Upsells — Frequently Asked Questions

You can offer guests a wide range of additional services, products, and fees, including:

You can either use one of ChargeAutomation's pre-built templates or create a custom upsell from scratch.

For paid upsells, the payment is processed through the payment gateway connected to the property associated with the booking.

If you have multiple payment gateway accounts in ChargeAutomation, the payment will therefore go to the gateway configured for that particular property.

For upsells that require approval, the payment amount may be placed on hold. The hold can last 7–30 days depending on the card type. You can still accept the request after the hold expires if sufficient funds are available on the card.

💡 Tip: If an upsell requires manual approval, review requests as soon as possible so the guest's payment authorization is less likely to expire.

Yes.

When creating or editing an upsell, go to More Settings → Is Your Approval Required?

You can choose:

For services that are always available, automatic approval can reduce manual work. For services that depend on availability, manual approval is recommended.

Yes! Guests don't need to complete online check-in before purchasing an upsell.

Yes. Every upsell has its own Upsell Deep Link.

You can add the link to your PMS messages, email, SMS, WhatsApp, or AI/chat tools.

When the guest opens the link:

The guest does not need to complete online check-in first.

To find the link:

Upsells → Manage Upsells → Select the upsell → More Settings → Upsell Deep Link

Yes.

ChargeAutomation supports Based on Time Slot Pricing, allowing you to set different prices for different time windows.

For example: Early Check-in

This can be used for:

Early Check-in and Late Check-out can also synchronize the selected time with your PMS.

Yes!

Paid plans can create Free / $0 upsells.

This is useful for complimentary services such as:

Free upsells are still recorded in the booking and upsell records, but no payment is processed.

To stop automatic reminders for a particular upsell:

Yes.

You can attach an upsell to specific properties so that it is only available to guests staying at those properties.

This is useful when, for example, only certain properties offer:

Yes.

You can use Tags to control upsell visibility.

This allows you to create targeted offers for specific groups of bookings or guests

Yes.

ChargeAutomation provides several availability controls, including:

For example, you can prevent guests from purchasing an Early Check-in too close to arrival or offer a seasonal service only during specific dates.

Yes.

With External Upsells, you can promote third-party services directly through the Guest Portal.

Examples include:

The guest can click the offer and continue to the external service.

Yes. ChargeAutomation supports multiple pricing models depending on the type of upsell.

For example, pricing can be based on:

This allows you to build pricing that matches how the service is actually consumed.

Go to Upsells in your ChargeAutomation dashboard.

You'll find:

If an upsell isn't appearing for a guest, check:

These settings can determine whether an upsell is displayed to a particular reservation