Contacts
Contacts are the people you communicate with! Adding contacts gives your client's team access to the Client Portal, and allows you to ask questions and communicate easily.
There are a range of options when adding contacts for your clients. Depending on the client, you may have
Just one contact
Multiple contacts
Merged contacts with access to multiple clients in a single portal
Send this article to new contacts > The Client Portal (For Clients)!
Other articles to check out
Videos on our YouTube channel > Getting Started with Keeper
Adding Contacts
From the Close
To add a client from the close page,
Navigate to the Portal Setting by clicking Portal at the top of the close
Select Add Contact
Portal Settings
If Assignable Questions are enabled, then you will be able to assign questions to specific contacts.
If Assignable Questions are not enabled, all contacts will see all questions
If Reminders are enabled, your contacts will receive scheduled reminders about outstanding, unanswered questions.
Check out this video to see how to add a contact from the client close!
Adding a New Contact
First Name and Email are required fields
Financial Access allows this contact to see financial reports posted to the portal
Files Access allows this contact to see any files you make visible in the portal
Add a Phone Number to be able to text your clients!
Texting your clients is only available on Keeper Premium
From Practice Settings
To add a client under your Practice Settings,
Navigate to Practice Settings by clicking the gear icon at the top right of your page
Practice Settings are only accessible to admin users
Go to Client Portal
Click on the All Contacts tab
Choose to Add Contact
If your contact already exists in another file, you'll need to give that contact access to this file in your All Contacts settings (Practice Settings ⚙️ -> Client Portal -> All Contacts). Click into the Client(s) cell and add all applicable clients!
Emailing and Texting
Select Message Client at the top of your close page to manually message your contacts.
If you have multiple contacts for a client, you can select them from the Send To picker.
Portal Preview Mode
To see what your clients will see when they go to your Client Portal,
Go to Portal Settings by clicking the Portal button at the top of the close
Selecting the Preview (👁️) icon to the right of the contact
You cannot switch companies for merged contacts while in preview mode.
For more on what your client’s experience is like in the portal, check out Your Client's Experience in the Portal.
Adding Contacts with Access to Multiple Clients
If you have a contact who has multiple companies and are an admin you can give them access to all companies so they can see all their questions in one place.
How to add multiple businesses to a contact
Go to Practice Settings (⚙️ icon)
Click Client Portal
Click the All Contacts tab
Add the other clients to the contact by clicking on the Client(s) field and selecting the companies the contact should have access to.
How contacts switch between businesses in the Client Portal
Clients with multiple businesses can easily switch between businesses in the portal via the switcher tool in the top right-hand corner of the portal.
This also shows them if they have other open questions in other businesses.
