1. Home
  2. Templates
  3. Work and Business
  4. Client Management
  5. Client Record Book Template
You have premium access to: Templates Digital Planners Stickers All-in-one Access
Download Client Record Book Template - Printable PDF Save
Save
Save
TN Client Record Book Template Save
GoodNotes Client Record Book Template Save
Client Record Book Template Supernote A6X Save
Client Record Book Template for BOOX Note Save
Download Client Record Book Template - Printable PDF
TN Client Record Book Template
GoodNotes Client Record Book Template
Client Record Book Template Supernote A6X
Client Record Book Template for BOOX Note

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.
Download Printable PDF

Add new comment

Other templates:

Client Record Book (A-Z Alphabet)
Client Record Book for Supernote A5x A6x
Client Record Book for reMarkable
EDITABLE
Address Book Template
  • Name
  • Address
  • Birthday
  • Home
  • Cell
  • Email
ONYX BOOX - Client Record Book
EDITABLE
Client Board Template
  • Client Information
  • Name
  • Lead Contact
  • Company
  • Phone
  • Address
  • Interest And Need
  • Conversations (Follow Up 1/2, Result)
  • Call Notes
  • Tasks (You / Client)
  • Notes / Sketch
EDITABLE
Lash Client Record
  • Name
  • Phone
  • First Appointment
  • Allergies
  • Wear Glasses Yes/No
  • D.O.B.
  • E-mail
  • Referred By
  • Medications
  • Watery / Dry Eyes
  • Fill Time
  • Glue Type
  • Date
  • Set
  • Extension Style
  • Service
  • Lashes Info
  • Price
EDITABLE
Stylist Client Record
  • Name
  • Phone
  • Address
  • Referred By
  • Preferred Appt. Day
  • Allergies
  • D.O.B.
  • E-mail
  • First Appointment
  • Time
  • Notes
  • Hair Conditioning Level/Comments
  • Scalp Conditioning Level/Comments
  • Preferred Style/Cut
  • Comments
  • Color Treatment / Price
  • Dye Number
  • Developer %
  • Ratio
  • Time
EDITABLE
Client Profile Template
  • Name
  • Company
  • Phone
  • Work Phone
  • Address
  • Nature Of Business
  • Delivery Information
  • Important Contacts
  • Name
  • Position
  • Contact
  • Notes
EDITABLE
Client Profile
  • Name
  • Phone
  • Address
  • Referred By
  • D.O.B.
  • E-mail
  • First Appointment
  • Notes
  • Date
  • Service
  • Price
EDITABLE
Book Tracker Template
  • Title
  • Rating
  • Photo
  • Genre
  • Autor
  • Date Published
  • Page Count
  • Start Date
  • End Date
  • Book Summary
  • Favorite Parts
  • Notes
EDITABLE
Text Book Tracker Template
  • Course
  • Books Needed
  • Price
  • Ordered
  • Received
  • Due Date
Shipping Policy | Return Policy | Privacy Policy | Affiliates | For Creators | For Business | Contacts
© 2023 OnPlanners.com - Planners and notebooks reviews. Templates are for your own personal and non-commercial use.
Onplanners.com is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com