Calypso Tree

34 free travel itinerary templates (word, excel & pdf).

Free travel itinerary templates:  Your itinerary refers to your journey’s more detailed plan. Usually, highlights some places to be visited and the travel plan. By having itinerary templates, you will benefit from having the travel arrangement in one location for easier referencing and retrieval. 

Your travel plan is usually placed in the front of the folder full of your tickets, brochures, and confirmation receipts – this is also a good source to get information on the road. 

Although the information includes the travel plan for yourself or other people might contain different items, the basic structure was usually still retained. You can use your best itinerary templates.

Table of Contents

Benefits of Using an Itinerary Template

Traveling is an adventure! But planning for it can sometimes be stressful. That’s where a  travel itinerary template  can be your best friend.

  • All-In-One Location:  Say Goodbye to Chaos!

Do you have flight details in your email, hotel bookings on an app, and excursion times on a sticky note? Stop the madness! An itinerary template puts all these details in one simple place. Just open it up, and you’ll know what’s happening next.

  • Easy to Use:  No Tech Skills Needed!

You don’t have to be a computer genius to use an itinerary template. Most of it comes with clear fields for you to fill in. Just type your flight time here your hotel name there, and you’re done! It’s like filling out a fun quiz.

  • Be Organized:  Know What Comes After What

The best part about being organized is knowing what’s next. You see your trip like a story when you put your plans in an itinerary template. First, this happens, then that. You can enjoy the trip more when you know what’s coming up.

  • Shareable:  Keep Everyone in the Loop

Traveling with family or friends? Send them the itinerary template! That way, everyone knows the plan. If someone asks, “What time is dinner?” tell them to check the itinerary!

  • Free:  More Money for Fun Stuff!

The best things in life are free. Well, most travel itinerary templates are free, too! That means you can save cash for fun stuff like snacks, souvenirs, or an extra special adventure!

  • Time-Saving:  Quick Changes Made Easy

Plans change. Maybe it rains, and you can’t go to the beach. With an itinerary template, it’s super easy to swap things around. Just a few clicks, and you have a new plan!

  • Keeps You On Track:  No More Missing Out

Need to catch a flight or need to remember a dinner reservation? With an itinerary, you’ll get reminders. It’s like having a helpful friend who says, “Hey, time to go!”

  • Peace of Mind:  Worry Less, Enjoy More!

When you’re organized, you feel calmer. That means you can enjoy your trip more and less worrying about it.

Are you ready to try an  itinerary template ? Trust us, it will make your next trip so much easier! ????

Essential Elements in a Travel Itinerary

So you’re convinced that a travel itinerary template is a good idea. Great! But what should you include in it? Don’t fret; here’s a list of the  key things to put in your travel plan .

  • Title and Dates: What’s the Trip For?

Start with a striking title that sums up your trip. Are you going on a “Summer Adventure in Hawaii” or a “Weekend Getaway in Paris”? Include the dates so you always know the timeframe.

  • Names: Who’s Going?

If you’re traveling with other people, write down everyone’s name. It’s an easy way for everyone to know they’re looking at the right plan.

  • Departure and Arrival: Take-Off and Landing

Include details about when and where you’re starting and ending your journey. Include times, places, and how you’re getting there. Plane? Train? Automobile?

  • Transport Info: All Aboard!

Note any flight numbers, train cars, or other key details. It’s also smart to list any reservations and helpful phone numbers in case of delays.

  • Lodging: Home Away From Home

Where are you staying? Include the name, address, and check-in/check-out times for each place you sleep.

  • Activities: The Fun Stuff!

What’s a trip without cool stuff to do? List all the tours, visits, or shows you plan to attend. Add times and places so you remember.

  • Meetings: Can’t-Miss Appointments

Are you mixing a little business with pleasure? Include any meetings or important appointments you have. Who, what, where, and when—it all goes here.

  • Meals: Yummy in My Tummy

Planning to eat at that must-try café? Put it in the itinerary.

  • Free Time: Do What You Want

It’s your trip, after all! Include some blocks of free time for spontaneous fun.

  • Emergency Contacts: Just in Case

Include some emergency contacts, like local hospitals or a trusted friend back home.

  • Checklist: Remember!

Add a small list at the end for any last-minute things you need to do or bring. Passport? Snacks? It goes here.

That’s your  travel itinerary essentials  covered! With everything in your template, you’re ready for an awesome, stress-free trip! ????

Tips for Crafting a Useful Travel Itinerary

It isn’t just about jotting down names and places. Here are some tips.

Be Realistic: Time Matters!

Always consider how much time each activity will take. Keep your day manageable. You want time to enjoy the places you visit!

Group Activities by Location: Smart Mapping

Put things that are close to each other on the same day. This way, you spend less time moving and more time doing.

Always Have a Plan B: Be Flexible

Sometimes, things go differently than planned. Maybe it rains, or a place is closed. Have a backup plan, so you’re never stuck with nothing to do.

Check Opening Hours: No Unwanted Surprises

Imagine showing up at a museum you’re excited to visit, only to find it’s closed on Tuesdays. Check opening times in advance to avoid this.

Share It: Keep Everyone in the Loop

If you’re traveling with others, ensure everyone has a copy of the itinerary. You could even make a shared online version.

Local Customs and Laws: When in Rome.

Check for any local customs, rules, or laws you should know about, like dress codes at religious sites.

Remember Time Zones: Sync Up!

If you’re crossing time zones, adjust all your times so you’re always on local time.

Add Some Breathing Room: Take It Easy

Don’t schedule something every minute of every day. You’ll need some downtime to relax and soak it all in.

Include All Confirmation Numbers: Quick Access

For flights, hotels, and activities that require booking, include all confirmation numbers for quick and easy access.

Double-Check All Details: Be Sure, Be Safe

Before you finalize your itinerary, double-check all times, dates, and reservations.

Print and Digital: Best of Both Worlds

Have both a printed copy and a digital copy available. Technology can fail, and you might only sometimes have Wi-Fi.

Keep it Handy: Easy Access.

Put your itinerary somewhere easy to get to. Save it on your phone or put it in a pocket in your bag.

Free Travel Itinerary Templates

Free Travel Itinerary Templates 01

Free Travel Itinerary Templates 01

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Free Travel Itinerary Templates 02

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Free Travel Itinerary Templates 03

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Free Travel Itinerary Templates 04

Free Travel Itinerary Templates 05

Free Travel Itinerary Templates 05

Free Travel Itinerary Templates 13

Free Travel Itinerary Templates 13

Free Travel Itinerary Templates 14

Free Travel Itinerary Templates 14

Free Travel Itinerary Templates 15

Free Travel Itinerary Templates 15

Travel Itinerary Template Word

Free Travel Itinerary Templates 06

Free Travel Itinerary Templates 06

Free Travel Itinerary Templates 07

Free Travel Itinerary Templates 07

Free Travel Itinerary Templates 08

Free Travel Itinerary Templates 08

Free Travel Itinerary Templates 09

Free Travel Itinerary Templates 09

Free Travel Itinerary Templates 10

Free Travel Itinerary Templates 10

Free Travel Itinerary Templates 11

Free Travel Itinerary Templates 11

Free Travel Itinerary Templates 12

Free Travel Itinerary Templates 12

Easy to Use

One of the best things about using a Word template is its simplicity. You don’t have to be a computer wizard to figure it out!

Customizable

Word lets you change fonts and colors and even add pictures. Make your template  truly your own .

You can open a Word document on almost any device. It’s super  easy to share  with family or travel buddies, too.

Pre-made Templates

Word offers a variety of  ready-to-use templates . Just plug in your details, and you’re good to go!

Checklist Features

You can add  checkboxes  next to each activity or place. It feels so good to check them off as you go!

Safe and Secure

You can easily  lock the document  to keep your travel plans private.

Great for Printing

Word documents  print beautifully . It is a great option if you like having a paper copy of your plans.

How to Use It

  • Open Word and choose a blank document or a pre-made template.
  • Fill in your travel details like flights, hotels, and fun stuff to do.
  • Add any  extra notes  or  checklists .
  • Save it, print it, or share it via email.

Tips for Using Word Templates

  • Spell-check : Always run a spell-check to avoid any errors.
  • Save Often : Keep up your hard work. Save your doc often!
  • Backup : Email a copy to yourself or save it in the cloud.

Using a Word template for your travel itinerary is a smart way to keep all your plans in one place. Give it a try for your next trip!

Free Travel Itinerary Templates Excel

Do you like spreadsheets?  Excel templates  offer even more ways to stay organized. You can sort your plans, filter them, and find what you need fast!

If you’ve been using regular Word documents or even pen and paper for your travel plans, it’s time to  upgrade to Excel ! Here’s why and how:

Easy to Edit: Change On-the-Go

Excel allows you to add or remove items quickly. If your plans change, delete a row or add a new one!

Sort and Filter: Find What You Need

Say you want to see all your flight details at once. Excel lets you sort and filter to find what you’re looking for in a snap.

Color Codes: Make It Pretty and Practical

Blue for sightseeing and red for meals. It makes it easier to understand your day at a glance.

Formulas: Count the Hours

You can use simple Excel formulas to add how much time each day’s activities will take.

Shareable: Easy to Send

Excel files are easily shared by email or cloud services like Google Drive. You can also password-protect it if it has sensitive data.

Collaborative: Teamwork Makes the Dream Work

Everyone can add their activities or notes in the same Excel sheet if you’re traveling with others. It’s a team itinerary!

Tabs for Days: One File, Many Uses

You can use different tabs for different parts of your trip. One tab for flights, another for hotels, and so on.

Links and Notes: Extra Info

You can add links to websites or notes with additional information in Excel.

Offline Access: Always Available

Once downloaded, Excel files are available even without internet access, making them reliable and handy.

Templates Galore: Start with a Bang

It is lots of pre-made Excel itinerary templates available online. It can give you a head start and create planning even quicker.

Itinerary Templates Excel

itinerary template excel

Itinerary Templates Free

itinerary template free

travel itinerary template

travel itinerary template

Vacation itinerary template

vacation itinerary template

Disney Itinerary Templates

Disney Itinerary Templates

Free business travel itinerary template excel

free business travel itinerary template excel

Weekly Itinerary Template

Weekly Itinerary Template

Birthday Itinerary Template

Birthday Itinerary Template

Daily itinerary planner

daily itinerary planner

Program Itinerary Template

Program Itinerary Template

Meeting Itinerary Template

Meeting Itinerary Template

Travel Itinerary Template PDF

Free Travel Itinerary Templates 16

Free Travel Itinerary Templates 16

Free Travel Itinerary Templates 17

Free Travel Itinerary Templates 17

Free Travel Itinerary Templates 18

Free Travel Itinerary Templates 18

Free Travel Itinerary Templates 19

Free Travel Itinerary Templates 19

Free Travel Itinerary Templates 20

Free Travel Itinerary Templates 20

Itinerary Template - Free Travel Itinerary Templates

Itinerary Template – Free Travel Itinerary Templates

Business Tour - Free Travel Itinerary Templates

Business Tour – Free Travel Itinerary Templates

Business Travel Diary- Free Travel Itinerary Templates

Business Travel Diary- Free Travel Itinerary Templates

Stable and Consistent

One of the biggest perks of using a PDF is that it looks the  same  on every device. No surprises!

Easy to Share

PDF files are  super easy to send  in an email or message. They can be opened on almost any gadget.

No Accidental Changes

Once you save it, it stays that way. You can’t accidentally mess up your plans!

Universal Acceptance

Almost all businesses can open and read PDFs. Most people can easily check your plans if you need to show them.

Password Protection

PDFs can be  locked  with a password. Your plans stay  safe and private .

Fantastic for Printing

If you like paper copies, PDFs print out  just how they look on screen .

  • Make your plans in any software that can be saved as a PDF.
  • Double-check all your details and  spelling .
  • Save or ‘print’ your plans as a PDF file.
  • Share or print your  snazzy  new PDF itinerary!

Tips for Using PDF Templates

  • Read-Only : Remember, most PDFs can’t be easily changed. Make sure all your info is correct before you save it.
  • Compatibility : Always ensure the people you share the PDF with can open it.
  • Document Size : PDFs with lots of pictures can get big. Keep an eye on the file size if you need to email it.

A PDF travel itinerary template is  rock-solid  for keeping your travel plans organized and easily accessible. It’s a popular option, especially if you want a file that stays how you made it.

Common Mistakes in Using Travel Itinerary Templates

Skipping the Details : One of the most common errors is  filling in all the blanks . It can lead to confusion during your trip.

Ignoring Time Zones : Many must remember to account for time zone changes. It can mess up your plans.

Overstuffing the Itinerary : It’s tempting to pack your day full of activities. But this leaves  no room for rest or unexpected events .

Forgetting to Share : If you’re traveling with others,  forgetting to share  the itinerary can make things hard for everyone.

Not Checking Operation Hours : Imagine going to a museum only to find it’s closed. Always  check the working hours  of places you want to visit.

Skipping Backup Plans : Weather changes. Plans fall through. Having  no Plan B  can ruin your day.

Bad Formatting : If your itinerary is hard to read, it’s almost useless. Make sure you use  clear and easy-to-read formats .

Not Updating : Sometimes plans change.  Only updating your template  can make sure you get all the things.

Ignoring Local Customs and Laws : Failing to account for local customs or laws can be embarrassing and sometimes problematic. Always do your  basic homework .

Not Double-Checking : A small mistake in flight numbers or hotel booking IDs can be a big hassle. Always  double-check your details .

Avoiding these common mistakes can make your itinerary a powerful tool for a smooth and enjoyable trip!

Traveling is more fun when you’re organized. Using a  travel itinerary template  can help a lot! So why wait? Download a free template today!

Additional Resources

Want to know more? Click the links below for free templates and helpful travel apps.

  • Free Itinerary Templates
  • Best Travel Apps

Happy traveling! ????

What Is a Travel Itinerary Template?

A travel itinerary template is like a  map for your trip . It shows where you need to go, what you’ll do, and when you’ll do it.

Where Can I Find Free Travel Itinerary Templates?

You can find free templates online, in apps, Excel, or Word. Some travel websites also offer them for  free .

Should My Template Be Detailed or Broad?

That depends on you! Some folks like a  minute-by-minute plan , while others want just the  big events  listed. Choose what works for you.

Can I Use the Same Template for Different Trips?

Yes, you can! Just  change the details  to fit your new trip.

What Should I Include in My Template?

Include key info like  flights, hotels, and activities . Remember  small but important details  like transport from the airport to the hotel.

Do I Need to Print My Itinerary?

Only sometimes. You could keep it on your phone. But a printed copy is good, just in case your phone  runs out of juice .

How Many Copies Should I Make?

It’s a good idea to have  more than one copy . Leave one with a friend or family member back home, keep one with you, and maybe have a  digital copy .

Can I Add Last-Minute Changes?

Yes, you can. Just  update all your copies  so you’re not working off old info.

What Do I Do If My Plans Change Mid-Trip?

No problem! Just  update your template . You can do it with a printed copy or update the digital one on your device.

Is It OK to Leave Free Time in My Plan?

Absolutely! It’s your trip, after all. Free time lets you  explore  or  rest  as you feel like it.

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About the author.

The Travel Quandary

The Ultimate Trip Planner Template – Easy To Use Excel Format!

You’re about to embark on your next adventure – hooray! 

Travel planning comes naturally to some who thrive on the challenge to find the best deal on a tour, stay at the coolest hotel or dine at the hottest new restaurant. These travellers are always at the airport on time, check opening hours of attractions before leaving home and have packing down to a fine art form. On the other end of the scale, there are travellers who prefer to go with the flow, do things spontaneously and are happy to rock up to a new destination and “wing it”.

According to the World Tourism Organization (UNTWO), 1.4 billion people travelled internationally in 2018. And apparently, there are over 750 million users of Microsoft Excel worldwide. There’s a high chance that you’ll fall into both of these categories (we don’t know the exact number but it would make for a pretty neat Venn diagram). And if you also classify yourself as an “unprepared” and/or “unorganised” traveller, our trip planner template is designed to help YOU.

Microsoft Excel is not only used by accountants and finance people. Microsoft Excel has become the ultimate planning and analysis tool, recognised and used worldwide which is why we’ve chosen it to create our trip planner template. We hope you find it useful and welcome your feedback and recommendations!

The Ultimate Trip Planner Template - Easy To Use Excel Format! | trip planner template 1

FREE TRIP PLANNER TEMPLATE! MICROSOFT EXCEL & GOOGLE DOCS

Why use a spreadsheet to plan your trip.

  • Identify gaps in your itinerary (closures, public holidays, mandatory reservations)
  • Save money (better budget decisions, better choices on trip)
  • To get you excited! You’re going on a holiday! Hooray!

Download your free trip planner template here

Note: For Google Docs template, download the .zip file and upload the spreadsheet to your Google Drive. Once uploaded, open with Google Sheets.

Using this spreadsheet

The Ultimate Trip Planner Template is built into a spreadsheet which is divided into six sections. We’ve built this trip planner to include 16 days of travel but you can adjust the length of the trip by adding or removing columns in the spreadsheet.

Once you’ve confirmed your travel plans, add them here. This is where you can record all your reservations – flight details, accommodation, car rental, equipment rental, tour reservations etc. Listing them on one tab means you can quickly jump in and find those important details when you need them.

2. Planning

Researching airlines, hotels, Airbnbs, car hire, tour operators and travel insurance policies can be exhausting. You’ll probably go through a phase where you’ll have so many tabs open on your browser, it’ll make you want to pull your hair out! If you also need to compare prices and dates with your travel companions, it can become downright overwhelming.

When you find a potential option you like, add it to the “Planning” tab. When your research is condensed into a neat summary, it will be a simple exercise of reviewing all possible suppliers, key dates and prices and then after a process of elimination, you will be left with the most suitable option.

A budget is by no means set in stone. Our budget tab is designed to help with your travel planning decisions. We feel that it is important to understand the costs of a holiday before making any hasty decisions. And we consider it even more important that you don’t spend beyond your means!

We don’t want to sound like party-poopers but the last thing you want is to get ripped off and/or find yourself stuck abroad without any money. By understanding where you plan to spend the bulk of your hard-earned money on your holiday, you can plan where you’ll allow yourself to splurge and other areas where you may need to tighten the purse strings.

For example, we give ourselves extra budget for food and coffee experiences as this is an aspect we love about travelling. We tend to book budget/basic accommodation on the road depending on the destination and available options, as all we need is a bed, access to a (preferably) hot shower in a secure room.

A good chunk of your budget will already be paid or known in advance before you’ve even left home (i.e. flights, some ground transport, accommodation, tours (if applicable) etc), so this should also help when allocating your budget to food, shopping and extras. There will also be times where you need to be strict and say “no” if your gut feeling and bank account tell you that you cannot afford a certain something. Be conservative but also be kind to yourself – you are treating yourself to a holiday after all and you’ll have to spend money to fully enjoy the experience!

4. Itinerary

We spend a lot of time planning our travel itineraries on a day by day basis and even breaking it down to each hour of each day. Some people call us crazy but when we are short on time and have an extensive list of things to see/do/eat/shop etc, we prefer to be organised.

Laying out our trip day by day also helps us to block out periods of time for travel or to take note of when restaurants and attractions are closed. Of course, plans can and will change. Rain may force you indoors (museums, galleries, shopping) or an unknown public holiday may disrupt your planned travel day.

We recommend using this tab to roughly outline your plans and drop in the activities and places you simply cannot miss. You can move activities to different days if your original plan doesn’t work out. If you want, record your daily expenses at the bottom and you can track how your actual spending goes against your budget.

5. Packing List

For those who begrudge packing, it tends to be the case that you will end up wearing 20% of your packed belongings during 80% of your trip. Or if you’ve left packing until the last minute and thrown items higgledy-piggledy into your suitcase, you’ll arrive at your accommodation to realise you’ve forgotten your favourite undies or packed the wrong shoes.

Packing lists work. Once you’ve considered the weather and climate at your destination, your baggage allowance plus the duration of your trip, you can plan what you need and limit unnecessary purchases on the other side.

We’ve compiled a pretty epic packing list covering practically every type of adventure and possibly everything that you may need. Feel free to adjust accordingly to your requirements.

6. Checklist

This is the final step before you walk out your front door to embark on a brand new adventure. Before you go, use this tab to ensure you’ve dotted all the i’s and crossed all the t’s. And then you’re off!

Bon voyage!

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Give us your feedback of the Trip Planner Template below!

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28 thoughts on “the ultimate trip planner template – easy to use excel format”.

HOLY COW I cannot believe I found EVERYTHING I needed all in one for FREE. I feel like I have ROBBED someone! My partner and I never grew up in households where family vacations were had, so we have no idea what were doing. Thank you kindly to The Travel Quandary. If I can donate, share your page, volunteer, etc. let me know how I can repay <3

SO HELPFUL ! THANK YOU SO MUCH !

How you extend the dates! I am going for a month

This template is so great! Planning a trip to New Zealand and will be traveling around a lot – this is super helpful!

NICE!! MUCHAS GRACIAS VERY COOL!!! Alina

Thank you so much for sharing your knowledge and your files!

Thanks so much for the template. This is a very good start for a traveller like me. Easy to use!

Amazing template! Exactly what I needed. Thank you!

Thank you for the great tool! I was wondering if theres a way to enter an end date as well to the itenerary?

Hi there! I was wrapped to see that the template is created by some Aussies! and local ones as well. I’m from Melbourne! Template is a charm! Just what I’ve been looking for ages! Planning our Europe trip for 2023 that got cancelled in 2020! (We all know why!!) Will let you know how it goes and will definitely check out your website! Thanks,

Hi Rosanna, we’re so glad to hear that you’ve found this template useful! Very jealous that you’re planning an escapade to Europe. No doubt it will be amazing! Safe travels 🙂

Thankyou for your post on THE ULTIMATE TRIP PLANNER TEMPLATE on excel. It is very usefull. I have been using this template to plan my trips for a while now and it has saved me a lot of time. I highly recommend it to anyone who is looking for a travel planner.

Didn’t work. At least, not on my version of excel.

something about “delimited” something or another.

Hi Piotr, We’re sorry to hear this. What version of excel are you using? Are you on a Mac or PC? If you wish, we can email you an Excel copy of the template.

So so sooo helpful! I’m happy to find this great itinerary template! Thank you so much.

Thanks Tahira! We’re so glad that you found it helpful. Enjoy your travels! 🙂

Hi Tahira, we’re thrilled you found this template helpful. Enjoy your travels!

I needed this so much, easy and simply. Thank you for a great spreadsheet.

Thanks Nga! Happy travel planning!

Hi Nga, we’re so glad you loved this spreadsheet. Hope you had an amazing travel adventure!

Thank you , soooo much ! I appreciate you putting this together and sharing it

Hi Priscilla! So glad that you found this planning template useful! We hope you enjoy your trip!

I am so excited to find this. (Thank you, Pinterest!) I will be leaving in a month on an eight day train trip and this is exactly what I needed to get all my ducks in a row. Thank you so much!

HiTeresa! We’re so glad to hear this and so exciting for you. Enjoy your trip!

This is great! Found this as i was looking for a newer travel planner and this is very helpful and user friendly!

We’re so glad to hear this! Happy travel planning!

great tool. never used a planner before and it has most every item to consider… add a route sheet for those who driving to, during and back from their vacations…

Glad you like it and thanks for the feedback. We’ll look into adding a new tab for routes.

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Itinerary Template for a Trip: Free Downloadable Examples & More Resources

  • Updated: 04/04/2024

If you are looking for a free, easy, and detailed itinerary template for a trip that you can download and conveniently add your own travel details—then you are in the right place. 

Find the sample trip itinerary template I created and tweaked over years of travel to include the most relevant information in one easy-to-scan document and in four different file formats. 

Additionally, I share alternative template ideas  that include my top picks for itinerary-building apps  and other online places where you can find more free or affordable trip itinerary designs  and layouts. So, go to the file format that works best for you, scan my quick tips for editing, and get your trip details organized in a downloadable, easy-to-edit, and very sharable document. 

Table Of Contents

Itinerary template for a trip in 4 file formats.

Find my travel itinerary template in the four different file formats below. Choose the one you like to work in best. Then find more recommendations here .

  • Microsoft Word trip itinerary template
  • Microsoft Excel trip itinerary template
  • Google Sheets trip itinerary template
  • Canva trip itinerary template

About This Template: 7 Main Components

There are seven main components to this template. I have included each because it contains the information I reference most while traveling, organized in a way that helps me figure out when my trip schedule is overloaded or lacks the right amount of buffer time between activities or transit.

Sign up for my monthly Discovery Newsletter & get a free Trip Budget Calculator !

The 7 trip itinerary template components include:

  • Header. For a destination image and title. Replace this image with your own.
  • High-level trip summary: An at-a-glance summary of essential trip information—the number of travelers, dates of travel, flights (or other transit), and location(s) of the trip.
  • Travel day column. Know which day of your trip an activity is happening. 
  • Day of the week column. Know the day of the week and date to ensure lodging, tour, and transfers are booked correctly.
  • Activities column. A place to capture details for all activities and lodging. Hyperlink text to websites for additional information.
  • Location(s) column. In this space, recap the destinations for each day, link to lodging websites, and include important notes such as included meals or overnight flights.
  • Lodging contact info sheet. A second tab or sheet for additional lodging information is included in all template files except for Microsoft Word 

Since the detail on this template prints small, consider saving it to a PDF file , allowing you to zoom in as needed and easily share it with others.

Additionally, reference your itinerary offline when you save a PDF version of this itinerary to your phone to an app like iBooks (Apple users) or Google Play Books (Android users). Having an offline itinerary comes in handy in travel situations when you have limited or zero cellular or wi-fi connection. 

Microsoft Word Template

Click on the image below to download a free version of this trip itinerary template containing actual details from a visit to Iceland in Microsoft Word. 

6 Editing Tips (Word Template)

As Microsoft Word is the most universally used software program, it is the trip itinerary template file I share first. Here are six essential editing tips when using the Microsoft Word version of this template.

Header area editing (Word template)

  • To change out the image at the top of the itinerary, right-click on the image and select Change Picture. Select from a stock photo or upload your own image. I am a Canva user and found this image there, added a text overlay, and saved it using the dimensions 2000x458px.
  • However, you can upload any size image file you would like. If your uploaded image is not the correct size, click on it and drag its diagonal corner to resize and fit the page. If you find it too tricky to insert a new image, delete the existing one and type your preferred itinerary title. It might not look as pretty without a picture, but the template will still convey all essential information.

Main itinerary body editing (Word template)

I created this itinerary using a table in Microsoft Word, hiding vertical gridlines to achieve a cleaner look. 

  • To edit text , select and delete existing text. Then, type text as you normally would in Word documents.
  • To add a table row , select a row by dragging your mouse to highlight it, then right-click and choose Insert to add a row above or below. Repeat the process to delete a row . Find one additional blank row at the bottom of the template.
  • To add or change hyperlinks , select the word(s) you would like to link (or unlink) to a website, right-click, select Hyperlink, and from the sub-menu, select Edit or Remove Hyperlink.
  • To add back vertical gridlines , select the entire table, right-click, and select Borders and Shading to adjust the design with the gridline configuration you like best.

Microsoft Excel Template

Click on the image below to download a free version of this trip itinerary template containing actual details from a visit to Iceland in Microsoft Excel. 

9 Editing Tips (Excel Template)

As Microsoft Excel is more specialized software, I share nine file-specific tips, knowing that the traveler who prefers to download this file type is likely already familiar and comfortable editing in Excel.

Header area editing (Excel template)

To change out the header image at the top of the itinerary, right-click on the image and select Change Picture. Select from a stock photo or upload your own image. I am a Canva user and found this image there, saving it using the dimensions 2000x458px. Once uploaded, I added the semi-transparency in Excel.

However, you can upload any size image file you would like. If your uploaded image is not the correct size, click on it and drag its diagonal corner to resize and fit the page . If you find it too tricky to insert a new image, delete the existing one. It might not look as pretty without a picture, but the template will still convey all essential information.

  • Though—if you upload a new image and want to keep the semi-transparency , double-click on your picture to get to the Picture Format menu. Find the Transparency icon in the header menu and adjust it to your preference. 
  • To change the header text , click on the text in the Text Box and edit all elements.

Main itinerary body editing (Excel template)

  • To insert bullet points , copy these from an existing cell in the document. I created and copied the bullet points from a Word document and pasted them into Excel. 
  • All cells are set to wrap text and are oriented to align left and at the top of the cell. If this changes or the format structure is lost, right-click on any cell and select Format Cells to reset the cell structure to your preference. 
  • To start a new line of text in a cell when using a Mac, press the Option+Return buttons on your keyboard. Using a PC, press the Alt+Enter buttons or get more tips from Microsoft Help .
  • To insert hyperlinks , select the cell you would like to hyperlink, and from the main menu, select Insert. From that submenu, choose Link. Microsoft Excel—from what I can tell (please correct me in the comments if you know how to bypass this)—does not allow users to link individual text within a cell. Google Sheets does, and it is one of the reasons I prefer using that format type. 

Lodging contact tab editing (Excel template)

Note a second tab in this Excel template for lodging details—set to print landscape (horizontally). Edit all elements in the same way as the main itinerary.

Google Sheets Template

Click on the image below to download a free version of this trip itinerary template containing actual details from a visit to Iceland in Google Sheets. This image links to a read-only document. 

To copy it, click File from the main menu and select Copy . Doing this will create a copy of the document on your Google Drive. You will want to be logged into Google when you do this.

7 Editing Tips (Google Sheets Template)

Google Sheets is my preferred file type to create, edit, and share new trip itineraries. I find its slimmed-down menu is easier to use than Excel. Plus, I appreciate the ability to highlight and hyperlink specific text using Sheets vs. having to link an entire cell (in Excel).

Additionally, I find this file type easier to share as not everyone uses Microsoft documents. And I find it convenient since I already use Google Drive to manage my business documents and keep my travel information organized . Here are seven things to know when editing this template.

Header area editing (Google Sheets template)

To change out the header image at the top of the itinerary, right-click on the image and select Change Picture. Select from a stock photo or upload your own image. I am a Canva user and found this image there, added a text overlay, and saved it using the dime nsions 2000x458px.

However, you can upload any size image file you would like. If your uploaded image is not the correct size, click on it and drag its diagonal corner to resize and fit the page . If you find it too tricky to insert a new image, delete the existing one and type your preferred itinerary title. It might not look as pretty without a picture, but the template will still convey all essential information.

Main itinerary body editing (Google Sheets template)

  • All cells are set to wrap text and are oriented to align left and at the top of the cell. If this changes or the format structure is lost, select a cell and choose Format from the main menu.  From the drop-down menu, select Wrapping or Alignment to adjust to your preference. 
  • To start a new line of text within Google Sheets when using a Mac, press the Command (or Control or Option)+Return buttons on your keyboard. Using a PC, press the Alt (or Control) +Enter buttons. 
  • To insert hyperlinks , select the specific text you would like to hyperlink, and from the iconographic menu, just below the main menu, select the three vertical dots at the far right for more editing items. Select the Link icon to insert and link to your preferred URL. Or choose Insert from the main menu, then select Link. 

Lodging contact tab editing (Google Sheets template)

Note a second tab in this Google Sheets template for lodging details—set to print landscape (horizontally). Edit all elements in the same way as the main itinerary.

Canva Template

Click on the image below to access and edit a free version of this trip itinerary template in Canva. 

Although Canva is an excellent and intuitive design software usable by non-professionals, it requires prior knowledge and experience to use it comfortably. I do not recommend downloading and editing this file type unless you are already comfortable creating and editing in Canva.

If you are, have fun! You have full editing capability to change any element of this two-page trip itinerary template, which includes a second page for lodging contact information. 

Tips for duplicating the template: Click the above image, then click the “Create with Canva” button in the upper right-hand corner. When you do this, it should take you to your Canva account and let you copy, and then edit a duplicate version of the template.

2 Recommended Online Itinerary Builders

If you prefer using an app or an online itinerary builder to create your itineraries, TripIt and Wanderlog are the top two options. I have used TripIt before and found it handy—though short on the functionality I prefer. Despite easy integration with travel booking uploads, the program was less flexible than I would have liked, still requiring some manual uploading and editing. 

I have not used Wanderlog, though I have repeatedly seen it recommended highly by frequent travelers and travel professionals. To see which is right for you, scan through this Reddit thread of users comparing notes on each.

4 More Places to Find Travel Itinerary Templates

In addition to the free templates I share, are four more places to find free or affordable trip itinerary templates.

  • Microsoft Excel, Word, and Google Sheets free templates

Find multiple travel itinerary templates on Jotform .  Edit them using its web-based a PDF editor. Then, download your edited form after you create an account. You get five complimentary form downloads with a free membership . 

Find multiple trip itinerary templates on Canva .  There are several free options. To edit and download them, create a free account on Canva if you do not already have one. Some templates are restricted to paid Pro Canva users only.

Microsoft Excel, Word, and Google Sheets

Microsoft Excel, Word, and Google Sheets offer free templates. These software programs offer several free travel itinerary templates. To access these complimentary templates, choose File, then select Create New from Template or New from template gallery from the main menus. Search for templates related to trips or travel to find one that fits your needs.

Several shops on Etsy sell downloadable trip itinerary templates for a low price, often $5 or under. Some designs are beautiful. Several come packaged with multiple detailed pages that could be perfect for your needs or be superfluous. Search digital download options here to see what fits your preferences best.

Related Reading

If you are searching for more travel planning assistance to help you save time and money, stay organized, and achieve better results, check out the related articles below.

  • How to Plan a Trip Quickly: 9 Best Places to Find Inspiring Trip Itineraries
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Additional Trip Planning Resources

To further help you with travel planning, I share my go-to resources for every trip below. 

Google Flights. My first research stop for affordable flights for every trip. Learn why here . 

Google Hotels . Use its “ Where to stay ” button to discover the best neighborhoods to base your visit.

Booking.com. For hotel and rental bookings, I appreciate its flexible cancellation, candid user reviews, discounts, loyalty program, and easy-to-use interface.

Viator , Get Your Guide , & Airbnb Experiences . Quickly find and book highly-rated tours and activities on these sites.

Google Travel Things to Do & Google Maps . Find more things to do in your destination on Google Travel, then record where you want to visit on a custom Google Maps list. 

AllTrails . Love to hike? Me too. I religiously use AllTrails to discover hiking and biking trails and download its offline maps to manage my hikes.

Guide Along . 5-star self-guided audio tours that are GPS-compatible for US road trips and national parks. We loved the Glacier National Park tour .

Insure My Trip. I never travel internationally without trip insurance. Learn why here . My preferred place to shop and compare policies is InsureMyTrip.com . 

Plus, check out the 15 travel apps I use on trips, my preferred guidebooks , and my free customizable travel itinerary template , downloadable in four file formats.

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About the author:  Janice Moskoff is a travel writer and blogger who loves hiking, exploring the world, and reading. She writes to inspire travel-loving families, adult friends, and couples on her blog,  Gather and Go Travel . Check out  her bio , learn how she became  a blogger , and discover how to  work with her . Sign up for her monthly  Discovery Newsletter  to get her latest travel recommendations and  how-to’s .

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2 responses.

Hi Nicole, thanks for messaging about this. Happy to troubleshoot. I am sorry you having issues. Since you would like to use this template I’ll take an educated guess that you are familiar with Canva and already have an account? When you click the “Create with Canva” link in the upper right hand corner it should take you to your account and let you edit a version of this template. I’ll check in with you via email as well to see if this is happening. If not, I’ll email you a direct link and dig in to adjust settings. Or feel free to email me directly at (janice at gatherandgotravel dot com.). Thank you!

Hi! I was hoping to use your Canva template but it linked to a preview that wouldn’t open the template. I also couldn’t find it by searching.. Is it available anywhere?

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Welcome to Gather and Go Travel , a blog inspiring families, adult friends, and couples to explore US and international destinations and to get outdoors. I am Janice, an experienced traveler to over 50 countries and a travel writer, book lover, and blogger. Learn more about me , read our story , and how to work with me .

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Meet Amanda @hotmamatravel! Welcome back to this Friday series introducing fellow travelers on @gatherandgotravel. 📍About Amanda Amanda is a wife, mom of four, traveler, bartender, and writer. She thrives on stepping out of the box when it comes to kid-friendly travel, exploring haunted locations, soaking in live music, and seeking out thrills. With her unique perspective, Amanda shows families with her blog and vlog, how to create unforgettable memories and keep their Saturday night selves alive and kicking. 📝Q: What are you most passionate about sharing with others when it comes to travel? I’m incredibly passionate about showing parents that family travel can be fun for everyone, from young to old. I travel with multi-generations, from toddlers to grandparents, and love demonstrating that almost anything can be made kid-friendly with a bit of creativity and planning. It’s all about creating experiences that resonate with everyone and leave lasting memories. 📝Q: As a family traveler, what are your top tips for best managing a group dynamic? Managing family travel dynamics, especially in a multigenerational family takes patience, flexibility, and creativity. The main thing is to involve everyone, even children, in planning to gauge everyone’s interests to see where you align and diverge. Balancing individual preferences and collective experiences ensures a smooth and memorable journey for all involved, enhancing the bonding experience. 📝Q: Why do you believe people should travel? People should travel because it’s not just about seeing new places; it’s about experiencing the world in a way that enriches our lives and strengthens our bonds. It offers opportunities for growth and learning, fostering adaptability in an ever-changing world. By stepping outside our comfort zones and embracing new cultures and experiences, we reduce fear and hate of the unknown, increasing our knowledge and understanding of the world and its people. ➡️Follow Amanda’s adventures @hotmamatravel. Check today’s stories for more info! ⭐️Are you a travel pro (e.g., blogger, creator, planner, etc.) and want to be featured? Comment “learn more” and I will send you more info.

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Travel Itinerary Template

Easily create a concise summary of your travel plans using our free Travel Itinerary Template for Excel or Word. List your flight, transportation, lodging, meeting times and other activities so that you can get the information quickly while you're on the go. It includes a place to add hyperlinks, so you can link to maps or your flight's check-in page. Save the spreadsheet onto your mobile device (using OneDrive or whatever you prefer) so that you can access it easily. You may also want to print a paper copy just in case.

Travel Itinerary Template

Other Versions

License : Private Use (not for distribution or resale)

Authors: Jon Wittwer , Jim Wittwer, and Laura Cutler

Description

This travel itinerary template allows you to keep the many different and important trip details in one place. Details like confirmation numbers, flight times, meeting times and locations, car rental and hotel locations, and more. It is organized in a way that flows nicely with the actual trip: leaving on a flight, renting a car once you arrive, checking in at your hotel, attending meetings and events and then flying back home. It's an effective solution when planning a trip for yourself, your boss or fellow employee.

Create a Vacation Itinerary

We tried to design this to make it easy to customize. For example, if you are going on a vacation instead of a business trip, you could change the "MEETINGS" section to "ACTIVITIES" and then list some of the possible activities you could do while on your trip.

Instead of "Topic" and "Room" as labels you could add "Cost" and "Hours" to note how much an activity would cost and what hours the museum, store, or attraction is open.

Example Vacation Itinerary

Travel Tips and Resources

  • Check the Weather!! at wunderground.com - This is a pretty cool travel planner by Weather Underground that will show you the weather during your trip. Use whatever weather app you prefer, but remember to check the weather.
  • Tips for Traveling Abroad at travel.state.gov - This is an important checklist to use if you are traveling out of the country.
  • Check with Big Brother at tsa.gov - Flying? Check TSA's rules and remember to leave the key-ring pocket knife that you got for Christmas at home.

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Free Itinerary Templates

By Kate Eby | February 28, 2018

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An itinerary is essentially a schedule that can aid in organizing travel plans, conferences, meetings, and other events. Itineraries are most commonly used for business trips and personal travel to provide a record of important details, such as transportation and lodging information, business meetings, tourism plans, and emergency contacts. Whether you’re embarking on a business trip or family vacation, an itinerary can help you plan ahead, pack appropriately, and prioritize activities in order to save time while traveling. To make your process even more efficient, below you’ll find free travel itinerary templates, planning checklists, meeting itineraries , and other templates for Microsoft Excel and Word, PDF, and Google Docs. All of the templates are professionally designed and easy to use, and you can print them to provide a hardcopy during travel or to utilize in a meeting.

Business Itinerary Templates

Business travel itinerary template.

Business Travel Itinerary Template

Keep track of flight information for both departure and return trips, accommodations, rental car details, and meetings or events with this business travel itinerary. You can plan for multiple travel dates, and the template is designed with alternating colors for an easy-to-read layout.

‌ Download Business Travel Itinerary Template

Business Trip Checklist Template

Business Trip Checklist Template

Customize this checklist template by adding tasks that need to be completed and items to pack on a business trip. Using a checklist can help ensure that important items are taken care of and that nothing is overlooked. It’s a simple planning tool that can have a big impact on the outcome of a business trip.

Download Business Trip Checklist Template

Excel | Smartsheet

Simple Business Trip Itinerary

Simple Business Trip Itinerary

This blank itinerary template offers a basic format that can easily be customized for a specific trip. Create a multi-day itinerary that covers transportation, lodging, meetings, and any other travel details that you want to keep track of. Consider adding hyperlinks to locations, such as hotels and restaurants, so that you have a record of online resources while traveling.

Download Simple Business Trip Itinerary 

Business Trip Report Template

Business Trip Report Template

A business trip report typically follows a memo format and provides a summary of the purpose and results of a business trip, including recommendations or follow-up actions that need to be taken. This is different from a business trip expense report, which is used to keep track of travel expenses for reimbursement. You can save and print the template as a Microsoft Word or PDF file.

Download Business Trip Report Template

Word  |  PDF  | Smartsheet

Travel Agency Planning Form

Travel Agency Planning Form

Travel agents can use this form to collect information from clients and create travel plans. Edit the template to include whatever details are relevant for the client and the type of trip, such as flight preferences, travel insurance options, lodging information, or discounts offered. Create a record of client information for future reference.

Download Travel Agency Planning Form

Word  |  PDF

Flight Itinerary Template

Flight Itinerary Template

Multi-flight trips can be complicated, but a simple template can help prevent you from feeling overwhelmed. This Excel itinerary template will help you keep track of flight info so that travelers have all the details on a single spreadsheet. Enter your flight numbers, airport locations, and departure and arrival times for each leg of your journey, including layovers.

Download Flight Itinerary Template

Excel  |  Word  |  PDF

Vacation Itinerary Templates

Vacation itinerary template.

Vacation Itinerary Template

Plan a quick three-day trip, a five-day getaway, or a longer vacation with this comprehensive itinerary template. You can make and record plans for each day of your trip, including restaurant reservations, entertainment ideas, transportation, and nightly lodging. This provides a detailed look at your daily itinerary as well as an overview of the entire vacation.

‌ Download Vacation Itinerary Template

Vacation Planner Template

Vacation Planner Template

While creating a vacation itinerary requires advance planning, doing so allows you to relax and enjoy your trip without having to make arrangements while traveling. This vacation planner template is designed to help you compile information, compare options, and then create an itinerary based on what you discover. It can be used for planning a variety of trips, from family vacations and reunions to student field trips or travel for sports team competitions.

Download Vacation Planner Template

Excel  |  Word  |  PDF

Travel Day Planner

Travel Day Planner

Use this Microsoft Word itinerary template to create a schedule for outings and events on a single day. Keep track of items to bring, restaurant locations, tourist attractions, and important notes. You can create your own easy-to-carry guide to follow throughout the day, and stick to your travel plan or make adjustments as you see fit.

Download Travel Day Planner

Family Vacation Itinerary Template

Family Vacation Itinerary Template

This itinerary template is designed with families in mind, and provides sections for listing all of the important trip details, which may include traveler names, medical info and contacts, other emergency contacts, and travel plans. Keep track of activities that your family plans to enjoy along with any corresponding details you want to document, such as cost, location, or advance tickets.

Download Family Vacation Itinerary Template

Excel  |  PDF

Travel Planning Checklist

Travel Planning Checklist

Create a simple checklist for planning a personal trip or vacation. This template includes sections for adding items to complete at work, arrangements for home and pet care, a packing list, and other tasks. A to-do list can provide organization and accountability before you leave for a vacation.

Download Travel Planning Checklist

Meeting and Event Itinerary Templates

Formal meeting itinerary template.

Formal Meeting Itinerary

Keep meetings on track with this organized itinerary that shows topics to be covered, presenter names, and the time allotted for each agenda item. You can also record the names of everyone in attendance, the meeting objective, and the location. This is a Google Docs template that can be modified to suit your particular organization and easily shared with team members.

Download Formal Meeting Itinerary Template

Word | Smartsheet

Meeting Minutes and Itinerary

Meeting Minutes and Itinerary

This meeting itinerary template for Word provides a traditional layout with room to record minutes. Customize the template by adding a business logo or editing the items included in the itinerary. The template also includes a signature line for secretary approval.

Download Meeting Minutes and Itinerary

Weekly Staff Meeting Itinerary Template

Weekly Staff Meeting Template

Plan your weekly staff meetings and share the itinerary with attendees in advance. The agenda includes an overview of weekly achievements, progress updates, action items to discuss, and scheduling info for the next meeting. This template provides a roadmap to follow during the meeting and can also serve as a record of what was covered.

‌ Download Weekly Staff Meeting Itinerary Template - Word

Event Itinerary Template

Event Itinerary Template

Create a simple itinerary for a conference, workshop, fundraiser, or other event with this schedule template. You can show activities that occur in different locations simultaneously, such as different speakers at a conference, and display the starting and ending time for all activities. Use this template to plan a single or multi-day event.

Download Event Itinerary Template

Excel  |  PDF

Tips for Planning a Business Travel Itinerary

Some companies hire a corporate travel planning service to manage trip planning, booking, and emergency services. However, small businesses and independent consultants can simplify their travel planning by keeping a few tips in mind.

  • Begin Planning Early: While some trips occur with short notice, you should aim to start planning a month in advance (if possible) to reduce stress and ensure that you get the services you need at the best rates available. Schedule any business meetings before securing transportation, lodging, and other travel details. It can also be helpful to arrive a day or two early to give you time to get organized and recover from jet lag.
  • Bring a Backup Itinerary: Mobile devices, cloud-based storage, and the global availability of Wi-Fi make it easy to access documents from anywhere. But technology can fail, and devices can be lost or stolen, so it’s wise to print a hardcopy of your itinerary to bring in your carry-on luggage. If you’re traveling overseas, consider emailing a copy of your itinerary to your local contact as well.
  • Check the Weather: This may seem obvious, but in some locations and at certain times of year, you may need more than your typical business attire in order to be prepared and comfortable. Before packing, check the weather forecast for your destination.
  • Confirm Arrangements: Verify that a hotel will provide all the services you will need before booking. Once arrangements have been completed — but before setting out on your business trip — confirm lodging and other travel details to ensure that everything is in order and your itinerary is accurate.

Creating an organized itinerary will give you a map to follow during your trip so that you can focus on business engagements and other work responsibilities.

Create Flawless Travel Itineraries with Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

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Travel Overview

Download free printable Travel Overview. For more similar Travel templates, browse our free printable library. Simply download and print them at home or office.

Travel Overview

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Traveling can be stressful, especially when you're not organized. That's why the Travel Overview Template is essential for any traveler. With this template, you won't miss any details of your trip.

This template allows you to fill in all the information about your travel, like from, to, total days, total budget, country, capital, currency, and exchange rate etc.

You can also write down the local attractions in your wish list. By checking off the small square boxes as you visit each attraction, you'll know exactly what you've seen and what you want to see next. Download and print the Travel Overview Template now, and travel with ease!

Want more and get even more organized for your travel? This Travel Planner Binder is just what you need. This 30 page simple yet functional planner binder includes sections like travel budget, travel expenses sheets and much more.

My Travel Planner Binder Printable

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The Best Google Sheets Trip Planner: How to Plan an Epic Vacation with a Simple Spreadsheet

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If you’ve ever traveled abroad, you know that there are tiny details to manage. And if you’ve traveled with outside family or friends, it’s even more complicated! Keeping a spreadsheet for the group is a great way to stay organized when no one  is taking charge. It’s a one-stop place to keep people accountable when they hadn’t done their part of research, or constantly asking questions. Welcome to efficient travel planning – with my ultimate Google Sheets Trip Planner! I like to see everything in one place. From planning road trips to detailing your daily itinerary, my template has everything you need to streamline your travel planning process – with its editable features and different tabs for various details of your trip, including accommodation, budget tracking, packing lists, and to-do lists. Plus, it’s got a bunch of formulas that automate everything for you! Keep read on why I think these Google Sheets will make planning waaay easier for you.

Quick – ready to check out my Google Sheets template that you can customize yourself?  You can purchase it in my new Etsy shop!!

Here it is –> Ultimate Google Sheets Travel Planner   I will be adding more designs soon! Check it out!

Table of Contents

Why I Prefer Google Sheets over Microsoft Excel

I love using Google Sheets for planning my trips instead of Excel, and here’s why.

It feels friendlier and has an uncluttered and user-friendly interface. It’s also easy to share with your fellow travelers and collaborate and chat in real-time. It might not have all the fancy data visuals like Excel, but it’s free, easy, and gets the job done with no fuss.

It’s also mobile-friendly. I’ve got the Google Sheets app installed on my phone, and the best part is, I can edit my spreadsheets even when I’m offline. So, if I find myself in a WiFi or data dead zone, which is pretty common while traveling, I can still access all the important info and make any necessary updates. However, the easiest way to use it is on desktop. It also automatically saves to Google Drive, which I use for everything.

Why use a travel planner with Google Sheets

Spreadsheets are helpful to use for trips that are packed with activities and destinations. While they might not be necessary for a quick weekend escape, they’re extremely helpful for a longer journey like five days in Barcelona . With a comprehensive spreadsheet, you can manage your expenses, making sure you don’t miss out on any flight information, must-visit spots, and keep your holiday on track.

It’s also good for families with kids. You can keep track of kids’ packing lists. Create a checklist of clothes, toiletries, electronics, etc. Or, if you’re planning a trip with, let’s say, your brother-in-law’s family, you can easily share it to make sure that everyone in the family is on the same page. You know how there’s always ONE person who does nothing?! This keeps them on track and accountable! Keep reminding them of the sheet in the family text messages!

Now let’s dissect this bad boy – come on in and take a tour!

Here’s a video of my Google Sheet. (Ready to buy? Ultimate Google Sheets Travel Planner ). I will be adding more designs soon! Check out my shop! I have a bunch of designs with the same format – so check it out!

About this Ultimate Travel Planner Template

The dashboard.

The Dashboard is an all-in-one snapshot of your trip, like a trip summary. It includes a countdown to departure, essential trip details for up to 10 travelers, and a packing status tracker. With automatic currency conversion and budget vs spending graphs, you can easily monitor expenses and stay within your budget. Plus, the to-do list summary keeps you organized with highlighted upcoming tasks so nothing falls through the cracks.

trip overview template

Budget + Expenses

This is your travel budget spreadsheet! You can meticulously plan your trip budget and track expenses with precision. Monitor upcoming payments, analyze budget breakdowns with graphical representations, and log payment methods for added clarity. With the integrated mini-calendar and expense tracker, staying on top of finances has never been easier. It also has a graph that auto-updates so you can visually see your travel expenses at a glance.

Stay on schedule and organized with the To-Do List tab. From pre-booking tasks to day-of departure preparations, this tab categorizes tasks by timeline. You can add a date, and that task goes on your monthly calendar tab! Once you check it off, it automatically deletes. How brilliant is that! Track task completion progress with visual graphs and enjoy the peace of mind that comes with knowing everything is under control.

Monthly Calendar

The Monthly Calendar provides a convenient overview of tasks and payments due over a two-month period. Whether you prefer a Monday or Sunday start, this customizable calendar adapts to your planning preferences, seamlessly integrating with your to-do list tasks and expense schedule.

There’s a drop down menu to put in your own timeframe. You can put 2099, and it will automate for you!

trip overview template

Packing List

Effortlessly manage packing for up to 10 travelers, which is perfect for families with kids! Monitor packing progress with a progress bar! You can access individual traveler lists with hyperlinks, and categorize items for easy organization. From clothing, electronics toiletries, ensure nothing is forgotten as you prepare for your trip. (Check out this straightforward packing list for Barcelona and Spain.. !)

trip overview template

Daily Planner

This is your travel itinerary planner! Once you decide on a place, this is where you’ll be going to see it what you’ll be doing hour-by-hour. It’s set up so you can customize the start time and duration of your itinerary, accommodating activities, excursions, and travel logistics. With up to 31 days of planning flexibility, you can create a detailed schedule for your trip itinerary.

Savings Tracker

Achieve your savings goals with the Savings Tracker tab. Monitor progress toward your trip budget, track remaining savings needed, and select payment frequencies that align with your financial strategy. With automatic calculations and clear visualizations, staying on track financially is effortless.

I told you I have more designs, right? Well here is my “champagne chic” version. You can change the payment frequency to daily, weekly, and monthly. It all gets tracked in the visual graph!

trip overview template

Reservations + Important Details

Once you’ve picked your destination, this is where you see all your plans. It’s automated! Centralize important information from travel insurance, lodging, tour bookings, AirBnB rentals, accommodations, confirmation numbers, hotel contact information, log all essential information for easy reference. With automatic updates from the Trip Research tab, you can trust that your itinerary is always up-to-date. All the information in one table!

Destination Research

Compare and evaluate up to 10 destinations. Tokyo vs. Melbourne? You can compare and contrast factors such as affordability, climate, and travel requirements to choose the perfect destination for your trip. Is it kid-friendly or pet-friendly? With detailed pros and cons lists and information on main attractions, making informed decisions has never been simpler. I haven’t put in all the photos, but you get the idea!

trip overview template

Trip Research

Once you pick your one destination, (let’s say, SPAIN !), you can start planning! Conduct comprehensive research on flights, accommodations, activities, and more with the Trip Research tab. Compare options and make informed decisions that align with your travel preferences and budget. It’s integrated with the Reservations + Important Details tab, so once all the details are finalized, you can see everything there.

Check it out again –> Ultimate Google Sheets Travel Planner   Start planning your trip now!

So that’s it! This trip planner has everything you need to stay organized. Is it the best travel spreadsheet or what? So if you’re coming to Barcelona or Spain, it would be perfect to use if you want to save time and see everything in one place! 

By Justine Ancheta

California native, churro aficionado, and mom of 3, Justine Ancheta writes fervently about Barcelona and Spain. Since 2008, she's been eating burnt onions (calçots) and tripping on cobblestones in the Gothic Quarter. She shares tips on popular attractions, exposes offbeat non-touristy spots, and gives insight on exploring Barcelona with kids. Her next Catalan culture challenge: top level of a human castle (castellers).

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trip overview template

Travel Planner Templates

Quick jump to:, introduction.

Traveling is probably the best way to spend your vacations, holidays or even weekends. It's always exciting to plan your next adventure. However, it's very easy to forget or omit something important because preparation to the next trip requires attention to details and even a great level of self-discipline. Otherwise, you risk ending up at the resort without some important things. Needless to say that such mistakes can easily turn your journey into a stressful experience.

The good news is that you can avoid this by preparing thoroughly for the next trip. All using simple and convenient planning tools. Are your someone who likes to do it the old way, with pen and paper? Download the travel planner template and enjoy your booking, vacation planning, packing and traveling experience.

Check out the collection of printable travel planner templates that are available for free download and will help you organize and plan trip. Click the button below the template of your choice to get free sample via email.

Travel Itinerary Templates

Flight tickets, accommodations, souvenirs, activities and places to visit. There are so many things to remember and take care of that even a short road trip quickly becomes too overwhelming. In order to take everything under control and organize the journey, use a trip itinerary template.

This simple trip planner is designed to help you create perfect travel itinerary and make your next travel preparation an absolute breeze. Use it as a road trip itinerary planner template or business travel itinerary template to make your travel experience as smooth and pleasant as possible.

Download a travel itinerary template or vacation itinerary template in PDF (A4, A5, Half and Letter Size) to improve your planning experience and perfect your next trip.

trip overview template

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trip overview template

Software Accountant

Top 5 FREE Travel Google Sheets Itinerary Templates To Plan Your Trips

Posted on Last updated: November 11, 2023

A well-organized trip includes lots of things!

Google Sheets is the perfect tool for seasoned travelers, backpackers, digital nomads , and even those who have suddenly planned their road trip. It helps them plan their trip like a pro and make the most out of it.

If scheduling flights, booking hotels, things to carry, where to eat, activities to do at the destination, and similar things sounds overwhelming, then you have come to the right place.

In this article, let us discuss the top 5 Google Sheets Travel Itinerary Templates of 2023. In case you are new to Google Sheets, don’t worry because we will discuss all these templates in detail and learn to use them.

This helpful guide is going to save you money and, at the same time, make sure that you won’t be lost stressing over the accommodations and car rentals.

Before we jump into the list, let us quickly understand what you should expect from an itinerary template and why Google Sheets is perfect for your travel planning.

What is an Itinerary Google Sheets Template?

Simply put, it is a travel planner built using Google Sheets.

An itinerary template is supposed to help you save money, use your travel time efficiently, book flights and accommodations, plan the most awesome things to eat at the destination, and much more.

Such templates are designed for both business trips and personal vacations. They are mostly used by travelers who are planning across-state or international trips.

They act as your personal travel agent that stays on your desktop or mobile phone with a complete outline of the trip.

Here are a few of the benefits of using an itinerary Template:

  • Quick Access to Necessary Details – Often, while you are enjoying your trip, feel the need for the next accommodation or flight booking. Without proper tools and information, it may start stressing you in the middle of the trip. However, with the itinerary template, you can quickly have a look at the next step, including flight, hotel, car rental, and much more.
  • Save Money – Booking hotels and flights in advance saves a lot of money for you. The template helps you outline the actual budget and total money you need for the trip. This way, you can plan the restaurants and car rentals that fit your budget to help you run out of money midway.
  • Prioritize Activities – There may be various places to visit at your destination location. Without a proper daily plan, you may miss the location that was worth visiting during your current visit. The Itinerary template lets users list all those places and prioritize them based on their preferences.
  • Plan Things to Carry – One of the most stressful things while planning a trip is knowing what to take with you. It starts and ends with lots of little and huge things. Itinerary templates help you avoid getting frustrated when you need something and won’t find it in your travel bag.
  • Save Time – Finally, a well-planned trip may spare you some time for other activities that are beyond your knowledge of the destination location. You can enjoy them without any worry and make sure to manage last-minute changes more effectively.

That being said,

Itinerary templates are highly customizable and edited as per the user’s preference. It follows an easy-to-use format that can be read and understood by both beginners and experts at Google Sheets.

Why are Itinerary Templates created using Google Sheets a must-try?

There are numerous benefits of using a Google Sheet for travel planning. It is a powerful online spreadsheet program used by millions of people.

Planning an inter-state or abroad trip includes various things, from scheduling flights to things to bring.

A Google Sheets has the following benefits for travel planning:

  • Accessibility – Google Sheets is a browser-based program. It can be accessed anywhere in the world as long as they have an internet connection. The program is compatible with all types of devices, including desktop and mobile.
  • Highly Customizable – It is a well-developed program with an intuitive user interface. Anyone can customize the templates built using Google Sheets without any prior experience. Users can quickly add and edit the information along with the adjustments in the formatting.
  • Budget-friendly – Hiring a travel agent to manage your trip may cost you several hundreds of dollars. On the other hand, a travel planner app asks you for a few bucks out of your trip budget. But if you choose Google Sheets for travel planning, it is totally free.
  • Collaboration – A Google Sheet can be shared with unlimited users, including your family members, friends, and colleagues. This feature is particularly helpful for people who are going on a business trip. Your colleagues can edit the information in real time. Moreover, you can have a quick look at all of the changes using the “Version history” feature of Google Sheets.

These are only a few of the benefits of using Google Sheets to plan and manage both office and personal trips.

Apart from them, note that Google Sheets is a very easy-to-use program that offers extensive customization. It would hardly take an hour to learn the program to edit the information of the Itinerary template.

Top 5 FREE Google Sheets Travel Itinerary Templates of 2024

There are a range of free templates available online to manage your upcoming trip.

But we understand that you can’t try each one of them to find the perfect fit.

So, we have done that heavy lifting for you.

Here are our top picks. Make sure to explore all of them until you find the perfect fit for your needs.

1. Travel Itinerary Template By SoftwareAccountant

trip overview template

Click Here to Use this Template!

This Travel Itinerary Template is aimed at both office trips and personal vacations.

It is an easy-to-use design. You can download and customize this template for free.

There are three different spreadsheets in this template:

  • Planner – It holds all the details of your flights, hotels, rental cars, etc. At the top of the spreadsheet, you need to enter the trip details. After selecting the start and date for your trip, the spreadsheet automatically calculates your trip duration. You can add flight details, including the Airline, Confirmation Number, Time and Location of Departure, Gate Number, etc. It is divided into several tables, as shown in the above image.
  • Packing List – This spreadsheet helps you list all the things that need to be packed before you leave your home. Make sure to research and add the weather details of your destination location. It will help you plan things like clothes that suit the weather. Also, the spreadsheet uses tables for Documents and Entertainment equipment in case you are going on a road trip with your friends and family. Don’t forget to use the checkbox for each item to mark if it is ready and packed. It contains tables for individual travel members so as to make sure each one of them gets the thing that best suits their daily routine.
  • Activities – It is one of the crucial spreadsheets for the success of your trip. List down the things you will be doing right from the first day. It will help you plan out your visit to the attractions and events happening at the destination location. The spreadsheet is divided into days so that it will be easy for you to assign the appropriate time to each activity. Apart from the places, you can also list down restaurants to make sure you taste the best local food.

This free-to-use template is all you need for your travel planning.

2. Travel Itinerary Spreadsheet by JohnnyAfrica

trip overview template

This template is similar to the one discussed above. It uses a master spreadsheet where you can have a quick look at your travel summary.

It contains example information for your reference. Make sure to delete it and start adding your travel details.

There are four spreadsheets in this template:

  • Itinerary Summary – This is the main spreadsheet that holds all the trip details. You can enter transportation, lodging, and activity details along with their costs. The spreadsheet then automatically displays your spending for each day at the far right end of the table. You need to start by selecting the first day of your trip, then list down your transportation details and the activities for that particular day.
  • Flight Details – As from the name itself, this spreadsheet makes sure you book your flight tickets and plan your budget in advance. Once the tickets are confirmed, you can enter the flight number, name, arrival time, duration, and much more. At the end of the spreadsheet, you will find the total amount you are going to spend on your flight tickets.
  • Lodging Details – This spreadsheet is used to list down hotels along with their pricing and booking status. Make sure to add the check-in and check-out dates; the spreadsheet then calculates the days you will spend at that particular hotel.
  • Car Rental Details – Here, you can enter the local transportation details. The car rentals need to be planned properly to save both time and money. You can add the pickup location, pickup date, drop-off date, and car details.

It is a simple-to-use spreadsheet with a beautiful design.

At the end of the Summary spreadsheet, you will find the images of various hotels that the author booked during his travel. You can replace it with your own or delete it completely without any worry.

3. Business Travel Itinerary Template by Template.net

trip overview template

This template is pretty basic. It focuses on business trips.

It allows HR or Travel Managers to add the employee’s name and email address along with other contact details and the purpose of the trip.

From the start date to returning flight details, it includes everything.

It includes two main spreadsheets:

  • Business Travel Itinerary – Here, the users need to enter the flight and hotel details along with the list of activities during that particular trip. The entire spreadsheet is divided into several tables with clear headers for quick understanding.
  • Customer Management – This spreadsheet includes a list of customers or clients whom the person needs to visit. Make sure to add their name, address, phone numbers, and emails.

Note that the spreadsheet template uses dropdowns for a few fields, such as “From” and “Destination” of the flight details. To change the dropdown selection , you need to use the “Setup” spreadsheet of the template.

4. Basic Family Travel Itinerary by TheGooDocs

trip overview template

Are you planning a family trip?

This template is a perfect fit for you. It contains only one spreadsheet, which is pretty straightforward to customize.

It contains three main tables for planning accommodation, transportation, and packing.

You can add the trip details in the table at the top and also include the names of all the travelers.

Also, add the emergency contact details in the table at the bottom.

You can print this template and ask your kids to keep it with them for their safety.

5. Holiday Week Itinerary Template by TheGooDocs

trip overview template

This is another basic template on this list by TheGooDocs. It is helpful for family or road trips.

The template uses only one spreadsheet, which is divided into the 7-days, as shown in the above image.

For each day, you can add details such as things to do, destinations to visit, food to eat, etc. Also, at the end of each day, you can enter the approximate amount needed for each of the activities. 

Anyone can use this template without any prior Google Sheets experience.

Note that the template doesn’t include any field for flight and hotel details. The main purpose of this template is to help travelers plan activities and food at the destination location.

That’s all about FREE to use Google Sheets Itinerary Template. For more templates, you can visit marketplaces like Etsy that offer advanced travel planners.

For most family vacations, solo trips, and business travels, the templates discussed above are the best choice.

Feel free to comment below if we are missing any fantastic templates worth adding to this list.

Don’t forget to explore our blog for more Google Sheets tips and tricks.

Travel templates

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trip overview template

Writing a Good Conference Summary or Trip Report: DevRel Superpowers

Sharing key takeaways from an event can provide benefits for you, your readers, and your company and products.

trip overview template

I skipped posting last week as I attended the All-In Summit in LA . The event was fun and thought-provoking—if you listen to the All-In Podcast , you know what to expect! As I wrote up my event summary on the flight home, I thought I should share my approach to writing successful conference summaries and trip reports.

Why write a conference summary or trip report?

Early in my career, I started writing conference summaries to help clarify my learning from the event. I like to take handwritten notes and Tweet key takeaways during a conference, as this helps me lock in what I’m hearing from the speakers, but I often felt like there was an opportunity to learn more.

During my days as an academic, I found that the best way to really learn a topic was to attempt to teach it. Writing event summaries forced me to re-read my notes, “join the dots” with related topics, and dive deeper into what interested me.

trip overview template

If you work in developer relations, there is also the content creation perspective to writing summaries. Sharing your key takeaways from an event can provide a lot of benefits:

Demonstrates your understanding of the key topics and technologies, which can build your credibility and reputation in the industry

Hones your writing and summarization skills, and helps to develop your online content portfolio

Highlights your company’s involvement with the space and event (driving top-of-funnel awareness)

Explores interesting problems and related solutions (helping with mid-funnel consideration and decision)

Provides an opportunity for you to give a shout-out to your partners, friends, and related OSS projects

With the benefits in mind, let’s explore how to create a good trip report.

A good trip report starts before the event

As part of my conference preparation, I always review the online schedule, looking for interesting topics, technologies, and trends. Not only do I do this to determine my agenda at the event, but it also primes my thinking around writing the summary.

trip overview template

I’ll often note the key themes and then watch for related social media posts during the event. I’ll also bring these up in my discussions with fellow attendees throughout the conference.

trip overview template

Taking notes during the event

During the event, I like to centralize my notes so that I can add commentary, thoughts, and social media links via my mobile devices and laptop. I’ve used Evernote in the past, and now I’m using Onenote. I take brief notes in sessions I attend and take a picture of these to add to my online collection. I typically capture key thoughts from interesting conversations with attendees on my cellphone. I also regularly monitor social media for the event hashtag and other key themes, and add the links to my online notes.

If I’m running a sponsored booth (or on booth duty), I’ll use this opportunity to ask lots of questions about the key themes I identified before the event, and I also look for topics and themes that I may have missed. Asking questions like “What’s your current biggest pain point?” or “What’s been the most interesting thing you’ve learned at the event?” can be eye-opening.

Regarding notes, brevity is your friend here. In the past, I’ve written pages and pages of notes, and I found this tricky to summarise at the end of the event.

When writing, start with the end in mind

When writing the trip report or conference summary, I advise starting with the end in mind and defining your key takeaways upfront. I aim to summarise 5-10 key takeaways, which seem manageable for me and valuable for readers.

Taking my recent All-In Summit summary, I reviewed my notes, and the top five takeaways instantly jumped out to me (and I had identified three of them from a pre-event scan of the schedule and talk abstracts). I looked again at social media and a couple of early summaries shared by other attendees and found roughly eight additional takeaways. I didn’t want to summarize more than ten takeaways, so I merged two and dropped a couple on the cutting room floor. I was left with this:

trip overview template

Once I’ve found the key takeaways, I use this as a skeleton for the remainder of my report. I typically draft each takeaway sequentially and then conduct multiple passes over the entire article, adding additional details, social media links, and images. I usually conduct a final pass where I attempt to “join the dots” and add anything separate from the event that I believe the audience will find helpful.

An example of this in my All-In Summit summary is that I added a couple of links to recent articles in The Economist:

trip overview template

Now, let’s put all of this into practice and look at some example final reports.

Example trip reports

As with many things in life, (deliberate) practice makes perfect. I’ve been writing trip reports for several years and across various roles. Here are some examples of my most popular and successful summaries:

Key Takeaways from the 'Agile on the Beach' Conference: Day Two

microXchg Microservices Conference Day One Summary: DDD, Platforms, and Organisational Impact

KubeCon NA 2021 Key Takeaways: DevX, Security, and Community

KubeCon EU + CloudNativeCon 2023 Summary: DevEx, Debugging, and Doubling-down on Community

My Top 10 Takeaways from the All-In Summit 2023

As a guide, I aim for thousands of page views. An average summary in the cloud native space might get ~5000-10000 views, and my “bangers” have scored 25k+.

Event summary top tips: SEO and distribution

Writing an amazing event summary is no good if no one reads it. For this reason, you will need to focus on search engine optimisation (SEO) and distribution.

I’ve been lucky to work with some fantastic SEO specialists over the years, and so I have internalized (and constantly updated) many SEO best practices. Although SEO can rapidly turn into a game, my north star is to write content that people want to read and format the content in a way that is discoverable by fellow humans, i.e. create a good title, use sub-headings to illustrate the structure, write concisely, include diagrams where it makes sense, etc. Once you’ve mastered this, you can optimise for keywords, meta information, social media cards, etc.

There are several good SEO references available for DevRels—for example, Google’ SEO Starter Guide , Lauren Schaefer and Magen Grant’s SEO for DevRel , Mostafa Moradian et al.’s “ DevRel content strategies with a focus on SEO optimization for developers ”— but I always recommend searching for the latest SEO guidance. If you are creating a lot of content, I recommend hiring someone with SEO/SEM expertise. Trust me, it’s worth the investment!

Distribution is also super important. Some of my most significant bumps in page views have been due to a mention in popular newsletters and on social media, such as DevOps Weekly , What's Hot in Enterprise IT/VC , LearnK8s , etc.

Cultivating relationships with the people running these sites and accounts is key here, as is subtly highlighting the content you want to be shared. For example, I’ll tag people in social media posts and discussions where appropriate, and I’ll sometimes DM or email newsletter owners the article and ask for the share. My advice is to always focus on the win-win, not to be overly pushy, and ensure you are taking time to help these folks before asking for too much in return.

Common trip report and conference summary mistakes

Here are some of the typical conference/trip summary mistakes I encounter regularly (and note that I have made most of these at some point in my career!)

Being overly promotional and/or mentioning your company and products too much. Don’t get me wrong, most people sharing content on the Internet have an angle or agenda—and as the startup cliche goes, we all work in sales—but there is a delicate balance. In my experience, it’s okay to mention your company and products once or twice in a report, mainly if this is relevant to the discussion. Still, anything more than this will make the article look like straight-up marketing copy, and no one wants to read this type of content.

Writing an overly long event summary. I’ve made this mistake at least a few times, most recently with a two-part KubeCon summary . In my experience, readers generally want a concise overview of the takeaways and critical learning.

Creating the summary too long after the event. I get it; we’re all time-pressured, but if you wait to publish your summary more than a week after the event has finished, you may miss out on the surrounding buzz. And if you post your summary later than a month after the event, it just looks like old news.

Let me know in the comments if you have more conference summary antipatterns or trip report mistakes to share!

Want to know more about DevRel content creation?

I hope this post has helped to shed some light on how I summarize my learning and get extra value from attending conferences and technical events.

Please comment below and let me know if you want more content on writing in the role of developer relations. I also offer ad hoc advising and consultancy in this space.

And don’t forget to subscribe! I’m aiming to share a post every two weeks or so.

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Report template bundle, 5 steps on how to make a trip report, 8+ trip report templates, 1. trip report template, 2. business trip report template, 3. sales trip report template, 4. simple trip report template, 5. trip expense report template, 6. conference trip report template, 7. free field trip report template, 8. blank trip report template, 9. simple business trip report template.

Trips are common everywhere, especially in an organization. Their main purpose is to document what has been discussed during the trip usually to share with the colleagues or to the organization. It is participated by travelers who will document the findings or information and compile it into a report. A comprehensive trip report can make a difference, especially in an organization. We will provide the steps below on how to create a trip report .

trip overview template

  • Google Docs

Step 1: Prepare the format of a trip report

Step 2: include the introduction and overview, step 3: insert the body of the report, step 4: summarize the highlights of the trip, step 5: attach your expense report.

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Vehicle damage report template, sample trip report template, trip report template, business trip summary report template, business trip report template, sales business trip report template, sales trip report template, trip expense report template, conference trip report template, simple business trip report template.

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What Is A Business Trip Report And How To Prepare One?

Home » B2B » What Is A Business Trip Report And How To Prepare One?

Business trip report is a post-trip activity essential to know the outcome of the business trip vis-à-vis its objectives. Employees can use the trip report to highlight their achievements and enhance their reputation in the eyes of the management. Additionally, the report will help the management to analyze the outcome of the business trip. Let us discuss the tips for writing a business trip report.

What is a Business Trip (or Business Travel) Report?

A business trip report, or a business travel report, summarizes the business trip to justify travel expenses. It reviews activities to fulfill pre-defined business objectives, such as finalizing a business deal, providing technical service to a customer, or representing the organization at a trade fair.

  • Travel managers can review business reports based on the following criteria:
  • Improving networking and customer relationships
  • Fulfillment of the training objectives, such as deals, services, certifications, etc.
  • Identifying and attracting prospects for new business opportunities
  • Knowing new business trends
  • Attending company conferences or review meetings
  • Imparting training to business associates
  • Providing customer business travel support
  • Assessing the competition

Business travel reporting activity helps understand to what extent the employee met the trip objectives. It enables travel managers to change policies and improve the efficiency of the future business trips.

Suggested Read: All You Need To Know About Corporate Travel Management

Importance of a corporate trip report

corporate-trip-report-importance

A corporate trip report is necessary to justify the cost of business travel. It is a critical summary to enable reporting, auditing, and business travel budgeting. Business trip reporting helps travel managers monitor, track, and control travel costs. They can leverage the knowledge to enhance the effectiveness of future business trips.

An ideal trip report provides a detailed review of the particular business travel report and is a vital instrument for understanding the justification of the trip expenses. The business trip report comprises many details, such as graphs, tables, photographs, and other documents supporting the claim by justifying the travel expenditure.

How to write a business report?

writing-business-trip-report

1. Preparations

Preparations for writing a comprehensive business trip report begin before proceeding on a business trip. You should note down the core corporate of the business trip you expect to meet. The entire trip itinerary will focus on accomplishing this goal. The measure of the trip’s success will depend upon the details and supportive documents you provide while submitting the trip report. Continue noting down all details about your achievements as your business trip progresses. Collecting bills or receipts is an essential prerequisite to facilitate expense reporting. Platforms like Paxes can help you with planning, booking, and producing the necessary travel data and invoices needed to back your report. Remember to get snaps and video clips of important events besides documentary evidence of your achievements, like feedback forms to justify your accomplishments.

2. Headings and essential details

The heading section should provide a quick introduction to the trip report with the total cost of the business trip. Mention the core purpose in the first section of a business trip report. Include the cities and places you covered with dates. Write down the names of colleagues if they accompanied you on the trip. List the names of prospects, customers, and business associates you met on the business trip.

3. Introduction of the report

A general overview of the business trip is an essential feature of the introduction. Let the introduction outline the goal and the results of the business trip. Mention the places you covered and the people you met with the outcome. One should briefly describe the activities such as attending the exhibition stall, highlighting product benefits, meeting prospects, or attending seminars. Focus on how you accomplished the trip’s aim without providing data or supportive documents.

4. Business trip report’s body

The main section of the business report is the body. You should provide details of the activities that helped you meet your business objectives. By providing reasons, you should also reveal the goals you missed to achieve. One should add any other achievements, not part of the trip’s original objectives, in the body. You should explain how the achievement can benefit the organization.

5. Summary of the report

The summary justifies the consumption of resources to cover the trip. Share your observations by mentioning how the business trip can help the organization win more customers, increase sales revenues, or improve the company’s brand awareness. The summary should focus on the expected rise in the business to help travel managers know the ROI from the business trip. The report should include attachments like data, snaps, and customer feedback reports that will help support your accomplishments.

Business trip report template

Here is a simple template for you to get started with your business trip report:

Trip information

Trip itinerary: Insert summary of trip itinerary

Purpose of trip: Define the purpose of the trip with a clear objective

Activities and meetings conducted: Write about the activities and meetings conducted

Site visits and events attended: Write details of site visits and events attended

Key accomplishments: Summary of key achievements during trip

Business opportunities: New opportunities found during the trip

Challenges encountered

Logistics issues: Were there any issues with the transportation

Communication issues: Any language barrier encountered

Other issues: Other issues occurred during the trip

Expenses incurred

Travel and accommodation expenses: Enter airfare, transfers, mileage, hotel rooms charges

Meal and other expenses: Meal expenses, stationary costs and others

Recommendations for future trips

Improvements: Tips on how to get better results

[End of Business Trip Report Template]

Organizations use the business trip report to know the return on travel costs. Business travel reporting is the art of presenting your achievements systematically. Providing details and supporting these with data or documents is the key to writing a perfect business report. The business report should be crisp and clear, presenting the trip’s purpose, activities, learnings, and recommendations.

Travel and expense management platforms such as Paxes offer easy and quick booking of flights and hotels. Additionally, the expenditure data provided in these platforms can help one in preparing a comprehensive business trip report.

Business Trip Report FAQs

Who should receive the corporate trip report of the employee.

Employees submit a corporate trip report to line managers, or corporate travel managers, depending upon the corporate policy.

What is excluded from a business trip report?

The business trip report should not include personal experiences, like visiting a tourist spot, having dinner with colleagues, or detailed notes. Avoid lengthy descriptions of the event or venue.

Is there a standard format for writing a corporate trip report?

The ideal format is the headline, introduction, body, and summary. However, some organizations expect employees to write a corporate trip report in a particular fashion.

Is the expense report part of the corporate trip report?

Many organizations mandate attaching expense reports to the business trip report. In such cases, one can add receipts and bills to the expense report.

What is the focus of a corporate trip report?

A corporate trip report aims to explain how the investment in the business trip will benefit the organization.

What should be included in a business trip report?

A business trip report should consist of trip details, itinerary, expenses, results, challenges, and recommendations.

What is called as trip report?

A document detailing the various aspects of a business trip for analysis and betterment of next trips is called business trip report.

What is an example of a business trip?

Sales trips, brand awareness trips, VIP trips are some of the examples of business trips.

What is the purpose of business trip report?

A business trip report is used to highlight the key findings of the trip and analyze the same to better the following trips.

How do I create an effective business trip report?

What information should be included in a business trip report.

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Pratyush is a traveling enthusiast who always looks for innovations in business travel management. He has 5 years of experience writing content on corporate travel management and working closely with expert business travel facilitators.

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FREE 25+ Sample Trip Reports in MS Word | PDF | Google Docs | Apple Pages

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Trip Report Template plays vital role in the business because it helps to manage the details of the trip. So, the clear content will be important to submit the trip report to the organization. Here, this Trip Report Template helps to make the clear trip report. This can offer more ideas about how making the trip report in the best way. Several Sample Reports are also available to provide the clear details about the trip report.

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Business Trip Report Template

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Simple Business Trip Report Template

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The perfect trip report is the responsibility of the Professional Email Templates employee. The Trip Report Template can fulfill that responsibility of the employee. Trip Report Templates are available in PDF, Word and the Excel formats and to easily download these templates using the free download.

Sales Trip Report Template

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Conference Trip Report Template

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Business Trip Summary Report Template

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Sales Business Trip Report Template

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Business Trip Report Template in Google Docs

business trip report template2

The business trip reports template consists of all the prominent details about the business trip. It highlights the details like date, business trip overview, and summary of the trip, conclusions / recommendations and follow-up actions. The business trip overview is further categorized into travel destination, travel period, purpose and description for detailing.

Trip Report Template to Edit

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Editable Conference Trip Report Template

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Travel Expense Report Template

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 Formal Report Template in Google docs

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Professional Report Template in iPages for Mac Format

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 Trip Report Template to Download

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The trip report template to download provides you with a trip report format which consists of all the prominent information. It highlights details like date, the report from, report to, subject and reference. It also features details like the purpose of the complete trip, duration, the key person(s) contacted on trip, narrative summary and problems encountered.

Field Trip Report Template

field trip report template

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The field trip report template is specially designed for the reports about field trips. I t has designated spaces for the name of the reporter, trip destination and date. It also has space for putting a photo on it. You can write about the report below the photo.

trip report template example

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The trip report template example provides you with a format of the trip report. It has designated spaces for writing the details like traveler name, his telephone number, task number, dates and destination. You can give the description of your trip report in the provided space.

Trip Report Template to Print

trip report template to print

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Trip Report Template PDF

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Printable Trip Report Template

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Sample PDF Trip Report Template

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Downloadable Trip Report Template

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Business Trip Report Template Sample

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Business Trip Report Template Example

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Trip Report Template Word

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Why Is the Trip Report Template Needed?

The trip report template is needed for drafting an effective trip report template. The trip report consists of all the prominent information about the trip like the duration of the trip, the destination, purpose and more. The report should depict the usefulness of trip as well as your resourcefulness on that trip for considering you in future also.

This template helps you in writing that effective report. The template also helps you in keeping the record of a particular trip by providing the information in the report. It is also helpful in deciding if the expenses made on the trip were worth it or not. You may like  Situation Report Templates .

When Is the Trip Report Template Needed?

The trip report template is needed at the time of drafting a report about the trip you’ve gone to, sponsored by your company / organization. The trip report is required to be made after the trip so as to provide all the information collected or knowledge gained by you in it.

Also, the company needs the report to know the conclusion of the trip and to decide whether or not it was a right choice to spend on this trip and also if you were good enough or not to be sent on the trip. So, the report needs to be effective and this template helps you in that. You can also see  Scientific Report Templates .

Benefits of the Trip Report Template

The trip report template has many benefits like it helps you to write the report with ease. All the main points which are required to make a trip report are included in these templates and only the details are to be filled in. A good and informational report can also help in increasing your chances to get more trips in future.

Also, a good trip report provides a lot of information which proves to be beneficial for you as well as your company. Another benefit of this template is that the trip report written with the help of it can also be used as a record.

The trip report template is very easy to download and can also be used with equal ease. It comes in various designs and you can choose the one that best suits your needs. It makes the description look presentable and organized. All the prominent details are included in it as the templates are already formatted.

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Travel Agency Executive Summary Template

  • Great for beginners
  • Ready-to-use, fully customizable Doc
  • Get started in seconds

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When it comes to running a successful travel agency, having a well-crafted executive summary is key. This is where ClickUp's Travel Agency Executive Summary Template comes in handy, providing you with a clear and concise overview of your agency's performance and goals.

With ClickUp's Travel Agency Executive Summary Template, you can:

  • Analyze key performance metrics, such as revenue, bookings, and customer satisfaction, to identify areas for improvement and growth.
  • Summarize your agency's unique selling points, services offered, and target market to attract potential clients and investors.
  • Set clear goals and objectives for your team, ensuring everyone is aligned and working towards a shared vision.

Whether you're a seasoned travel agency owner or just starting out, ClickUp's Executive Summary Template is the ultimate tool to help you stay organized, focused, and successful in the travel industry. So why wait? Start using this template today and take your agency to new heights!

Benefits of Travel Agency Executive Summary Template

Planning a trip can be overwhelming, but with the Travel Agency Executive Summary Template, you can easily streamline your travel agency operations and provide exceptional service to your clients. Here are some benefits of using this template:

  • Efficiently summarize client travel requirements, preferences, and budgets
  • Streamline communication and collaboration between team members and clients
  • Easily track and manage travel bookings, including flights, accommodations, and transportation
  • Ensure accurate and timely invoicing and payment tracking
  • Analyze and report on key performance metrics to optimize business operations and drive growth

With the Travel Agency Executive Summary Template, you can elevate your travel agency's efficiency, organization, and customer satisfaction.

Main Elements of Travel Agency Executive Summary Template

With ClickUp's Travel Agency Executive Summary template, you can easily create and manage executive summaries for your travel agency. Here are the main elements of this Doc template:

  • Custom Statuses: Define different statuses to track the progress of your executive summaries, such as "In Progress," "To Review," and "Completed."
  • Custom Fields: Include relevant information in your executive summaries using custom fields like "Destination," "Budget," "Client Feedback," and more.
  • Different Views: Access your executive summaries in different views such as "Document View" for a traditional document layout, "Table View" for a tabular representation of your summaries, and "Card View" to quickly scan through your summaries and get a visual overview.

With these features, you can streamline your executive summary creation process and stay organized while managing your travel agency's important documents.

How to Use Executive Summary for Travel Agency

If you're a travel agency looking to create an executive summary, here are four steps to help you get started:

1. Gather relevant information

Before diving into the executive summary, gather all the necessary information about your travel agency. This includes key metrics like revenue, number of clients served, top destinations, customer satisfaction ratings, and any other data that showcases the success and growth of your agency.

Use Dashboards in ClickUp to compile and visualize all the important information and metrics in one place.

2. Outline your executive summary

Start by creating an outline for your executive summary. Identify the key sections you want to include, such as an introduction to your agency, your unique selling proposition, a summary of your services, target market analysis, competitive analysis, and future growth plans.

Use a Doc in ClickUp to create a structured outline for your executive summary.

3. Write a compelling introduction

The introduction of your executive summary should grab the reader's attention and provide a high-level overview of your travel agency. Highlight your agency's mission, vision, and core values. Also, briefly mention your agency's unique selling proposition that sets you apart from competitors.

Use the Docs feature in ClickUp to write a captivating introduction that showcases your agency's strengths and value proposition.

4. Summarize key points

In this section, summarize the key points from each section of your executive summary. Highlight the growth and success of your agency, the target market you serve, the services you offer, and any unique features or benefits that make your agency stand out. Include any financial projections or goals you have for the future.

Create tasks in ClickUp to outline and summarize each key point, ensuring that all the important information is included in a concise and impactful manner.

By following these four steps and utilizing ClickUp's features like Dashboards, Docs, and tasks, you can create a comprehensive and compelling executive summary for your travel agency.

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Get Started with ClickUp’s Travel Agency Executive Summary Template

Travel agencies can use the Travel Agency Executive Summary Template to create an organized and comprehensive summary of their services to showcase to potential clients.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create an impressive executive summary:

  • Use the Services View to outline the range of services your travel agency offers, including flight bookings, accommodations, transportation, and tours
  • The Pricing View will help you showcase your competitive pricing and packages
  • Use the Testimonials View to highlight positive feedback and reviews from satisfied clients
  • The Competitor Analysis View will help you identify and analyze your main competitors in the travel industry
  • Organize tasks into different categories to provide a clear structure for your executive summary
  • Customize the template to include your travel agency's branding and logo
  • Review and refine the executive summary to ensure it effectively communicates the unique value your agency brings to clients.

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    All the itineraries are available to download as an image, Word document, Excel spreadsheet, or a typeable PDF file. This travel itinerary template has a list of places to visit but no car rental. Business Trip. Word. Typeable PDF. Image. Spreadsheet (Excel) This itinerary template has a section for a car rental. Word.

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    Download customizable travel itinerary templates for business and vacation. Plan trips and create detailed itineraries with free Excel, Word, PDF, and Google Docs templates. ... The agenda includes an overview of weekly achievements, progress updates, action items to discuss, and scheduling info for the next meeting. ...

  11. Free Itinerary templates in Google Docs and Word

    This way, you can ensure that the template is suitable for new tasks and is visually pleasant. Click the red "Edit in Google Docs" button on the template page, wait 10 seconds, and get your free copy! Start editing now. Get set for 2024 travel with our customizable Free Itinerary templates for Google Docs and Google Sheets, Word, Excel.

  12. Free Printable Travel Overview

    Travel Overview. Print Download (.pdf) Browse all Travel Printable. Travel overview template allows you to fill in all the information about your travel, like from, to, total days, total budget, country, capital, currency, and exchange rate etc. You can also write down the local attractions in your wish list.

  13. The Best Google Sheets Trip Planner: How to Plan an Epic Vacation with

    About this Ultimate Travel Planner Template The Dashboard. The Dashboard is an all-in-one snapshot of your trip, like a trip summary. It includes a countdown to departure, essential trip details for up to 10 travelers, and a packing status tracker. With automatic currency conversion and budget vs spending graphs, you can easily monitor expenses ...

  14. Travel Planner Templates

    Use it as a road trip itinerary planner template or business travel itinerary template to make your travel experience as smooth and pleasant as possible. Download a travel itinerary template or vacation itinerary template in PDF (A4, A5, Half and Letter Size) to improve your planning experience and perfect your next trip. Travel Itinerary.

  15. Top 5 FREE Travel Itinerary Template using Google Sheets [Complete

    It uses a master spreadsheet where you can have a quick look at your travel summary. It contains example information for your reference. Make sure to delete it and start adding your travel details. There are four spreadsheets in this template: Itinerary Summary - This is the main spreadsheet that holds all the trip details. You can enter ...

  16. Free travel templates

    Travel templates. From planning before they say "bon voyage" to sharing your adventures upon your return, these customizable templates will help you enjoy every facet of your globetrotting travel hobby. Craft custom travelogues, albums for print or social, and more keepsakes. Category. Color. Create from scratch. Show all.

  17. 62+ SAMPLE Trip Report Templates in PDF

    Step 1: Always Carry a Small Notebook. Before heading to that trip, be sure you have a handy notebook and pen. Your phone will do too if you are more comfortable that way. Rest assured that the notebook becomes your most reliable assistant regarding what to write in your trip report.

  18. Writing a Good Conference Summary or Trip Report: DevRel Superpowers

    When writing, start with the end in mind. When writing the trip report or conference summary, I advise starting with the end in mind and defining your key takeaways upfront. I aim to summarise 5-10 key takeaways, which seem manageable for me and valuable for readers.

  19. 8+ Trip Report Templates

    For the sake of the people in the organization, they should be provided the information of what went through the trip. This template will help you compose a detailed business trip report. Available in formats such as Google Docs, MS Word, and Pages. Download this now. 3. Sales Trip Report Template.

  20. What Is A Business Trip Report And How To Prepare One?

    Business trip report template. Here is a simple template for you to get started with your business trip report: Trip information. Trip itinerary: Insert summary of trip itinerary. Purpose of trip: Define the purpose of the trip with a clear objective. Activities and meetings conducted: Write about the activities and meetings conducted

  21. FREE 25+ Sample Trip Reports in MS Word

    MS Word. Apple Pages. Size: A4, US. Download. The perfect trip report is the responsibility of the Professional Email Templates employee. The Trip Report Template can fulfill that responsibility of the employee. Trip Report Templates are available in PDF, Word and the Excel formats and to easily download these templates using the free download.

  22. Travel Trip Overview Template

    Check out our travel trip overview template selection for the very best in unique or custom, handmade pieces from our templates shops.

  23. Travel Agency Executive Summary Template

    With ClickUp's Travel Agency Executive Summary template, you can easily create and manage executive summaries for your travel agency. Here are the main elements of this Doc template: Custom Statuses: Define different statuses to track the progress of your executive summaries, such as "In Progress," "To Review," and "Completed." Custom Fields ...