Interior Design Client Portal

Interior designers juggle too many things at once. Client approvals, material lead times, site visits, invoices, revision rounds, contractor coordination. Most of it gets managed across WhatsApp threads, scattered spreadsheets, and email chains that are impossible to search.

Interior Design Client Portal puts everything in one clean workspace.

Built by a practicing interior designer, this template covers the full project lifecycle from first inquiry to final handover. It works for solo designers and small studios of up to 8 people.

WHAT'S INCLUDED

LIVE DASHBOARD

Your entire practice at a glance. Active project status table, quick action shortcuts to every section, finance snapshot, and a weekly focus area. Open it every Monday and your week is organized in 10 minutes.

PROJECT TRACKER

Full pipeline from Inquiry to Closeout. Board view by phase, Timeline view to spot deadline conflicts. Project types include Residential, Commercial, Hospitality, Renovation, New Build, and Concept Only.

CLIENT DATABASE

Complete profiles with contact info, communication preferences, relationship status, and source tracking. Know where your best clients come from. Tag your VIPs.

MEETING NOTES

Structured records for every client and team meeting. Key decisions, action items, and next meeting date. The paper trail that protects you when clients misremember what was agreed.

MOOD BOARD LIBRARY

Concept references and style directions per project. Log client feedback and approval status. Covers Minimalist, Japandi, Contemporary, Classic, Industrial, and Biophilic styles.

FF&E TRACKER

Every material, fixture, and furniture piece from specification to installation. Lead time visibility so long-lead items never delay your project. Status tracking from Specified through to Installed.

DRAWING REGISTER

Complete drawing list with revision control, discipline codes, and approval status. Built-in numbering convention guide.

FINANCE & INVOICING

Track invoices, expenses, and retainers. Instant visibility on what is paid, sent, overdue, or still in draft.

PROPOSAL LIBRARY

Store every sent proposal and signed contract. Includes a guide on what every strong interior design proposal needs to include.

SITE OBSERVATION LOG

Professional site visit records. Log NCRs, RFIs, progress updates, and punch list items. Issue reports within 48 hours of every visit.

DESIGN SCHEDULE

Milestone-based project schedule with a Gantt Timeline view. Typical phase durations included as a reference.

START HERE GUIDE

Setup in 5 steps. Operational within 20 minutes of duplicating.

WHO THIS IS FOR

Independent interior designers and interior architects

Small design-build studios (1-8 people)

Freelance interior consultants

Designers moving from agency to independent practice

HOW TO GET STARTED

1. Duplicate to your Notion workspace

2. Open Start Here and follow the 5-step setup

3. Replace sample data with your real projects and clients

4. Your studio OS is ready

No plugins. No complex setup. Ready in under 20 minutes.