Client Record Book (A-Z Alphabet)
Customize and download this digital planner:
By clicking that link, you will be able to quickly add an event to your calendar for a selected date and time.
You can also sync your digital planner with your calendar by inserting existing events for selected dates and times.
By clicking that link, you will be able to quickly add an event to your calendar for a selected date and time.
Note: the "Android and others" version does not support 2-way synchronization. That means you cannot transfer existing events from the calendar to your digital planner.
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Customer reviews
Looking forward to using this!!
Purchased item:
Client Record Book (A-Z Alphabet)
Arrived quickly. No complaints 😊
Purchased item:
Client Record Book (A-Z Alphabet)
THANK YOU, EASY TO ACCESS, LOTS OF TEMPLATES
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Client Record Book (A-Z Alphabet)Write a Review
Thank you for your interest! Only customers who have purchased the planner can leave a review. We appreciate your understanding.Description
Keep everything in your business under control and be more organized using Digital Client Record Book. The planner caters to individuals that maintain a high distillation of clients and as a coach, therapist, beauty expert, or even a freelancer. This planner simplifies keeping record of your clients’ interactions and appointments with you. It also contains a variety of great templates that will make your life easier.
Customized for use on your iPad or tablet with apps such as GoodNotes or Notability, it is fully adaptable to your workflow.
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;
- Weekly Pages;
- Daily Planner Pages;
- Alphabetical A-Z tabs Contact Book;
- Project Planner Pages;
- Customizable Sections
- Social Media Planner Pages.
Looking for a different version? Check out:
- Client Record Book for reMarkable
- ONYX BOOX - Client Record Book
- Client Record Book for Supernote A5x A6x
- Kindle Scribe Client Record Book
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 2025, you can select the end date up to Dec 31, 2026.
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!
I've used a lot of digital planners. Not only was it one of the few that met my need to group meetings by project but also track my stakeholders and create notes for each to ensure quick quality communication. I had a few technical questions and Sydney was super fast to respond. Looking forward to continuing using her planners in the years to come. I also love the customizability and GTD portion - helps me get focused fast. Steller Product and Service - Highly recommend.
Purchased item:
Client Record Book (A-Z Alphabet)