Notion Tutorials PART 4 ➝ How to Build a Client Portal in Notion

Don’t do this

• Sending loose files with no context
• Sharing unstructured folders
• Relying on long email chains

Do this instead

• One Notion page with a clear structure
• Scoped timelines and deliverables
• Single source of truth for assets & links

Core sections

• Timeline — project phases & key dates
• Deliverables — scope, status, due dates
• Status updates — weekly notes & decisions
• Shared files — links to Drive/Dropbox/Notion assets
• Meeting links — Zoom/Meet rooms & calendar
• Contact details — roles & response times

Nice-to-haves

• FAQs & scope boundaries
• Brand kit (logos, fonts, colors)
• Feedback tracker (requests & decisions)
• Changelog (what changed, when, why)

Portal shell

1. Create a new Notion page ➝ name it Client Portal – [Client].
2. Add /table of contents at the top (optional).
3. Use 2 columns: narrow nav (left), wide content (right) — or keep single-column for simplicity.

Key blocks

1. Timeline: embed a Calendar view or simple checklist with dates.
2. Deliverables: database (Table) with properties: Status, Due, Owner, Link.
3. Status updates: use /toggle per week or a Journal database.
4. Shared files: use /bookmark for Drive/Dropbox links or upload files.
5. Meetings: keep recurring links + /date for next call.

Option A — Page template

1. Finish one “golden” portal layout.
2. Click ••• → Duplicate to reuse for new clients.
3. Convert recurring sections into Template buttons (e.g., “New Weekly Update”).

Option B — Database template

1. If using a Clients database, add a New page template with all sections prebuilt.
2. Pre-create views (Timeline, Deliverables, Updates).
3. Add placeholder properties (Owner, Start date, Contract link).

Clarity & trust

• Pin a Welcome callout with expectations & response times.
• Add a Changelog so clients see momentum.
• Use synced blocks for standard policies across clients.

Brand feel

• Use a cover image + icon to match your brand.
• Keep typography consistent (headings, dividers, spacing).
• Group key links in a Callout for quick access.