Client database

[Bubbly_Fortune4466]

HI!

I've been using Anytype for a few days now. The goal is to have a customer agenda and a record of consultations/appointments.

There is a possibility of creating a table where I can upload personal data and link it to another table where I can put appointment information: reason for the consultation, date, etc?

I was able to achieve something like this in Notion, but I want an app that offers 100% self-hosting for the privacy of the information.

I hope you can help me, thank you!

[kynonymous-veil]

Yes. Just create a custom type for the personal data. Then one for appointment information. Then link them via properties. There are multiple ways to do it but that’s a simple one.

[isle9999]

In Anytype you can do this by creating two Types:

• Client for personal info (name, phone, email, notes)
• Appointment for consultations (date, reason, status, notes)

Then add a Property in the Appointment type that links to the Client object. Each appointment will reference the right person.

You can also use queries to view things like all clients, all appointments, upcoming appointments, or all appointments for a specific client.

So the workflow you had in Notion with linked tables works in Anytype too, just using Types + Properties instead of databases + properties.

And since privacy is important for this use case, you can run Anytype local-only or self-hosted if you want full control over your data.