Create your first portal

You can have a working client portal in about five minutes. Here's the whole flow, end to end.

1. 1

   Create your account

   Sign up at quelvo.co using Google or your email address. No credit card required — every account starts with a free 7-day trial of the Pro plan so you can explore all features before committing.

2. 2

   Connect your Notion workspace

   From the dashboard sidebar, click Workspaces, then Connect Notion. You'll be taken to Notion to pick which databases Quelvo can access. Select the databases you want to share with clients, then click Allow access to return to Quelvo.

   Don't see the database you want?

   Open it in Notion, click Share in the top-right, type Quelvo in the invite box, and click Invite. Then come back and try again.

3. 3

   Create a portal

   Click New portal on the dashboard. The setup wizard walks you through:

   • Name — what clients see in the browser tab and portal header (e.g. "Acme Corp Projects").
   • Slug — the URL path, like acme-projects, making the portal live at quelvo.co/portal/acme-projects.
   • Database — pick one or more databases from your connected Notion workspace.
4. 4

   Choose which columns clients see

   Open your portal's Columns page from the sidebar. Every Notion property starts visible. Toggle off anything internal — costs, internal notes, Notion formulas you don't want clients to see. Hidden columns are never fetched or sent to the browser at all.

   You can also rename columns for clients without changing the Notion property name. An internal property called acct_mgr_v2 can be labeled Account Manager in the portal.

5. 5

   Add clients

   Open the Clients page and click Add client. Enter their email address and optionally a name and an expiry date. Clients log in by clicking a one-time link emailed to them — no passwords to set or forget.

6. 6

   Share the portal link

   Copy the portal URL from the dashboard and send it to your clients. The first time they visit, they enter their email and receive a login link. After clicking it, they stay logged in for 30 days.

What happens after setup

Once your portal is live, you can keep everything in Notion as usual. Quelvo reads from Notion in real time (with a short cache) — so when you update a record in Notion, clients see the change the next time they open the portal. You don't need to touch Quelvo at all for day-to-day updates.

Real-time cache

Quelvo caches Notion data for 60 seconds to stay within Notion's API limits. If you have a Notion webhook configured, cache is invalidated the moment Notion fires the change event — so changes appear within a second instead of a minute.

Plan limits at a glance

See the full Plans & limits page for every feature.

What to read next

• Connect Notion — the connection flow in more detail, plus how to fix common issues
• Choose what clients see — show, hide, rename, and let clients edit fields
• Filter rows for each client — show every client only their own records
• Layouts — pick the right view for the kind of work you're sharing