Front dashboard screen with calendar for due dates, tasks, and birthdates | Tern Feature Requests

Front dashboard screen with calendar for due dates, tasks, and birthdates

planned

Golden poppy Amphibian

I would like to suggest adding a front dashboard screen with a calendar that displays upcoming due dates, tasks, birthdates, etc. This would help in organizing and viewing all important dates in one place.

Created by Canny AI

July 10, 2024

Burnt sienna Lynx

I would love to see the calendar have options to toggle on/off for when automations and workflows are scheduled because I like to have a mental note of when clients are receiving certain emails, etc. This would be in addition to dates such as final payments, travel begin date, tasks and more!

Molly Johnson

Merged in a post:

DASHBOARD, Please?

Typical Lobster

It would be great to have a DASHBOARD view when we login. First item to add would be authorized payments not yet made. This would be super-helpful. Other items to add in the future, X trips traveling this month, X final payments due this month, X commission expected this month. Thank you for your consideration.

April 25, 2025

Yellow mellow Prawn

Yay!!! Thanks Tern Team!!

Inkwell Magpie

Love it!!

Emerald Alpaca

Yaaaaaasay!!!

Operational Gerbil

SOOOOOO EXCITED

Molly Johnson

marked this post as

planned

Past Barnacle

Molly JohnsonSuper excited to hear this is on docket. Will the calendar have a notification feature that we can assign to our client?

Everyday Wallaby

Molly Johnson Yaaaasssssss! What a wonderful start to my work day. Go Tern!

Orchid Cattle

Molly Johnson WOOHOO!

Molly Johnson

Past Barnacle great question! Would you have some time to talk through exactly what you'd want to see for this? I can send you an email if so!

Past Barnacle

Molly Johnson yes! I am available M-F usually between 3-5p EST including today. Janine.dawson@fora.travel. Thanks!

Tender Lemming

Yes, and if we could choose to view a shared dashboard that would be great, too. I work in an office with other agents - we help each other out & share access to all our bookings. Currently, I have to manually create a monthly dashboard of final documents due, payments due, and clients traveling for our whole agency. Having that be automated would be helpful.

Agricultural Mollusk

Another element in the dashboard would be the clients who are currently traveling or about to travel.

Broad Octopus

I also wish there was a way to see a quick overview of things like booking number and travel dates when I'm in a trip (like at a header that I can see from every tab I'm on within a trip) without having to go all the way back out to the overview.

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