When an upsell requires your approval, ChargeAutomation sends the request to Upsell → Requests for you to review.
This allows you to check availability, confirm the request with your team, and decide whether to approve or decline it before the guest is charged.
📍 Where to Find Upsell Requests
From your ChargeAutomation dashboar, go to Upsell → Requests. You’ll see requests organized by their current status.
🔄 How Upsell Requests Work
1. Guest submits a request
The guest selects an upsell that requires approval.
2. Request appears under Pending
The request is added to Upsell → Requests → Pending.
3. Review the request
Open the request to review the booking and upsell details.
4. Approve or decline
✅ Approve → The request is confirmed and converted into an Upsell Order. The guest is charged.
❌ Decline → The request moves to Declined and no charge is applied.
💡 Tip: Use approval requests for services that require availability or manual confirmation, such as airport transfers, early check-in, late checkout, or other services that may not always be available.
⏳ Pending Requests
The Pending section contains upsell requests that still require your action.
The table provides important details about each request, including the Booking #, Status, Purchased Date, Check-in, Check-out, Property, Upsell, Amount, and available Action.
Requests remain pending until you approve or decline them.
To approve a request:
Go to Upsell → Requests.
Open the Pending request.
Review the booking and upsell details.
Confirm that the service is available.
Click Approve.
The request will be converted into an Upsell Order and the guest will be charged.
❌ Declining an Upsell Request
If the requested service is unavailable or cannot be fulfilled:
Open the pending request.
Select Decline.
Enter the reason for declining, if prompted.
Confirm the decline.
The request will move to Declined, and no charge will be applied. Declined requests remain available for record keeping and reporting.
📋 Understanding the Requests Table
Field | Description |
🔢 Booking # | The unique booking number associated with the request |
🟠 Status | Shows whether the request is Pending or has been processed. |
🛒 Purchased Date | When the guest requested the upsell. |
📅 Check-in | The guest’s arrival date. |
🏁 Check-out | The guest’s departure date. |
🏠 Property | The property associated with the booking. |
🛎️ Upsell
| The service requested, including the quantity. |
💰 Amount | The price of the upsell. |
⚙️ Action | Provides available actions for managing the request. |
Need Help?
If you run into any issues or have questions, feel free to reach out to our support team at [email protected].