To send a pre-check-in link directly from your Property Management System (PMS) instead of Charge Automation, you can use the "Push Back" feature. This allows ChargeAutomation to sync the unique guest link into a custom field within your PMS, which you can then insert into your own automated message templates.
1. Enable the Link Push-Back in ChargeAutomation
First, you must ensure ChargeAutomation is configured to send the link to your PMS:
Go to Settings > Integrations in your ChargeAutomation dashboard.
Select your connected PMS (e.g., Hostaway, Guesty, OwnerRez).
Look for the "Sync Back" or "Custom Fields" section.
Enable the option to "Push Pre-check-in Link to PMS."
Note: For some PMSs like OwnerRez, this is a standard 1-way push of the "CA Link" field.
2. Identify the Custom Field in Your PMS
Once enabled, ChargeAutomation will create or populate a specific field in your reservation details. Common field names include:
Hostaway: {{custom_field_chargeautomation_link}}
Guesty: {{reservation.customFields.chargeautomation_link}}
OwnerRez: {{BCAURL}} or a custom field you've mapped.
Hostify: A custom field named "ChargeAutomation Link."
3. Create an Automated Message in Your PMS
Navigate to your PMS's messaging or automation section to set up the guest communication:
Create a Template: Draft a new Email or SMS template (e.g., "Pre-Check-in Instructions").
Insert the Variable: Use the PMS-specific placeholder for the custom field identified in Step 2.
Example (Hostaway): "Please complete your registration here: [[custom_field_chargeautomation_link]]"
Set the Trigger: Configure when the message should be sent (e.g., "Immediately after booking" or "3 days before check-in").
Why send from your PMS?
Branding Consistency: Keeps all guest communication within your PMS's established voice and formatting.
Unified Inbox: Allows you to see the sent link and guest replies in one central location.