An Airtable Client Portal with FREE Users

Can you really build a client portal on Airtable without breaking the bank!? In the past, its been virtually impossible to allow clients to perform even simple CRUD operations without paying for additional users. In this video, we reveal a workaround using interfaces that allows you to create a fully functional client portal using free, read-only users. Using a combination of things like Airtable forms, automations, and 'soft' deletes, follow along as we build a fully functional client portal that gets the job done without paying for additional seats.
Get help with your Airtable project 👉 www.automationhelpers.com/con... 👈
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✨ Checkout other videos mentioned in this tutorial ✨
✔️ Guide to Building Airtable Interfaces ▶️ • Guide to Building Airt...
✔️ Airtable Forms Tutorial ▶️ • The Complete Airtable ...
✔️ Invoice Generator ▶️ • Build an invoice gener...
✔️ Docs Automator ▶️ • Turn Your Data into PD...
00:00 Intro
00:06 Airtable Costs and Alternatives
00:55 CRUD Operations with FREE Users
01:31 Client Portal Demo
04:18 Building Your Own Client Portal
05:37 Sharing Settings and User Management
06:38 Creating Records
13:51 Updating and Deleting Records

[@elliott51]

You dont know how much you've just helped me... Legend!

[@RebeccaStoops-e1u]

Thank you so much for this detailed tutorial! ☺ I figured out that for Free users, you can put the Client Portal Interface redirect URL in the form's Message field!

[@yuryhorulko3834]

Thank you Dan!

[@davidsmiththeaiguy]

I can't thank you enough!!
The things i've learned from just two of your videos is unreal.
I love airtable but was struugling how to handover the CRM.
I can confidently create a dashboard and not have to bare the cost of adding them a paid user
Thank you so much

[@danleeman]

Awesome, glad this was helpful!

[@skin.pharma]

Thanks very much for this, Dan- a great way of creating a client portal on Airtable 😊👍
Viv

[@uxuixde]

Thank you

[@LauLopezF]

Hi Dan! You just solved a major problem for me! I have some users on my teams that just need to update attachments and statuses and my bill is getting pretty high with almost no usage of the users. For the attachments part I now know how to do it, but for the status update part the user is an external collaborator who is used to bulk update statuses in all records. Is there a way to do this without opening a form for each record? Thanks in advance 🙏🏼

[@danleeman]

As long as there is some common identifier that you could use to find the records in question via the automation, then you would be able to update all statuses.

[@kennypetrowski]

This is great but Fillout’s free tier seems like it’ll do the same a bit more elegantly.

[@danleeman]

For the forms part? I'd agree. Not sure what you'd do with Fillout for the lists, etc. Overall, wanted to show a native-Airtable solution, but agree that Fillout helps with a lot of use cases!

[@kennypetrowski]

@@danleeman I totally get it.. there's something great about just using Airtable. In my case, we're sharing Airtable views that have a button field that opens a Fillout form unique to each record. From a user perspective it feels more elegant (I also really like the Fillout user experiences).. but I get that it does introduce an additional service.
Thanks for your content! It's really great and been helpful in understanding Airtable/Fillout, etc.