People Planner | Best Business Planner for iPad to Write Clients and Teams Notes

→ Use the People Planner to track notes, meetings and orders for customers, affiliates or partners

→ Use this business planner to write private notes about your team members or colleagues

→ This People Planner is a premium business planner – includes Profile, Meetings and other people related templates

This business planner for people notes is like using a paper planner book to scribble you notes by hand, just on the iPad!

Add the PDF to Goodnotes, Noteshelf or Notability to get started. Not sure which iPad planner app to use? Check this resource:

Best for…

This people planner is BEST FOR entrepreneurs, team leaders and creatives who work with people on a daily basis. Although this business planner template can be used by all professions who want to write organized notes, it is mostly designed for entrepreneurs, team leaders and creatives who handle up to 520 customers, team members, affiliates or partners each year.

If you handle more people, you’ll need to duplicate this planner template and use for the extra persons.

>> 179+ people are already using the best business planner to write private people notes <<

I am impressed by the detailed design, though very clear to read, of all the pages.They are easy to navigate thanks to the numerous links. One can see it has been developed by a real professional designer.

Jacques M. – see all reviews in Trustpilot

Planner contents (templates list)

✔ 520 PEOPLE organized alphabetically 
✔ 20 PEOPLE slots per letter (1 full page)
✔ Index to quickly access to any PEOPLE FOLDER
✔ Instructions included inside the planner

✅ EACH PEOPLE FOLDER includes: 
→ 1x Profile page (contact, contract, financials, and notes)
→ 1x Client’s Overview
→ 1x Meetings listing page
→ 1x Meeting notes page – duplicate as needed
→ 1x Orders listing page (with tracking bar)
→ 1x Order notes page – duplicate as needed
→ 1x Notes pages (lined) – duplicate as needed

Included in your purchase

>> Single version orders will get a PDF file for the preferred version: PORTRAIT/LANDSCAPE with WHITE/DARK paper. Monday AND Sunday calendars versions included. You will be able to access your file(s) via email after payment is confirmed.

✘ Does not sync with Google Calendar, Outlook Appointments and DOES NOT send reminders or notifications

✎To use this people planner (business planner template PDF with hyperlinks) you will need an iPad and any of these apps: Goodnotes, Notability or Noteshelf.

This is a single purchase:

You get the People planner as a single version. To access my ENTIRE collection of digital planners UNLOCK THE VAULT—the doors open every year from Sep.7^th to Oct.7^th.

How to use the people planner

You will be able to access your file(s) via email after payment is confirmed. Open the email on the iPad, download the PDF file of this planner and add it inside a note-taking app (like Goodnotes, Noteshelf or Notability) to get started.

Step 1. Download the PDF on the iPad

After the payment is confirmed, you’ll get an automated email will the link(s) to download the PDF. Open that email on the iPad and tap the link to save the PDF file of the people planner in any of these locations: “Downloads”, “On My iPad”, “iCloud Drive” or “Dropbox”.

Step 2. Import the PDF People Planner in Goodnotes, Noteshelf or Notability

a) How to import a PDF in Goodnotes?

In Goodnotes, go to the folder where to add the new people planner. Tap “+New” > “Import” and locate the PDF you’ve just saved. Tap it to import to Goodnotes. It should open in the Editing mode (meaning that the hyperlinks will not work). To use the hyperlinks you’ll have to tap the “pen inside a circle” icon that you’ll find at the top right corner of the toolbar.

b) How to import a PDF in Noteshelf?

In Noteshelf, go to the folder where to add the new people planner. Tap “+” > “Import Document” and locate the PDF you’ve just saved. Tap it to import to Noteshelf. You should be able to use the hyperlinks as soon as you open the digital planner.

c) How to import a PDF in Notability?

In Notability, go to the subject where to add the new people planner. Tap “Import” (it’s an icon like a rectangle with an arrow pointing down – you’ll find it at the top right corner of the toolbar) and locate the PDF you’ve just saved. Tap it to import to Notability. You should be able to use the hyperlinks as soon as you open the digital planner.

No refunds. No exchanges.

This listing is an INSTANT DIGITAL DOWNLOAD, and no physical item will be shipped. You will be able to access your file(s) via email after payment is confirmed. All sales on this website are final. Outline Planner will not offer refunds, returns, exchanges or cancellations due to the digital nature of these products.

PERSONAL USE ONLY

You may not: sell or give away the original files nor use any portion of the files to create a new design to resell. Any infringement of copyright will be met with legal actions.

New to Digital Planning?

We’re so excited to welcome you to the world of digital planning.

If you’ve ever tried a paper planner, you know how frustrating it can be to keep all your notes, tasks and events in one place. And if you’re not using a paper planner at all, but still want to get everything done without having to constantly check your phone or computer, it can feel impossible to stay on top of things.

But now there’s a better way: with digital planning apps like Goodnotes, Noteshelf or Notability for iPad users, you can ditch the paper and keep everything in one place on your tablet. You’ll never have to worry about losing important information again!

What makes a good work planner?

Planning your day can be a pretty daunting task. It’s easy to get overwhelmed by all the things you need to do, and it’s hard to know where to start.

But what if we told you that a good digital planner can make planning your day easier?

A good digital planner lets you easily organize your tasks and ideas in one place. It has everything you need to stay on top of things, from an intuitive interface that helps you keep track of projects, to smart links that let you jump around between different sections of your notes with just a click.

What are different types of planners?

There are different types of planners for different types of tasks. Here’s a rundown:

– Planners to track your life and work tasks: These include things like your calendar, to-do list, and note-taking apps. They help you keep track of what needs to be done and when it needs to be done by.

– Planners to write better organized project notes: This might include bullet journaling planners or other systems that help you organize your projects in an efficient way.

– Planners to take better meeting notes: If you’re someone who takes notes at meetings—whether they’re project notes or meeting notes—then this type of planner can help make sure those notes are organized, clear, and easy to read when they come time for review.

You can also use goodnotes templates to turn the iPad into your best bullet journal!

Teams can use the people planner to write handwritten notes about clients, affiliates or partners.

Learning more about digital planning

Check my Training area with digital planning tutorials and walk-through videos

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