Create a FREE Monday.com Client Portal (Softr Tutorial for Beginners) [Video]

In this Client Portal tutorial for beginners, I walk you through how to build your own free no-code Client Portal using Monday.com and Softr.

✅Get started with Softr for free here ➜
https://bit.ly/3T1ppuI

Receive one month free of Softr’s Professional plan for using this coupon: STEWART

Softr is a powerful, no-code internal app and client portal platform that allows SME to build their own custom and no-code apps in minutes!

Simply connect your new or existing database (using Monday.com, Airtable or Google Sheets) and start building your own intuitive tools. This no-code app platform eliminates the need to use several standalone apps! Build all your business’s apps with Softr.

You can build any no-code app for your business including; Client portals, CRMs, Order management tools, Project trackers, Onboarding tools and more!

See the full list of Softr templates that you can use to help you build your internal no-code apps.

✅ Check out all of Softr’s app templates here ➜
https://www.softr.io/templates

✅ Make sure to follow Softr on YouTube here ➜
https://www.youtube.com/@Softr

✅ Also, watch how to build a CRM with Softr and Google Sheets here ➜
https://youtu.be/2F6OFQnPvY8

Thank you Softr for sponsoring this video and supporting our educational-based channel for people to enjoy our content for free!

► What do I like about Softr?
* Build unlimited no-code tools and apps.
* Visual app builder.
* No code or experience is required.
* Connect your database in a few clicks.
* Professional internal tool templates.
* Extensive permission levels.

► Today we navigate through the below chapters for this Softr and Monday.com Client Portal tutorial for beginners:

00:49 Monday account
02:23 What is Softr?
02:49 Getting started with Softr
04:00 Connect data source with Softr
04:42 What is a Client Portal
05:10 Connect your Monday account
06:01 App building interface
08:47 User and user groups
10:58 Customize your client portal
14:13 Customize page blocks
23:01 New page (form block)
26:00 My final thoughts
26:47 Outro

► Are you interested in joining our small business community?

Join us to receive actionable tips, tutorials, and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld

Let me know if you found this Softr and Monday.com Client Portal tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#softr #clientportal #monday