Tern Agency

I need the ability to add multiple commission on a booking, without having to click expecting additional payments box. We don't always know when there will be more payments coming in for that booking, (especially cruises with upgrades made after final payment, etc) and currently during reconciliation, it's a huge pain since the booking won't even pull up at all. Unless I'm missing something, I'm having to leave the reconciliation page, go find the booking to check the box, then go back to reconciliation.

As an agency owner this is crucial to be able to setup the agency level items, such as T&C as well as configure the settings when moving from another CRM to ensure trips in progress work seamless. Importing current and archived trips into Tern has to be done manually when the old CRM doesn't have the ability to export trip information. Another scenario would be when an agent leaves unexpectedly, the agency owner needs to the ability to go in as the agent and reassign all contacts, trips, groups, and such to another agent. This should all be an audit event though, so when an agency owner logins in and makes a change that if recorded so both the agency owner and the agent have a record of what was done and by whom.

It would be great if either the system would automatically mark $0 commission items as non-commissionable OR if there was a way to select multiple items on the commission tab at once.

I would LOVE to have the ability to create a commission report for the Agency broken down on one single report by agent and with each paying out booking listed with a total agent commission tabulation and an agency commission tabulation.

We have many of our travelers who love the Tern mobile app and show it off while traveling, we want our logo right up top so they know who put this together for them and we can get lead gen. from that.

I need the ability to see commissions that should be coming in each month, as well as those commissions that are past due. A way to export this on a spreadsheet would also be extremely helpful

The logo, agency name, cover photo, etc should carry over from host account when inviting an advisor. They can edit them, but this would save time for the new agent to set up their account.

I would like for my agents to get an automated invoice when I mark trips as paid. Currently, they receive a notification from quickbook that a payment is coming and I mark them paid in Tern, but they don't receive a report of what trips were actually paid out. Our previous CRM gave a report with a breakdown of each booking included in a commission payment.

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