Build A Client Portal With Softr
Learn how to build a client portal with Softr and Airtable.
5/5 From Current Students
About the course
After taking the course, you’ll have all the skills you need to build a client portal with Softr and Airtable.
Course Details
Level: Intermediate
Duration: 4-6 Hours
Lessons: 25+ Lessons
Access from any computer, table or mobile
Overview
You will learn how to build a Client Portal for a Logo Design Agency, including the database, user interface, user authentication, numerous automations and design customization.
Skills
Database Architecture: Learn how to set up database tables that store and permission data for potential and active customers.
User Interface Design: Learn how to design web pages and user flows with modern UI/UX practices.
User Authentication: Learn how to create a web application with logged in users, authentication and data permissions.
Automations: Learn how to create automations for email alerts and data creation in Airtable.
Tools
Softr & Airtable
Lessons
Section 1: Introduction
Lesson 1: Client Portal Overview
Lesson 2: What We'll Build
Section 2: Database
Lesson 1: Airtable Overview
Lesson 2: Requests Table
Lesson 3: Clients Table
Lesson 4: Projects Table
Lesson 5: Projects Kanban
Lesson 6: Adding Automation
Section 3: Client Portal
Lesson 1: Softr Overview
Lesson 2: Setting Up Softr Pt. 1
Lesson 3: Setting Up Softr Pt. 2
Lesson 4: Building The Request Form
Lesson 5: Testing The Request Form
Lesson 6: Email Automation For Requests
Lesson 7: Updating The Home Page
Lesson 8: Updating The Navbar
Lesson 9: Creating The Projects Page
Lesson 10: Finishing The Projects Page
Lesson 11: Connecting The Projects Page
Lesson 12: Setting Up Users
Section 4: Final Touches
Lesson 1: Testing The Logged In User Experience
Lesson 2: Testing The Portal End To End
Lesson 3: General Settings Overview
Reviews
5/5 Stars
Everything is very clear. It makes the process of learning very satisfying!
-Alizee, Current Student
