Planning a trip—whether for business or pleasure—can be exciting and overwhelming at the same time. Between coordinating transportation, accommodations, activities, and budgets, it’s easy to feel bogged down.
Studies examining over 22,000 trips reveal a significant link between longer trip durations and a decrease in mood, often due to rising stress, fatigue, and feelings of sadness on extended journeys. 😟
Itinerary Excel templates can come in handy here. With the right template, you can plan a trip of the perfect duration and streamline the planning process, ensuring every detail is accounted and you can focus on enjoying your journey. 📝📅
The best part? You can download these travel itinerary templates for free!
In this guide, we’ll explore the top free Excel templates, each designed to make travel planning seamless and stress-free.
So before we say Bon Voyage, let’s first plan our vacation itinerary!
- What Makes a Good Itinerary Template?
- Best Excel Itinerary Templates to Explore
- 1. Excel Family Planner Template by Microsoft 365
- 2. Excel Trip Planner Worksheet Template by Microsoft 365
- 3. Excel Travel Itinerary Template by The Travel Itch
- 4. Excel Travel Itinerary Template by Vertex42
- 5. Business Travel Itinerary Checklist Template by TEMPLATE.NET
- 6. Travel Itinerary Planner Template by TEMPLATE.NET
- 7. Wedding Itinerary Template by TEMPLATE.NET
- Limitations of Using Excel for Itinerary Templates
- Alternative Itinerary Templates
- 1. ClickUp Business Travel Itinerary Template
- 2. ClickUp Vacation Planning Travel Itinerary Template
- 3. ClickUp Travel Planner Template
- 4. ClickUp Trip Planner Template
- 5. ClickUp Event Planning Itinerary Template
- 6. ClickUp Conference Itinerary Template
- 7. ClickUp 24-Hour Itinerary Template
- 8. ClickUp Basic Agenda Template
- 9. ClickUp Board Meeting Agenda Template
What Makes a Good Itinerary Template?
A good itinerary template balances organization, flexibility, and ease of use. It should serve as a practical and reliable guide throughout your trip planning.
Here are some essential features to look for when choosing an itinerary Excel template:
- Clear structure: Choose a template that’s intuitively organized, allowing you to quickly locate dates, times, and locations without any guesswork. A well-structured layout ensures you can view the day’s plans in one glance, reducing stress during travel and making it easy to keep up with your schedule
- Customization options: Find a template that lets you personalize sections to suit the purpose of your trip, whether it’s for business or leisure. A good itinerary template should also offer advanced features like AI-powered travel planners to simplify trip preparation by recommending schedules and adjusting for time zones automatically. This customization enhances convenience and relevance, so you’re prepared for every part of your journey
- Comprehensive sections: Look for a free itinerary template in Excel that includes sections for transportation, accommodations, activities, and any other important trip details. They should also double as event planning templates by providing space for schedules, guests, and even breakout sessions
- Accessible format: Pick a template that works seamlessly across devices, allowing you to update and share it wherever you are. An itinerary in an accessible format (like Excel or a web-based platform) keeps your plans adaptable, so you’re prepared even if schedules shift unexpectedly
- Budget tracking: Select itinerary Excel templates that include a budget section for each trip component—from accommodations to meals—enabling you to track spending and adjust as needed. This feature helps you stay financially mindful, preventing surprises and allowing you to enjoy the trip without worrying about overspending
Best Excel Itinerary Templates to Explore
With the right template, you can neatly arrange all details in one place—whether for a business trip or a family vacation—making it easy to stay on schedule, track expenses, and ensure every aspect of your journey runs smoothly.
Here are some of the top itinerary Excel templates to consider:
1. Excel Family Planner Template by Microsoft 365
The Family Travel Planner Template by Microsoft 365 is a popular tool for organizing all the important details for family trips. It helps you keep track of daily activities, meals, and specific needs of each family member.
The planner breaks down the day in a way that’s easy to update, so last-minute changes don’t interrupt the flow. Great for families with kids, it even includes space for notes on family-friendly attractions and nearby dining options!
Here’s what you’ll love about it:
- Stay on track using the easy-to-edit daily schedule
- Use separate tabs for packing, transportation, and emergency contacts
- Add blood group information in case of emergencies
Ideal for: This template is perfect for planning family vacations. Its sections are dedicated to activities for all age groups, especially families with young children.
2. Excel Trip Planner Worksheet Template by Microsoft 365
The Trip Planner Worksheet Template helps you manage your travel details efficiently. It has sections for daily schedules, accommodations, transportation, to-do lists, and budgeting, making it easy to keep track of your trip expenses.
This 100% fully customizable template allows you to easily change text, images, and more to tailor it to your unique travel needs.
You can also get creative with thousands of photos, graphics, and fonts and even add animations, transitions, or videos to enhance the itinerary. Once your plan is ready, it’s simple to share, ensuring you have access to your travel details whenever you need them.
Here’s what you’ll love about it:
- Easily fill out and adjust the sections available in the template
- Include a budgeting section for tracking expenses
- Keep daily schedules, activities, and accommodations organized
Ideal for: This template is perfect for individuals and families planning a weekend getaway, offering a detailed overview of must-visit attractions, dining spots, and activities to make the most of a short trip.
➡️ Read More: 10 Best Free Digital Planner Apps
3. Excel Travel Itinerary Template by The Travel Itch
For those who love organizing with spreadsheets, this Excel Travel Itinerary Template by The Travel Itch is a dream come true! It combines structure with flexibility, enabling you to make your schedule by adding rows for extra activities or adjusting travel times.
It is perfect for planners who want a meticulous breakdown of each day’s schedule and accommodates details like transportation, accommodation, and special events.
Here’s what you’ll love about it:
- Fully customize the spreadsheet format as per your needs
- Track transportation and lodging costs in detail
- Plan every day’s schedule and add special info about places you’re visiting
Ideal for: The template is great for multi-city travel, as it allows you to record each location’s must-see spots, related costs, public holidays, etc.
4. Excel Travel Itinerary Template by Vertex42
The Vertex42 Travel Itinerary Excel Template is a straightforward itinerary Excel template that keeps all your travel details at your fingertips. It organizes each day’s agenda in one place, with columns for time, location, activity, and notes.
The framework lets you add details of the departing flight, car rental, accommodation, your meetings and events, and the returning flight. It also provides easy customization and planning flexibility for both short business trips and lengthy vacations.
Here’s what you’ll love about it:
- Easily navigate your itinerary using the simple and clean layout
- Track your business meetings, including the venue, street, meeting agenda, room, and so on
- Customize the template as per your needs, whether for solo travelers, families, or groups
Ideal for: It is ideal for organizing a short business trip with back-to-back meetings or events. It is also suitable for tracking a festival itinerary and scheduling events and meals.
5. Business Travel Itinerary Checklist Template by TEMPLATE.NET
The Business Travel Itinerary Checklist Template is ideal for professionals looking to optimize their travel planning. With dedicated sections for meetings, accommodations, and key contacts, this template ensures you stay organized and focused on your work.
It includes a space for important details like addresses, confirmation numbers, and points of contact, helping you navigate a busy schedule with ease. You can also jot down meeting essentials and technical requirements to ensure nothing is overlooked during your trip.
Here’s what you’ll love about it:
- Cover all business travel essentials using the organized checklist format
- Add relevant details in separate sections for meeting times, locations, and contact information
- Pack important travel documents and funds with a last-minute list
Ideal for: This template is ideal for professionals who need a quick reference to stay organized while packing and managing a business trip.
➡️ Read More: 10 Best Travel & Expense Software to Use
6. Travel Itinerary Planner Template by TEMPLATE.NET
Another great option from TEMPLATE.NET, the Travel Itinerary Planner Template, is perfect for creating a well-balanced schedule, whether you prefer a packed itinerary or a more relaxed pace.
With dedicated sections for transportation, accommodations, and daily activities, this planner helps ensure your trip runs smoothly. You can plan your days down to the hour by adding separate activities, giving you complete control over your travel experience.
Here’s what you’ll love about it:
- Visualize and track your goals with charts and progress bars
- Allow room for extra notes and adjustments for flexible planning
- Include information like visa requirements, travel insurance, and emergency contacts handy
Ideal for: This template is ideal for planning a sightseeing or weekend getaway. Use it to explore a new city’s top attractions, organize group trips, and coordinate activities, ensuring you make the most of your vacation.
7. Wedding Itinerary Template by TEMPLATE.NET
Planning a wedding? The Rose-Style Wedding Itinerary Template is your perfect companion. It combines elegance with functionality, keeping every detail organized while adding a stylish touch to your wedding planning.
Beautifully designed, this template is easy to customize and share with guests or your wedding party, ensuring everyone knows where they need to be and when.
It also provides a detailed schedule for the big day, from the ceremony to the reception, helping you keep track of each moment and ensuring a smooth celebration.
Here’s what you’ll love about it:
- Use the elegant rose-themed design for any wedding style
- Share the template with guests and the wedding party for coordination
- Keep the day’s schedule clear and easy to follow
Ideal for: The template is perfect for planning the entire wedding day schedule, from pre-ceremony to reception.
Limitations of Using Excel for Itinerary Templates
While Microsoft Excel can be a useful tool for creating itineraries, some Excel templates have limitations that may complicate the planning process.
Here are some key drawbacks to consider:
- Complex formatting: Setting up an itinerary in Excel is time-consuming due to manual formatting. Adding elements like dropdowns, conditional formatting, or custom layouts often requires advanced Excel skills
- Mobile accessibility: Excel files may not be as user-friendly on mobile devices. Scrolling and zooming in and out to view details easily disrupts the flow, especially if you’re checking them on the go
- Difficulty with collaboration: While you can share Excel files, real-time collaboration is clunky. Multiple users editing the same itinerary often results in version conflicts or overwritten data
- Limited integrations: Unlike dedicated itinerary or travel management tools, Excel doesn’t automatically integrate with other travel tools (e.g., booking platforms, calendars, or map apps), meaning you’ll have to enter all details manually
💡 Pro Tip: Want to make the most out of your event planning templates?
Here are some quick strategies:
- Prioritize key details like venue, time, and guest list so all essential information is easily accessible 📅
- Use color-coding to organize different sections, making categories like accommodations, travel, and activities instantly recognizable 🎨
- Set reminders for deadlines and important milestones to keep everything on schedule without a hitch ⏰
- Enable shared access so collaborators can view or edit the itinerary, ensuring everyone stays aligned 🤝
Alternative Itinerary Templates
While Excel is a great tool for creating itineraries, its limitations—such as complex formatting, mobile accessibility issues, and difficulty with collaboration—can make the process more challenging.
Fun Fact: Around 1.3 million business trips take place every day in the U.S. alone! With all the meetings, deadlines, and travel logistics to juggle, business travel can quickly become stressful. 😓✈️
This is where ClickUp comes in. As an all-in-one productivity platform, ClickUp offers free itinerary templates that address these shortcomings, making your travel planning much smoother.
Let’s explore some of the top ClickUp itinerary templates to simplify your next trip:
1. ClickUp Business Travel Itinerary Template
The Business Travel Itinerary Template is designed to make your work trips seamless and stress-free. It allows you to work remotely and travel with ease. It also handles all your travel planning in one place, keeping everything organized.
The template has six essential sections: business travel details, departure flight, car rental, hotel check-in, itinerary, and returning flight.
In the itinerary section, you can easily add your daily activities, including times and locations, so you no longer have to juggle between multiple apps or sift through countless emails. This ensures all the details are at your fingertips, letting you focus on what truly matters—your work and goals.
Here’s what you’ll love about it:
- Use the compact layout for quick, on-the-go reference
- Track flights, hotel details, and ground transportation in one spot
- Keep your schedule structured so you’re always on time
Ideal for: This free travel itinerary template is great for people traveling frequently for business. It helps you track client visits and meetings with location, time, and extra notes.
2. ClickUp Vacation Planning Travel Itinerary Template
Ready to make your dream vacation happen? The ClickUp Vacation Planning Template lays it all out, from deciding on destinations to packing lists and sightseeing spots.
Think of it as your ultimate travel buddy, keeping you on top of all the exciting details. With sections for budget, transportation, hotels, and daily activities, you’re free to map out each day or leave room for impromptu fun.
Here’s what you’ll love about it:
- Outline budgets so no surprise expenses pop up
- Be ready for anything using the packing list section
- Visualize your road trip itinerary in Map view and other views in ClickUp, such as Embed Board, Doc view, and List
- Add essential details, including hotel addresses, type of activity, reservations, etc.
Ideal for: Use this template when planning a long road trip with stops and must-see places. It is also perfect for scheduling a solo backpacking adventure with key sights and budget goals.
3. ClickUp Travel Planner Template
The Travel Planner Template by ClickUp is perfect for any type of trip. It gives you space to jot down destinations, travel routes, accommodations, and must-see spots. The layout is easy to update, which means it’s great for planners and spontaneous explorers alike.
This template enables you to create a clear map of your trip and easily track destinations, flight information, and hotel bookings. You can also share the template with friends or family to collaborate and manage group trips.
Here’s what you’ll love about it:
- Track expenses and ensure you don’t go over budget
- Save all the necessary information using 14 different custom attributes, such as Business Phone, Emergency Contact’s Phone, and Manager’s Name
- Make last-minute changes and updates using the flexible format
- Easily share with travel buddies for joint trip planning
Ideal for: This free itinerary template is great for both business and leisure travel. Its easy customization and organization make it perfect for traveling and working remotely.
➡️ Read More: The Best Places to be a Digital Nomad
4. ClickUp Trip Planner Template
Meet your new go-to for hassle-free trips: the Trip Planner Template by ClickUp! This template is a comprehensive guide for trip planning with customizable features like Views, Custom Statuses, and Fields.
Set your budget, research possible destinations, and create comprehensive travel itineraries—all within the template. Use statuses such as Canceled, Complete, and Not Started to keep track of the different stages of your trip planning.
Here’s what you’ll love about it:
- Open in 5 different views, such as the List of Activities, Activity Board, Travel Calendar, Travel Guide, and Getting Started Guide
- Avoid overspending by using the sections for budget tracking
- Add things you need to buy in the ‘must-buy’ column next to each place
- Quickly distinguish and understand your travel plans using color-coded tabs
Ideal for: It is ideal for those who prefer to plan every detail of their trip. This template allows you to create a comprehensive schedule, track key stops and highlights, and outline events, ensuring no detail is overlooked.
5. ClickUp Event Planning Itinerary Template
Planning an event? The ClickUp Event Planning Template is designed to simplify the process and ensure your event runs smoothly. From managing the guest list to organizing the timeline and budget, this template turns chaos into an actionable, streamlined plan.
You can access the template in three flexible views—list View, Board View, and Calendar View—giving you the flexibility to organize tasks in the way that works best for you.
It includes pre-saved lists for activities, pre-event preparations, and billing, helping you stay on top of every detail. With these features, event planning becomes not only easier but more efficient.
Here’s what you’ll love about it:
- Use the pre-built Docs for real-time editing and rich formatting
- Capture all event details with a comprehensive layout
- Visualize all steps of event project management for easy planning
- Track progress and goals to ensure you don’t miss any deadlines
Ideal for: This template is perfect for organizing multiple corporate events that require a high level of collaboration, progress tracking, and delegation.
6. ClickUp Conference Itinerary Template
The ClickUp Conference Agenda Template is a game changer for anyone looking to pull off a successful conference. It offers a structured layout for every session, speaker, and networking opportunity.
Use the template to outline the conference schedule. Share it seamlessly with attendees, ensuring they know what to expect. The template is great for maintaining the flow of the event and helping everyone stay engaged and informed.
Here’s what you’ll love about it:
- Use spaces for session details, speakers, and times for clarity
- Open in four views: List of Activities, Sessions, Schedule, and Getting Started Guide
- Keep everyone informed and enhance the overall experience
- Categorize and add Custom Fields, such as Room Location and Session, to manage your tasks
Ideal for: This template is useful for organizing multi-day in-person or virtual conferences with various tracks and keynotes. It enables you to plan breakout sessions, ensuring all topics are covered.
7. ClickUp 24-Hour Itinerary Template
Imagine having a clear, detailed view of your day from morning to night, helping you maximize productivity and ensuring you don’t miss a single task. That’s precisely what the 24-Hour Schedule Template by ClickUp offers!
Designed for busy days, this template breaks your schedule down by the hour, allowing you to prioritize tasks and activities with ease. Use the Tasks List View to organize your tasks by due date. You can set the status, priority, start and due dates, task type, and even add notes for each item, keeping your day fully organized and on track.
Here’s what you’ll love about it:
- Break down tasks into manageable chunks with the hourly layout
- Create a balanced day, including work and relaxation time
- Adapt for any day of the week or personal schedule
- Encourage mindfulness by scheduling time for self-care
Ideal for: This template is perfect for busy professionals, parents, or students. It helps you plan a jam-packed workday, balancing schoolwork/office work with extracurricular activities.
➡️ Read More: 12 Best Online Schedule Maker Apps (Free & Paid)
8. ClickUp Basic Agenda Template
The ClickUp Basic Agenda Template is your go-to tool for smooth, productive meetings. It keeps everything organized in one place, clearly outlining topics, speakers, and time slots so everyone knows what to expect.
With this template, you can ensure that every agenda item is covered without going off track. Break down tasks and assign responsibilities to team members, ensuring everyone is prepared, and the meeting runs efficiently.
You can use the post-meeting details section to plan follow-up meetings. For clarity, add the recorded meeting link, date, time, and location of the next meeting.
Here’s what you’ll love about it:
- Keep discussions on track with an easy-to-follow format
- Capture important details with separate sections for all agenda items and notes
- Use for both formal meetings and casual brainstorming sessions
- Encourage interaction and make meetings more enjoyable
Ideal for: This template is perfect for team meetings, one-on-one catch-ups, workshops, or planning sessions. It promotes focus and participation, helping everyone stay engaged and informed.
9. ClickUp Board Meeting Agenda Template
The ClickUp Board Meeting Agenda Template is designed to help you focus on and quickly address key issues during your meeting. Use it to effectively communicate agenda items to all attendees, whether present or absent, ensuring everyone is aligned.
When making travel itinerary plans, this template can be adapted to ensure your travel details are clearly outlined and easily accessible. It helps you focus on essential items such as flight schedules, accommodation, meetings, and activities, ensuring that every part of your trip is well-organized and accounted for.
Here’s what you’ll love about it:
- Stay focused and efficient during meetings with a structured layout
- Use separate sections for all agenda items, including reports and discussions
- Track the status of different agenda activities
- Clarify action items and responsibilities for attendees
Ideal for: This template is perfect for organizing regular board meetings and strategic planning sessions. It ensures that all key topics are covered and long-term goals are clearly outlined.
➡️ Read More: 10 Best Remote Collaboration Tools for Virtual Teams
Plan Successful Itineraries With ClickUp
Creating a well-organized itinerary is the foundation of any successful trip. It ensures that every detail is covered and easily accessible.
While Excel offers a functional starting point for basic itineraries, some Excel templates lack design flexibility, collaboration, and adaptability.
For those planning more complex trips or events or working with a team, ClickUp offers the perfect travel itinerary templates. Its powerful features, including real-time editing, customizable layouts, and seamless sharing, provide the flexibility and ease you need for stress-free travel planning.
Sign up on ClickUp and experience the power of seamless planning today!