This is how to build a client portal with Softr in simple steps.
- Click ‘Databases’ in the left sidebar of the Softr workspace.
- Click ‘Start with template’ from the available options.
- Choose the 'Client Portal' template and click 'Preview'.
- Select the template that best matches your vision and business needs, then click ‘Use Template.’
- Replace the default template details with the actual details needed.
- Personalize your client portal by renaming it.
- Once renamed, click 'Save'.
- A client portal is now built in Softr.
