Quick summary
Softr lets you build a client portal without code by selecting a pre-built template from the Databases section and customizing it to match your business needs. In just a few clicks, you can rename, configure, and launch a fully functional client-facing portal directly inside Softr.
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 your actual details.
- Rename your client portal to personalize it.
- Once renamed, click 'Save' to confirm your changes.
- Your client portal is now built and ready in Softr.
