Client Book Template Editable

The Ultimate Client Book Template

Stay organized and provide excellent customer service with our Editable Client Book Template. This PDF file includes sections for client, date, services, amount due, other fees, payment method, and a checklist. Keep all your client information in one place for easy access and better service.

The Editable Client Book Template is perfect for service-based businesses and freelancers. By keeping a detailed record of your client interactions, you can ensure timely payments, improve client retention, and ultimately grow your business.

Editable

These PDF files are editable, and however can only be filled in in predetermined locations. Please note that any text, colors, or layouts found on the page CAN NOT be edited. The PDF has been designed with sections for filling in. These fillable sections and checkbox areas found on some templates are the only elements that can be edited.

Size

You get both A4 and US Letter sized versions, meaning this Client Book Template Editable is compatible with printers around the world. You are given pdf files in a zipped folder.

Colors

Upon purchasing, you get this Client Book Template Editable in 12 colors. Choose your favorite, or mix, match and color code your planner to suit your own personal preferences. Colors included:

• Red
• Orange
• Yellow
• Green
• Teal
• Light Blue
• Dark Blue
• Purple
• Lavender
• Pink
• Brown
• Grey

Product Disclaimers

• Instant digital download (nothing will be shipped).
• You are given .pdf file(s). These files are FILLABLE in predetermined sections, but can also be printed as is.
• All Products sold on this site are for personal use only. You may not alter, redistribute, or resell them for monetary gain.

© Plan Print Land

All products in this store are digital; no physical products will be shipped.

Printables on this site are for personal use only. You may not alter, redistribute, or resell them for monetary gain. You can read the full set of terms and conditions here.

Due to the range of technology now available, we are unable to provide any technical help at this time.

If you are having any trouble, please do not hesitate to reach out either through my shops form or via my email. I can email files at any point!

File Format

Most of our products are delivered to you in a ZIP file. Within this zipped file, your printables will be in .PDF format. The PDF files you receive will be non-editable, and are designed to be printed as is. 

A PDF viewer is required to open, view and print the items. Most computers today come pre-loaded with Adobe Reader. If your computer does not have it installed, you can download it here for free.

It is recommended that you purchase on a computer (windows/mac), rather than a mobile device or tablet. Most mobile devices such as phones and ipads, do not allow for downloading through a link.

Unzipping a compressed file

On a laptop or PC - Save the folder to your computer. Double clicking the compressed file will work in most situations. If not, right-click and select, "Extract All. If you would then like the files on. your mobile device, you can add them to iCloud or Dropbox. Sometimes, apps on your browser may affect the download process. If this occurs, please try using a different browser.

On a mobile device – Most mobile devices will require a special app to extract the files from a compressed folder. For this reason we suggest against using these devices. If you require an app, we recommend "File explorer Free to unzip the compressed file. Using the file explorer app, you can extract the files and save onto your mobile device. Some mobile devices allow you to long press the zipped file icon and then click "Extract." without downloading a special app first.

If you can't find the file once it's downloaded, try looking in Downloads under my Computer or search the title of the file on your computer for where it could be hiding.