Enabling custom branding
If you would like to custom brand the Client Portal, please set up your CNAME record and then reach out to us on Intercom (in-app chat in the bottom right-hand corner of Keeper).
For more on why you'd want to do this, check out custom branding in Keeper.
Just need to see how to customize the Client Portal?
Whitelabel is only available on Keeper Premium
CNAME setup instructions
To set up your Client Portal to work on your own domain, you need to add a CNAME record to your Domain Name Servers that points to Keeper's proxy server.
This allows a link like clients.mypracticename.com to host content that lives on Keeper's servers, which is what you need to do to set up the Client Portal.
To set this up:
Go to wherever your DNS is hosted.
Commonly, this is where you bought your domain (like GoDaddy), although it can also be where you host your website (like Wix)
If you don't know where this is, you can use tools like Google Dig to tell you
Add a CNAME record to your Domain Name Servers with the following configurations:
Host/name (host name) = clients (you choose this)
Data/value (points to) = small-water-8854.fly.dev (REQUIRED)
Once this is configured, write into chat with the generated URL so we can turn it on in your Keeper account!
This would be a URL like clients.mypracticename.com
If you do not see a URL generated on your screen send us what you put in for step 2a along with your website URL
GoDaddy Setup ⬆️
Google Domains Setup ⬆️
Wix Setup ⬆️
Nameserver hosts instructions
To set up CNAME records for some common nameserver hosts:
Customizing the Client Portal
Once custom branding is enabled, you can customize the portal by doing the following:
Click Practice Settings (⚙️ icon)
Click Client Portal