Notifications when your client responds

If you want to receive notifications when a client answers your questions or asks you questions, you can do so in a couple of ways.

Setting up notifications

First, you can add users in your organization to be notified in a client's close page. Go to Client Portal Settings, then go to Notification Settings, then add the users you want to be notified.



You can also configure these in the Client Settings Table in your Practice Settings Wheel.



You can also manage your own notifications by in your User Settings by clicking your user icon (your initials in a colored circle) in the top right-hand corner. From here, click Client Questions, then add the clients you wish to be notified about, and click Save.

Notification frequency

You can change the frequency of how often you are notified about your clients' responses to your questions. By default, Keeper will send you a once-daily summary of all the clients who have answered your questions in the previous day.

To receive notifications as soon as your client responds, go to your User Settings, click Client Questions, then check Enable instant notifications.