wow.....thanks for this video. Just started using Notion and I'm loving it. Realising more and more it's potential is almost limitless!!! Needed this to consider on-boarding my clients
Awesome video Pascale! One question, my client was unable to check the checklist (like the feedback page), do you know what settings I need to change? Thanks
Hello and welcome! I'm so glad you've joined! ✨ I'm so pleased you found this video helpful, please let me know how you get on with your clients using this process too! 💕
Thank you! Yes they are notified via e-mail, and if they download the app to their computer or phone... they also get notifications in the settings on the side of the app! So it's really practical.
@@nevillecreativitymentor haha so, I went on to google images and then I would type for example 'minions GIF' or 'friends GIF' and they would come up :) I'd just choose one with the best resolution and then use that. Not the BEST way of doing it, but it worked 🤣
Thank you so much for this video! It was very helpful! When you have multiple clients, do you just duplicate all the pages and give each client private access?
Exactly! You just share their e-mail to the portal (extra tip to save the portal as a template within notion.) So you just create a new one each time. I hope that helps! :)
Thank you so much for this video!! This has been so helpful for me. Found it at the right time 🤩. Is there a possibility to download this template for notion? Would be great! Thanks 💕
Thank you for this! Purchased this from your reference and spent 3 days making it my own & I’m obsessed. Can you share how you were able to use a light AND dark highlight? I love the two tone highlight but haven’t figured out which setting creates the darker of the two 🥰
Thank you for this very helpful tutorial... but, could you please tell, what you are using for your invoicing payment system and also what you are using to make contacts ? It will be very helpful
Invoices and Payment plans are all done within Dubsado. I also used to use notion as a really good option too. All details for that are in the description :)
Hello, so sorry I only just saw this! I use a software called Hello Bonsai. You can use this link: app.hellobonsai.com/users/aff_sign_up?fp_ref=pascale15 and get x2 weeks free on me! :)
You're welcome! So glad that you found help from it. I will make sure I let everyone know as soon as my template is on sale. I use Hello Bonsai for my contracts, you can use this link to get x2 weeks free: app.hellobonsai.com/users/aff_sign_up?fp_ref=pascale15 . I think it's amazing and saves me so much time!
Hi, since this client portal is designed in a way for client to fill out the questionnaire and testimonial, does that mean you grant the client access to edit the entire client portal? Since 'commenting' only allows the client to comment.
Hello! Yes you have to allow them access to edit, but that's why it's important to create them a nice little introduction video (like this one I created for them to view) so that they know exactly how to use it! ✨
Hello! Thank you for your interest, I don't currently own my own portal just yet, this one was one I brought of Wildflower design studio and then customised around my own process. I attached her link in the description! ✨
Hey! You can’t password protect the client portal. BUT - you can make it private and set it up so only the email that you share it with is the one that can access it. I hope that helps! 🥰
@@azoristudio Hi there! Looks great, but if you make it private to the client how can they see the databases? Databases disappear when sharing the portal don't they?
The question is simple but not in the way I want. CHALLENGE I want to build a client portal where I can share the page with every client, where he will track all tasks and all projects we have together. PROBLEM How to do that if I want to share with the client only his stuff, and hide from him the other projects/ task I have with the other clients? 1. potential solution, but... This is possible if every client page have an inside project and task database, but if I want to see the main dashboard of the agency to check the overview of all my task and projects on one side, I must have the primary databases (projects-task) out of the singular client page Is there a way to bypass this, and make it possible? the only requirement is sharing only the relative client stuff, and not other stuff from the agency (as other projects or tasks from other clients)
wow.....thanks for this video. Just started using Notion and I'm loving it. Realising more and more it's potential is almost limitless!!! Needed this to consider on-boarding my clients
You're welcome! I'm literally IN LOVE with Notion too! It's so useful for both the front end and back end of your business! ✨
Thank you more magical pls make more videos
Thank you! Coming soon :)
OHMYSTARS 🤩🤩🤩🤩this is amazing and thank you for link to template.
You're so welcome! I'm glad it helped!
This is an mazing guide!!! You are doing amazing content!
So glad you like it! Thank you :)
Awesome video Pascale! One question, my client was unable to check the checklist (like the feedback page), do you know what settings I need to change? Thanks
Hi I'm new to your channel . This great video and so helpful. I'm for sure going to try this out with my clients
Hello and welcome! I'm so glad you've joined! ✨ I'm so pleased you found this video helpful, please let me know how you get on with your clients using this process too! 💕
This was so helpful thank you SOOO much
You're so welcome!!
Very great video, lots of inspiration😊. Det template link does not work
Thank you! I'm glad you like it... i've seen your e-mail so will reply to you there.
Thank you for the video! Very helpful and informative
You're welcome! Glad it helped you.
I love your thorough presentation. It calms my hectic mind. Hahaha. Do you have plans on sharing this template?
Thanks so much! Yes I do actually, I'm re-launching in the new year and will be selling my own version of this template! :)
@@azoristudio Yay! That's great news. So excited for your relaunch. Cheers!
Thank you so much for doing this video! So thorough and explained well without jargons. 💗
You are welcome! ✨ I'm so glad you found it helpful! Let me know how you get on with your process too! 💕
this was exactly what i was looking for!
I’m so pleased!! 😊
Amazing tutorial! Thank you! Are the clients notified as you add things to the portal?
Thank you! Yes they are notified via e-mail, and if they download the app to their computer or phone... they also get notifications in the settings on the side of the app! So it's really practical.
Love the video ... where did you get all those small clippings?? 😊👍❤
Thank you! I actually just googled them 🤣
@@azoristudio DUH!! LOL Obviously ...but but errrr... WHERE did you find them (meeza bit lazy ...YES!)
@@nevillecreativitymentor haha so, I went on to google images and then I would type for example 'minions GIF' or 'friends GIF' and they would come up :) I'd just choose one with the best resolution and then use that. Not the BEST way of doing it, but it worked 🤣
Thanks so much for this! I learned a lot 💚
You're welcome! I'm so glad that you feel you gained a lot from this video! ✨ Let me know how you get on with your process! ☺️
Thank you so much for this video! It was very helpful! When you have multiple clients, do you just duplicate all the pages and give each client private access?
Exactly! You just share their e-mail to the portal (extra tip to save the portal as a template within notion.) So you just create a new one each time. I hope that helps! :)
@@azoristudio That definitely helps! Thank you 🤗
Thank you so much for this video!! This has been so helpful for me. Found it at the right time 🤩. Is there a possibility to download this template for notion? Would be great! Thanks 💕
You're welcome! If you pop me an e-mail i'll forward you the link to download as the link I used keeps changing 🤣
@@azoristudio thanks! I have send you an e-mail 😊
The link to your template no longer works. I would love to purchase this but it’s unavailable. Can you point me in the right direction please?
Details in the description :)
Thank you for this! Purchased this from your reference and spent 3 days making it my own & I’m obsessed. Can you share how you were able to use a light AND dark highlight? I love the two tone highlight but haven’t figured out which setting creates the darker of the two 🥰
omg same i've been trying to figure this out!!! LOL
@@christianmiller6762 - I still haven’t figured it out 😂 If I do I’ll follow up!
Where did you find the link to the template?
@@jensteffen Pop me an e-mail and i'll forward you the link to download lovely :)
@@fairybrandmother1303 Pop my an e-mail and i'll be more than happy to help you! :)
Thank you for this very helpful tutorial... but, could you please tell, what you are using for your invoicing payment system and also what you are using to make contacts ? It will be very helpful
Of course! Glad you find it helpful. I use Dubsado to do all my invoicing and flows an contracts!
@@azoristudio thank you for your help
Can I ask how you invoice and do payment plans with clients? Do you link that somehow or do that in Notion or another software?
Invoices and Payment plans are all done within Dubsado. I also used to use notion as a really good option too. All details for that are in the description :)
this is so helpful! thank you so much for explaining thoroughly ♡
You are so welcome!
Hi, love this tutorial! What online software do you use for your contract? :)
Hello, so sorry I only just saw this! I use a software called Hello Bonsai. You can use this link: app.hellobonsai.com/users/aff_sign_up?fp_ref=pascale15 and get x2 weeks free on me! :)
Very interesting! Do you use this template to gather copywriting from clients? For example, for a web project
Hello! Thanks for the comment. Yes that’s correct I do :)
Hi! Thank you for this video! Looking forward to being able to purchase your template! Which software do you use for your contracts and payments?
You're welcome! So glad that you found help from it. I will make sure I let everyone know as soon as my template is on sale. I use Hello Bonsai for my contracts, you can use this link to get x2 weeks free: app.hellobonsai.com/users/aff_sign_up?fp_ref=pascale15 .
I think it's amazing and saves me so much time!
@@azoristudio Will your template have your timeline? Also, will you ever be open to doing 1:1 mentoring?
awesome.
Thank you!
Hi, since this client portal is designed in a way for client to fill out the questionnaire and testimonial, does that mean you grant the client access to edit the entire client portal? Since 'commenting' only allows the client to comment.
Hello! Yes you have to allow them access to edit, but that's why it's important to create them a nice little introduction video (like this one I created for them to view) so that they know exactly how to use it! ✨
May I know if these are all included from the template?
Hello! No they're not but hopefully soon I'll be creating my own unique portal that I can share with you all ☺️
Hello There,
Where do I get the Client Portal template from?
Details in the description :)
Where can we purchase your template?
Hello! Thank you for your interest, I don't currently own my own portal just yet, this one was one I brought of Wildflower design studio and then customised around my own process. I attached her link in the description! ✨
Can someone tell me how can I get this template?
Details in the comments
Can you password protect the client portal?
Hey! You can’t password protect the client portal. BUT - you can make it private and set it up so only the email that you share it with is the one that can access it. I hope that helps! 🥰
@@azoristudio I see, thank you for your reply!
@@azoristudio Hi there! Looks great, but if you make it private to the client how can they see the databases? Databases disappear when sharing the portal don't they?
The question is simple but not in the way I want.
CHALLENGE
I want to build a client portal where I can share the page with every client, where he will track all tasks and all projects we have together.
PROBLEM
How to do that if I want to share with the client only his stuff, and hide from him the other projects/ task I have with the other clients?
1. potential solution, but...
This is possible if every client page have an inside project and task database, but if I want to see the main dashboard of the agency to check the overview of all my task and projects on one side, I must have the primary databases (projects-task) out of the singular client page
Is there a way to bypass this, and make it possible?
the only requirement is sharing only the relative client stuff, and not other stuff from the agency (as other projects or tasks from other clients)