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Your Client Portal

This is your main Client Portal database. A central space to manage all client projects. Each page has a dedicated portal with project details, timelines, deliverables, and more. Sample entries are included to help you get started — feel free to update or remove them as needed.

Client Portal Database

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Setting up a new portal

To create a client portal, follow these steps:

1. Head to the Client Database section and click New to create a new entry.
2. Open the newly added page (might take some time to load).
3. Fill in your client’s details, customize as needed, and your portal will be ready to share.
4. If you'd like to change the layout, update images, or tweak the content of the client portal pages:

   • Click the dropdown arrow next to the “New” button in the database.

     

   • Click on the three dots next to the “Client Portal” template.

   • Make your changes directly within the template.

   • Once saved, every new client portal you create will include your updated version.

⚠️ Note: Only share the client’s specific portal page with them.

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Instructions

To add this template to your own workspace:

• Click the three dots in the top-right corner of the page.
• Select “Duplicate” and a copy of the template will be created that you can fully edit and customize. </aside>

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I'm here to help!

If you need any help setting up your dashboard or have questions, feel free to reach out to me at [email protected]

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