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
Gw

I’m so impressed!
Within seconds I found exactly what I needed and don’t have the skills to create on my own.
I purchased during a sale but the full price is honestly even a great deal considering all that you get.

Purchased item:

Templates Premium Access
04 Dec, 2024
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coolmouse11

Buy this every year to make my planner

Purchased item:

Templates Premium Access
04 Dec, 2024
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St. John

Tons of options! Lots of customization! Thanks for all the tools I need to make my Remarkable.. remarkable.

03 Dec, 2024
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BayLee Ferguson

So much to look through and things I didn't even know I needed lists/calendars for. Templates for everything. Wish it was a little easier to track what I've seen and organized but I love it.

Purchased item:

Templates Premium Access
03 Dec, 2024
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Meghan

Great product, easy to download and use.

Purchased item:

Kindle Scribe Daily Planner
03 Dec, 2024
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