Evernote for Travel agents

Evernote for Travel agents


Hello travel agents! We’ve had several
requests from you to give you some ideas tips and tricks about how to use
Evernote for your travel agency, so today I’m going to do just that. Now and this is
not a video about the how to’s of Evernote or the technical aspect of it.
Evernote has fantastic training and tutorial videos so if you need tips
about how to create a number kind of file things how to organize it but Evernote.com and search for that or of course you can always ask this
question in the comments and we’re happy to help you out as much as we can. Alright so let’s get started! The first thing you want to do is if you don’t
have an Evernote account to go to ever not Evernote.com and sign up for
account, really the basic plan is what I recommend starting with and once you
start once you play around with it for a little while you might realize that you
want some of the features of the plus or the premium plans. I personally use the
plus plan right now but the basic is totally fine and I use that for
several years. The other thing that I recommend you
getting is an app for your phone or your tablet and it’s called scannable and
this is a fantastic app that is literally like a scanner in your pocket
and you can scan documents. I use it to scan receipts paperwork everything. I’m
almost paperless business and household and I use the scannable app all the time.
It allows you to scan notes and either email them save them to your phone or
send them right to your Evernote account is fantastic . One more thing I
recommend getting is the Evernote Web Clipper for for Chrome and I’ll show you
how use all these things in this video. I’ll also put the links to them
below this video so you can access them quickly but I just wanted to show you
those are the three things that I recommend you have is the Web Clipper
the scannable app and of course you need evernote itself. Once you get Evernote
download the app for your computer. You can access evernote.com which is great
because any computer you’re at anywhere you can log into your Evernote comm
account online and access all your notes. I personally just prefer to work on the
app which is what this is so this is just on my computer and this is where I
prefer to work but it’s totally up to you. I do recommend you have the app. If nothing else it’s a kind of an extra backup for you . The first
thing that I want to show you, so I’m in notebooks right now as you can see and
one specific question we get asked pretty frequently is about canned email
responses so I have a notebook set up for canned email responses now what this is, is a place to store emails that you regularly send so that you’re not
reinventing the wheel every time you need to send an email either an email
that you initiate just because it’s something you frequently send like we
send testimonial requests to our clients on a regular basis or if it’s a response
like if you get the same question all the time from clients and you find
yourself always writing the same response just say that and your canned
response is and then when you get that question you just copy it paste it edit
it for that client and send it. It saves you tons of time so what I do is in the
subject line here I put or the title of the note I put what it is so this is my
testimonial request email this is the travel website complete email so this is
what we send to clients when their websites are done it has lots of good
information about their website so let me show you exactly how I use this. I
even put I put the subject line right here I’m just gonna copy the entire
email and I’m gonna go to my inbox compose an email, paste it and then I will copy the subject line
delete that and then you just add their name again. I would scroll through it to
make sure there’s nothing that you need to change for that particular client put
in their email address and click send just how much easier is that then
composing this email every single time. You can just collect a whole collection of wonderful canned responses in here. This is actually
not where our company keeps all of our canned responses we use another tool for
this so that we all can share it easily but I will tell you that we have
hundreds probably of canned responses that are organized and are very
searchable so that anything that comes up we can go there find find an email
that’s already been written and edited a little bit and send it to the client.
It’s a really great way to just save yourself a lot of time now we
always edit them and make sure that they make sense for that client but we do
save a lot of our emails to save us time gonna save us from rewriting the same
thing over and over again. The next thing I want to show you speaking of
writing is you can use Evernote for writing your blog posts. I don’t use
word or pages I compose on my blog post in Evernote. I have a writing stack and
within this writing stack I have several folders I have one for a journal and one
for my blog post so when I’m gonna write a new blog post I just click new note
and blog post and if I don’t have a title yet I’ll just start a with a
working title whatever I want that to be and then you just start writing then you
can come in and edit it you don’t have to save it it just saves real time
another trick so I’ll have several blog posts going at the same time some never
go anywhere some of them are just the ideas that pop into my head and I’m I
stick them in here but once they’re finalized and posted
I just add posted to the end of it so I know that’s their status they’ve been
posted. It’s easy as that the other way to use Evernote for business and even
personal is to save your receipts now. Remember I talked about that scannable
app? So what we do is scan every receipt that comes in we scan it with a
scannable app send it to Evernote and save it and each year has its own folder. You can see I created the receipts 2016 and then tax related 2016 and
they’re in a receipts 2016 stack and so this is what this is what scannable
looks like so you can see you can see our shopping habits and it’s just as
easy that you just send the receipt to Evernote and then we throw away the
receipt I have returned stuff using an Evernote copy of the receipt now I can’t
guarantee that every store is gonna let you do that but we have done that we’ve
been successful with that in the past. The other way I use Evernote is for
meeting notes or even I met at a conference I would put let’s see for
staff meetings and that would be my title and then I would just take notes
right here and one tip that I really love is if it’s something that I need to
do or to remember for later and then you can add go to format and click insert to
do and insert this little check box so that you don’t forget and actually
Evernote allows you to search by open – dues so that way you know if they’re
kind of lost if your – dues are kind of lost in your notes you can always easily
search that way and find things that you need you needed to remember to do and
pull them out. I also take conference meeting notes
this way all meeting notes and training class notes you can put right here and
ever know another great way that I think that travel agents could benefit from
Evernote is organizing information on destination so to give you just a brief
idea about how I use Evernote for travel we’re avid travelers we’re currently
traveling the country the US and an Airstream travel trailer so in my travel
notebook I have Airstream I think specific to full time travel I
have packing information and then I have notes about things to do and see in each
state so I have a note for every state and I’ll just put notes in there about
what I interesting things that I’ve heard about in those states in my
packing I have kind of packing inspiration and I also keep packing
lists for every major trip we take and then I am I write what we packed and I
make notes about what we didn’t need or what we missed but you could use this
for you can easily have like each note book be a destination a different
destination um however you want to track information. That’s a great thing
about Evernote put stuff in here, play around the organization rearrange it you
know in six months. If it’s just not working for you anymore just rearrange
it and restructure it so that it works for you again. Evernote is very fluid
very easy to edit which makes it really nice it’s organic. It grows and moves
with you and your business. One more thing I’m going to show you and this is
about that Evernote Web Clipper so I read a ton online I do a lot of research
online and when I find an article that I love instead of just saving the link
because you know if you save the link it doesn’t guarantee that that links not
going to go away because if the owner of the website takes it down then you’ve
lost that content so what I do is you just once you download the Evernote Web
Clipper you just click on the little elephant and then choose article and you
can choose simplified article. Just kind of save it in two different
ways and then you choose what notebook you wanted in and I’m gonna put it in
writing how to you can add a tag if you use tags you can add comments like love
this are great copywriting info and sometimes I’ll put
comments just because I know like later I’m going to search a certain term to find
it or maybe I just want to make a note like remember to look at XYZ and then
click Save so the first thing this does is save it to your Evernote com so then
if you want it show up on the app you’ll sink it so that’s what that is right
there it’s gonna sync your Evernote com account to your computer and then there
it is it’s right there in your most recent note all right those are the main
tips that I wanted to share with you today. It’s a lot.
I love Evernote there is so much more I could share this video could be three
hours long but I just wanted to give you some top tips that I think that as
travel agents you can use to be more productive and make your life a little
bit easier. Let us know if you have any questions thank you so much.

Leave a Reply

Your email address will not be published. Required fields are marked *