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How to Automate a Booking System | Part 2 of 3

In last week's tutorial, I outlined the database structure that would support an hourly consulting agency. We mapped the steps to creating the Team, linking that with Consultations and Clients. We also outlined the steps to adding a table of Invoices so that our team members can get accurately paid for their efforts.

But of course, the proper database structure is only the first part of this...

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How to Build a Booking System | Part 1 of 3

Scheduling meetings is a vital part of many businesses, so it's no surprise that software like Calendly has become very popular in the online world. Calendly, a scheduling software, syncs with your personal calendar and allows others to schedule time with you if they have your personal link. Many people use a free version of Calendly and enjoy the benefits of eliminating those pesky...

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Automating Social Media Creation (Part 2 of 2)

In this, the conclusion of my social media automation video series, I'm walking through using automation to create an image ready for social media.

Bannerbear is a fun new software that I discovered recently. The premise behind it is that you potentially waste time by creating an image based on a template. For example, I have YouTube thumbnails for the videos that I upload to YouTube. They are...

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How to Structure a Social Media Database

Social media has become something that practically every business needs to leverage in order to stay competitive. When speaking with clients, it's very common for them to tell me that they reached out because of our YouTube channel. In our case, using video to help with Airtable demonstrations is a critical component of our business, but of course it's not the only option. Businesses of all...

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Which is best for me: Page Designer or Formstack?

I often get asked questions about the Page Designer block in Airtable. If you need to build some reports, documents, or otherwise visualize the records in your database, you have likely explored this popular Airtable block.

But, as is true with all software, there are limitations to be aware of. The Page Designer Block, while it is a fantastic and ingenious tool, is not always the best...

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How to Create a Company Budget in Airtable

Perhaps you already know this, but in a previous life I was a financial analyst. One of the bigger projects I worked on in those days was for this massive, billion dollar a year company when I helped put together their annual budget. While this post won't go into the same level of granular detail that I did in those days, it will go into some best practices for setting up a...

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SendGrid Email Block Updates

We've discussed emailing from your Airtable databases at length in the past, but in this post I'm going into detail about two specific features, namely (1) using HTML from Airtable and also (2) leveraging Airtable views to send to segments of your list.

The SendGrid Block is among the more powerful blocks that Airtable has created. This block allows you to send email directly from your...

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Airtable's June 2020 Updates: Buttons, Created by, and Last Modified Fields

Another month in the books, and some fantastic new features from Airtable! In this post, I'll be detailing my three favorite new Airtable features with the June 2020 update. Specifically, I'll be detailing three new fields:

  1. Created by
  2. Last Modified by
  3. Button

It's uncommon that we see one new field type released, but to have three new fields all drop at once is really exciting! These fields...

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How to Prefill a Hidden Form Field

One of the most common questions we get in our coaching program has to do with an advanced prefilled form feature. This is most often requested by businesses who want to send prefilled forms to their clients, but they want to be able to HIDE some of the prefilled data. For example, let's suppose that you want to send a prefilled form to your clients and ask them for feedback. When...

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How to Import Data into Airtable without Duplications

Recently, I've received several questions about importing data into your Airtable database. Before I just jump right in and start discussing the how - let me first address some definitions and scope questions.

Firstly, when I think about IMPORTING data, I instantly imagine that we are discussing a bulk data transfer. If you have questions about bringing individual records into a...

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