Client Note Tracker vs Client Planner

Use Client Note Tracker to remember client interactions and quickly look up client details. The app is easy to learn and intuitive to use. How it works: Clients are added to a searchable list similar to a contacts app. When adding a new client, you can enter information such as email, phone number, and any custom fields you’d like to keep track of across clients. Once a client is created, notes can be added for each client through typing or dictation. Photos relevant to your business? Add images to remember visuals on any note. All of your client information is backed up to the cloud so you can access your data on multiple devices using the same login. View and update notes from your phone, tablet, or the web at clientnotetracker.com. Features: - Simple, ad-free, intuitive interface - Autosave notes and images - Add custom details for each client - Access account on many devices - Export notes to pdf - Create reusable note templates Who is the app for: Client Note Tracker is flexible and can apply to many different people who want to save information and notes about their clients. Professionals in the beauty industry can use the app to save notes and photos about formulas, techniques, or materials used. These may be hairdressers, beauticians, aestheticians, make-up artists, nail technicians, cosmetologists, tattoo artists, or barbers. Pet groomers, dog trainers, and dog walkers can save details about the pets and associated owners. Small business owners selling products can save a list of clients they sell to and a note recording each item in the sale. Real estate agents or wedding planners can using the notes to track client interests and progress over time. Personal trainers can record the weights and exercises used by their clients each workout. Pro plan: Try Client Note Tracker completely for free with all features except for a limit on the number of notes. Subscribe to unlock the full version with no note limit. Terms and conditions: https://www.clientnotetracker.com/terms-and-conditions Privacy policy: https://www.clientnotetracker.com/privacy-policy — We highly value a positive user experience, privacy, and transparency. Rest assured, there will be no ads in the app and we will never sell your personal data to third parties. Questions or feedback? Feel free to reach us at team@clientnotetracker.com! If you’re enjoying Client Note Tracker we’d be thrilled if you leave us a review. Start your journey towards organizing all your client notes and details, download Client Note Tracker today!

Client Planner keeps appointments, clients, services, and reminders organized in one calm workspace. PLAN YOUR WORKDAY • Create and manage appointments in seconds • Switch between day and week views • Reschedule appointments without losing important details • Track confirmed, pending, completed, and cancelled appointments • See your personal and team calendars together when you need the full picture KNOW EVERY CLIENT • Keep contact details, notes, tags, and custom information together • Find clients quickly with search and practical filters • See scheduled and completed visits at a glance KEEP SERVICES READY • Store service duration, price, and color • Reuse your service catalog when creating appointments • Keep team services available to the people who need them WORK AS A TEAM • Create a shared team workspace with a Teams subscription • Invite members and manage their access • Give each person a separate calendar without mixing records • Share team clients, services, templates, and schedules • Keep read access when a team becomes read-only, while changes remain protected SYNC WITH CONFIDENCE Create an account to keep the latest valid version of your personal and team data synchronized with Client Planner's secure backend. You can also use the app without registration; local-only users can protect their data with iCloud backup and restore. SELL WITH AN OPTIONAL CATALOG • Add products and organize a public catalog • Share a storefront by link or QR code without requiring customers to install the app • Receive order requests and notifications, then manage them in Sales • Keep Sales hidden when you only need appointments REMINDERS THAT REDUCE MENTAL LOAD • Receive a summary of tomorrow's schedule • Get separate reminders for appointments that still need confirmation • Control notification preferences for the calendars you use Client Planner is free to start. Optional Pro and Teams subscriptions unlock additional capabilities and higher limits. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/