How to Build a Client Portal App on Bubble (Completely Custom)

In this video, you’ll learn how to build a custom client portal on Bubble -- similar to Copilot, Upcoach, and others -- completely without code! We'll walk through things like client onboarding, sharing data, client management, and more. We’ve seen business owners spend way too much time managing a Frankenstein toolset than actually helping their clients. Watch this video to avoid becoming one of them.

0:00 - Client Portal Overview and Example Apps
4:25 - Common Features
5:13 - Demo App Overview
7:25 - The Two Areas to Focus On
8:04 - Database Structure
15:10 - Client Onboarding Flow
20:12 - Workflows to Manage Clients
25:55 - Invitation Workflow
27:22 - Portal Navigation Workflow
28:23 - Login Workflow
31:54 - Portal Page Design
34:58 - Creating Client-Related Data

💥 What to Watch Next:

💥 Courses on How to Build a Bubble App:

💥 Free Stuff:

💥 Private, 1-on-1 Guidance: