Client Record Book (A-Z Alphabet)

Features & Customization

Customize and download this digital planner:

The actual PDF might look slightly different compared to what you see as a preview.
Planner Settings and Layouts
Page 1/1
2-Page Yearly Calendar
Quarterly links are inactive
Page 1/1
2-Page Quarterly Planner
Page 1/1
2-Page Monthly Planner
Weekly links are inactive
Page 1/1
2-Page Weekly Planner
Daily links are inactive
Page 1/2
Daily Schedule (Professional)
Page 2/2
Ruled Grid with Calendar
Productivity Templates
Habit & Time Trackers
Project Templates
Personal Tasks
Work & Business Templates
Social Media
Note Pages
Conferences
Page 1/2
Client Record Book
Page 2/2
Workflow & Checklist
Page 1/2
Meeting Notes
Page 2/2
Ruled Grid
Reset config
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Delivery:

Instant Download - Configure and Instantly Download Your Digital Products Upon Payment!

Enjoy Your Planner With No Limitations

1

Unlimited Customizations & Downloads

Customize your planner, check it out, repeat as many times as needed. No limitations - make the planner of your dream!

2

Single Purchase, Multiple Planners

Create diverse themed planners for any occasion with our customizable sections, all for the price of one!

3

Import to Device Easily

Start using your perfect planner in seconds! Simply follow one of our comprehensive guides to import a planner to your device.

Customer reviews

5 of 5 stars 4.7 of 5 stars
Kate

Looking forward to using this!!

13 Feb, 2024
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eicnohc

Arrived quickly. No complaints 😊

02 Feb, 2023
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Haydee

THANK YOU, EASY TO ACCESS, LOTS OF TEMPLATES

06 Dec, 2022
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Description

The Client Record Book in digital format is a perfect tool for efficient management of your contacts and addresses. Pay attention to the possibility of self-configuring the planner according to your tastes and preferences.

Optionally, you can add a quarterly or weekly planner, make pages with a daily schedule, use a layout with productivity tracking, and so on. So you can create a real digital organizer!

Works with note-taking apps, like Goodnotes, Notability, Xodo, Noteshelf. Compatible with iPad or Android tablets.

Planner includes:

  • Customizable cover (choose from the collection of 40 available designs);
  • Index Page with navigation tabs, quick notes board, and reminders;
  • Client Record Book;
  • Yearly / Quarterly / Monthly Calendars;
  • Daily Planner Pages;
  • Alphabetical A-Z tabs Contact Book;
  • Project Planner Pages;
  • Pomodoro Planner & Task Tracker;
  • Social Media Planner Pages.

Please check out 'iOS' section of our guide and follow instructions for the app of your choice. It has all the necessary steps and links.

Your purchase includes access to the selected digital planner. You can configure and personalize your planner in any way you want. Once everything looks good with the personalization - hit the Download button to get a PDF file with your planner.

Yes! You can update your planner settings on this page and download a new planner as many times as needed.

Sure! Here you will find all the basics of digital planning explained in detail. You will also find more details on using a digital planner on your device (iPad, reMarkable, Boox Note, etc.)

Depending on the device you're using, the process could be unclear or complex. We created a detailed guide for the most popular devices (iPad, reMarkable, Boox Note, etc.). Please find a section with your device here. If you can't see the needed section - try to Google 'How to upload PDF onto [device name]'. If that doesn't help - reach out to device manufacturer customer service or message us.

For iPad we recommend: Goodnotes, Notability or Noteshelf;
For Samsung we recommend Samsung Notes;
For Android we recomment Xodo or Penly;
For most e-ink devices (reMarkable, Kindle Scribe, etc) you don't need any additional app. Simply upload your PDF and open it like any other document.

It is a one-time payment. That means that just one payment gives you unlimited use of the digital planner. In addition, you will receive access to all future upgrades at no extra cost..

No, it doesn't. You get lifetime access to your planner, so you can download it whenever you need. The only limitation is the planner dates. You'll be able to select custom dates for the planner through the end of the NEXT year of purchase date. For example: if you purchased a template in May 2024, you can select the end date up to Dec 31, 2025.

No, all products on our website are for personal use only. However you can join our affiliate program and earn commission on orgers made by customers who came to our website using your link.

If you can't find your question and answer for it, please check out our general customer's FAQ
If you still need some help - don't hesitate to get in touch with us via contact form. We will get back to you as soon as possible!