ChargeAutomation is the most stunning Guest Facing Technology that simplifies Check-ins with automated Biometric Guest Verification, Agreement Signing, Security Deposits, Reservation Payments and Upsells. Provide branded guidebooks with with smartlock integration —all through a single link.
Why use ChargeAutomation with Cloudbeds?
Seamless Digital Guest Journey – Automate check-ins/outs, biometric ID verification, rental agreements, and digital guidebooks for a frictionless experience.
Boost revenue with 1-click upsells like early check-in, late checkout, and more.
Automatic pre-authorize security deposit & release
Eliminate Fraud & Chargebacks – Collect 100% chargeback-free payments and security deposits
120+ payment processor integration options
Let guests pay via Apple Pay, Google Pay, and 40+ local methods.
Save transaction fees
Smartlock access released only after key requirements are met.
Setting up your ChargeAutomation with Cloudbeds
Setting up your ChargeAutomation with Cloudbeds
Login to your ChargeAutomation account here chargeautomation.com.
Connect your payment gateway (for example Stripe, etc) and choose if you want to turn on "Chargeback Protection" feature then click Continue.
On PMS step, choose Cloudbeds from the PMS list.
Click on "Connect to Cloudbeds" button. You will be redirected to the Cloudbeds page to complete your authentication.
Enter your Cloudbeds credentials and click Next.
IMPORTANT NOTES:We support both organization (group) owner/admin users and property-level users from Cloudbeds.
If your Cloudbeds account manages multiple properties but they are not grouped under an "organization", you'll only be able to connect a single property to ChargeAutomation per account
To enable one-click connection for all properties at once, please contact Cloudbeds Support and request that your properties be grouped into an organization.
This setup is required to streamline the integration process with our system.
To allow ChargeAutomation to access all your properties, please log in using your organization (group) owner/admin user account.
If your owner/admin account has multiple roles (e.g., Property Owner and Organization Owner), make sure to select the Organization Owner role, as shown in the image below.
After clicking Next, ensure all permission checkboxes are checked and click on Allow Access.
Click "Continue" button to complete the other steps in ChargeAutomation.
Data Sync
Data Sync
When you connect Cloudbeds and ChargeAutomation, booking data will sync automatically.
How to send Pre Check-in link from Cloudbeds
How to send Pre Check-in link from Cloudbeds
Each reservation has a unique ChargeAutomation pre checkin link. To use this link in your automated messaging from Cloudbeds, please follow the steps in the video below:
To use ChargeAutomation with your Direct bookings, please follow this link.
Continue below steps within ChargeAutomation
Now you can continue and customize your guest experience & payment rules per Booking Channel & per Property. Last step is to activate your properties and you're done.
The rules will apply to new reservations after you go live. You can also manually share the same rules to existing reservations if you choose to.
Updating Pre Check-in Status in Cloudbeds
Updating Pre Check-in Status in Cloudbeds
When Pre check-in is completed in ChargeAutomation, we can push a field back to your reservation on Cloudbeds to trigger an automation. This is automatically set up in ChargeAutomation. To see the settings, please follow below steps:
Go to Settings > Preferences > PMS Modification.
If not already activated, activate "Pre Checkin Complete" like below:
Under Notes, put the value "CA_PRE_CHECKIN_COMPLETE: Yes" or change it to any value you want.
The Notes field on the booking in Cloudbeds will show as "CA_PRE_CHECKIN_COMPLETE: Yes" once pre check-in is completed.
Do not forget to click on Save.
We have 24/7 support. Please be sure to use the chat and someone will attend to your question.
If you rather speak to someone, click here to schedule a zoom call.
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