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Cloudbeds <> ChargeAutomation Integration
Cloudbeds <> ChargeAutomation Integration

Connect your Cloudbeds account with ChargeAutomation

Husnain Afzal avatar
Written by Husnain Afzal
Updated over 3 weeks ago

We are happy to announce that ChargeAutomation is integrated with Cloudbeds!

ChargeAutomation is a FREE online check-in tool used to collect Guest ID, selfie, documents, custom questions, e-signature & display personalized guidebooks.

Another powerful feature of ChargeAutomation is the ability to collect security deposit, reservation payment and Upsell during pre-check-in.

Create single & streamlined flow to collect

✅ Pre-arrival info (ID, Selfie, E-signature, T&C...etc)
✅ Payment (Deposit, Balance, Cancel Fee)
✅ Pre-Authorize (damage deposit hold)
✅ Upsell (Upgrades, Services, Tours ...etc)
✅ Guest Portal (Guidebook, Upsell, Chat)

Why use ChargeAutomation with Cloudbeds?

  • You can automate payment collection from your guests for reservations, deposits, taxes, cleaning fees etc.

  • You can also do credit card validation

  • You can automate refunds to guests according to your cancellations and refund policy.

  • You can upsell guests during online check-in, for example meals, extra guests fees, extra beds, early check ins, insurance, activities, etc.

  • Create payment links to collect money & share via email, whatsapp, sms or chat

How much does ChargeAutomation cost?

Use ChargeAutomation for FREE or upgrade to one of our powerful professional plans. Choose the right ChargeAutomation for your business, no matter how small or large. View pricing details here.

Setting up your ChargeAutomation with Cloudbeds

  1. Login to your ChargeAutomation account here chargeautomation.com

  2. Connect your payment gateway (for example Stripe, etc) and choose if you want to turn on "Chargeback Protection" feature then click continue.

  3. On PMS step, choose Cloudbeds from the PMS list

    1. Click on "Connect to Cloudbeds" button. You will be redirected to the Cloudbeds page to complete your authentication.

    2. Enter your Cloudbeds credentials and click Next

      IMPORTANT NOTES:

      1. We support both organization (group) owner/admin users and property-level users from Cloudbeds.

      1. To allow ChargeAutomation to access all your properties, please log in using your organization (group) owner/admin user account.

      2. 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.

    3. After clicking Next, ensure all permission checkboxes are checked and click on Allow Access

    4. Click "Continue" button to complete the other steps in ChargeAutomation.

How to send a 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


Continue below steps within ChargeAutomation

  1. 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.

  2. 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.

We have 24/7 support. Please be sure to use the chat and someone will attend to your question.

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