Customer Portal App Templates

518 Templates

Customer Info App

Customer Info App brings customer details into one place so you can add new contacts, browse customer lists, and quickly open an individual record when you need context fast. It fits teams that juggle repeat clients and inquiries such as service businesses, agencies, consultants, and sales teams that need a simple way to look up names, contact info, and notes while staying organized. Use it to reduce scattered spreadsheets, avoid duplicate entries, and keep everyone aligned on the latest customer information during calls, on-site visits, or follow-ups.Built with Jotform, this app template pairs a form for adding customers with easy navigation for browsing and reviewing saved records, plus links to view all records or only the ones assigned to you. Customize the pages, buttons, and branding in Jotform’s no-code app builder using a drag-and-drop interface, then share the app for quick self-service access across your team. Connect your data collection to connected workflows so updates and customer information stay consistent as your process grows.

Go to Category:Customer Portal Apps
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Video Streaming Platform App

Video Streaming Platform App brings your video library into one place so viewers can discover content and creators can contribute new uploads without confusion. Use it to publish a public video collection for a community, classroom, organization, or media team, with simple navigation for browsing by category and keeping up with the latest uploads. It’s a practical fit for influencers sharing series content, nonprofits spotlighting stories, training teams curating tutorials, or event organizers posting session recordings, while keeping the experience easy for audiences to explore.With Jotform App Templates, you can launch this experience quickly and tailor it to your brand using Jotform’s no-code app builder and drag-and-drop interface. Connect the app to a video submission form for data collection, manage entries in your workflow, and share the finished app through a link or QR code for self-service access on any device. Update categories, featured content, and pages anytime, so your streaming-style hub stays current as your library grows.

Go to Category:Entertainment Apps
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Electronic Medical Record App

Electronic Medical Record App helps clinics and private practices keep patient information organized in one place, from first-time intake to ongoing visit documentation. Use it to collect new patient details, create encounter notes right after appointments, and review record history when planning follow-ups or coordinating care. It’s a practical fit for medical offices, outpatient clinics, telehealth providers, and multidisciplinary teams that need a consistent way to capture patient data and quickly find recent patients without digging through scattered files.Built with Jotform, this app template combines easy navigation with connected forms and tables so teams can manage data collection and day-to-day workflow from a single self-service experience. Customize pages, buttons, and branding in Jotform’s no-code app builder with a drag-and-drop interface, then share the app by link for fast access across devices. As records grow, you can keep everything searchable and structured by linking your patient list and medical records to Jotform Tables.

Go to Category:Healthcare Apps
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Small Business Order Tracking App

Small Business Order Tracking App helps small teams log new orders, monitor order status, and keep customer details organized in one place. It’s a practical fit for makers, local retailers, service providers, and growing online sellers who need a simple way to stay on top of open orders without juggling spreadsheets or scattered messages. With quick access to create a new order, view open orders, and browse customer records, the app supports day-to-day fulfillment while reducing missed updates and manual follow-ups.Built with Jotform, this app template can be customized with a no-code app builder and a drag-and-drop interface, so you can match it to your workflow in minutes. Connect the app to your forms and data tables to capture order details, keep records up to date, and make information easy to find for anyone on your team. Share it as a self-service hub for staff, use it on desktop or mobile, and expand it over time with reporting views that help you understand order volume and customer activity.

Go to Category:Order & Shipping Portal Apps
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Professional Services App

Professional Services App brings your service offerings, incoming requests, and active projects into one easy-to-navigate space. It helps consultancies, agencies, freelancers, and client-facing teams present services clearly, capture new work requests, and keep visibility on project progress without relying on scattered emails or disconnected documents. With service cards and a dedicated request path, clients and internal stakeholders can quickly find what they need, submit details through a request form, and get a clearer sense of typical turnaround and project health.Built with Jotform, this app template can be tailored in a no-code app builder with a drag-and-drop interface, so your team can adjust navigation, labels, and pages to match your workflow. Connect the app to forms and tables to support data collection for requests and client notes, then keep information organized for self-service access and day-to-day delivery. Share it with a link or QR code to create a consistent, branded experience for service intake, project tracking, and ongoing communication.

Go to Category:Consulting Apps
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AI Chat Assistant App

AI Chat Assistant App gives organizations a central, user-friendly destination for answering common questions and guiding people toward useful information. Customers, employees, students, members, and other audiences can browse FAQs, explore curated resources, contact a support team, and send feedback without searching across disconnected channels. It is particularly useful for customer service departments, internal help desks, educational institutions, nonprofits, and service providers that want to reduce repetitive inquiries while keeping human assistance within easy reach. The template supports a consistent self-service experience and helps teams learn where users may need clearer guidance.Jotform makes this app template easy to adapt with a no-code app builder and a visual drag-and-drop interface. Teams can update pages, cards, buttons, navigation, colors, and fonts to match their brand, then connect forms and related workflows for data collection, support requests, or feedback management. Among Jotform’s customizable App Templates, the AI Chat Assistant App offers a practical starting point that can be published quickly and shared through a direct link or QR code. It also provides mobile-friendly access, helping users find support and resources wherever they are.

Go to Category:Customer Engagement Apps
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Client Onboarding Portal App

The Client Onboarding Portal App is a centralized onboarding experience for agencies, consultants, professional service providers, and account teams welcoming new clients. It gives customers one place to create a client profile, submit a project brief, and confirm document readiness. Organized client and project records help teams reduce scattered communication, identify missing information, and prepare for kickoff with greater clarity. Use this app template when starting consulting engagements, creative projects, managed services, or other client relationships that require accurate contact details, project requirements, and supporting documents.Jotform Apps makes it easy to adapt this Client Onboarding Portal App to your process using a no-code app builder and an intuitive drag-and-drop interface. Customize pages, branding, navigation, and connected forms without writing code. You can bring data collection, resource access, and workflow steps into a mobile-friendly self-service experience, then share it through a direct link or QR code. Jotform App Templates provide a ready-made starting point while giving your team the flexibility to update content, organize records, and connect approvals or other processes as onboarding needs evolve.

Go to Category:Customer Portal Apps
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Customer Booking App

Customer Booking App brings your scheduling into one place so customers can browse services, view available slots, and book in minutes. It works well for salons, studios, coaches, clinics, and local service teams that need a clear path from selection to confirmation. With dedicated areas for booking now, checking open times, and reviewing upcoming or past appointments, the experience stays simple for customers while reducing missed details for your staff.Built with Jotform, this app template helps you turn scheduling into a self-service workflow without code. Use the drag-and-drop app builder to adjust pages, update service listings, and match your branding, then connect the booking experience to a form for reliable data collection. Share the app through a link or QR code, keep records organized, and give your team a smoother way to manage appointment requests as your volume grows.

Go to Category:Booking Apps
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Photography Business App

Photography Business App brings your studio’s client-facing experience into one place so people can browse your portfolio, explore services, and reach out when they’re ready to book. It’s a practical fit for independent photographers, small studios, and creative teams who want an always-on home for inquiries and session requests without relying on scattered links. Visitors can jump from featured work to project views, then take action with clear contact options including email and phone, plus a custom quote request for clients who need something beyond standard packages.With Jotform App Templates, you can publish a polished, branded Photography Business App using a no-code app builder and a drag-and-drop interface that’s easy to update as your work evolves. Connect the app to forms for data collection, route requests into a workflow your team can manage, and keep portfolio and service information organized for self-service browsing. Share your app through a link or QR code, refresh content in minutes, and deliver a consistent booking and inquiry experience across devices.

Go to Category:Booking Apps
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Shoe Repair App

Shoe Repair App helps cobblers and repair shops manage repair intake and keep work moving from drop-off to pickup without losing track of details. Use it to start a new repair request, view active jobs at a glance, and separate completed work so the counter and back-of-house stay aligned. It’s a practical fit for single-location shops, multi-person teams, and mobile shoe repair services that need a clear place to capture customer information and follow each job through its lifecycle.Jotform makes it easy to turn this Shoe Repair App into a branded self-service experience using App Templates and a no-code app builder. With a drag-and-drop interface, you can connect the app to your repair form and table, organize records in a clean list view, and share access with staff or customers through a simple link. As requests come in, Jotform supports consistent data collection and smoother workflow handoffs, so updates, lookups, and follow-ups take less time.

Go to Category:Service Apps
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Digital Banking App

Digital Banking App offers financial institutions, credit unions, financial service providers, and banking teams a customizable starting point for creating a customer-facing digital experience. Its flexible page can be adapted to centralize service access, guide customers toward account-related requests, and provide convenient support resources. Organizations can use it for customer onboarding, financial service inquiries, document collection, appointment requests, or educational content. By bringing essential actions into one branded location, the app can reduce fragmented communication and make common banking services easier to find.With Jotform Apps, teams can turn this Digital Banking App template into an interactive experience without writing code. The drag-and-drop app builder makes it easy to customize the page, apply modern branding, and add forms, buttons, links, approval steps, or payment workflows as needs evolve. Connected forms can support secure data collection, while tables and notifications help staff organize incoming requests. Publish the app with a shareable link or QR code to offer customers mobile-friendly self-service access from nearly any device.

Go to Category:Finance Apps
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Appointment Confirmation App

Appointment Confirmation App gives clients a simple place to book an appointment and then confirm details by checking the status of their request. With a built-in booking form, a clear entry point to browse appointment records, and a confirmation code view, it helps reduce missed visits and confusion around what’s scheduled. This works well for salons, clinics, consultants, coaches, and any service team that needs a dependable way to guide people from booking to confirmation without extra follow-up messages.Jotform makes it easy to turn this experience into a branded, self-service app using a no-code app builder and a drag-and-drop interface. Connect your booking flow to your data collection process, organize records for quick lookups, and refine the workflow as your volume grows. Share the app with a link or QR code so customers can book and confirm from any device, while your team stays aligned with a centralized system that’s simple to update.

Go to Category:Appointment & Booking Apps
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Customer Relationship Management App

Customer Relationship Management App brings your relationships, pipeline, and follow-ups into one place so teams can stay on top of every interaction. Use it to capture and update contacts, review deal progress, and keep daily work moving with task tracking. It fits sales teams, account managers, consultants, and service businesses that need a simple way to organize customer details, monitor opportunities, and avoid missed next steps as leads move from first touch to closed deal.With Jotform, you can tailor this app template to match how your team works using a no-code app builder and a drag-and-drop interface. Connect your contact, deal, and task forms to your workflow, keep data collection consistent across pages, and share a self-service experience with teammates from a single link. As your process grows, you can adjust fields, add steps, and organize records so everyone has clear visibility into customer activity.

Go to Category:Customer Portal Apps
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Client Booking App

A client booking app gives customers a simple way to review services and request an appointment from one central place. Use this template to guide clients from a Services overview to booking actions like Book now and New booking, while keeping key details and next steps easy to find. It works well for consultants, coaches, agencies, salons, wellness providers, and any service business that wants to reduce missed inquiries and keep scheduling organized.Jotform makes it easy to build and publish polished App Templates like this one with a no-code app builder and a drag-and-drop interface. Connect your booking form to the app for fast data collection, route requests through a workflow, and keep your team aligned as bookings come in. Share the app with a link or QR code, customize pages and branding, and update services anytime without touching code.

Go to Category:Booking Apps
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Tattoo And Piercing Consent App

The Tattoo And Piercing Consent App is a ready-to-use digital space for studios that need to collect client consent before tattoo and piercing appointments. Tattoo artists, piercers, reception teams, and studio managers can use it to guide clients through consent completion, review submitted records, and provide relevant aftercare information. Health disclosures, appointment details, contact information, and aftercare acknowledgments stay connected in one organized experience. This helps studios replace scattered paperwork, prepare staff before each service, maintain clearer records, and give clients convenient access to care guidance after their appointment.Jotform makes this app template easy to adapt with a no-code app builder and a flexible drag-and-drop interface. Studios can update pages, adjust branding, organize resource navigation, and connect forms or tables to support their preferred workflow. The app can be shared through a direct link or QR code, giving clients a mobile-friendly self-service option while helping staff manage data collection from one location. Jotform App Templates also make it simple to publish updates as procedures, consent questions, or aftercare resources change, without rebuilding the experience from the beginning.

Go to Category:Salon Apps
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Pest Control App

Pest Control App helps pest control businesses and home service teams offer a simple, customer-friendly way to request treatment, explore common pests, and understand pricing before booking. Visitors can submit a service request, browse pest information to identify what they’re dealing with, and quickly reach your team using built-in contact options like phone, email, and a website link. It’s a practical fit for local exterminators, property managers, and facilities teams who want to reduce missed calls, standardize intake details, and guide customers to the right service faster.With Jotform, you can customize this app template using a no-code app builder and a drag-and-drop interface, then connect it to your forms for consistent data collection. Update service offerings, adjust pricing details, and route requests to the right workflow without rebuilding your process. Share the app through a link or QR code so customers can self-service from any device while your team stays organized with a central place for requests and updates.

Go to Category:Customer Portal Apps
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Quick Survey App

Quick Survey App helps you collect feedback fast when you need answers without friction. Use it to run short pulse surveys for customers, employees, event attendees, students, or website visitors, then keep everything organized in one place. The app’s layout supports a simple flow with a clear way to start the survey, a place to review results, and a response history view, making it practical for recurring check-ins, satisfaction snapshots, product opinions, and quick post-service follow-ups.With Jotform, you can publish this app template and tailor it to your questions, audience, and brand using a no-code app builder and a drag-and-drop interface. Connect the app to your survey form for reliable data collection, share it by link or QR code for self-service participation, and keep your workflow moving with centralized access to responses and reporting views that teams can reference anytime.

Go to Category:Quiz Apps
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Cleaning Clients App

Cleaning Clients App brings your cleaning service client experience into one place so customers can book a cleaning, follow the status of upcoming and in-progress jobs, and review request history without needing to call or text for updates. It fits residential cleaners, small cleaning companies, and independent housekeepers who want a simple self-service flow for repeat clients, as well as teams that need a clearer view of active work and client lists.With Jotform App Templates, you can publish a branded, mobile-friendly experience built with a no-code app builder and a drag-and-drop interface. Connect buttons and pages to your existing forms and data collection workflows, then share the app with a link or QR code so clients can submit requests and your team can stay organized as jobs come in.

Go to Category:Home Services Apps
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Order Lookup App

Order Lookup App gives customers and support teams a simple place to find an order, view recent purchases, and open an order detail view without digging through emails. It fits online stores, delivery services, and any business that gets frequent “Where is my order” questions and wants to reduce repeat inquiries while keeping order information easy to access. With quick navigation to Lookup Order and Recent Orders, users can locate the right record fast and confirm key details before taking next steps.Built with Jotform App Templates, this app template can be tailored in a no-code app builder using a drag-and-drop interface, so you can match your brand and process in minutes. Connect your order form to a table-backed list for reliable data collection, add self-service guidance through a help page, and route support requests to the right place. Share the app through a link or QR code and keep order updates and customer outreach organized through a consistent workflow.

Go to Category:Order & Shipping Portal Apps
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Real Estate Showing App

Real Estate Showing App helps brokerages and agents guide buyers through listings and coordinate property tours in one place. Use it to let clients browse listings, open a property detail view, and submit showing requests without jumping between texts, emails, and multiple links. It’s a practical fit for individual agents, showing assistants, and small teams that need a clear way to capture tour preferences, reduce missed messages, and keep every request tied to the right address.With Jotform, you can build and publish polished app experiences using a no-code app builder and a drag-and-drop interface. Connect your app to forms and tables to support data collection and keep a simple workflow for intake and follow-up, such as viewing open requests, managing a request queue, and sharing the app as a self-service link for clients or an internal tool for your team.

Go to Category:Real Estate Apps
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Loyalty App

Loyalty App is a app template designed to create a structured loyalty system, allowing businesses, retailers, restaurants, and brands to reward repeat customers, track participation, and maintain ongoing customer engagement. In the fast-paced, competitive landscape of today's market, keeping customers engaged and loyal is a fundamental aspect of business success. That's where the Loyalty App shines, centralizing your loyalty program and making it accessible through a user-friendly mobile interface. The app collects and manages data such as customer details, transaction records, reward points, and redemption history, ensuring clarity, consistency, and completeness. Ready to use out of the box, this template is perfect for those looking to streamline their loyalty program, making it the ideal choice for businesses that value recurring customers.Leveraging the power of Jotform's no-code app builder, the Loyalty App is not only practical but also easily customizable, allowing you to match it to your specific brand identity. With the help of Jotform's intuitive drag-and-drop interface, changing fonts and colors, swapping out forms, and uploading logos has never been easier. Jotform's commitment to ease of use extends to the collection of e-signatures as well, an essential part of verifying transactions and customer interactions within the Loyalty App. Moreover, Jotform provides a seamless experience for users across multiple platforms, from smartphones to tablets and desktops, improving accessibility for all your customers. With Jotform's Loyalty App, you're not just getting a ready-to-use template; you're equipping your business with a comprehensive solution for maintaining customer loyalty and engagement.

Go to Category:Activity Tracking Apps
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Auto Repair Authorization App

The Auto Repair Authorization App is a ready-to-use app template for repair shops, service centers, mechanics, and service advisors that need a clear way to request customer consent before work begins. Staff can start an authorization, present the vehicle and requested repair details, show the estimated cost, record the customer’s decision, and review submitted information in one place. Direct email access also makes it easier to follow up when clarification is needed. By keeping each request organized around the customer, vehicle, work, cost, and consent, the app reduces missing details, supports clearer communication, and creates a consistent authorization workflow for routine maintenance and unexpected repairs.Jotform helps teams turn this process into a branded, mobile-friendly experience without writing code. Start with the Auto Repair Authorization App from Jotform App Templates, then use the no-code app builder and drag-and-drop interface to adjust pages, navigation, colors, and content. Connect forms, tables, approvals, notifications, and other workflow steps to support data collection and internal follow-up. Once the app is ready, share it through a direct link, QR code, or embedded experience so employees and customers can reach the right self-service action from almost any device.

Go to Category:Automotive Apps
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Guest Experience App

Guest Experience App brings key guest touchpoints into one easy place, so visitors can find what they need and get help without hunting through multiple channels. Use it in hotels, short-term rentals, resorts, event venues, and serviced apartments to share a local guide, highlight guest services, route service requests, and collect feedback while the stay is still in progress. It’s especially helpful for front desk teams, concierge staff, property managers, and hosts who want a consistent experience across locations and a clearer view of what guests are asking for.With Jotform, you can customize this app template with a no-code app builder and a drag-and-drop interface, then connect it to forms for fast data collection and smoother workflow follow-up. Add or rearrange pages, update cards and buttons, and publish a mobile-friendly self-service hub guests can open from a link or QR code. As requests and feedback come in, your team can respond faster, keep service organized, and refine the guest journey using the same Jotform workspace.

Go to Category:Customer Portal Apps
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Customer Feedback App

Customer Feedback App helps you collect, organize, and review customer input in one place so teams can act on it without losing context. Use it to invite customers to send feedback, let internal users browse past messages, and sort responses by topic for faster follow-up. It fits product teams tracking feature requests, support managers monitoring recurring issues, retail and service businesses capturing post-visit comments, and community programs looking for a simple way to hear from participants.With Jotform, you can publish this app template quickly and tailor it to your brand using a no-code app builder and a drag-and-drop interface. Connect the app to your feedback form for consistent data collection, route updates through a workflow that matches how your team triages feedback, and share a single self-service link that works on desktop or mobile. As needs change, you can adjust pages, navigation, and what feedback is visible, keeping the experience clear for customers and staff.

Go to Category:Community & Engagement Portal Apps
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