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Independent

Building a Client Portal

via Independent

Overview

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Build a fully functional client portal in Softr! Designed for beginner to intermediate users, this course shows you how to structure your database in Airtable, connect your data source, and build an application using customizable pages and blocks. You’ll also learn how to add users, set conditional filters, and style your app to look amazing. Finally, you’ll test your client portal so you can publish with confidence. Whether you're a no-code newbie or improving your skills, this course provides everything you need to create a seamless client portal experience. Let’s start building!
  • Build a professional client portal from scratch using Softr
  • Design and customize app pages with themes, styles, and layouts
  • Set up lists, details pages, and conditional filters to display dynamic content
  • Create tasks, invoices, and dashboards to manage client interactions
  • Add advanced functionality like Kanban boards, comments, and file uploads
  • Publish and troubleshoot your application with confidence

Syllabus

  • Introduction to Softr
  • Define Client Portal Requirements
  • Structure Your Database
  • Create Your Application in Softr
  • Connect to Your Data Source + Set Up User Groups
  • Create Your App Pages
  • Set Up Themes and Styles
  • Create a List Page [Project Listing]
  • Create a List Details Page [Project Details]
  • Set Conditional Filters
  • Create Tasks and Add to Projects [Kanban Block]
  • Finish Project Details Page + Prepare for Files
  • Add Files to Project Details Page [Sliding Modal]
  • Create Task Details + Comment Functionality
  • Create Invoice List Page [Table Block + Rollup Functionality]
  • Create Invoice Page for Admins + Invoice Detail Pages
  • Create a Client Listing Page
  • Create a Client Details Page with Action Buttons
  • Create Dashboards and Troubleshoot Your App
  • Publish Your App + Extras

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