Client Portal templates

Track and manage client information, projects, and progress with an organized, customizable dashboard for streamlined client interactions.

156 Templates
A template preview for Client Tracker
A template preview for Client Portal for Bookkeepers
A template preview for Client Project Portal
A template preview for Client Portal for Graphic Design Agencies
A template preview for Client Onboarding
A template preview for TickTrack | Time & Project Manager
A template preview for Client Portal for Marketing Agencies
A template preview for Client Portal for Accountants
A template preview for UX Client Project Manager
A template preview for CRM
A template preview for Client Portal for Business & Solopreneurs
A template preview for Client Portal
A template preview for Client Portal Template
A template preview for SystematicAF Client Project Dashboards
A template preview for Client Portal Hub - Project Based
A template preview for Freelancer Services OS w/ Project & Client Portal
A template preview for Hourly Services Business Manager And Client Portal
A template preview for Coaching Client Portal
A template preview for General Service Client Tracker, Service CRM
A template preview for Client Success Portal w/ Time & Materials Tracking
A template preview for Freelancer Starter Bundle
A template preview for Client Portal
A template preview for Case Manager
A template preview for Legal CRM

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.com/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

Still have more questions?
Learn more in our help center.

Powered by Fruition