Client Note Keeper

Client Note Keeper

By David Kooistra

  • Category: Business
  • Release Date: 2017-07-11
  • Current Version: 2.0
  • Adult Rating: 4+
  • File Size: 16.41 MB
  • Developer: David Kooistra
  • Compatibility: Requires iOS 10.0 or later.
Score: 4.5
4.5
From 20 Ratings

Description

USE CLIENT NOTE KEEPER TO: - Organize your clients - Create custom information categories for each client - Dictate or type notes for each client meet-up/session - Use passcode protection to keep notes secure - Share notes through email in the app - Log in with TouchID - Stay prepared for meetings with clients - Remember your previous encounters and sessions - Track progress of your clients - Share client information with coworkers and advisors - Backup client notes to personal email account using the email export feature PEOPLE WHO USE CLIENT KEEPER: - Consultants - Therapists - Hair dressers - Sales teams - Medical Professionals - Contractors - Teachers - Authors - Coaches - Tutors - etc.

Screenshots

Reviews

  • App works great

    4
    By Uotaz
    Love the app just wish you could add pictures as well for client folders.
  • Love the app

    5
    By skincaresolutions
    Simple, password protected, easy to use. I wish it had the capability to add photos to my notes. Keeping track of my clients, I sometime have photos that correspond with each person and would love the option to add photos. Thanks!!
  • Great for Salon

    5
    By Katrine566
    I work at a salon and this app is simple and easy to use. I need it to keep track of my clients and notes for them. Very happy!!
  • Love this App

    5
    By Nina Simone
    Super easy to use and keeps my honest during my services. I love being able to keep client service summaries, handy and organized. Definitely recommend.
  • I wish the app had calendar integration

    3
    By AppleMucha
    Very useful app but only one problem Entries had no calendar integration For date entries it’s very handy to see it in calendar Also there is no any kind of sorting (or I didn’t find it) Also no groups
  • Love the Program

    4
    By BC46553377
    I have been hunting for an app that I can do an easy log of clients. I work for a local fire department, and receive referrals from the crews and police officer, who are on a call for a patient or citizen that needs additional resources. This allows me a quick search by last name. Often I am out of the office when a case comes in and I can quickly log in and add it to my list. Question, is there a way to export the data to excel?
  • Great App

    5
    By AlCapow
    I use this app all the time. It's simple, secure, and just does what I need it to. Since I got it I've used it everyday I've met with a client. Everything is kept up to date and at the meeting if I need to note something in particular I can email it right away to whoever I need it to go to. It just makes everything easy.

Comments

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