Digital Client Record Book

Digital Client Record Book
Make It Perfect: Customize, Download, Repeat.
No Limits!
Planner Theme
Original
Contrast
Silken
Minimal
Planner Settings and Layouts
Page 1/1
2-Page Yearly Calendar
Quarterly links are inactive
Page 1/1
2-Page Quarterly Planner
Page 1/1
2-Page Monthly Planner
Weekly links are inactive
Page 1/1
2-Page Weekly Planner
Daily links are inactive
Page 1/2
Daily Schedule (Professional)
Page 2/2
Ruled Grid with Calendar
Productivity Templates
Habit Trackers
Project Templates
Personal Tasks for iPad / Android
Work & Business Templates
Note Pages
Conferences
Social Media
Page 1/2
Client Record Book
Page 2/2
Workflow & Checklist
Section Title
Tab Title
Pages
Page count exceeds limit.
Section Index Page Page
Subjects 20 Rows
Each subject includes the following pages:
Page 1/4
Ruled Grid
Page 2/4
Ruled Grid
Page 3/4
Ruled Grid
Page 4/4
Ruled Grid
Page count exceeds limit.
Section Index Page Page
Dated Subjects 8 Rows
Each subject includes the following pages:
Page 1/4
Meeting Notes
Page 2/4
Task list for iPad / Android
Page 3/4
Workflow & Checklist
Page 4/4
Ruled Grid
Page count exceeds limit.
Section Index Page Page
Contacts 20 Names
Each subject includes the following pages:
Page 1/4
Client Profile
Page 2/4
Ruled Grid
Page 3/4
Ruled Grid
Page 4/4
Ruled Grid
Total Pages: 118 from 420
Add New Section
Reset config

Digital Client Record Book

$9.69
Added to cart.
Continue to checkout
OR

65 iPad Planners

+Future Releases & Updates
$19.97
Added to cart.
Continue to checkout
After purchase, enjoy unlimited customizations and downloads of your planner or bundle at no added cost

Write down info about your customers, noting all the necessary details about them. Pay attention to the ability to fine-tune your planner and select additional layouts for it.

Digital Client Record Book is the perfect organizer for planning and keeping track of your daily tasks. You will be able to enjoy a high-quality hyperlinked page structure with clickable tabs and buttons designed for the most comfortable management.

Compatible with Goodnotes, Notability, Noteshelf, Xodo, and other handwriting apps. Works with iPad and Android tablets.

Features
Hyperlinks

Hyperlinks

for easy navigation

Tabs

Tabs

for quick access to important pages

Custom dates

Custom dates

that fit your needs

Customize Your Planner

Customize Your Planner

adapt your planner to your life by choosing the most suitable layouts

Sunday / Monday

Sunday / Monday

start day of the week that you prefer

Editing mode

Editing mode

draw, write and sketch on the go

Compatible with
Goodnotes

Goodnotes

Notability

Notability

Noteshelf

Noteshelf

Xodo

Xodo

Samsung Notes

Samsung Notes

Digital Client Record Book

$9.69
Added to cart.
Continue to checkout
OR

65 iPad Planners

+Future Releases & Updates
$19.97
Added to cart.
Continue to checkout
After purchase, enjoy unlimited customizations and downloads of your planner or bundle at no added cost