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Client Portal for Coffee shop Template

The coffee shop's client portal gives you and your employees an intuitive dashboard, an easy-to-use calendar, and the ability to manage deliveries, invoices, requests, and assignments quickly and efficiently. This template provides coffee shops with a powerful and easy-to-use tool to manage their clients and tasks, allowing them to stay organized and up-to-date on their client relationships.

Client Portal

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Client Portal for Coffee shop Template

This client portal for coffee shops is an excellent solution for managing day-to-day operations in a coffee shop. It provides an easy-to-use interface with a comprehensive set of features, including an intuitive dashboard that allows users to quickly view and manage deliveries, invoices, requests, assignments, and more. The portal makes it easy to automate and streamline operations, saving time and increasing efficiency. It only takes 10 minutes to set up and customize the portal for the coffee shop's specific needs. Whether you're just exploring your options or looking to replace your existing client portal, start building with Softr!

Different permissions

Set a specific access level for each member or a group of members.

Search and filtering functionality

Easily find the required assets through search and filtering.

Team directory

Find all team member profiles in one place.

Pay and download invoices

Track all the client transactions in one palce.

Access to different chart layouts

Select from a variety of chart layouts to present your progress and results.

Responsive design

Fully responsive design, allowing all the users to view the website from any device.

Overview
Softr’s Client Portal for Coffee shop lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Client Portal for Coffee shop. Also, do not hesistate asking for help via our customer support chat if needed!

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