Give every client a private portal powered by Airtable
You already track projects in Airtable. Now each client gets their own private link showing their project status, milestones, invoices, and files, without giving them access to your base.
How it works
Launch an Airtable client portal in three steps
Connect your Airtable base
Sign in with Airtable or paste a personal access token, then pick a base. Your fields become columns automatically, attachments become images, and linked records show as names.
Pick a template and customize
Choose a site, widget, or client portal template. Map your Airtable fields, then set colors, fonts, layout, and which fields appear where.
Publish, embed, or share
Get a hosted URL, paste a two line embed code into your existing website, or call your REST API endpoint. Edits in Airtable show up within about a minute.
Who uses Airtable client portals
Anyone who shares progress with clients and is tired of status emails.
Agency portal
Agencies
One portal per client with deliverables, timelines, and invoices pulled from your project base.
Freelancer portal
Freelancers
Share where a project stands and what is due next without sending another update email.
Client portal
Consultants and coaches
Show session notes, action items, and resources for each client.
Project status
Construction and trades
Keep homeowners up to date on milestones, photos, and payments.
Client portal
Accountants and bookkeepers
Share document checklists and filing status per client.
Client portal
Software teams
Give customers a view of their roadmap items and support requests.
Sharing Airtable with clients vs a SheetRocket portal
Keep your base private and still give clients a clear view of their work.
| Situation | Without Sheetrocket | With Sheetrocket |
|---|---|---|
| What the client sees | A shared Airtable view or interface that looks like your internal tool. | A clean, branded portal made for clients. |
| Keeping clients apart | Build and maintain a filtered view for every single client. | Each client gets their own private link. |
| Seat costs | Clients may need Airtable seats to use interfaces. | Clients just open a link. No Airtable account needed. |
| Keeping it current | Send updates by email or export reports. | Update the record in Airtable and the portal shows it within about a minute. |
Frequently asked questions
Do my clients need an Airtable account?
No. Clients open a private link in their browser. They never see or log into your Airtable base.
Can clients see each other's data?
No. Each portal has its own private link and only shows the data you connect to it.
What can a portal show?
Project status, milestones, tasks, invoices, documents, and an activity feed. You map your Airtable fields to each section.
Can I add my own branding?
Yes. Set your logo and colors. Pro removes SheetRocket branding, and Agency adds full white label.
How many portals can I create?
The Free plan includes 1 client portal. Pro and Agency include unlimited portals.
Related pages
Give your clients a portal they will actually use
Free to start. Powered by the Airtable base you already have.
Create your client portal free