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.
Customer reviews
The item met my expectations
Purchased item:
Simple budget template
Absolutely blown away by the features and customization options for this planner. It truly lets you build your dream planner! So well thought out and designed. I hated having to switch back and forth between files on my reMarkable. Now I have a planner and notebook that I never have to exit, because everything is in one place and well organized. The hyperlinks are so well done! I will come back for this one next year for sure! I would love the addition of some copy and paste stickers in the future. I was able to get some of those elsewhere and build a sticker section into the planner. But it was a bit time consuming. Would love to have this included one day. Highly recommend this planner!!! Well done!
Purchased item:
Ultimate Planner for reMarkable
Amazing array of templates available for Remarkable2
Purchased item:
Ultimate Planner for reMarkable
the PDF's work well with my Onyx Note Air, and they are easy to edit and mark up. The tool for customizing is great with a ton of options.
Purchased item:
ONYX BOOX - Ultimate Planner
That's perfect, thank you :)
That's perfect, thank you :)
Purchased item:
Ultimate Planner for reMarkable