Add and invite clients

Under Clients you manage all client workspaces of your firm. You can create a workspace right away and invite the client to the client portal now or later.

Create a client workspace

1. Go to Clients and click Add client.
2. Choose Create client workspace (start bookkeeping now, invite later).
3. Enter the Company name. Use the KvK number to look up the company, then check the address, Postal code, City, Country code and optionally the Legal form.
4. Want to invite the client straight away? Enter the Client email under Client portal (optional).
5. Click Create client.

Invite a client

1. Under Add client, choose Invite client (or Invite to portal on an existing client).
2. Under Client, pick an existing workspace or New client (no workspace yet).
3. Enter the Email and click Send invitation.

Good to know

• The invitation link is valid for 7 days. Resend it from the Invitations tab.
• If a KvK number is already linked to your firm, Booko warns you about a duplicate workspace.
• Clients who sign up themselves with your connect code appear as connection requests (see "Connect code and connection requests").
• Whether you may invite or remove clients depends on your role. By default the Owner and Senior Accountant can invite clients; only the Owner can remove clients.

Still stuck?

• The invitation could not be sent.? Check the email address and try again.
• Don't see the button? Ask your firm owner to check your role.
• A client who already has their own Booko account, wrong links, or a client belonging to another firm? Ask for a colleague in the chat.

Updated on: 28/09/2026