Collect and review details with a property form

This flow collects personal, banking and operational details in an agency record. The correct outcome is not merely a confirmation screen: it is a staff-reviewed form whose required facts have been checked before the property is configured.

Prepare the request#

1. Decide which information is genuinely required for this property.
2. If the property already exists in Holidario, verify its ID and name before linking it.
3. Tell the owner who will see the data, what it will be used for and how to request a correction.
4. Do not request an identity number, IBAN or passwords in separate messages when the form already collects them.

The form can hold owner, contact, address, IBAN, cadastral reference, tourist licence, urban-compatibility reference, occupancy, beds, rooms, amenities and supporting details such as wifi. It is not a substitute for documentary verification and does not determine the legal requirements of each autonomous community.

Create and share the form#

1. Open Property Onboarding Forms and select Create.
2. Enter an internal name that identifies the owner and property.
3. Link the property when it already exists. You may leave it unlinked while collecting information, but will need to reconcile it manually.
4. Save the record. You can prefill known information through Edit.
5. Open View. Holidario redirects to the public form through a signed link valid for 60 minutes.
6. Copy the full browser URL and send it to the correct recipient through an approved channel.
7. State its expiry time and include Complete a property onboarding form.

Anyone holding the URL can view and modify the form while it remains valid. Do not reuse it in groups, public tickets or emails with unnecessary recipients. To renew an expired link, open View again and share the new URL; never edit its parameters manually.

Review the response#

The public form accepts partial information because almost every field is optional. Its confirmation means data saved, not file complete, verified or approved.

1. Ask the recipient to confirm when they have finished.
2. Open View from the record to inspect the complete public form without changing it. Use Edit for fields exposed in the administrative form.
3. Compare name, identity number, contact, address and IBAN with the authorized source.
4. Check that occupancy, bathrooms, bedrooms and beds are internally consistent.
5. Review countable amenities and their supporting details, especially garages, air conditioning, pools, coffee makers and wifi.
6. Verify the licence, cadastral reference and any applicable identifiers without assuming the form validates their current status.
7. Generate a PDF when you need a fixed copy covering every field, including supporting amenity details.
8. Record the agency's required checks and approvals outside this form.

There is no separate Submitted/Verified status, automatic staff notification or recipient version history. A later submission updates the same record. Avoid editing it simultaneously and agree who performs the final review.

The administrative editor does not expose every field shown in the public form and PDF. Do not mark the file reviewed using Edit alone.

Export PDF copies#

1. In the list, select one or more authorized forms.
2. Choose Generate ZIP from batch actions.
3. Wait for the queued notice and monitor the batch status.
4. When ready, download the ZIP from its generated files.
5. Open a sample and verify the property, owner and date before filing or sharing it.

The PDF reflects the data present when it is generated; it is not the owner's signature or evidence of verification. It can contain identity, IBAN, address and operational credentials. Apply least-privilege access, do not attach it to general conversations and remove local copies under your retention policy.

Errors and recovery#

• The module is missing: confirm the Agency plan, property_forms feature and read-property-form.
• You cannot create or edit: an administrator must check permissions and resource authorization.
• The link is denied: it has probably expired or changed; generate a new one through View.
• The recipient sees errors: ask for the exact field and message, never a screenshot exposing identity, IBAN or wifi details.
• The ZIP remains queued or fails: review the batch and retry only after the previous run ends; retain the selected IDs for support.
• The property is wrong: do not duplicate the form; correct its administrative relationship after verifying the right record.

Copy a signed link only from the browser address bar and verify that the full URL is present without editing its parameters. Device acceptance for the administrative review and PDF workflow has not yet been verified; perform those steps on a wider screen. Escalate with the form ID, property, approximate time and batch status while always hiding sensitive values.