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How to Create a Client Portal using Airtable Interfaces and Fillout (Step by Step Tutorial!)

Here’s how to create a custom client portal using native Airtable Interfaces and Fillout! In this complete Airtable client portal tutorial, we’ll take you step-by-step through how to use native Airtable Interfaces and Fillout where clients can add and edit existing records as well as create new linked records (e.g. order line items) in a single form submission. All while ensuring that they only have access to their own records and not any other client's. You can try out Fillout here - https://prestoflow.com/go/fillout TIMESTAMPS: 00:00 - Intro 00:46 - Who is this method suitable for? 02:04 - Initial Airtable setup - linking records to the clients table 03:28 - Creating client specific views 04:35 - Creating a new page in interfaces 09:08 - Why Fillout instead of Airtable forms? 10:25 - Creating a new Fillout form 12:19 - Adding new linked record for order line items 14:22 - Hiding client name using mappings 15:12 - Creating URL parameters 17:36 - Limiting list of line items to client's records only 20:13 - Customizing Fillout theme 24:03 - Adding Fillout form URL to Airtable 25:53 - Viewing form as an end client 27:49 - Testing the form 30:17 - Adding form editing functionality 33:21 - Adding edit button to interface by updating view settings 34:01 - Testing the edit feature as an end client 35:27 - Duplicating an interface for a new client 39:43 - Sharing the interface with a client 40:59 - Client portal login experience If you want to learn more about how we can help streamline your business, visit us at https://www.prestoflow.com/