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Jan 21, 2025 01:50 PM
Hello everyone! I’m a complete beginner in Airtable and would greatly appreciate your guidance. I’m trying to set up a simple “Lab Reservations” system and have created the following structure:
Terminy (Slots)
- Stores all available lab time slots.
- Fields include: Date, Start Time, End Time, Researcher, and Status (Available/Reserved).
- I’ve built a form called “Add New Slot,” where I want to include this instruction for lab assistants:
“Here you can add your availability when you can conduct research in the laboratory. Remember that each study lasts a minimum of 30 minutes. Please add slots in 30-minute increments. For example, if you’re available on February 13 from 1:00 PM to 3:30 PM, you should add six separate slots: 1:00–1:30 PM, 1:30–2:00 PM, and so on.”
Rezerwacje (Reservations)
- Allows people to sign up for a specific slot.
- Fields include: Full Name, Email, and a linked record to the Terminy table.
- I also have a form, “Registration Form,” which should only display slots with Status = “Available.”
I want to automate two things:
- Confirmation: As soon as someone books a slot (via the “Registration Form”), the slot’s status should change to “Reserved,” and a confirmation email should go out to the participant (and possibly the researcher).
- Reminder: Each day, I’d like an automatic reminder email sent to participants who have a reservation scheduled for the next day.
Since I’m new to Airtable, I’m not entirely sure how to:
- Properly display only “Available” slots in the “Registration Form.”
- Structure the daily reminder automation and filter the correct records.
- Ensure that updating the slot to “Reserved” happens smoothly when a reservation is made.
Any detailed, step-by-step advice, best practices, or examples you can share would be incredibly helpful. Thank you so much in advance!
link for my work so far: https://airtable.com/applRJ6l2V4rV8Vvg/shrNDuZJxz3BAYcPZ
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Jan 21, 2025 08:39 PM - edited Jan 21, 2025 08:40 PM
Assuming your data looks like this:
Then I'd recommend having a form in the Registrations table with a linked field to the Slots table, where you set the records that can be selected to be filtered like so:
And this is how it would look in use, and a link to the form can be found here
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For the reminders, if you're alright with sending out one email per slot, then that's really simple. You'd have an automation that triggers once a day, and its action would be to look for any slots that are reserved for that day, and then use a repeating group to send out emails as needed:
If you wanted one email to be sent per person, regardless of how many slots they've booked, then that gets more involved. You'd either use a script helper or create a new table that contained all the people that have reserved, and then use that table to build your automation
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