# Importing a confirmation

> Source: https://help.getplannery.com/bookings/importing-a-confirmation
> Updated: November 11, 2026

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

1. Tap **+** and choose **Import Reservation**, or pick **Import from a file** in the **Add stay** or **Add transportation** dialog.
2. 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.
3. Wait while the sheet shows **Uploading your file…** then **Reading your file…**.
4. 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.
5. 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.