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Creating a Travel Plan and Using the Dashboard

Last updated: 2026-07-11

In TabiPencil, each trip is a "travel plan". A travel plan holds your day-by-day schedules and plans, packing lists, and payment records.

To create a travel plan

  1. Open the creation form via "Start planning your trip" on the top page, or "Create new travel plan" on the dashboard.
  2. Enter a "Title" (required).
  3. Add participant names under "Members". While logged in, you are added automatically as "You". A travel plan can have up to 10 members.
  4. Pick the start and end dates under "Dates". For a day trip, choose the same date; the selection shows a badge such as "Day trip" or "2 nights, 3 days".
  5. Press "Create Plan". When you see "Share link created", you're done.

Send the displayed share link to your members with "Share". Press "Go" to open your new travel plan. You can create plans without logging in, but you'll need the share link to open the plan again later. If you lose the link you can't get back in, even from the same device, so keep a copy of the share link for yourself, or log in before creating.

Reading the dashboard

When you log in, all travel plans you participate in appear on the "My travel plans" page (the dashboard). The dashboard requires login.

  • Each card shows the trip title and "End date"; press a card to open that travel plan.
  • The gear icon at the top right of a card opens the "Travel plan settings" screen.
  • Trips whose end date has passed are collapsed automatically. Toggle them with "Show past journeys" and "Hide past journeys".
  • The "Packing Templates" section at the bottom lets you manage packing list templates.

The travel plan screen

When you open a travel plan, you can switch between four tabs.

  • "Schedule": the central screen where you arrange plans on a day-by-day timeline.
  • "Prep": the "Packing" and "To-do" checklists.
  • "Split": payment records and settlement results.
  • "Gallery": the photos attached to your plans.

The header at the top shows the trip title (click to edit), the schedule switcher, member avatars (large groups are condensed like "+2 more"), the "Share" button, and settings (gear icon).

To change the trip name or dates

  • Name: click the title at the top of the travel plan screen and edit it in place.
  • Dates: edit the period from the date display on the "Schedule" tab. Dates are set per schedule (alternative itinerary).

What you can do in travel plan settings

The "Travel plan settings" screen, opened from the gear icon, has these sections.

  • "Members": the participant list, plus adding and removing members.
  • "Schedules": managing and deleting schedules (alternative itineraries).
  • "Regenerate member invite link": reissue the invite link.
  • "Display & default currency (app settings)": a link to the display settings screen.

To delete a travel plan

  1. Open the "Delete travel plan" section in "Travel plan settings".
  2. Press "Delete this travel plan" and confirm.

Deleting removes all data — schedules, payments, attachments — and cannot be undone. Only logged-in members can delete a travel plan.