Help

Client History BASE Synced to Client BASE

Topic Labels: Sync
485 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Jeffpdoes
6 - Interface Innovator
6 - Interface Innovator

I currently have a Client Database which stores client info and automates scheduling.
What I would like to do is create a Client History which would store past appointments, how much clients spent, how much they tipped etc.

I’m thinking the way to do it would be to create a separate synced database which would use Their Appt Date/Time at the Primary field. So then when I confirm an appt with a client on the CLIENT base, Airtable creates a new record in the HISTORY base, and this new History Record is associated with the client.

Does that seem like a sensible way to do this?

0 Replies 0