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Managing Client Portals and Projects in Notion 

Chloë Forbes-Kindlen
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I recently shared a video on how I create and manage my client portals in Notion and how I combine it with my projects database so that I can manage the internal and client-facing side in one place.  I've had a few questions on exactly how that works and how to integrate the too so in this video I'm gonna show you exactly how it's done.
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RELATED VIDEOS:
Projects and Action Tasks
• Managing Projects and ...
Creating Client Portals in Notion
• Create a Client Portal...
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. :)
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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 description, leave a “🍎 “ in the comments! :)
Date: 8th Feb 2023
Sub Count: 2557

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7 фев 2023

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Комментарии : 13   
@thecanvanerd
@thecanvanerd Год назад
Your Notion templates are so amazing! Great video and as always so helpful ❤
@chloeforbesk
@chloeforbesk Год назад
You always know how to brighten my day, Willow! Thank you so much. Let's catch up again real soon. It was fun. :)
@thecanvanerd
@thecanvanerd Год назад
@@chloeforbesk it was definitely fun! :) Looking forward to it 😊
@wordgems
@wordgems Год назад
Hi Chloe, absolutely amazing. When I follow along after placing the Client Portal into the resource area of the New Client Template and then go back into Edit/connect it the New Project Template and New Client Template do not appear so I am unable to apply the New Client Template (approximate 4:30 on your video). Can you tell me what I have missed to achieve that step? Thanks so much I have learnt heaps. However, old brain I need to keep rewatching and playing. THANKS SO MUCH.
@LucasC120590
@LucasC120590 3 месяца назад
So, I can embed the client portal, after customizing it to my business, into my new client template. So, that every time I start a new project for a client, it is there. I just have to go in, personalize it, and then share?
@chloeforbesk
@chloeforbesk 3 месяца назад
Hey Lucas! I'm so sorry I missed this when you first posted. Yes. Exactly. Time saver, right? :)
@ruffneck718
@ruffneck718 Год назад
Thank you for this video I will try it out. I signed up for your freebe also. Chris
@chloeforbesk
@chloeforbesk Год назад
Amazing! I really hope you find them helpful :)
@humility0is0a0virtue
@humility0is0a0virtue Год назад
Yep! Thank ya! I've gone from 🥴 to 😌 lol. Thanks for clarifying!
@chloeforbesk
@chloeforbesk Год назад
Hahaha, 😅I'm glad it helped. ❤
@daimianp
@daimianp Год назад
How would we manage multiple projects for one client and how would that look on the customer portal?
@chloeforbesk
@chloeforbesk Год назад
Great question! Once I'm done with a client's project, I'll move to from my Project to their page in my Client database. Then if we work on another project together, I add a section in their new client portal that says 'Past Projects'. There I will link to their past client portal. I'll usually rename it from 'Client Portal' to 'Website Redesign 2023' or something that makes it easier to identify. Does that help? Let me know if you have any other questions or want me to share a video on it. :)
@dixitmanani9925
@dixitmanani9925 Год назад
A video on that would be helpful, and thanks again for sharing such gold templates and information :)
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