Build your own client meeting scheduling portal, no code required
Schedule meetings, manage client appointments, and streamline your workflow with a customizable portal tailored to your business needs.
Tailor your meeting portal to your needs
Set up a client scheduling portal that fits your workflow. Add only the features you need and adapt as your scheduling process evolves—no code needed.
Client self-scheduling
Automated meeting confirmations
Reschedule and cancellation management
Staff availability management
Centralized meeting calendar
Meeting notes and follow-ups
Streamline your meeting data in real time
Connect calendars, CRMs, and scheduling tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your meeting workflows.
Give every client a secure, branded scheduling portal.
Let clients book, view, or manage meetings through a personalized portal. Set up secure logins, permissions, and automated reminders in just minutes.
Easy, secure logins
Clients can schedule or manage meetings from any device. The portal is mobile-ready and can be a downloadable app with one click.
Works on any device
Clients can schedule or manage meetings from any device. The portal is mobile-ready and can be a downloadable app with one click.
Automations
Connect with your calendar and tools to automate confirmations, reminders, and follow-ups for every client meeting.
User groups
Provide separate logins and dashboards for different client types or account managers—each sees only their meetings.
Advanced permissions
Set who can schedule, edit, or cancel meetings. Customize permissions for clients and internal staff as needed.
Security
Protect meeting details and client info with SOC2 and GDPR compliance. All data stays private and secure.
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Give sales teams an AI assistant
AI answers scheduling questions and finds open slots instantly—right inside your client meeting portal, powered by 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.
Easy, fast setup
Launch your client meeting scheduling portal in minutes—no dev time or design skills needed.
Consolidate your stack
Add team calendars, reminders, or intake forms as your scheduling needs change—no rebuild needed.
Flexible as you grow
Manage meeting bookings, client info, and follow-ups in one portal—no extra tools required.
Build a fully custom client meeting scheduler 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.
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Frequently asked questions
Build your client meeting scheduling portal