You’ll notice a the field “Total Appointments per Active Member”
Anyone that has membership type ‘shared’ means that I don’t count them as an actual member. I want to link them to the original member. And since I want to track each appointment by the main member, I’d like to figure out how to add the members ‘shared’ total with the existing membership.
E.g. John Smith has a total of 3 appointments (his 2 booked, and 1 from his shared member Jenny). How would I do this?
The problem is with how you are setting up your bases in my opinion. I would have a third table called accounts. You could then link each member to an account wether they are the primary or shared person on the accounts. Then you could look up how many appointments each ACCOUNT has by doing rollup. Just my two cents. If you need any help with this let me.
So three tables. 1- members 2- accounts 3- appointments. Link your members to accounts. Then do a roll up to count the number of appointment each account has.
