In this video, I walk through how I set up an automated system in Airtable to help a yoga coach manage their bootcamp process more easily.
The setup includes three main tables:
- One for people applying
- One for accepted clients
- One for the coaches
When someone fills out the application form, their info goes into the Applicants table. Right away, they get an automatic email confirming their application.
The coach can then review each applicant and choose who to admit. If accepted, the applicant is moved to the Clients table and receives a welcome email. If not, they get a polite rejection message encouraging them to try again next time.
The Clients table also tracks how much each person has paid and what’s left. As soon as someone is added here, the coaching team gets a Slack alert so they can start onboarding.
Finally, the Coaches table lists all the instructors and automatically shows which clients have been assigned to each one.
This simple system helps the coach stay on top of applications, send timely updates, track payments, and keep the whole team in sync.