How to Automate Octorate Payments with ChargeAutomation
Octorate payments already include a built-in Payment Manager. But hotels with many bookings often still need more automation for deposits, ID checks and upsells.
Octorate combines a cloud PMS with a channel manager linked to more than 150 OTAs. It also has a commission-free booking engine and an AI website builder. And it holds Premier or Preferred Connectivity Partner status with Booking.com, Airbnb, Expedia, Google Hotel Ads and Agoda.
This article covers what Octorate handles on its own and how ChargeAutomation connects to it. It also shows what gets automated once the two are linked.
Key Takeaways
Octorate combines a cloud PMS with a channel manager linked to more than 150 OTAs. It also holds Premier or Preferred Connectivity Partner status with Booking.com, Airbnb, Expedia and Agoda.
ChargeAutomation connects to Octorate to add biometric ID checks, structured upselling and more deposit automation. These sit on top of Octorate's existing Payment Manager.
Once the link is active, guests can complete ID checks, digital signature and payment in one automated flow.
Setup is usually self-serve and takes a few minutes, with no contract required.
Automated upselling through this setup may help some hotels grow extra revenue by up to 490 percent year over year.
What Octorate Already Covers for Hotels
Octorate’s channel manager syncs open dates, rates, limits and deals across more than 150 sales channels. It does this through one smart calendar.
The PMS works natively with Octorate’s own Payment Manager, which is PCI-DSS Level 1 certified. It also works with self check-in and smart lock tools.
Octorate also includes e-invoicing that follows local tax rules and housekeeping management. It also has OctoGPT, an AI virtual concierge that answers guests by email and WhatsApp.
Hotels with high volume across many OTAs often still look for a separate tool to handle:
Biometric guest ID checks
Digital signature collection
Security deposit holds with automatic release
Scheduled payment charges
AI-timed upsell offers for room upgrades and add-ons
How ChargeAutomation Connects to Octorate
ChargeAutomation syncs with Octorate, so new bookings pick up the payment, ID check and upsell rules you set for the property on their own.
This adds biometric ID checks and AI-timed upsell offers next to Octorate’s existing Payment Manager and self check-in tools. Setup is self-serve and free to start, with no long-term contract.
Linking the two platforms usually takes these steps:
Connect the Octorate account inside ChargeAutomation
Set payment and deposit rules by property
Turn on ID checks and e-signature
Turn on upsell automation
Confirm gateway settings next to Octorate's Payment Manager
Test with a sample booking
What Gets Automated Once Octorate Is Connected
Once live, ChargeAutomation applies your payment and ID check rules to every new Octorate booking. You don’t need to set up each booking by hand.
This pairs well with Octorate’s sales across many channels. Every booking source can run through the same automated payment flow.
Here is what usually becomes automatic:
Extra ID check and upsell layer on top of Octorate's existing Payment Manager
The same guest experience across all 150-plus connected channels
Faster deposit release after checkout
More extra revenue with no added staff time
Frequently Asked Questions
Does Octorate integrate with ChargeAutomation?
Yes. ChargeAutomation connects to Octorate, so bookings sync on their own. Each booking then gets the payment, ID check and upsell rules you set.
Does Octorate already have its own payment system?
Yes, Octorate includes a PCI-DSS Level 1 certified Payment Manager. ChargeAutomation adds biometric ID checks, structured upsell automation and more deposit workflows on top of it.
Is ChargeAutomation free to use with Octorate?
Yes. ChargeAutomation is free to start with no contract required. It scales as your bookings grow.
Can ChargeAutomation collect security deposits on Octorate reservations?
Yes. ChargeAutomation can place a hold for security deposits on Octorate bookings. It then releases the hold on its own after checkout.
How long does it take to connect Octorate to ChargeAutomation?
Most hotels finish setup in a few minutes. After that, it runs on its own for future bookings. Start for free at chargeautomation.com
