Getting started

The Getting Started checklist

1 min readUpdated Aug 8, 2026

New accounts see a short Getting started card on the trip Overview. It is a map of the next few useful steps, not homework.

What it tracks

Steps tick themselves off from what is actually on your trip: dates set, someone invited, a first itinerary entry, a document added, a first expense, a first photo. Nothing needs to be marked done by hand.

AI is never required

Every step can be completed without touching an AI feature. The checklist never asks you to spend AI credits.

Hiding it

Press Dismiss. It will not come back, and the trip is unaffected.

Coming back later

Prefer a walkthrough of the screen you are on? Use the Replay tour button on that page — see Guided walkthroughs.

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