Agents & Partnerships
Does Register client on a villa card save a client automatically?
No. It opens the authorised client page with a new-client request and a property value based on the model name.
The card opens a workflow
Selecting Register client on a villa card opens the authorised client page with a new-client request and a property value based on the model name. It does not automatically create a completed client record. Opening the page should therefore not be reported as a successful registration.
Check the information before saving
Review the form that actually appears and enter the requested client information accurately. A model name is not necessarily an individual villa reference, so identify the exact unit separately where the workflow allows or ask how it should be recorded. Check for an existing client record before creating another one.
Confirm the outcome
Complete the required save or submission action and inspect the resulting record or confirmation. If the page is closed before that step, do not assume the details were retained. Registration also should not be presented as a reservation, a commission entitlement or the client's acceptance of purchase terms. Those are separate matters requiring their own confirmation.
Practical considerations
- Opening the form is not saving a client.
- Check for an existing client record.
- Distinguish the model from the exact unit.
- Verify the saved result before reporting completion.
Sources & currency
Editorial review: 2026-11-04. General information, not personalised legal, tax, immigration or investment advice.
Answer updated: 2026-11-04
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