To start using the client portal template:

Click Use template
Sign up or log in to your Softr account (it’s free, no credit card required!)
Connect your data source (Airtable or Google Sheets)
Map your data to pre-set fields and pages to replace mock data
Set up user groups and permissions
Test each workflow, integrating with other tools as needed (e.g. Zapier, Make, Stripe)
Publish and share the URL with your clients

Need more help? This step-by-step help guide and tutorial video will walk you through the building process.