Client Record Book for reMarkable

Features & Customization

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Planner Settings and Layouts
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2-Page Yearly Calendar
Quarterly links are inactive
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2-Page Quarterly Planner
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2-Page Monthly Planner
Weekly links are inactive
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2-Page Weekly Planner
Daily links are inactive
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Daily Schedule (Professional)
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Ruled Grid with Calendar
Productivity Templates
Habit & Time Trackers
Project Templates
Personal Tasks
Work & Business Templates
Social Media
Note Pages
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Client Record Book
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Workflow & Checklist
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Meeting Notes
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Ruled Grid
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Customer reviews

4 of 5 stars 4.7 of 5 stars

Didn't meet my expectations sorry

23 Jan, 2023
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This product, and others available from this patient and flexible seller met and exceeded my expectations. I am working with a Mobiscribe Origin electronic notebook. So far all of the templates have been easy to download and convert to PNG and work flawlessly. I started out looking for forms for client records. Keyword searches lead to forms and planners that I'd not even thought of! I'm thrilled, and have purchased the premium access on the website. Thank you, Sydney!!

19 Oct, 2022
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Everything that i need in 1 spot! Literally made my life so much more organized and easier!

15 Oct, 2022
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A Client Record Book will allow you to keep a record of your clients, writing detailed information about them. It is a helpful thing in different situations, for online business owners or in the retail sector. Whether you run a salon, shop, or any other business that requires communication with the clientele, digital client tracking will simplify key tasks and make your work more efficient.

Compatible with two generations of reMarkable tablets. You can choose a right-handed or left-handed mode on which your device imposes its menu and specify portrait or landscape display orientation. Pay attention to the possibility of self-selection of templates that the planner will contain. Please yourself a digital contact organizer, run a successful business and always be in touch with your customers.

Planner includes:

  • Index Page with navigation tabs, quick notes board, and reminders;
  • Client Record Book;
  • Yearly / Quarterly / Monthly Calendars;
  • Daily Planner Pages;
  • Alphabetical A-Z tabs Contact Book;
  • Project Planner Pages;
  • Pomodoro Planner & Task Tracker;
  • Social Media Planner Pages.

Please check out 'reMarkable' section of our guide. It has all the necessary steps and links.

Your purchase includes access to the selected digital planner. You can configure and personalize your planner in any way you want. Once everything looks good with the personalization - hit the Download button to get a PDF file with your planner.

Yes! You can update your planner settings on this page and download a new planner as many times as needed.

Sure! Here you will find all the basics of digital planning explained in detail. You will also find more details on using a digital planner on your device (iPad, reMarkable, Boox Note, etc.)

Depending on the device you're using, the process could be unclear or complex. We created a detailed guide for the most popular devices (iPad, reMarkable, Boox Note, etc.). Please find a section with your device here. If you can't see the needed section - try to Google 'How to upload PDF onto [device name]'. If that doesn't help - reach out to device manufacturer customer service or message us.

For iPad we recommend: Goodnotes, Notability or Noteshelf;
For Samsung we recommend Samsung Notes;
For Android we recomment Xodo or Penly;
For most e-ink devices (reMarkable, Kindle Scribe, etc) you don't need any additional app. Simply upload your PDF and open it like any other document.

It is a one-time payment. That means that just one payment gives you unlimited use of the digital planner. In addition, you will receive access to all future upgrades at no extra cost..

No, it doesn't. You get lifetime access to your planner, so you can download it whenever you need. The only limitation is the planner dates. You'll be able to select custom dates for the planner through the end of the NEXT year of purchase date. For example: if you purchased a template in May 2024, you can select the end date up to Dec 31, 2025.

No, all products on our website are for personal use only. However you can join our affiliate program and earn commission on orgers made by customers who came to our website using your link.

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