Client Record Book Template


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

Customer reviews

0 of 5 stars 4.7 of 5 stars

Lots of planning pages to use

07 Apr, 2024
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Tim Green

Very well thought out and easy to use.

07 Apr, 2024
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Love it, this planner is amazing.

Purchased item:

reMarkable Ultimate Planner
06 Apr, 2024
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Everything you ever wanted is right here.

Purchased item:

Templates Premium Access
05 Apr, 2024
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As advertised by seller , no issues

05 Apr, 2024
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