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 <<<
The People Planner (1 PDF file) based on your selection.
Read more about the People Planner Template for iPad
Zuleika Lambe (verified owner) –
Great planner! Really useful for recording my client work. Highly recommended!