Planning For A Trip: 10 Practical Tips To Save Time, Money And Hassle

Travel planning can be overwhelming and time consuming, so, if you need help planning for a trip, this guide is for you.

This post can help with finding the most affordable destination, packing for travel, finding the best area to stay, avoiding cell roaming charges, and much much more.

Poolside loungers with view of the ocean The Phoenix Belize Resort

So here are our top hacks and tips, all together in one simple trip planning guide, to make your next trip a breeze!

So what are travel hacks? They’re tips, tricks or tools to help fellow travelers ultimately make the planning process easier. That can mean saving time, saving money or saving you from making the same mistake others have made beforehand.

Planning For A Trip: 10 Practical Tips

So let’s get started: our first tip is to start by picking your destination.

Pick your destination

The first step in planning for a trip is to choose your destination based on your budget, your interests, the time you have available, and your travel partners.

Like most people, we start narrowing down our destinations based on cost. For us, especially since we’re in Canada, and since we travel as a family of four, airfare is the biggest part of our trip cost.

Pick your dates

Depending on how flexible your schedule is, your dates may be ironclad. If you’re fortunate enough, you may have a lot of flexibility and that’s when you’ll really save on flights.

Tip! If you only have a week or so to travel, I’d suggest staying closer to home, so your precious vacation time isn’t eaten up by travel time and jet lag.

Before you book! Quickly research costs, availability and paperwork

We do the core of our trip planning even before booking our flight or hotel, because we’ve occasionally found that hotel rooms can cost a fortune during conferences or holidays, eating up any savings we made on our cheap flight. Even worse, we’ve occasionally found an affordable and convenient flight, but found out that hotel rooms are completely booked out for that time frame.

You only need to spend a few minutes doing this – you’re not booking your hotel yet – you’re just doing a five minute check to make sure that you can get a place to stay in your budget.

We’ve also had friends book tickets only to find out that they need a visa for their trip that would take longer to process than their departure date allowed.

A list of things to quickly check before you book your hotel and flight.

  • accommodation costs and availability
  • car rental costs and availability
  • any must-do activity costs and availability
  • if you need a visa
  • if you need vaccinations. Depending on the vaccination, you may need multiple shots, so make sure you have enough time for these before you leave.
  • if your passport is valid

Book your flight

Unless it’s a quick unplanned trip, we usually have a baseline airline price for where we’re heading. It’s always nice to know it’s an actual deal and not just the lowest price you’ll see today. If it is, now that you’ve quickly scouted out your costs, book your flight quickly before prices jump!

Get your passport, visa, and vaccinations in order

As soon as your flights are sorted, make arrangements to make sure your passport is valid, apply for your visa (if you need one), and arrange for any vaccinations.

JooJoobs Passport Holder

Choose things to do and see

We always choose the activities we want to do, and the places we want to see most, before we book our accommodation. That way, we can base our accommodation based on how close it is to the airport, restaurants, activities, and any attractions we want to go to. If you’re not sure where everything is at your new destination, now’s the time to look them up!

Book your accommodation

So now that your flight is booked, you’ve got your paperwork in order, and chosen what you want to do, see and eat, the next step in planning a trip is to book your accommodation.

Inside family room at the Hotel Albemarle Isabela Island Galapagos

Get travel insurance

After one too many accidents and health scares overseas, we’re huge fans of getting travel insurance. Even if you’re healthy, it’s so easy to have a car accident or hurt yourself on your vacation. You can pick up good medical travel insurance from just a few dollars a day and we believe this is an essential step in vacation trip planning! If you’re from Canada, take a look at our Canadian Travel Insurance post that we update every year.

Pack smart!

We often stress far too much over packing when in reality all you absolutely need is a smartphone, wallet and passport. You can buy everything else at your destination if you really need it so those are really our only essentials.

As you can guess, we’re big fans of traveling as light as we can. We find it’s a lot less stressful to travel with carry-ons only, as you never have to worry about misplaced luggage, and you don’t have to lug around big bags. We even managed to travel carry-on only as a family of four for over three months last year!

Here are a few tips that will help you pack lighter:

  • Check the weather for the time you’ll be there, and pack accordingly.
  • Put everything you want to bring on your bed next to your luggage, and only pack the items that fit and that you need. Put everything else back.
  • If you travel with checked luggage, fly with one change of clothing (or a change of underwear at the minimum) in your carry-on, just in case your checked baggage is lost.
  • Pack clothing and shoes for activities like hiking or swimming.

Sort out cellphone and Internet access before leaving

Make sure you take a minute in your vacation planning to sort out cell phone coverage and Internet access before you leave.

Depending on your home cellphone plan, and where you’re going, you may be able to get a good data roaming rate with your local phone company. Check with your cell provider to see if they have any roaming deals and that they can provide roaming services where you’re heading.

Tip! Don’t think that your monthly plan includes automatic coverage for a reasonable price if you don’t have confirmation. We’ve seen people rack up hundreds of dollars in costs because they didn’t realize how much checking their Facebook page cost overseas or how much that phone call back to family cost them.

Because our cell roaming plan is pretty much non-existent away from home, we always travel with an international WiFi hotspot, which costs us less than $10 a day. Even better, we can connect up to six devices, which is perfect for our family of four. We could rely solely on hotel and public WiFi, but we find that sometimes hotel WiFi can be dodgy, and it can be surprisingly hard to find public WiFi in some destinations.

The nice part is that if you own an international WiFi device like we do, you can connect for only a day or two as needed while you travel so you’re not paying for it when you don’t need it.

Our Tep doing duty on the beach in Mexico
Our WiFi hotspot doing duty on the beach in Mexico

Check local currencies

These days, we rarely buy currency ahead of time, with the exception of US dollars. We always carry enough in US dollars to get us local transportation, a hotel room and food for a day or two in case our debit cards are lost or stolen, or there’s a rare problem accessing credit car machines.

Generally we like to live a little dangerously and grab some local currency at an airport ATM after we land (not usually the best rate) and then some more from a local ATM via a bank machine. We also tend to use use our credit cards for bigger purchases like hotel rooms, meals in nicer restaurants and higher priced attractions.

If you like to plan more ahead, your best currency conversion is probably going to be from your bank at home. You can get almost any currency from your local branch however some currencies could take a few weeks to get in so make sure you give yourself enough time before you leave.

Do you have any travel planning tips? Let us know what works for you!