I am a complete newbie to appsheet and have been digging around for a solution to this and I have built a couple of basic test apps but my knowledge is limited.
I would like to know if somebody or a few people could fir suggestions at me for how to start the layout of this project which I want to build for myself. And also, please tell me if you think that it can't be achieved.
I want to build, essentially an appointment booking system for when I visit customers homes.
I want to reserve a date and time of the booking along with other details about the appointment, but I also want to fetch the customer's personal details from a list, if they are an existing customer, but I want the option to add a new customer to the list if they are new.
It would look like this:
The app opens to a calendar view.
I choose a date.
The appointments for that date open up.
There is an option to add a new appointment.
If I click an existing appointment it opens up the details of the appointment.
If I choose add a new appointment a form opens where I can fill in the details.
As part of the new form, it asks me for the customers name (and if they are in the database), it saves the appointment with their full details. If they are a new customer, I manually fill in the form, and it saves them as a customer to the database.
I hope I am explaining this well enough.
If you need more detail then I will try to clarify...
What I am looking for really is the ability to set appointments and add customers. But many are repeat customers so I don't want to fill in their details every time.
So I need to save
NAME, ADDRESS, EMAIL, PHONE NUMBER
and have this as something I can use again and again for multiple appointments.
So when choosing he appointment date and time, I just chose Derek Clarke from a dropdown or similar.
But the exact nature of each appointment would be different, so I also need to be able to have a section that doesn't save as the customer details and is unique to that appointment.
So PRICE, SERVICE REQUIRED, PARTS NEEDED etc.
Thanks for your time.
Solved! Go to Solution.
All this is doable. The only thing you can't do in Appsheet is to click on a time in the calendar and then it open up a form where the date/start time/end time are all prefilled in.
In summary for the rest of your idea you need to use 2 tables (spreadsheet tab). The first call Clients, add the columns you need (Name, Address etc) then tell appsheet to build the app from this spreasheet. Then add another table called Bookings, but importantly have the first column called Clients. Appsheet will then automatically link these two sheets together. So that Bookings is the subtable of Clients.
Simon, 1minManager.com
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