You can embed ChargeAutomation directly into your Property Management System (PMS) using a Custom Tab or External Link.
This allows you to access ChargeAutomation booking information, payments, online check-in, upsells, and guest documents without switching between applications.
Why Embed ChargeAutomation?
Embedding ChargeAutomation into your PMS can make your daily workflow faster and more convenient.
How to Set It Up
Step 1: Find Custom Tab Settings
In your PMS, look for Custom Tabs, Custom Links, External Links, or Custom HTML under Settings or Integrations.
Step 2: Add the Embed Code
If your PMS supports HTML/iframe code, copy and paste:
<iframe height="600px" width="100%" src="https://app.chargeautomation.com/client/v2/booking-detail-iframe/[BOOKID]" frameborder="0" allow="clipboard-write"> </iframe>
Replace [BOOKID] with your PMS's booking ID placeholder, such as {{booking_id}} or [RESERVATION_ID].
Note: The booking ID placeholder varies by PMS. Check your PMS documentation if you're unsure which variable to use.
Step 3: Save and Test
Save the Custom Tab and open a reservation to confirm that the correct ChargeAutomation booking information loads.
<iframe height="400px" src="https://app.chargeautomation.com/client/v2/booking-detail-iframe/[BOOKID]" width="700px"></iframe>
What You Can Access
The embedded ChargeAutomation view may include:
Booking Details
Payments
Online Check-In
Upsells
Guest Documents
Access Code Management, where supported
Troubleshooting
If the tab is blank or shows the wrong booking, verify that your PMS supports iframe content and that the correct Booking ID placeholder is being used.
Need Help?
If you have questions or run into any issues, don’t hesitate to reach out to our support team at [email protected]. We’re happy to help!