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How to Import Existing Bookings from PMS

Learn how to import existing bookings from your PMS into ChargeAutomation and start automating payments right away.

Written by Cathy Yap

Step #1: Go to Settings > Properties

Step #2: Once within the Properties page click "Safe Booking Import (No Guest Alert)" for all activated properties

OR

Click "Safe Booking Import" on the individual properties.

NOTE:

  • For imported bookings, ChargeAutomation allows you to send pre-check-in links automatically or manually.

Select the appropriate option:

To Manually Send the Link:

  • Go to the Bookings page,

  • Select thew correct booking

  • Click on the 3 dots to the far right

  • From the drop down select "Send" or "Share"

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