Importing a confirmation
Upload a PDF or photo of a booking and let Plannery read it into a Stay, Transportation or stop — then manage every file in the trip's Documents library.
Instead of typing a booking in, upload the confirmation. Plannery reads it, shows you what it found, and adds it to the trip once you approve.
Importing a reservation
- Tap + and choose Import Reservation, or pick Import from a file in the Add stay or Add transportation dialog.
- Choose the file — a PDF or photo up to 10MB. On a computer, drag it into the drop zone or tap Select Documents; on a phone the file picker opens directly.
- Wait while the sheet shows Uploading your file… then Reading your file….
- Review what Plannery found — the type (Accommodation, Flight, Ground transport, Restaurant, Tour or Event), name, dates, confirmation number and price in the currency printed on the reservation.
- Tap Add to trip, or Discard to delete the upload.
The review sheet may ask a question first:
- Missing dates. If a stay's check-in and check-out aren't in the file, you're asked for them — the button reads Add the dates to continue.
- Outside your trip. The sheet says so if the dates fall outside the trip. You can still add it.
- Already on the trip? If it looks like an existing Stay, Transportation or stop, choose Attach this confirmation to it (recommended) or Create a new entry instead.
If Plannery can't read the file, it says so and offers Discard. Either way the file is kept in the Documents tab.
When it files itself
If the confirmation clearly matches something already on the trip — the same hotel, the same flight — Plannery attaches it without opening the review sheet. A toast such as Attached to the stay. appears with an Undo button; tap it to unlink the file, which stays in your Documents.
Creating a new Stay, Transportation or stop always goes through the review sheet.
When the document disagrees with your plan
A confirmation can match a stop and still name a different time — dinner booked for 7:30 when your itinerary says 7:00. Plannery attaches the file and flags it on the stop. Open it and you'll see [filename] says Aug 3, 7:30 PM, but this is scheduled for Aug 3, 7:00 PM. with two choices:
- Update Itinerary — move the stop to match the document.
- Dismiss — keep your plan; the note goes away.
The Documents library
Bookings → Documents lists every file on the trip. Tap a file to preview it in the app. Each row says where it belongs: Attached to: [stop], Attached to a stay, Attached to transportation, or Unfiled if it isn't linked to anything yet.
- Add Document(s) uploads more. Every upload is read like an import and may get a clearer automatically generated name: a confident match attaches itself, a possible new booking opens a Review reservation sheet, and a plain file (a map, a packing list) is left alone.
- To attach a file to a stop, Stay or Transportation, open that item and tap the paperclip (Add attachment), then Upload a new file or Choose from documents.
- Open a document to preview it, then choose Rename, enter a new name, and tap Save. The trash icon asks Delete this document? — this removes the file for everyone on the trip and can't be undone.
An attached file is the same file you see in the library, not a copy. Unlink it and it becomes Unfiled; delete it from the library and it's gone from the stop too.
On iPhone: take a screenshot of a confirmation, tap Share, choose Plannery, and pick a trip under Add to trip. When you next open Plannery the review sheet appears. Sharing a link works the same way, but a link is treated as a place to save, not a booking. Pasting a link on the web isn't supported.