and on Android through Google Play's testing program. 📄 Installing the Tern for Advisors Mobile App (Beta)
Email marketing with Campaigns
An AI-enabled email marketing suite inside Tern. Design branded marketing emails, choose who receives them with a Segment, and send now or schedule for later. You'll find Campaigns under the Emails tab. 📄 Getting Started with Campaigns (in Beta)
Hotels by Tern
Search, book, and pay for hotels from inside your itinerary, with Tern as the hotel supplier. Your agency must finish Hotels by Tern onboarding before anyone at the agency can book. 📄 Hotels by Tern: How it works | 📄 Hotels by Tern: Agency Onboarding
Closing Keynote: 20 Features From Your Feedback
Each of these came from requests advisors and agency owners shared during the conference.
For Your Travelers
Quick itinerary comparison
Put several options in one trip, like two cruise lines, two sailing dates, or a cruise against a resort. Your clients see the options side by side, with the cover photo, price, and a day-by-day snapshot of each, and choose their favorite right from the comparison. This works on the web and in the Tern traveler app, where clients swipe between options.
Itinerary countdown timer
Add a live countdown to the top of your itinerary, styled in your brand color and your itinerary's font. On departure day it changes to a travel day badge. You can turn it on for one itinerary at a time, or for every new itinerary in your brand settings. Your trips board also shows days to departure.
Hotel photo gallery
Click any hotel photo to see every photo of the property in one grid. On the hotel page, photos are sorted into rooms, dining, facilities, and more.
Child rates
Add child rates to any room priced by occupancy, with minimum and maximum ages and as many age bands as you need. If a traveler's date of birth is in Tern, Tern works out each child's age at check-in and builds the right rate into the room price | 📄 Use occupancy rates to customize room option pricing
In-app messaging (Rolling out)
Your clients can message you from their itinerary or the Tern traveler app, and you reply from the web or the Tern for Advisors app. Each trip has its own Messages tab, and one inbox brings every conversation together. New messages arrive as push notifications, or by email if the person isn't in the app.
Required forms on trips (Closed beta)
Choose a contact information form from your library, like a traveler details form, and make it required on a trip. Travelers see a Confirm details button on their itinerary and must complete the form before they make selections or authorize payment. Their answers save to the trip and update the contacts in your CRM. To request access, contact Tern support.
Traveler profiles (Closed beta)
When your clients sign in, they see a trip hub with their past and upcoming trips on a map. Every form they fill out while signed in updates their profile, so the next form arrives already filled in. Travelers review their details before submitting, and nothing updates your CRM until they submit. If a client works with several advisors at your agency, they fill in their profile once and every advisor benefits. To request access, contact Tern support.
For Your Day-to-Day
Notification center
A notification center in Tern's top navigation shows what's happening across your trips. That includes a traveler choosing a room, option, or add-on, a client submitting a form, and a task assigned to you. Each notification links to the trip, task, or contact it's about. Push notifications in the Tern for Advisors app are coming soon.
New automation triggers
Automations can now trigger on deposits, installments, and final payments, both when they're due and when they're paid. They can also trigger when your commission arrives. For example, you can send a reminder three days before a deposit is due, or move a trip to a "Paid in Full" status when the final payment is paid. | 📄 Automation in Tern
Forms that apply tags
Choose a tag for the person who submits a form, and a tag for the trip the form creates or belongs to. When a response comes in, Tern applies the tags and starts any workflows tied to them.| 📄 Tag Management
More updates:
Copy shared folders in one step. Copying a shared folder copies everything inside it. [STATUS TBD]
Add several library activities at once. Select the library activities you need and add them to a trip together.
No more "Stay at." Hotels you add to a trip no longer start with "Stay at" in front of the name.
Client email on payment authorizations. The client's email now appears alongside their card and billing details.
Archive contacts in bulk. Select several contacts and archive them together. [STATUS TBD]
For Agency Owners
Sales goals
Set as many goals as you like. Each goal has a time frame, a target, and a metric, either sales or commission received. Set a target for the agency or for each advisor, and Tern fills in the other, with last year's numbers shown alongside. The Back Office shows progress, what's left, and your top five advisors. For larger agencies, it also shows where you'll land at your current pace. You decide what advisors see: nothing, only their own progress, their progress against the agency, or everyone's totals. Available to agency owners and admins.
Supplier profiles
Supplier profiles now keep everything your agency knows about a supplier in one place. That includes helpful links, resources you can pin or set to hide after a date, supplier contacts and their roles, and admin-only comments that advisors never see. Use Preview as advisor to see what your advisors see. Available to agency owners and admins.
Expected commission
Under Payout rules, set a default expected commission rate for each category, like a percentage of total cost before taxes and fees for hotels, then adjust it for individual suppliers. When you turn on the setting, Tern fills in expected commission on your advisors' bookings. Tern doesn't overwrite an amount an advisor already entered. Available to agency owners and admins.
More updates:
Copy the Net amount on Ready to pay. Copy it straight into your payroll software.
Mentee names on mentor split lines. Mentors can see whose booking each payout came from.
