How to allow your clients to ask you questions
Go to Practice Settings (⚙️ icon)
Click Client Portal
Navigate to the Inbound Questions tab
Check the 'Enable questions from clients' box
Right-click to enlarge
Once enabled, your clients will have a third tab in their Portal, 'Questions for Us' where they can ask you questions.
Can I see all the questions my client has asked?
You can see these questions in the Questions from Client section of a close.
How do I answer a question from my client?
Like all other questions, marking these as Resolved will hide them from the Client Portal.
We suggest leaving them open until your client acknowledges that they are satisfied with your answer.
Client answer notifications
You have three options for setting up notifications when your clients respond in the portal:
Add users in your organization to be notified when in a client's close page
You can manage your own notifications via User Settings
Click your user icon (your initials in a colored circle) in the top right-hand corner
Click Client Questions
Add the clients you wish to be notified about
Admins can set notification settings for all users on the account
Click Practice Settings (⚙️ icon)
Click All Client settings
Choose the users that should be notified for each client
Will my client be notified when I answer their question?
NOT automatically - if you answer a question that your client asks you, Keeper will not automatically notify them.
Instead, when you're ready, you can use the We responded button in the Questions from Client section to tell them about it.
This will open up the email editor and pre-fill a template email that you can send to them through Keeper.