Lucia Joins Tern — Here’s What It Means for CoPilots
We have exciting news to share: Lucia has officially been acquired by Tern, the leading itinerary and workflow platform for modern travel advisors.
This is more than an acquisition. It’s an invitation.
For Lucia CoPilots, it opens up new ways to grow your skills, build stronger client relationships, and get matched with more travel advisors who are scaling their businesses with tech.
Here’s everything you need to know, and why we’re so excited about what’s next.
This is more than an acquisition. It’s an invitation.
For Lucia CoPilots, it opens up new ways to grow your skills, build stronger client relationships, and get matched with more travel advisors who are scaling their businesses with tech.
Here’s everything you need to know, and why we’re so excited about what’s next.
What’s Tern, and Why This Matters
Tern is a dynamic, all-in-one platform used by many of Lucia’s most forward-thinking clients. It helps travel advisors manage everything from itineraries and proposals to forms, payments, workflows, and commissions.
As a CoPilot, you’ve likely already supported clients using Tern or have seen it mentioned in job descriptions. This transition makes it easier than ever to get trained, get certified, and get matched with clients who rely on it.
As a CoPilot, you’ve likely already supported clients using Tern or have seen it mentioned in job descriptions. This transition makes it easier than ever to get trained, get certified, and get matched with clients who rely on it.
CoPilot Opportunity: Get Tern Certified
We’re launching a Tern Certification program exclusively for Lucia CoPilots. Certification means you’ll be trained in key parts of the platform — and recognized as a skilled, verified operator.
Tern Certification Trainings Include:
1. Getting Started with Tern – Navigation, setup, and client workflows
2. Group Trips with Tern – Building and managing multi-passenger itineraries
3. Forms, Email & Workflows – Automating communication + client onboarding
4. Agency Back Office – Supporting multi-advisor teams, finances, and commissions
Why get certified?
- You’ll show up at the top of the list for Tern-using clients
- You’ll gain skills that make you more valuable and efficient
- You’ll deepen your ability to lead behind-the-scenes operations
(Seats are limited, and several sessions are already filling fast.)
Tern Certification Trainings Include:
1. Getting Started with Tern – Navigation, setup, and client workflows
2. Group Trips with Tern – Building and managing multi-passenger itineraries
3. Forms, Email & Workflows – Automating communication + client onboarding
4. Agency Back Office – Supporting multi-advisor teams, finances, and commissions
Why get certified?
- You’ll show up at the top of the list for Tern-using clients
- You’ll gain skills that make you more valuable and efficient
- You’ll deepen your ability to lead behind-the-scenes operations
(Seats are limited, and several sessions are already filling fast.)
Join Us at the 2025 Tern User Conference
The first-ever Tern User Conference is happening in 2025 — and you’re invited! This is your chance to:
- Meet current clients face-to-face
- Deepen your skills with live workshops and demos
- Connect with the Tern + Lucia teams
- Network with other top CoPilots and agencies
- Meet current clients face-to-face
- Deepen your skills with live workshops and demos
- Connect with the Tern + Lucia teams
- Network with other top CoPilots and agencies
Frequently Asked Questions (FAQs)
Q: Is Lucia going away?
Nope! Lucia remains your home base for finding work, managing client relationships, and being supported as a CoPilot. The Tern acquisition means more resources, more opportunity, and a stronger ecosystem for everyone involved.
Q: Do I have to get certified in Tern?
No, certification isn’t required — but it’s strongly encouraged. More and more Lucia clients are using Tern, and certification gives you an edge when it comes to matches and referrals.
Q: What if I’ve never used Tern before?
Perfect! The trainings are designed for all experience levels. “Getting Started with Tern” is made for beginners, and you’ll be guided every step of the way.
Q: Will Lucia still support other platforms (Travefy, Umapped, Notion, etc.)?
Yes. We’re still matching CoPilots based on advisor preferences, and many clients use a mix of tools. Tern is simply one of the most powerful and growing, which is why we’re investing in helping you master it.
Q: How do I update my profile once I’m certified?
We’ll send you a step-by-step guide once you complete the certification series. You’ll also get a badge to display on your CoPilot profile.
Still have questions? Reach out to hello@letslucia.com or ping us in Slack. We’re here to support you.
Nope! Lucia remains your home base for finding work, managing client relationships, and being supported as a CoPilot. The Tern acquisition means more resources, more opportunity, and a stronger ecosystem for everyone involved.
Q: Do I have to get certified in Tern?
No, certification isn’t required — but it’s strongly encouraged. More and more Lucia clients are using Tern, and certification gives you an edge when it comes to matches and referrals.
Q: What if I’ve never used Tern before?
Perfect! The trainings are designed for all experience levels. “Getting Started with Tern” is made for beginners, and you’ll be guided every step of the way.
Q: Will Lucia still support other platforms (Travefy, Umapped, Notion, etc.)?
Yes. We’re still matching CoPilots based on advisor preferences, and many clients use a mix of tools. Tern is simply one of the most powerful and growing, which is why we’re investing in helping you master it.
Q: How do I update my profile once I’m certified?
We’ll send you a step-by-step guide once you complete the certification series. You’ll also get a badge to display on your CoPilot profile.
Still have questions? Reach out to hello@letslucia.com or ping us in Slack. We’re here to support you.
The Bottom Line
This transition brings more clarity, more opportunity, and more support for CoPilots who are ready to own their zone of genius. Whether you specialize in itineraries, operations, onboarding, or automation, the Tern + Lucia partnership is built to help you thrive.
We’re proud of this next chapter and even more proud to have you with us. Let’s grow together.
We’re proud of this next chapter and even more proud to have you with us. Let’s grow together.