Whitelabel

Enabling whitelabel in Keeper allows you to do the following:

• Host the Client Portal at a subdomain of your own URL (e.g., clients.mypracticename.com )
• Replace the default coloration with your brand colors.
• Add your logo to the client portal.
• Send emails through Keeper with your own email (rather than from questions@keeper.app ).









If you would like to enable whitelabel for your practice, please reach out to us on Intercom (in-app chat) or over email.

To setup your Client Portal to work on your own domain, you need to add a CNAME record to your Domain Name Servers that points to Keeper's proxy server.

This allows a link like clients.mypracticename.com to host content that lives on Keeper's servers, which is what you need to do to set up the Client Portal.

To set this up:

1. Go to wherever your DNS is hosted.
   • Commonly, this is where you bought your domain (like GoDaddy), although it can also be where you host your website (like Wix)
   • If you don't know where this is, you can use tools like Google Dig to tell you
2. Add a CNAME record to your Domain Name Servers with the following configurations:
   • host (subdomain) = clients
   • value (points to) = small-water-8854.fly.dev

3. Once this is configured, email or chat us in-app so we can turn it on in your Keeper account!

   
   



Here are some specific instructions for some common nameserver hosts:

• Google Domains
• GoDaddy
• Bluehost
• Dreamhost
• Wix
• Squarespace
• Namecheap
• Siteground
• Wordpress
• Cloudflare (make sure to disable Proxying)

Once whitelabel is enabled, you can customize the portal by doing the following:

1. Click the Practice Settings wheel
2. Click Client Portal
3. Click Branding