As an advanced excel user, I feel like I’m missing something fundamental with the way databases work and I keep trying to do something which I’m now sure is impossible in Airtable but don’t understand why when it seems so simple.
In my latest project:
I want a list of clients
I want my calendar with available group sessions, to which I can add clients
When I add clients to this, I want it to link to a table of invoices, with a new invoice to track for each client.
All I am achieving at the moment is a list of all the amalgamated appointments next to the clients name. This does not allow me to track each invoice as ‘paid’, ‘cancelled’, due etc. I cannot track them from the calendar, because each appointment relates to multiple clients.
This seems the ideal project to add to a database but I know I am missing some basic principles to help me understand how my base design needs changing.