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‎Jun 01, 2023 05:48 AM
Hello!
I have a table of clients, each of whom has been assigned a coach.
I have a second table of appointments which is coming from Acuity. In that table, I have the clients linked so I can see all of the client's meetings with anyone in our company.
What I want to do is find the FIRST time that a client has met with their coach. This would not be their first meeting ever; that would be too easy.
Within the "clients" table, I have the "client" name, the "coach" name (and a ton of other data)
Within the "appointments" table, I have the "client" name, the "coach" name, the "calendar" the appointment was booked on (which would match the "coach"), and obviously the dates and times of appointments.
I can use "min" formula to find the first appointment, but I'm struggling with the first appointment with the specific team member that is the "coach".
Thank you!
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‎Jun 01, 2023 06:20 AM
Assuming that people who are coaches always act as coaches, store the role of the person in the staff table. Have a lookup of the role of the person that the client met with in the appointments table. Then in the clients table, use a conditional rollup that looks for the earliest date where the role is a coach.
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‎Jun 01, 2023 10:07 AM
Thank you!!!
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