Next to that I have their email, which is formatted to display as an email field. Just like those fields, I have a business name field in case a customer or client of mine operates under a business name or whether they operate under their personal name. If you want to, you can add default text, but since this is a name field that doesn’t really make sense. These are both single line text fields, pretty straightforward. Because of how I organize client data, I like to have a first name field + a last name field. We’re going to bypass this first field + talk about all the others first. Let’s go over the columns that help me manage clients in Airtable Be warned that Airtable doesn’t give you the option to confirm that you want to delete a field, but if you hit command Z on Mac or ctrl Z on PC, it will come back. If there’s a column that you don’t want for managing your clients in Airtable, click the down arrow next to it and hit delete field to clear it out. The options listed at the top are a little bit more straightforward + as you get down to the bottom of the list you can set things like formula, roll-up, lookup, which are a little bit more complicated and stuff we’ll go into in other videos. You then select what type of field it is using all of the available options. Give the field any name that you want, as long as it hasn’t been taken within this specific bases tab. You can add fields by clicking the plus sign on the far right. You can always add more fields as you go, but it helps to see the data laid out when you have some of those elements already in place. Think of these as the columns in a spreadsheet. When you’re setting up a new base in Airtable for managing clients or otherwise, it’s best to set up the fields that you think you’re gonna need. But again, I already have an example set up. Once you click “start from scratch,” you’ll be able to name your base, pick a color, and set an icon. Simply click the “add a base” button and you can choose to start with a template which are templates that Airtable has for you, import a spreadsheet if you’re using Numbers or Excel, or start from scratch - which is what I typically recommend. And if you set it up in the wrong workspace, you can easily move bases between different workspaces. I have a sample client Airtable base that you can copy, but I want to show you how you might create something from scratch first.Īll over the bases tab you have the ability to add a base to any workspace. Today I’m gonna go over how to manage clients with Airtable You can organize your bases by work + personal, or different projects that you have going on in your business, whatever works best for you. The best way to think about it is that a workspace is like a folder or a way to organize all of your bases - which are short for databases. If you’re not familiar with Airtable, let me welcome you to the bases page! This is where all of your workspaces and Airtable bases live. Grab a copy of this client management Airtable base.Īre you more into reading along? The video transcription is below, or you can click the CC (closed caption) option within YouTube.
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