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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