For: Admins
Set up inquiry categories and the question
Choose the categories clients pick from and the question they answer when they send an inquiry.
In this article5 sections
When a client sends an inquiryInquiry A question or request sent to the firm through the portal, kept open until someone closes it., they pick a category and answer one question. You choose both, so inquiries arrive sorted and with what you need. Only Admins can change them; Managers see them locked, with a line saying an Admin must make the change.
Open the inquiry settings
Go to Home › Inquiries and choose Settings.
Add your categories
Under Categories, type a category in the box and choose Add. Repeat for each one, such as Billing or Appointments. To remove one, choose × beside it. A new hub starts with one category, General.
Write your question
Under Intake question, type the question in Question, such as "What can we help you with?" Preview shows it as clients will.
Check it saved
Changes save a second after you stop, and "Settings Updated" shows. Keep at least one category and a question: while either is empty, nothing saves.
What happens next
Clients see your categories in the Category list when they add an inquiry in the Lobby, and your question as the label of the box they type in. Inquiries already sent keep the category they were sent with.