Skip to main content

Sertifi Workflow Tips Straight from the Source (Our Users)

When you're in the business of hospitality, every detail counts toward creating an easy, memorable experience for guests. We're sharing some of our top users' best tips and tricks for maximizing the efficiency and security Sertifi has to offer. See if there's anything on the list you can implement in 2024.


Putting e-Signatures to Work for HR and Operations Teams

After seeing success with e-signatures on the sales side of business, one of our long-time customers and early adopters, Hyatt, decided to roll out the solution to their HR and operations teams.

From remote hiring and onboarding paperwork to SOC documents to third-party vendor documents, Sertifi lets you send and sign whatever you need. So, from one solution, multiple departments can succeed without extraneous technology maintenance or spending by your business – and without sacrificing the baked-in hospitality-centric workflows that your sales team requires and other solutions lack.


Putting Payments to Work for Food & Beverage Deposits

Thanks to Sertifi, the F&B teams at Davidson Hospitality drastically cut the time it took to collect advance deposits for special events, such as Mother's Day. The deposit request is made before a reservation is confirmed, and the amount requested is dependent on the group size.


Putting Fraud Detection to Work for Same-Day Bookings

Firmdale had been losing thousands of revenue to risky same-day bookings, not realizing a stolen card was being used until they saw a chargeback days after the person's stay. Now with Sertifi's card authorization solution, staff are able to assess the risk of the card prior to accepting the booking.


Putting Authorizations to Work for Add-on Requests

We hope hearing from our users sparked some ideas for you to try this year. If you need any help getting up and running, we're happy to connect.

Sertifi's the only complete platform to help you simplify and secure all your workflows, reduce payment costs and fraud, and maximize convenience for your guests. And we can't wait to show you the possibilities.

Ready to see the full power of the platform?

About the author

Amy Inouye

Amy Inouye is the product marketing manager at Sertifi. In collaboration with Sertifi teams and our customers, she guides the development and release of product updates.