Some Getting Started Help Needed - Linking 1st table


#1

I’m just getting started using Airtable so thanks for any advice on this request.

Our first table is just a sign up form (client, address, etc). They are signing up for a service package that has several items in it.

I’d like to make a separate table that automatically pulls these new clients in as records and then in the second table have some sort of checkbox system(?) as we complete the services/items they’ve purchased.

Is this best used with checkboxes, or a roll-up feature ??

This is so basic I’m sure, but I have little DB and linking knowledge.

We were previously doing this in Google sheets with a lot of ⌘C/⌘V and time :disappointed:.

Thanks for any help.
Steve