How to Craft Client Portals (With No Code)

Build a portal for your clients with no code, and the help of AI. Get started with Softr with 200 free AI credits: https://dub.sh/softr-july

0:00 Intro: client invoicing portal problem
0:28 What Softr is
0:59 Importing CSV data (clients, invoices, projects)
1:21 Linking database relations
1:46 Using the AI builder prompt
2:05 AI asks setup questions
2:35 App generated
2:45 Creating a client user group
3:12 Setting data access restrictions
3:32 Testing the client preview
4:03 Customizing welcome & branding
4:31 Live database updates demo
5:01 Connecting Stripe for payments
5:19 Building the invoice reminder workflow
5:49 Wrap-up & free credits CTA

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