Sebastian de GoeijShort answer
Clients do not book in the client dashboard: there they answer client questions, upload documents, approve, connect Connect sources and invoice if you enable it. To let a client book anyway, add them as a team member with the User role and the external tag, with access to their own administration only. They then log in to the firm dashboard and process documents there.
Key takeaways
- Client dashboard and app: questions, upload, approval, Connect, invoicing and reports.
- Booking yourself works through a team member with User role, external tag and one administration.
- Create client users under Manage clients, with password and verification code.
- The client administrator role exists for Exact Online and SnelStart, not Twinfield.
What can a client do in the dashboard and app?
The client sees only what matters to them, for several companies in one dashboard if needed.
- Answer client questions with a document or explanation.
- Upload documents, also in bulk.
- Approve or reject invoices when approval is on.
- Connect Gmail, Outlook, WhatsApp and Mollie.
- Create invoices and quotes with the invoicing module (€5 per month per administration).
- View reports, for Exact Online and SnelStart.
How do you let a client book anyway?
Give the client access to the booking screen as an external team member.
- 1Add the client as a team member with the User role.
- 2Set the external tag.
- 3Give access to their own administration only.
- 4The client logs in to the firm dashboard and processes documents there.
How do you create a client user?
Click the team name, choose Manage clients and create a client user. A password is required; the first login uses a verification code. A firm login does not work in the client dashboard or app.
What differs per ledger?
The client administrator role exists only for Exact Online and SnelStart; reports in the Twinfield client dashboard follow later.
How often do clients get reminders?
One e-mail a day with the total of open questions, no push notification. The frequency can be changed by the client or by the firm under Settings → Preferences.
FAQ
Questions about this topic.
No. Booking is possible as an external team member with the User role.
Yes.
The invoicing module is meant for the client. To invoice from the firm, use one client user across administrations.
Check the address and spam folder, resend, or set a password under Manage clients.
