WHAT CAN I DO HERE?

The Travel + Places topic enables you to manage information for all the trips you plan to take, visitors you will be receiving, and places you frequent or just want to remember. For example, if you’re planning to take a trip to go bird watching, you can plan your daily agenda and packing lists through checklists; set locations for the bird watching areas you wish to visit for better geographical planning; add photos and videos of the birds you’ve seen as media attachments or as a note; add bookmarks to travel and weather sites; and share travel-related information instantly with friends and family. If you want to manage guests coming to your home or business, you can manage the places you wish to visit with them; expenses related to the visit; reminders about the visit; media, such as video or photos; notes pertaining to the visit; and more. For trips and visits, you can also add companions, which enables you to share details of the trip or visit with the group all at once via social media, text message, or email. When traveling with others for work or leisure, this makes communicating with the group easy.

GLOSSARY OF TERMS

Trip: An area you plan to go, such as a trip for leisure or business. Can be as small as the grocery store or as big as the Taj Mahal.

Place: A place can be a location such as Mavericks Beach on a trip to California. This is a touchpoint to the Places subcategory of the Travel + Places category of Service Providers in the People + Services topic.

Visitor: A person who will be visiting you at your business or residence.

Travel Notes: Any notes related to travel. Could be a travel journal, notes (including text audio, video, photos, or drawings) about a place you’re visiting or notes from a conference that you’re attending.

Travel Bookmarks: Bookmarks to travel-related websites. You can also manage your logins and passwords to travel and airline sites to make finding itineraries and boarding passes convenient.

Travel Services: Any services that might be required for travel, such as transportation, parking, or hotel spa services.

TOUCHPOINTS

Touchpoints allow relevant information to be shared seamlessly between Travel + Places and other topics. For example, if you have a restaurant defined as a service provider in the People + Services topic, you can choose that restaurant as a place you wish to take a visitor from Travel + Places. Or if you want to plan an outing that will include other people, you can define that outing in Travel + Places and, via the touchpoint to Events + Appointments, it will show up as an event in Events + Appointments. Or, if you have travel- or visitor-related resources such as online documents that are defined in Notes + Files, Lists, you can access those resources directly from Travel + Places. And shopping items and tasks required for a trip or a visit can be defined in Travel + Places and will appear in Shopping + Gifts and Trips + Visitors, respectively.

ALERTS

Any travel-related item that’s open and due in the future for five days appears in the Alerts section of the Travel + Places view.

LOCAL NOTIFICATIONS

Local notifications will also alert you to travel-related items depending upon the reminders that you’ve set up in My Settings.

TRIPS AND VISITORS (NEW TRIP / TRIP VIEW / VISITOR VIEW / NEW VISITOR)

A trip is an area you plan to go, such as a trip for leisure or business. It can be as small as the grocery store or as big as the Taj Mahal. A visitor is a person who will be visiting you at your business or residence. Trips and visitors typically have places and companions associated with them. You can set a location for a trip or visitor or you can associate places with the trip or visitor that have associated locations.

In your LightArrow app, you can associate several types of items to trips and visitors in order to efficiently plan, and to organize in a way that you can easily find the information that you need. For example, you can associate tasks, checklists, appointments, expenses, shopping items, files, and other items with trips and visitors.

How to group trips and visitors:

There is one selector at the top-left of the Trips + Visitors view. It allows you to group by all trips or visitors or by starting date, last updated, or context tag.

  1. In the Trips + Visitors view, tap the selector at the top-left of the view.
  2. From the selector, choose Ungrouped, Starts, Last Updated, or Context Tags. The app remembers the previous selection.

CREATING TRIPS AND VISITORS

How to create a new trip:

  1. In the Travel + Places topic, tap the plus sign and then select Trip.
  2. To quickly create a trip, type a name and start date, and then tap Save.
  3. Optionally, tap Full Details to add more information to the trip.
  4. Select dates for the trip by tapping the Dates tile and selecting dates from the selector. Tap Set.
  5. Select a place for the trip by tapping the Places tile and then tapping the add selector at the top. When the Select Places view appears, select a place or add a new one by tapping the plus sign. Return to the Trip view. (Places are managed as Service Providers and can be hotels, restaurants, parks, etc.)
  6. To add trip companions, tap the Companions tile and select companions from your contacts. Tap the add selector at the top. When the Companions view appears, select companions. Then return to the Trip view. Learn more about Companions below.
  7. To add context tags, tap the Context tags tile (select an existing tag or create a new one by tapping New.)
  8. If you wish to change the iOS calendar that the trip is associated with, tap the iOS Calendar tile and then select Specify iOS Calendar.
  9. To add a location for the trip, tap Location and select one of the options. Optionally, add more data by tapping Create and Add More Data. This allows you to associate additional items, such as Tasks, Checklists, Expenses, etc.
  10. Tap Save.

How to create a new visitor:

  1. In the Travel + Places topic, tap the plus sign and then select Visitor.
  2. To quickly create a visitor, type a name and start date, and then tap Save.
  3. Optionally, tap Full Details to add more information to the visitor.
  4. Select dates for the visitor by tapping the Dates tile and selecting dates from the selector. Tap Set.
  5. Select a place for the visitor by tapping the Places tile and then tapping the add selector at the top. When the Select Places view appears, select a place or add a new one by tapping the plus sign. Return to the Trip view. (Places are managed as Service Providers and can be hotels, restaurants, parks, etc.)
  6. To add visitor companions, tap the Companions tile and select companions from your contacts. Tap the add selector at the top. When the Companions view appears, select companions. Then return to the Trip view. Learn more about Companions below.
  7. To add context tags, tap the Context tags tile (select an existing tag or create a new one by tapping New.)
  8. If you wish to change the iOS calendar that the visitor is associated with, tap the iOS Calendar tile and then select Specify iOS Calendar.
  9. To add a location for the visitor, tap Location and select one of the options. Optionally, add more data by tapping Create and Add More Data. This allows you to associate additional items, such as Tasks, Checklists, Expenses, etc.
  10. Tap Save.

MODIFYING TRIPS AND VISITORS

How to modify a trip or visitor:

  1. Tap the Trips + Visitors tile in the Travel + Places topic.
  2. Tap the trip or visitor you wish to modify and then tap Open.
  3. Modify the items as directed.
  4. Tap Save.

DELETING TRIPS

How to delete a trip or visitor:

  1. Tap the Trips + Visitors tile in the Travel + Places topic.
  2. Tap the trip or visitor you wish to delete to expand the row, and then tap Delete.

TRIP COMPANIONS

How to add trip companions (to trips or visitors):

  1. Tap the Trips + Visitors tile in the Travel + Places topic.
  2. Choose a trip or visitor and open it.
  3. Tap the Companions tile.
  4. Tap the Add icon, tap the contacts you wish to include, and then tap Save.
  5. You can manually keep track of contacts who have accepted your invitation by tapping the More Info icon and choosing Not responded, Yes, No, or Maybe and then tapping Set. When they respond, this groups the companions by their response.
  6. Return to the Trip or Visit and then save it.

Note: You can communicate with all of these trip/visit companions by tapping Share from the associated Trip, and then tapping Email or Text Message.

How to remove trip companions from a trip/visit:

If you wish to remove a companion from a trip or visit, in the Companions view, swipe the companion to the left.

PRINTING, SHARING, AND DISCUSSING TRIPS AND VISITORS

You can print individual trips or visits, share trips or visits via email or discuss trips or visits via social media or SMS. Users who receive a trip or visit via email can manage it in their app.

How to print a trip or visit:

  1. Open the trip or visit.
  2. Tap the trip or visit you wish to print and tap Open.
  3. Tap Actions and then tap Print.
  4. A PDF file is created and an alert appears asking if you wish to save the document as a local document. If so, tap Yes, otherwise tap No.
  5. Tap the Share icon at the top of the view and then tap Print.
  6. Print the document to the selected printer.

Note: You can also open the PDF document and save it to an online service, such as Dropbox, by tapping the Share icon and choosing an online service.

How to share a trip or visit via email:

  1. Open the trip or visit.
  2. Tap the trip or visit you wish to share and tap Open.
  3. Tap Share and then tap Email.
  4. Choose a recipient and then tap Send to send the email.

How to collaborate about a trip or visit:

  1. Tap the trip or visit you wish to collaborate about and tap Open.
  2. Tap Share and then tap Post, Tweet or Text Message.
  3. A message displaying, “I’m planning a trip/visit (trip or visit name). Any recommendations?” appears.
  4. Modify the message as desired and send it.
  5. If you wish to view the replies at a later time, tap View Replies.

CREATING PLACES

In your LightArrow app, Places are Service Providers.

Refer to Service Providers for more information about creating places.

CREATING TRAVEL NOTES

Refer to Notes for more information about creating notes.

CREATING TRAVEL BOOKMARKS

Refer to Bookmarks for more information about creating bookmarks.

CREATING TRAVEL SERVICES

Refer to Services for more information about creating services.

ASSOCIATING ITEMS WITH TRIPS OR VISITS

The Travel + Places topic helps you to be more productive by allowing you to associate tasks, shopping items, appointments, reminders, bookmarks, notes, checklists, files, bookmarks, expenses, audio, photos, video, and drawings to trips and visits. For example, if you’re planning a trip to Maui, you might attach photos during the trip, a packing list (through a checklist), and bookmarks to websites with itinerary or reservation information; and you’ll want to be able to easily see all of these items associated with the trip in one place. By associating these items with the trip, you have a central location to view all of this data.

How to associate a task with a trip/visit:

You can associate a trip/visit with a task or a task with a trip/visit.

Note: Anywhere you find a task in the app, you can open it, tap its Associated Topic tile, and select a trip/visit that you want to associate it with.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing task, tap Task and select the task you want to add by tapping it.
  5. If you’re adding a new task, tap Task and add a name and due date, and then tap Full Details to add more information.
  6. Complete the information for the task and tap Save.

How to associate a shopping item with a trip/visit:

You can create a shopping item Shopping + Gifts topic and later associate it with a trip/visit in the Travel + Places topic (or) you can add a shopping item directly in the Travel + Places topic. For detailed information about shopping items, refer to the Shopping + Gifts help.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing shopping item, tap Shopping Item and select the shopping item you want to add by tapping it.
  5. If you’re adding a new shopping item, tap Shopping Item and add a name, amount, and due date/time.
  6. Add other optional information.
  7. Tap Save.

How to associate an appointment with a trip/visit:

Creating an appointment is a common function that can be created in many areas of your app. If you wish to add an appointment directly to a trip/visit, follow the procedure below.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing appointment, tap Appointment and select the appointment you want to add by tapping it.
  5. If you’re adding a new appointment, tap Appointment and add a name and start date.
  6. Tap Full Details if you wish to add full dates, invitees, context tags, associated topics, location, and to choose the iOS calendar to be associated with the appointment.
  7. Tap the tiles for the details you wish to add and complete the necessary fields.
  8. Complete the information for the appointment and tap Save.

How to associate a reminder with a trip/visit:

Creating a reminder is a common function that can be created in many areas of your app. If you wish to add a reminder directly to a trip/visit, follow the procedure below.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing reminder, tap Reminder and select the reminder you want to add by tapping it.
  5. If you’re adding a new reminder, tap Reminder and add a name and due date/time.
  6. If you wish to add context tags and select a calendar for an iOS notification, tap the associated tiles.
  7. Tap Save.

How to associate a note with a trip/visit:

You can create a note in the Notes + Files, Lists topic and associate it with a trip/visit (or) you can associate a note to a trip/visit directly from the Travel + Places topic. For detailed information about notes, refer to the Notes + Files, Lists help.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing note, tap Note and select the note you want to add by tapping it.
  5. If you’re adding a new note, tap Note and add a name and due date, and then tap Full Details to add more information.
  6. Complete the information for the note and tap Save.

How to associate a checklist with a trip/visit:

You can create a checklist in the Notes + Files, Lists topic and associate it with a trip/visit in the Travel + Places topic (or) you can associate a checklist to a task directly from the Notes + Files, List topic. For detailed information about checklists, refer to the  Notes + Files, Lists help.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing checklist, tap Checklist and select the checklist you want to add by tapping it.
  5. If you’re adding a new checklist, tap Checklist and add a name and due date. Optionally add a comment.
  6. Tap Tap to add Checklist item and add items to the checklist tapping Save as you create each one.
  7. Complete the information for the checklist and tap Save.

How to associate a file reference with a trip/visit:

You can create a file reference in the Notes + Files, Lists topic to your local and online files and associate it with a trip/visit (or) you can associate a file reference to a trip/visit directly from the Travel + Places topic. Files can be local or stored online. For detailed information about creating file references, refer to the Notes + Files, Lists help.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing file reference, tap File and select the file reference you want to add by tapping it.
  5. If you’re adding a new file reference, tap File and select a folder and file.
  6. If you don’t see the file service you wish to use, you can set it up directly from the resulting menu by tapping New and completing the options for the file service.

How to associate a bookmark with a trip/visit:

You can create a bookmark in the Bookmarks + Lockers topic and associate it with an item in the Travel + Places topic (or) you can associate a bookmark to a Travel + Places topic directly from the Travel + Places topic. For detailed information about creating bookmarks, refer to the Bookmarks + Lockers help.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing bookmark, tap Bookmark and select the bookmark you want to add by tapping it.
  5. If you’re adding a new bookmark, tap Bookmark and type a URL for a bookmark or search for a bookmark and select it.

How to associate an expense with a trip/visit:

You can create an expense in the Finances topic and associate it with a trip/visit (or) you can associate an expense to a trip/visit directly from the Travel + Places topic. For detailed information about expenses, refer to the Finances help.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing expense, tap Expense and select the expense you want to add by tapping it.
  5. If you’re adding a new expense, tap Expense and add a name, amount, and due date/time.
  6. Add other optional information.
  7. Tap Save.

How to associate photos, audio, drawings, or video with a trip/visit:

You can create photos, audio, or video within the Media topic (or in some cases directly with your device) and associate them with an item in Travel + Places (or) you can associate a media item with a trip/visit directly from the Travel + Places topic. For detailed information about creating media items, refer to the Media help.

  1. Locate a trip/visit by tapping the Trips + Visitors tile in the Travel + Places topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing media item, tap AudioPhotoVideo, or Drawing and select the file you want to add.
  5. If you’re adding a new media item, tap AudioPhotoVideo, or Drawing and complete the necessary actions.
  6. Save the trip/visit.