August 1st, 2026

πŸ’³ Third-Party Card Authorizations, Signed Online

When a parent, employer or travel agent is paying for someone else's room, you email a PDF, wait for it to come back printed, signed and photographed β€” and it still may not hold up when the charge is disputed. Card Authorization Forms replace that with a link. The cardholder opens it, picks exactly what they're authorizing, enters their card and signs. You get a signed record and a card on file before the guest arrives.

  • Send it from the reservation: Open a reservation, click Request Card Authorization, choose Card on file (no charge now) or Charge immediately, tick what's covered β€” room, food & beverage, incidentals, reservation guarantee, or all charges β€” and the link emails to the cardholder. Links last 7 days, work once, and can be resent any time.

  • Built for a cardholder who isn't the guest: The form names both parties, so a parent or company can see whose stay they're guaranteeing before they commit β€” the situation a check-in card was never designed for.

  • Evidence, not just consent: Each submission is filed with the signature, the masked card, the address and security-code check results, the IP address and the timestamp β€” the record you want in hand when a charge is disputed. Secure card entry needs Shift4; on other providers the form still captures the signed authorization and your team takes the card as usual.

πŸ‘‰ Learn more about Card Authorization Forms β†’

Card Authorization Forms are enabled per property β€” email support@helloshift.com to turn them on for yours.

πŸ”§ Fixes and Improvements

  • Your registration card answers, now in your messages
    Vehicle plate, emergency contact, balance due, party size, special requests β€” anything your registration card or your PMS already holds can now be dropped into a confirmation text or email automatically. A parking message can name the exact car on file; a balance reminder can quote the exact amount owed. Nobody retypes it, so nobody gets it wrong. Your own field names appear in the variable picker, ready to insert.
    πŸ‘‰ Using agreement field values β†’

  • Set your own booking link
    When a guest asks about staying with you, the AI can text them a link to book, already filled in with the dates they asked about. You can now set that link yourself: go to AI Assistant β†’ Text β†’ General, search any stay on your own booking engine, and paste the link you land on. Tracking codes picked up from your browser are removed automatically.
    πŸ‘‰ Set up your booking link β†’