How to Create a Trip
Creating a trip is the starting point for everything in PlanitEasy — from building itineraries and adding reservations to invoicing and sharing proposals with your clients.
Creating a New Trip
Step 1: Click the Create button in the top-left corner of any page in PlanitEasy.
Step 2: A popup will appear. Select Trip.
Step 3: Choose between Individual or Group trip type.
Individual — for a single traveler or a couple/family booking together
Group — for multiple travelers with separate bookings, rooms, or options (e.g., a group tour with different room types)
Step 4: Fill in the trip details:
Trip Name — give it a descriptive name (e.g., "Smith Family - Italy 2026")
Destination — the primary destination
Start Date & End Date — the trip dates (these determine how many day rows appear on your Planner page)
Step 5: Click Save and you'll be taken to the trip's Planner page where you can start building the itinerary.
Adding Travelers to the Trip
After creating the trip, add your travelers:
On the Planner page, select the Travelers tab
Click the "+" button to add a traveler
Search for an existing profile or create a new one
For more details, see Adding Travelers/Clients to a Trip.
What to Do Next
Once your trip is created, you'll typically:
Add reservations — drag and drop services (hotels, flights, transfers, activities) onto your days.
2. Customize the itinerary — add day titles, cities, photos, and notes.
3. Share the proposal — see How to Share Your Proposal and Itinerary
Creating a Trip from a Trip Request Form
If a client submits a Trip Request Form, you can create a trip directly from their submission:
Go to Forms → Received Forms
Find the submitted trip request
Click Create Trip — the trip will be pre-populated with the client's info
Tips
Individual vs Group: If you're unsure, start with Individual. You can always manage multiple rooms or options within an Individual trip. Use Group when you need separate booking options (like Option A / Option B) for your client.
Trip naming convention: Use a consistent format like "Last Name - Destination - Year" for easy searching later
Trip Status: Use trip statuses (Quote, Confirmed, Completed, Cancelled) to track your pipeline. See Trip Status Workflow