HOTEL GETTING STARTED GUIDE
Travel Company Authorizations
We're sharing all the information you need to start receiving credit and virtual card information from your travel and payment partners. With Sertifi, you can:
- Ensure a seamless arrival for business travelers.
- Stay compliant in managing card information.
- Stay on travel companies' preferred lists.
To see a list of providers, click here.
If you have any questions, please don't hesitate to contact our team.
Accessing Payment Information
When new card information is available, your designated admin(s) will be notified by email. From the email, there'll be a link to your property's authorizations report within your portal, which houses all your authorizations.
First, you'll log in and click View Authorizations in the dropdown menu. You'll then see your list of travel company authorizations (labeled "Travel Company" in the source column).
Note: If you're also subscribed to Sertifi's full-service authorization solution, you'll also see your hotel-initiated authorizations in the same list (labeled "Authorization Form" in the source column).
To view a particular card, click into its Status:
Updates and Cancels
As traveler plans change, travel companies want to be able to adjust their clients' authorization data or cancel it altogether without needing to take the time to call the hotel directly. The update/cancel feature allows them to make changes through the Sertifi API, which pushes the updates directly to the hotel’s Sertifi portal and ensures the correct traveler data is on file with their reservation.
For more information, please click here.
Viewing Payment Information
To protect your customer's payment information, Sertifi requires a two-step authentication process for staff to access payment information. Staff will be emailed a verification pin and then enter it into Sertifi:
Click the Mark as Processed button at the top right when complete. This will update the status from Active to Processed and remove it from the Active view.
Maintaining Your Portal
While Sertifi configures your portal for you, it's important to keep your list of admins updated so the right people are notified whenever new credit or virtual card details are sent to your property (steps here).
Do more with Sertifi.
Bring your e-signature, payment, and credit card authorization workflows together with Sertifi. We can help you simplify and secure processes, reduce payment costs and fraud, and maximize convenience for your customers with a single solution.
BROWSE SERTIFI SOLUTIONS: Digital Authorizations & Fraud Prevention | Embedded Payments | Digital Contracts & e-Signatures