Setting Up an FAQ
Use your FAQ to answer common questions upfront and help reduce repetitive questions from clients.
Adding Questions
Navigate to Settings > FAQ.
- Click Add Question at the bottom of the FAQ list.
- Enter the question in the Question field.
- Enter the answer in the Answer field.
- Repeat for as many questions as you need.
- Click Save.
Updating Questions
Change | Action |
|---|---|
Reorder | Drag and drop a question to the position you want. |
Edit | Click any question or answer field to edit it inline. |
Delete | Check Delete this question? under a question to remove it when you save. |
Click Save to apply these changes.
Previewing the FAQ
Click the Preview link at the top of the page to see how your FAQ appears to clients.
Publishing or Hiding the FAQ
Check the Active checkbox to publish the FAQ to your client portal. The change saves right away. Uncheck Active to hide the FAQ from clients.
When your FAQ is active, clients can browse it in their portal. They see questions in the order you've arranged them, with each answer below its question.
Updated on: 06/10/2026
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