How to Add Missing Card Details to a Booking | Charge Automation Inc Help Center

To add missing card details to an existing booking in ChargeAutomation, you can use one of the following methods depending on whether you are performing the action as an admin or requesting the guest to provide the missing details.

1. As an Admin (Manual Entry)

You can manually add or update credit card details directly from the booking window:

Step 1 Enter bookings tab and locate the correct booking, then within the booking, click the three-dot icon to the right:
1. Open the specific booking and go to the Payments tab.
2. In the Additional Charges section, look for the + card button to enter new card details.
3. Alternatively, if you attempt to Charge Now or Authorize Now from the action menu and no card is on file, the system will automatically prompt you to add one.
From Booking Listings:
1. Locate the booking in the list.
2. Click the three-dot action menu and select Add/Update credit card.

2. Requesting Details from the Guest

If you want the guest to provide the details securely:

Send a Payment/Auth Request: Create a one-time payment or authorization request. The guest will receive a link where they can enter their card details to complete the transaction.
Pre-checkin Flow: If your "Guest Experience" settings require a card, the guest will be prompted to add their card details during the pre-checkin process.
Automated Notifications: You can enable the "Payment Card Details Missing" notification (under Settings > Preferences > Notifications) to automatically alert guests when their booking lacks payment information.

3. Automated Sync from PMS

ChargeAutomation can automatically fetch card details if you are integrated with supported PMSs like Beds24, BookingAutomation, or Hostify.

Stripe Users: If you use the same Stripe account for both your PMS and ChargeAutomation, CA can often fetch the payment method automatically using a Stripe customer token.
Other Gateways: For most other gateways, guests will need to enter their details manually in ChargeAutomation as there is no direct mechanism to fetch card info from the gateway itself.