Questions from Your Client
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You can let your clients ask you questions from the Client Portal.
To enable this setting, click the Practice Settings Wheel in the top right-hand corner of Keeper, then click the Client Portal Settings button, go to the Inbound Questions tab, and check Enable questions from clients.
Note
Enabling questions from clients is a practice-level setting and will add this feature to all of your clients' portals.
Once enabled, your clients will have a third tab in their Portal where they can ask you questions. To see these questions in Keeper, go to the Client Questions section of a close and add the Questions from Client report.
Note
Like all other questions, marking these as closed will hide them from the Client Portal. We suggest leaving them open until your client acknowledges that they are satisfied with your answer.
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