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Digital Client Record Book
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65 iPad Planners
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The Client Record Book brings all your client data, appointments, tasks and projects into one neat, digital hub — ideal for coaches, therapists, freelancers, beauty experts, consultants, and anyone working with clients. Compatible with iPad, Android tablets, and popular note‑taking apps, it’s designed to keep your business organized and efficient.
Why it makes a difference:
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Manage clients from A to Z — full contact book with alphabetical tabs, client profiles, contact details, notes and history.
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Got a busy schedule? Use the built-in calendars (yearly / quarterly / monthly), weekly and daily planners to track appointments, deadlines and tasks.
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Plan and handle projects, workflows, tasks, finances or even social media — thanks to project pages, checklists, and customizable sections tailored for business workflows.
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Fully digital, hyperlinked and smooth — navigate between clients, dates, projects and notes with just a tap.
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Unlimited customization & downloads — personalize the planner to fit your business needs, then tweak and re‑download as often as you like.
In short: Whether you run a small business, freelance solo, manage a salon or coach clients — the Client Record Book helps you stay on top of everything. All contacts, appointments, tasks and projects live in one smart, flexible place — so you can focus on delivering value, not chasing admin.
Hyperlinks
for easy navigation
Tabs
for quick access to important pages
Custom dates
that fit your needs
Customize Your Planner
adapt your planner to your life by choosing the most suitable layouts
Sunday / Monday
start day of the week that you prefer
Editing mode
draw, write and sketch on the go
Goodnotes
Notability
Noteshelf
Xodo
Samsung Notes
Alphabetical A–Z Contact Book Layout
Instantly find any client — organized A to Z
Client Profile & Workflow Page
Each client has two dedicated, customizable pages — perfect for tracking business details, session notes, tasks, progress, and more.
Your Tailored Sections
Customize your section pages with Meeting Notes, Task Lists, or anything else your business needs to stay organized.
Plan Up to 10 Projects with Ease
Use dedicated pages like Project Plans and Budgets to organize goals, track progress, manage timelines, and stay on top of every detail.
Boost Focus with Productivity Templates
Use pages like Get Things Done and GTD Weekly Review to organize tasks, clear your mind, and keep your workflow intentional and stress-free.
Design Your Ideal Daily Routine
Choose from over 60 daily templates and set up 2 customizable daily pages — perfect for planning tasks, tracking sessions, taking notes, or structuring your workday your way.
Structure Your Week with Flexibility
Pick from over 60 weekly layouts to organize appointments, tasks, and priorities — and customize your weekly view to fit your business rhythm.
Stay Ahead with Monthly Planning
Choose from over 50 monthly layouts to map out key dates, track goals, and get a clear overview of your client work and business milestones.
Content & Ideas in One Place
Use Social Media templates to plan posts and campaigns, and Note pages to capture ideas, feedback, or anything that keeps your business moving.
Customer reviews
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