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Why ChargeAutomation?

Create a seamless, automated guest journey—from booking to check-out.

Written by Cathy Yap

ChargeAutomation helps hotels, vacation rentals, B&Bs, hostels, and other accommodation businesses automate online check-in, guest verification, payments, security deposits, upsells, and guest communication in one streamlined experience.

Instead of managing these tasks manually across multiple systems, ChargeAutomation brings them together into a single digital workflow that can be customized by property and booking source.

✨ What can ChargeAutomation automate?

  • 📝 Online check-in & guest verification

  • 💳 Reservation payment collection

  • 🔐 Security deposit authorization

  • 🛡️ Fraud & chargeback protection

  • 💰 Refund automation

  • 🎁 Guest upsells & add-ons

  • 📖 Digital Guest Portal & Guidebook

  • 💬 Guest communication

  • 📱 Contactless check-in

  • 🔗 Payment & authorization links


🚀 One Streamlined Guest Journey

ChargeAutomation lets you create a customized pre-arrival experience where guests can complete multiple tasks from a single link—without downloading an app.

👤 From Booking to Arrival

1. Booking is created
A reservation is received from your PMS, OTA, booking engine, or other connected booking source.

2. Guest receives their check-in link
Send the link via email, SMS, PMS messaging or QR code.

3. Guest completes pre-check-in
Collect the information and documents you need before arrival.

4. Guest completes payments or authorization
If enabled, guests can make payments, update their payment method, or complete security deposit authorization.

5. Guest purchases extras
Offer upgrades, early check-in, late check-out, parking, pet fees, activities, and other services.

6. Guest gets access to their Guest Portal
After check-in, guests can access instructions, Wi-Fi, access codes, guidebooks, payments, upsells, and chat.

📝 Online Check-in & Guest Verification

Replace paperwork and repetitive manual data collection with a branded digital check-in experience.

What can you collect?

  • 🪪 Government ID / Passport

  • 🤳 Guest selfie

  • ✍️ E-signature

  • 👤Full name

  • 📧 Email address

  • 📱 Phone number

  • 👥 Number of guests

  • 💳 Payment information

  • 📋 Custom questions

  • 📄 Terms & Conditions

  • 🏠 Rental agreements and other documents

You can customize the information you collect based on the property and booking source.

Why use online check-in?

  • Reduce front-desk workload

  • Collect guest information before arrival

  • Minimize check-in queues

  • Verify guests before providing access

  • Keep signed documents available for future reference

  • Create a consistent guest experience

💳 Automated Payment Collection

Stop manually tracking which guests need to pay and when.

ChargeAutomation can automate payment collection according to your configured payment schedule.

What can you collect?

  • 💰 Initial deposits

  • 💳 Full reservation payments

  • 💵 Outstanding balances

  • 🚫 Cancellation fees

  • 🏛️ Tourist / city taxes

  • 🎁 Upsell payments

Payment schedules can be configured based on your business requirements, property and booking source.

🔄 Split and scheduled payments

Instead of collecting everything manually, ChargeAutomation can automatically handle payments at the appropriate stage of the reservation.

Less manual work. Fewer missed payments. Better cash-flow visibility.

🔐 Security Deposit and Damage Waiver

Protect your property without relying on paper authorization forms.

ChargeAutomation allows you to collect Security Deposits or Damage Waiver.

Security Deposit

  • 🔐 Pre-authorize a security deposit

  • 📅 Schedule the authorization

  • 💵 Capture a partial or full amount when necessary

  • 🔄 Release deposits automatically or manually

  • 🔔 Send automated reminders

Flexible Guest Protection

Guests can now be offered a choice between:

  • 💳 A traditional refundable Security Deposit

  • 🛡️ A non-refundable Damage Waiver

🛡️ Chargeback & Fraud Protection

Reduce your exposure to fraudulent payment disputes with ChargeAutomation's Chargeback Protection.

Eligible transactions that successfully complete 3D Secure authentication receive a liability shift for fraud-related disputes. Chargeback Protection is included without an additional commission fee.

How it works?

For eligible payments, guests may be required to complete an additional authentication step with their card issuer.

Once successfully authenticated, liability for qualifying fraudulent disputes generally shifts away from the merchant to the card issuer.

ChargeAutomation also recommends collecting guest verification information such as ID and e-signature to strengthen your protection.

🔄 Automated Refunds

Take the manual work out of refund management.

ChargeAutomation can automate refunds according to your configured cancellation or refund policy.

This helps reduce:

  • ⏱️ Manual processing time

  • ❌ Missed refunds

  • 🧾 Administrative work

  • 💸 Payment-related errors

🎁 Increase Revenue with Upsells

Turn your guest journey into an additional revenue opportunity.

Offer guests relevant services and add-ons before and during their stay.

Popular upsells:

  • 🕐 Early check-in

  • 🌙 Late check-out

  • 🛏️ Room upgrades

  • 🐶 Pet fees

  • 🚗 Parking

  • 🚕 Airport pickup

  • 🎟️ Tours & activities

  • 🍳 Breakfast

  • 🏙️ Tourist / city tax

  • ✨ Custom services

ChargeAutomation provides templates and multiple pricing models to help you create upsells quickly.

💡 Upsells aren't limited to pre-check-in

Guests can also access available add-ons through the Guest Portal, and ChargeAutomation offers a standalone Upsell Page, allowing guests to purchase add-ons even when online check-in has not been completed.

📖 Guest Portal & Digital Guidebook

What can guests access?

  • 🏠 Instructions

  • 🔑Access codes

  • 📖 Digital guidebook

  • 📶 Wi-Fi information

  • 💳 Payment history

  • 🎁 Upsells or Add-on services

  • 💬 Chat

  • 📍 Maps and locations

  • 🎥 Videos and images

The Guest Portal is web-based, so guests don't need to download an app. It can also be customized by property and booking source and supports multiple languages and automatic translation.

📱 Contactless Check-in

Give guests the flexibility to complete their arrival process remotely.

Guests can receive their check-in link through:

  • 📧 Email

  • 📱 SMS

  • 💬 PMS messaging

  • 📲 QR code

No app download is required.

🔗 Payment & Authorization Pages

Need to request a payment or authorization outside the normal guest journey?

Create reusable payment or authorization pages and share them with guests when needed.

This is particularly useful when you need to collect a payment or authorization separately from the standard check-in workflow.

⚙️ Customize the Guest Experience

Not every guest or booking needs the same workflow.

ChargeAutomation allows you to customize your guest journey based on:

🏠 Property + 🧾 Booking Source

You can control which steps are displayed and which information is collected for different reservations.

For example:

Direct Booking → ID + Selfie + Rental Agreement + Payment + Security Deposit

OTA Booking → ID + E-signature + Security Deposit

This gives you flexibility without forcing every reservation through the exact same process.

🔌 Works With Your Existing Systems

ChargeAutomation can connect with your existing PMS, OTA, payment gateway, and other systems, allowing you to automate your guest workflow without replacing your existing property-management setup.

You can also use ChargeAutomation as a standalone solution by selecting No PMS during setup.

💰 You Stay in Control of Your Funds

ChargeAutomation does not hold your funds.

Payments are processed through your connected payment gateway, allowing you to remain in control of your money.

💡 A payment gateway is required if you want to collect or authorize payments, security deposits, or upsells. Online check-in and the Guest Portal can still be used without a payment gateway.

📊 Why Businesses Use ChargeAutomation

⏱️ Save time

  • Automate repetitive tasks such as guest data collection, payment requests, deposit authorization, reminders, and refunds.

😊 Improve the guest experience

  • Give guests one convenient digital journey instead of multiple forms, emails, and payment requests.

💵 Generate additional revenue

  • Promote upgrades, services, activities, and other add-ons throughout the guest journey.

🔒 Improve security

  • Combine guest verification, e-signatures, payment authentication, and eligible chargeback protection.

📉 Reduce operational errors

  • Automating repetitive processes reduces the need to manually track payments, deposits, guest information, and refunds.

📱 Go contactless

  • Guests can complete their check-in and access important stay information from their own device without downloading an app.

🌟 One Platform. One Guest Journey.

ChargeAutomation brings together the essential parts of the modern guest experience:

📝 Check-in → 🪪 Verification → 💳 Payment → 🔐 Protection → 🎁 Upsell → 📖 Guest Portal → 🏠 Stay

Whether you manage a single vacation rental or multiple properties, ChargeAutomation helps you automate the operational tasks behind the guest journey while giving your guests a more convenient digital experience.


💬 Need Help?

Have questions about ChargeAutomation or need help setting up your account?

Contact our Support Team:
📧 [email protected]

We're happy to help you get the most out of ChargeAutomation.



Reach out to our support team if you have any questions about ChargeAutomation. You can send us an email at [email protected]. We are eager to connect with you to explain how this tool will optimize your business.

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