Custom Branding (Whitelabel) Setup
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 details on how Whitelabel sets your practice apart, check out custom branding in Keeper!
Just need to see how to customize the Client Portal?
Video Overview
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 our 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
Examples
GoDaddy Setup ⬆️
Google Domains Setup ⬆️
Wix Setup ⬆️
Things to Know
The Host name field does not have to be clients
It can be anything you want, like portal, or questions
Clients is the most common choice for most Keeper practices
CNAME Setup Video
The below video will walk you through the steps above for setting up your CNAME record.
Nameserver Host Instructions
Here are some helpful links to help you set up CNAME records for some common nameserver hosts 👇👇
Cloudflare (make sure to disable Proxying)
Wix
Customizing the Client Portal Branding
Once custom branding is enabled, you can customize the portal by doing the following:
Click Practice Settings (⚙️ icon)
Click Client Portal
Click Branding
Last but not least, don't forget to add your Practice Email & Practice Phone Number!
Your Practice Phone Number
This number is a no-reply number
This number cannot be changed after it is selected
The number you choose is a new number issued to you through Keeper
It is not your current business phone number
This feature is currently only supported in the US and Canada
All client portals have been upgraded to the new version as of May 2025.