3 Tips for Getting Started with Digital Planning




Hey, welcome! You've found the awesome community of digital planning. I am so excited you're here! I know it can be a little overwhelming at first if you're just getting started with digital planning, but don't worry, I am right here with you and have my 3 tips for getting started with digital planning!


Switching to digital planning was one of the best decisions I made in 2020 and it's one I stress to others every day because of the convenience.


I know what you're thinking, but I love paper and pen, I'm a huge stationery fanatic and am obsessed with stationery and writing supplies.


Giiiiiirl, me too, I was and am right there with you. It literally takes all my will power not to buy every cute notebook I see.


Once you switch to digital planning I promise you'll fall so in love you won't want to go back! Especially if you find your planner peace and what works for you.


So, what do you need to know to get started with digital planning? Let's get into it.


Choose an app that’s right for you.


My favorite app for digital planning is Goodnotes5, but there are plenty of others out there. The majority of digital planner shops you see on Etsy will likely be creating files for you that are PDF, so as long as it's compatible with that you're good to go!


Goodnotes is my favorite though because of the versatility and customizable options! You can change your pen color, size, highlight, type, add images, crop things, resize, and so much more to make the spread of your dreams. I have tons of tutorials and tips over on my Instagram if you're just getting started with digital planning on Goodnotes.





You need to find the right planner for you.


There are all kinds of planners out there, but start to make a list of things you’d love out of your planner, layouts you like, horizontal or vertical, what inserts would help you, your style, etc.


Horizontal vs. vertical? Depends on your style of writing and how you prefer to use your tablet. If you’re into typing text horizontal is usually better. Vertical is awesome for handwriting as well as horizontal. This is totally up to the user and both work fantastic!


Dated vs. undated. Undated digital planners come with the usual planner spreads, just without dates! Meaning they can be used forever and never expire! Dated planners usually come with dated monthly and daily pages for easy use. Check out my favorite undated planner here and my favorite dated planner here.





Daily, weekly, monthly inserts. Take these into account when shopping for your new planner. Do you like full page daily spread, schedules, water trackers, habit trackers, affirmations, etc to be included in inserts? If you're a huge planner lover you probably already have an idea of what spreads you tend to gravitate towards.


If you're new to planning in general try a more simplistic design and planner.


Your style. What designs or colors do you prefer? Are you minimal or bold? There are planners out there for every style so find one you love and think is fun to look at!


Follow digital planner accounts.


When you're just getting started with digital planning it can feel overwhelming at first if you're not sure where to begin. Don't worry though because there is a huge and loving community of digital planner lovers who share tips, tricks, hacks, and inspiration! You can follow them on Instagram, Tik Tok, Pinterest, or YouTube. Just try searching terms like digital planner or digital planning to get started! Don't forget to follow me on Instagram for similar content!






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