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Let Clients Choose Exactly What They Authorize

Let Clients Choose Exactly What They Authorize

Published 2 weeks ago
Description

🌟Check out Tern Today: https://tern.travel/

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Episode Overview

CEO David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner walk through a new opt-in credit card authorization flow that lets clients choose exactly what they authorize. They also cover mobile-friendly search pages, an experiment to lower AI costs, and near real-time reporting, then preview Quick Booking and the Users Conference.


Episode Topics

(02:15) TPI onsite: Molly shares how AI reconciliation handled a 275-step supplier statement cleanup.
(12:09) Opt-in authorization: clients now check each item they want to authorize.
(18:25) Mobile updates: Trips, Tasks, and Contacts fit your phone, with a labeled Actions menu.
(23:05) Lowering AI costs: a live experiment tests more efficient tool use.
(30:48) Quality of life: cleaner dashboard payments, near real-time KPIs, and AI chat variables.
(34:18) Looking ahead: Quick Booking beta and collaborative trip templates.


Show Highlights

  • Clients choose exactly which items to authorize
  • Search pages work better on your phone
  • KPI dashboard updates in near real time
  • Quick Booking beta arrives next week
  • Users Conference registration closes October 1
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