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Octorate <> ChargeAutomation Integration
Octorate <> ChargeAutomation Integration

Connect your Octorate account with ChargeAutomation

Husnain Afzal avatar
Written by Husnain Afzal
Updated over a week ago

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

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 Octorate?

  • 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 Octorate

  1. Login to your ChargeAutomation account here chargeautomation.com

  2. Connect your payment gateway (for example Cybersource, etc) and choose if you want to turn on "3DS" feature then click continue.

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

    1. Click on "Connect to Octorate" which will redirect you to an Octorate Page to complete the authentication.

    2. Enter your username and password and click on "Login now"

    3. Upon Clicking on "Login now", it will redirect you back to ChargeAutomation

    4. Click the "Continue" button for a successful integration.

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.

How to send a pre check-in link from Octorate

Each reservation's unique pre check in link can be generated using the following template URL. Copy the template URL below and paste it to your messaging sent through your account.

Octorate

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