Client Record Book Template

Description:

Record your customer data in a convenient and easy-to-use Client Record Book. Choose the paper size you are interested in (including A4, A5, Filofax, Letter, Pocket, and Half-Letter), select cutting marks, and download a printable PDF file. Use the printed templates in your Work & Business Planner to easily fill out client cards.

Sections available in this template:

  • Name;
  • Address;
  • Phone;
  • Email;
  • Notes;
  • Date/Time;
  • Service/Work;
  • Amount;
  • Notes.
The actual PDF might look slightly different compared to what you see as a preview.
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Customer reviews

0 of 5 stars 4.7 of 5 stars
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Yes i like it A lot

22 Dec, 2025
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Lucjan

a very good, well-thought-out and functional organizer notebook

Purchased item:

Ultimate Digital Planner
21 Dec, 2025
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Kristina

This was definitely not what I was expecting. Although there is a plethora of options i was hoping to just download one huge file and be able to edit and sort without needing a hyperlink to access them as I am not very tech savvy.

Purchased item:

Templates Premium Access
20 Dec, 2025
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perleifect

Missing one star because I made an error not because the seller did. I thought I could edit this item in a program I use but I can't hence, the 4 star over 5. I would have given 5 star if I could use my favorite editing program.

Purchased item:

Traveler's Notebook Inserts
20 Dec, 2025
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Corin Staples

Great easy printable pages and good choice to find the pages that work for me.

Purchased item:

Templates Premium Access
18 Dec, 2025
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