People Planner

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

✘ Does not sync with Google Calendar
✘ Does not sync with Outlook Appointments
✘ Does NOT send reminders

✎This is NOT an app. It’s a PDF file with hyperlinks. To use it you’ll need an iPad and any of these apps: Goodnotes 5, Notability or Noteshelf.

>>> YOU WILL RECEIVE <<<

You will download the People Planner as a ZIP file with 4 PDF files. UNZIP it on your computer or iPad and import the needed PDF version in Goodnotes or Noteshelf.

Read more about the People Planner Template for iPad