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.
Download Printable PDF
Customize with online editor

Customer reviews

0 of 5 stars 4.7 of 5 stars
sugihara.yasus…

Please provide a calender with holidays in Japan!

 

24 Oct, 2024
Kelsey

Exactly as described 👌 👏

21 Oct, 2024
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Michele

I keep buying these. They have everything you might want in a planner and more

17 Oct, 2024
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Meagan

This planner is crazy! There is so much, it’s both overwhelming and amazing. Going to help me a lot at work! The creator of this is a genius, it’s almost like a database in PDF version.

17 Oct, 2024
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Maureen

Just got this yesterday and I am loving it. Everything in one place!

16 Oct, 2024
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