Skip to content
  • There are no suggestions because the search field is empty.

Working in Rooms

How to use rooms in Kiip to work with clients

What’s a room? 

 Each client in Kiip has their own ‘room,’ which is a private space just for them. In this room, you can work together with the client or use it as a record if the client isn’t on Kiip. The room has tools like forms, documents, chat, client profiles, and case notes.

A room for every client

Every client added to Kiip gets a room. Even before a client accepts their invite to Kiip, you are able to work on their behalf in their room. That way, you can use Kiip to complete paperwork with a client or upload documents for them before they have a chance to accept their invite. 

Note: Once they do accept their invite, all documents, forms, and messages will be waiting for them in the room. 

Enter a room

You can join the room of any client working with your program from the ‘Client Directory’ page in Kiip. That way, you can provide coverage for a team member who isn’t available to help one of their clients. Click the client row to enter the room and begin helping the client.

Leave room

You can leave a room when you are done helping that client. When you’re the last staff member to leave a room, the client becomes unassigned. You can find unassigned clients on the ‘All Clients’ tab and ‘Unassigned’ filter. Enter the room to assign yourself to the client if they require services again.