How to Manage Clients in Notion (For real)

ℹ️ In this video, I show you a unique way for creating and managing client portals in Notion. This method takes advantage of synced blocks and the Notion permission cascade to give you a true 2 way "portal" between external and internal management of your client, while maintaining a single source of truth for that client. You also don't have to share the database and expose your other client data. Not bad!

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TIMESTAMPS
00:00 - Intro
01:15 - Adding “Clients”
02:53 - The Client Template
05:28 - The Client Portal
10:25 - The Aesthetics
13:11 - Current Roadblock
15:05 - How to actually build it
20:31 - Outro

Music from:

[orlovap]

32 seconds in, and I already know you're going to answer my question. Took me about 5 other videos to get here – thank you!

[nico_borg]

I really enjoyed your video and learned a lot of new things!
One thing I didn’t quite understand, though, is why you need to use the sync block – since you can just access the client portal directly.
That said, thanks to your video, I actually discovered another use case for it 😄

[HomesickMac]

This is great Josh, haven't thought of that - this deep. I did share a sub-page in a client's page and made sure they get to the level I let them reach, but this with the synced block is neat. Thank you!

[lindseybarlow]

This is perfect for my course development clients. I can have a private section with all my notes and then the synced block where I can embed their personalized training videos and tutorials. Everytime they need an update or a piece of tech to learn, boom, it's suddenly available on their learning hub page. THANKS!

[TheRomishRoad]

This is great, thanks for sharing! I think the manual step part of this is not a big deal at all. It's a simple step that has a great payoff.

[devisinggood]

I REALLY like this option! Thank you for the whole walkthrough. This is so helpful. 👏🏽

[gaby.salazar]

Thank you very much, Josh! Super clear, entertaining, & useful!👏

[peetung]

Great video. I use a combination of this synced block trick along with your database perspectives method to create an HR system for my company. HR is essentially like clients, but you DO want your "clients" or employees to see each other and look each other up. BUT, as the business owner, I also need to maintain employee-visible sections of each person, as well as internal private HR notes for owners to see only. I'd be curious to hear what your implementation of HR system would be in Notion (I imagine hopefully it would be along the lines of what I developed after following your fantastic videos!)

[Zakria_Asim]

Adding heart icon to the client Database was so legendry apporach😜😂
love from pakistan Josh!

[randiconti]

Is there a trick to then get that information into my own internal task database or how do we go from here?

[danielecaschera]

Thanks for the explanation! Maybe one day we'll have an easier solution in order to avoid duplication of database just for sharing externally some specific data :)

[deangraham]

I assume I can't add any org-wide database to the client portal page? For example, the Ideas database is only used with that client. If I share anything, the client will be able to see everything. Correct?

[xstoney]

Anyone know of any good client tutorials for notion?

This vid kind of assumes you know how to navigate and use a client data base on notion

[HichamAissou]

Hello Josh the the NEW Perspectives Pack template is a 404, do you have a new link to download it ?

[davemakesthings]

So I sat through 13 minutes of this video just to tell me to ignore everything because this won't work the way I need it?

[joachimauster]

Interessting, but huge amount of repetitions, mainly after 15:00, not nice when watching.
You also mention around 15:00 that there is a BUTTON solution, but you do NOT really show it.
instead to explain again the already shown solution with Synced Block.

[Abobakr_ras]

Hey bro why I can't download this? the button "submit" doesn't work. Can I email you or is there another way?