Notion Template Client Portal | All In One Client Dashboard for Service Based Business Owners


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Organize your clients all in one place with the notion client dashboard. Create client portals so you can keep all projects and communication within a notion template. Share the client portal with your client and keep everything on track. This template is great for adding to an existing business dashboard. This notion template is meant to be used in place of honeybook or dubsado.

W H A T I S  N O T I O N ?

Notion is an all-in-one workspace where you plan, write, organize, and collaborate. It provides its users the building blocks to create customized layouts to get work done. Notion is free for a personal plan and is accessible through any device connected to the Internet – smartphone, tablet, laptop, or computer.

W H A T ’ S  I N C L U D E D ?

Client Portal for Graphic/Web Design Clients, for Design Day Intensives, and a generic template for service based businesses.

Each Dashboard Includes:
A welcome page for your client
An overview section
A communication log
A process section
Timeline Section
Resources Section
Feedback Section

Designer Template Includes Processes for:
A working contract (free bonus)
Brand Assets
Brand Questionnaire – actual questionnaire included
Brand Strategy + free bonus: a fun values exercise included
Photoshoot Direction Planner
Custom Illustration Planner
Social Media planner
Brand Style Guide
Website Inspiration
Website content checklist
Website Design Walkthrough
Launch checklist

+ Includes actual text and guidelines for every step of the process.

Free Canva Template to create your own page covers and headers!


H O W  I T  W O R K S
1. Purchase and you will receive an instant download.
2. Download the PDF to access the template.
3. Duplicate the template and follow the tutorial to make it your own.

Y O U  W I L L  N E E D
– A device to access Notion (e.g. Desktop, Laptop, Smartphone, Tablet)
– A Notion account (It’s free to sign up for a personal plan!)
– Basic understanding of how Notion works

– The template is optimized for use in a Desktop or Laptop and will not appear the same as the listing photos when used in smaller devices. However, the function of the template remains consistent among any device.
– This template only works with the Notion App or the Notion Website. Any other applications will not work with this template.
– This is a digital download. No physical items will be sent after purchase.
– All materials are for personal use only. No part of it can be distributed, sold, reproduced, or used in any form without the written permission of the author.

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