Sebastian de GoeijShort answer
If a team member does not see Process, May process bookings is off. That is deliberate, not a fault. That member submits bookings via Submit for review (Shift+E); a colleague who may book approves or returns them on the For review dashboard tab. No emails go out. A client does not book in the client dashboard; if you want that, add the client as a team member with the User role and the external tag.
Key takeaways
- No Process button is a right, not a bug.
- Submit for review uses Shift+E; approval happens on the dashboard.
- No emails go out for that internal review.
- The client does not book in the client dashboard.
- Workaround: team member User plus external tag, that administration only.
How does someone submit a booking for review?
In the booking screen the team member chooses Submit for review, or uses Shift+E. The booking appears on the For review dashboard tab. A colleague who may process approves or returns it. No emails go out; the flow stays in Autoboeker.
- 1Open Manage team members and switch May process bookings off for that member.
- 2The member finishes the proposal and chooses Submit for review (Shift+E).
- 3An authorised member opens the For review tab, approves or returns.
Can the client book themselves?
Not in the client dashboard. There the client answers questions, uploads documents, approves if you use approval, and invoices if that module is on. If you want the client to book, create a team member with the User role and the external tag, with access to that administration only.
Approval steps are set only in the client dashboard, not from the firm side. The firm login does not work in the client app; that needs a separate client user via Manage clients.
FAQ
Questions about this topic.
No. May process bookings is off for that team member.
No. The booking sits on the For review tab.
No. Make the client a team member with the User role and the external tag.
No. The app is for a client user via Manage clients.
