How to send a room charge to your PMS?

If your centre in Siana is connected to the hotel’s PMS, you can send the amount of an appointment or booking as a charge to the room of a hotel guest. The charge is recorded directly in the PMS, so there is no need to collect payment from the customer at that moment.

 When the booking in the Siana Agenda is linked to a hotel guest you have searched for in the PMS, the room number is already filled in and the guests in that room are searched for automatically. You only need to confirm who the amount is charged to.

🧩 This feature requires the PMS Integration, which includes the search in the Agenda and the subsequent room charge.
👉 See the list of PMS that Siana is already integrated with: PMS integrations for hotel spas and wellness centres
✉️ Contact soporte@spalopia.com if you would like to request a free demo of the PMS Integration or if you work with a PMS that is not on the list.

How to send the charge to the room?

The key steps of the payment process are summarised below. If you want to see all the available options in detail, check this manual: 👉How to collect payment in the new version of the Point of Sale?

1. Find the appointment in the Agenda.
2. Click the Point of Sale button in the booking.
   🔍 How it works: You can send only the selected appointment to the Point of Sale, or all the appointments linked to the same locator. In both cases, the room of the guest linked to the booking in the Siana Agenda is used.
3. Select Room charge delivery note in the Document type drop-down list.
4. In Seller, select the professional who is processing the payment.
5. Click Pay.
6. Select the Charge on room payment method.
7. Check the room number shown in the Enter the room number field.
   🔍 How it works: If the booking is linked to a hotel guest with an assigned room, the room number is filled in together with the message “Prefilled from the reservation — no need to search, just confirm the guest before charging”.
8. Select the guest the amount is charged to from the drop-down list.
   ✋ Important: You must always select the main guest, even if the room number is already filled in. This is a double check to confirm that the guest is still staying in that room, as they may have changed rooms during their stay.
   📌 Note: The Enter the room number field can be edited. If the guest has changed rooms, see the section What to do if the room number does not appear or is incorrect?
9. Click Finish to send the charge.
   🔍 How it works: The amount of the appointment or booking is charged in your PMS to the room and guest you have selected. A room charge delivery note is generated, not a tax document.

When is the room number filled in?

The room number is filled in automatically only if, in the Siana Agenda, you have searched for the hotel guest in the PMS, linked them to the booking, and the guest meets these two conditions:

• They are staying at the hotel: today’s date is within the dates of their stay.
• They have a room assigned.

In the following cases, the field is empty and you need to enter the room number manually:

• The booking in Siana is not linked to any guest searched for in the PMS.
• The guest’s stay is not current.
• The guest does not have a room assigned yet, for example, if they have not checked in yet.

What to do if the room number does not appear or is incorrect?

1. Enter the room number in the Enter the room number field.
2. Click Search again.
3. Select the guest the amount is charged to from the drop-down list.
4. Add the charge amount.
5. Click Finish to send the charge.
   🔍 How it works: When you enter a number different from the one filled in, the number you entered is used and the message indicating that the data comes from the booking disappears.

📩 If you have any questions during the process, please do not hesitate to write to us at soporte@spalopia.com