Profile PictureThe Mindful Planner

Simple Client Portal

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This beautiful client portal for Notion allows you to communicate with your clients, learn their preferences and build trust and loyalty.


  • Welcome your clients with a message
  • Projects: add files, assign tasks and collaborate
  • Invoices: keep track of invoices and their status
  • About me: includes an about me page where you can share your professional trajectory and achievements with the client

What is Notion?

Notion is an all-in-one workspace for productivity, where you can create systems for planning or work, websites and more. To use this planner, you have to create a Notion account (it's completely free).

You can use Notion on any device (desktop, tablet and mobile).

How can I download this planner?

You'll get a PDF file with a link to Notion. To add the planner to your workspace:

  • If you're using your laptop: click the "duplicate" button on the upper right side of the screen and select "add to workspace"
  • If you're using your phone: click on the three dots, select "duplicate", and then "add to workspace".

Client support: if you have any questions, please contact themindfulplanner@outlook.com and I'll be happy to answer.

Can I help promote your products and earn money?

Yes! You can become an affiliate for The Mindful Planner and earn up to 50% commision for each sale.

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Simple Client Portal

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