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Travel Series: Planning a Trip with Evernote

Tips and Stories | By Kasey Fleisher Hickey
 

Planning a trip is a multi-step process that demands a lot of attention. From staying on top of flight deals to keeping track of itineraries, trip planning isn’t something most of us do in one day. In fact, it tends to be an ongoing ‘project’ that gets built in bits and pieces, often during breaks from work, in the evenings and on the go.

In this series, we’re going to talk about the way we’re accustomed to planning a trip and the Evernote way of planning a trip. We’ll cover the planning process, as well how you can use Evernote during your trip and after you return.

The Old Way of Planning a Trip

Depending on the kind of trip you’re going on, planning starts with a grain of an idea and evolves from there. Most of us are used to checking into a number of websites to monitor flight deals, often emailing dates, times, and prices to family members and friends with whom we may be taking a trip.

When we’re reading an article online or in a magazine, we’ll often also email it, or cut it out and give it to our trip companions. Long email strings become even longer as we discuss potential departure and arrival times, places to stay, museums to visit, restaurants to try and car rental options.

Once we have finally gotten to the ‘booking’ part of the trip, we start saving and sharing plane tickets, printing out restaurant reviews, making copies of our passports (if we need them), writing down phone numbers in notebooks and stray pieces of paper and making packing lists. Some of these documents are handwritten, some of them are printed out, some are ripped out of books and magazines, and some of them are swimming somewhere in our inbox.

Before we even get to the airport, we have to think about all of the different places everything is saved, if it’s accessible to us on our phone and whether we’ll have an Internet connection where we’re going.

The Evernote Way

Planning a trip is made easier with Evernote in a number of ways:

    1. Clip ideas from websites as you come across them. For example, reading about a hip restaurant in New York City? Clip the page and save to your New York Trip notebook — tag with the destination and type (restaurants, for example). Do the same with itineraries suggested by your favorite travel blogs and reviewers. [Download the Web Clipper for your browser of choice].
    2. Clip flight options and save them to Evernote, email them directly from Evernote to your travel companions for feedback. Update your flight selections in Evernote so that you never have to refer back to long email chains.
    3. Create a shared trip notebook that you can update and share with friends. Drop in your itineraries, plane tickets and hotel confirmation numbers, destination ideas, as well as scanned copies of all of your passports. Premium Evernote users can allow others to edit notebooks, so you can plan your entire trip together in one shared notebook [see Introduction to Sharing].
    4. Take pictures or scans of travel books, travel accessories and clothes you might want to consider buying later.
    5. Save your packing list in Evernote. Take it with you when you’re out shopping for trip necessities. Check off items as you purchase them.

    1. Create a ‘Don’t Forget’ notebook or tag and make sure all images of items you’re bringing with you are tagged. Before you head out the door, search for this notebook or tag and make sure you’ve got everything you need.
    2. Take photos of your immunization cards if you’re traveling abroad. In case anything were to happen, you’ll be able to instantly pull up health records for a doctor to see. Take pictures of any prescription medications.

These are just a few ideas. We’d love to hear about the ways you’ve used Evernote to plan a trip. Share your tips in the comments and stay tuned for the next installment of the series: how to get the most out of your trip with Evernote.

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  • http://www.afamilyfarafield.com John Fremont

    My family is two weeks into a year-long RV trip around the US and we are using Evernote every day. I am keeping a diary of our journals in Evernote, as well as RV maintenance checklists, campground reviews and directories and information on the places we are planning to visit.

    I have been using the MacBook for extensive data entry and web clipping, and using the Android version for information retrieval. I also created a checklist for camp breakdown to insure that everything is stowed and disconnected. This trip would be a lot tougher if we had to do all of this in paper notebooks.

    • paul musgrove

      hi john

      i would be interested to hear of you RV trip, do you have a blog? it is something i am thinking about doing with my family one day.

  • Kate Murphy

    I copy Googe directions to hotels, campsites, airports etc into my Travel Planning notebook, tag them with the trip name.

  • Long Pig

    I covered our last trip with my credit card so I took pics of every receipt with Evernote at the end of each day, tagged “receipt” and either “hers” or “mine” and filed them in the Trip folder.
    Then when we got home it was super easy to add them all up and get reimbursed.

  • Jenni

    We used Evernote throughout our recent honeymoon, it was so convenient to have all of our travel info in one easily searchable place! My tip is to make the important travel notes favorites, so they were available offline – especially great when traveling internationally without roaming data.

  • Kal

    Take photos of your luggage. (Add the brand/model, if possible.) Makes it easier to track if they get lost in transit.

    • Irina

      That’s an awesome idea, thanks.

  • Dayne

    Life saver! I scanned all my credit cards (front + back), passport, IDs, health insurance card, everything in my wallet before the trip. Turned out to be a good move: my purse was stolen in Spain and Evernote saved me! I had all the phone numbers to call and account numbers right on my phone.

    • http://photoigor.com Igor

      As much as I love Evernote (I’m using it since forever and have 23K notes) I would strongly advice not to use it to store such sensitive data as credit cards, etc. Try 1password for cards, passports, IDs.

      • Irina

        I second that. In the end of the day everything that is stored digitally can be retrieved by thieves easily. Buy a hidden money-belt and keep all your important belongings and photocopies there. No sensitive information should be stored online – even governmental internet sites get broken into after all.

  • http://www.hourjewelry.com Lisa Clark

    This is an awesome way to use Evergreen. Wish I had known this when I was abroad last year. Will definitely keep in mind when I’m planning my next trip…actually, I’ll just start now since I am always finding cool restaurants to go to and never end up saving them…thanks for the post!!

  • http://Steven.Tryon.com sjt

    Just don’t expect to do your trip planning (or any other collaboration) on your iPhone as there is no way to view shared notebooks on the iPhone.

    • Cass

      I just set up a shared notebook for planning a family reunion and my MIL is able to access it just fine from her iPhone 4 running iOS 5.0.1. Maybe this was a problem with earlier software versions but it appears to be working great now!

  • http://LoriThayer.com Lori

    I have been using Evernote to save my travel information for years. It is a huge help. I recently wrote about using technology to make travel easier. http://lorithayer.com/easy-travel-with-tech/

  • Fibo

    Will have to give it a try… so far used mostly paper notes and it does not end well always.

    Fibo

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