Shared client calendar

A shared calendar of key dates

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Rated 4.7 on G2 and 4.8 on Capterra

Give clients a shared calendar of meetings, milestones, and deadlines so everyone sees what's coming up — kept in sync with the work in their portal.

Start from this template and describe what you want to change in plain English — Assembly Studio adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

Key Features

Month, week, and day views with drag-and-drop scheduling
Recurring events, reminders, attendees, locations, and color-coded categories
Dashboard with upcoming events, today's schedule, and an agenda view

What you can customize

Branding, colors, and your own domain
Fields, sections, and the steps clients see
Automations, reminders, and notifications
Access and permissions per client or team

Perfect for

Consulting, Legal, Real estate, and Healthcare firms running trackers workflows.

Add it, describe your changes, publish

Templates
Client project trackerMilestones and progress per engagement
Install
01
Add the template
It installs as a working app you can use as is.
App builderClient project tracker
Margot
Add a Client review stage between In progress and Done.
Assembly
Updated. Client review now sits between In progress and Done.
Describe a change
02
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
portal.brandmages.com
BrandmagesMeridian CorpM
Website redesign3 of 5 milestones done
Next1
Launch
In progress0
Client review1
Homepage design
Done3
Discovery
Sitemap
Wireframes
03
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.