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Questions from Your Client

Allow your clients to ask you questions from the Client Portal

Updated over a month ago

Questions from Your Client

Enable the Questions from Client Tab

  1. Navigate to your Practice Settings (⚙️ icon)

  2. Select the Client Portal tab

  3. Navigate to the Inbound Questions/Files tab

  4. Check the 'Enable questions from clients' box

Enabling Questions from Clients is a practice-level setting and will add this tab to all of your clients' portals


The Client Portal Tab: Questions for Us

Once enabled, your clients will have a third tab in their Portal, titled Questions for Us where they can submit questions to your practice.


FAQs

Can I see all of the questions my client has asked me?

Yes - You can access the questions your client has submitted by

  • Navigating to Client Communication

  • Selecting Questions from Client


Will my client be notified when I answer their question?

NOT automatically - If you respond to a question that your client asks you, Keeper will not automatically notify them.

You can choose to notify the client immediately when responding by checking the Notify Client box.

In the case where you have more than one client contact,

  • Selecting 'Notify Client' when responding to a question will notify the question asker, but no other contacts.

  • The contact that asks the question is the only one that can see the question in the portal while the question is active.

  • If Assignable Questions is OFF, then all contacts can see resolved questions. If Assignable Questions is ON, then all contacts cannot see resolved questions from other contacts in the portal.

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