Create a Client Portal in Notion (+ Free Template)

In this video, I share my notion client portal with you. I walk you through how it works, how to customise it, how to share it with clients and then how to integrate it with your projects and action steps so you can manage everything in one place. I love this giveaway. If you're a designer, feel free to swipe this and use it for your own projects.

Projects and Action Tasks:

ACCESS FREE NOTION STARTER KIT:
You can access all of my notion templates (including this one) by signing up for your free Notion Starter Pack here:

I hope this is valuable to you. If you have any questions or just want to chat. Leave a comment and I'll meet you there. :)

#notion #notiontemplate #notiontutorial

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About Me:

Hi, I’m Chloë. I provide digital systems, strategies and support to online creators and freelancers so they can execute their mission, with ease. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to. My specialties include Squarespace and Notion.

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If you read all the way to the bottom of this description, leave a “🍎 “ in the comments! :)

Thank you for being here. I appreciate you. ~ Chloë

#notion #clientportal #notiontemplate

[acuxart]

This is absolutely gold, thank you so much for your free resources and this detailed video. From a Notion Consultant, this is the best Client Portal video I've seen so far!

[gaby.salazar]

Thank you very much, Chloë! Super-useful! 👏

[danielvlogs]

Thanks for sharing all these valuable gems! How much do you usually charge for an e-commerce website, including the one-time fee for web design and dev and also the maintenance fee?

[nanzville]

Super helpful for first time notion user. You made it so easy to understand considering notion is not user friendly..

[orsongonsalves]

This video is filled with valuable information

[DavidPeyrouty]

This is really huge! Thank you very very very very much Cloë !!!

[thesneakypeeker]

How do you give access to your clients? Is this considered a Workspaces? Do you pay for the enterrise plan to have a private workspaces for each and every client? Or this is just a basic Notion page?

[anitalusi]

This was super helpful! Thanks so much!

[consultcorpgroup]

Wonderful. I agree with the concept “All in One Place”

[goldenant]

i love this. what i'm trying to wrap my head around is the different types of tasks we have as a team. there's the portal tasks, but then there's other client's portals, there's more niche tasks pertaining to each client that our team should be aware of but the client doesn't need to see, then there's misc team tasks. of that to it possible to incorporate the tasks from the client portal into a master task database? i can envision a way to do this, but the problem i would think is preventing each client from seeing everything we don't want them to see. notion desperately need hierarchal tagging/properties.

[Abhishekny]

Thank you Miss kindlen, this is really helpful

[sarukanapathipillai]

Absolutely amazing Chloë, thank you so much for doing this.

[theparagon]

Thank you for this!!!What permission level do you give to the client to enable them add a chat?

[heyitscarrie]

This is incredibly valuable! Thank you!!

[homewiththesmiths]

Just wanted to let you know my name is Keynada and I just purchased your marketing template to save time because I love your work and want to support it. Because you indeed are in helping people and not just money! Thanks! Keep it coming!

[bethebreeze]

love love love your content! QQ, how do I upload the brand proposal template into the client portal? I know you said to click the dots and move to the client portal, but which dots do I click in the brand proposal? TIA!

[AdrianRConant]

You're brilliant! Of course I've subscribed!

[spg]

thanks so much for this, Chloe! Is there a way to manage your own view in the back-end to show multiple clients' requests vs just one client at a time?

[braulio.colombie.sur.mesure]

Hola Chloe! Thanks for the video. Do you happen to know of or maybe provide insights for a good way to handle internally your own data base that will nourish individual databases inside each client portal?

[memoriescapturednl]

Ohhh just love this!! Great!! got one question, is this also for the free plan ? Or only when you pay for notion ?