Client Portal

Build client check in software, no code required

Streamline client check-ins, enhance service efficiency, and customize workflows with a no-code app tailored for your business needs.

Get started free Start with a template

A digital interface displaying a client check-in form with fields for name, appointment time, and contact details, featuring a clean and modern design.

Loved by 800,000+ teams around the globe

Flexibility

Customize your client check in tool

Create a client check in process that fits your workflow. Add only the steps and views you need, and adapt as your client needs change.

UI screenshot of appointment and visit tracking

UI screenshot of automated notifications

UI screenshot of reporting and analytics

Data Management

Bring all your client check-in data together

Connect spreadsheets, appointment systems, and CRMs with real-time sync—or manage everything in Softr Databases. Create a unified source for client interactions.

Explore all data sources

Power

Give every client a custom, secure check-in experience.

Set up a branded client portal for seamless and secure check-ins. Clients get personalized access while you control permissions and data visibility.

Easy, secure logins

Clients can check in from any device—desktop, tablet, or mobile. No extra design work needed.

Works on any device

Clients can check in from any device—desktop, tablet, or mobile. No extra design work needed.

Automations

Connect with scheduling and notification tools to automate confirmations, reminders, and follow-ups.

User groups

Create separate access for different client types or staff, with personalized check-in flows or dashboards.

Advanced permissions

Set rules for who can view or edit check-in details. Tailor access down to individual user roles.

Security

Protect client check-in information with SOC2 and GDPR compliant security features.

AI Magic

Put AI to work for clients

Clients get instant answers to check-ins, appointments, and updates—AI works right inside your client portal for fast support.

Why Softr

Why Softr vs other software

No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

UI screenshot of Softr drag-and-drop dashboard setup for building client check in software

Easy, fast setup

Set up your client check in portal in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add appointment tracking, task updates, or messaging as your client check in needs change.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage check-ins, client records, forms, and updates—all in one secure client portal.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom client check-in software in minutes

Connect to your data in seconds

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”