Episode Details

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Episode Overview
David Shull (CEO and Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) share a week of releases focused on putting your agency's brand in front of clients. Brad covers custom itinerary subtitles and branded client emails. Molly walks through quick submit booking and a smarter team page that sets up a future agent CRM, and Brad closes with new AI automation controls. With the user conference 20 days out, the team teases three big launches on day one.

Episode Topics
(08:25) Custom itinerary subtitles: Write your own line under the trip title, including on group itineraries.
(12:51) Quick submit booking: Add a booking, trip, and contact from one dashboard form, now with non-commissionable bookings.
(16:08) Branded client emails: Authorization and insurance opt-out receipts now show your business name and logo.
(19:02) Team and billing page: Filters, exports, custom columns, last login, and an all-members view for hosts.
(24:06) AI automations: Pick standard or premium models, and AI drafted emails now use email variables.

Show Highlights

• Itineraries and client receipts now read as coming from your agency
• Agency owners can track advisor activity without a custom report
• Simple AI automations can run on a lighter model to save usage
• Payouts closed beta is expected soon