Softr guide
How to Build a Client Portal with Softr
A client portal is the most popular thing to build with Softr — and one of the highest-value. Here's how a proper, secure client portal on Softr and Airtable comes together.
What a good client portal includes
Each client logs in and sees only their own data, files and updates.
- Secure login and row-level permissions
- A dashboard of their projects or records
- File access and document sharing
- Forms and request submission
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The Airtable foundation
The portal is only as good as the data behind it — this is where structure matters.
- Clean, relational base design
- Client records linked to their data
- Automations for updates and notifications
- Permissions mapped to the data model
Adding payments and automation
Take it further with gated access and automated workflows.
- Stripe payments and gated content
- Automated onboarding and status updates
- Make.com / n8n for deeper logic