Clients
Clients
A client directory and client records with appointment history.
- Client Directory4 pages
- Client Record40 pages
Work
Appointment Book 2027 with quarter-hour slots
A dated appointment book with a page for every working day from 7am to 9pm in 15-minute slots (client, phone and service), a weekly appointment view, a two-person option, a client directory, client records and an income log.
An appointment book with a dated page for every working day, Monday to Saturday, from 7am to 9pm in 15-minute slots, with columns for client, phone and service or notes. Each week also gets a seven-column appointment view with a row every 15 minutes, and each month a dated calendar. It includes a client directory, 40 client records with appointment history, a monthly income and expenses log, business goals, contacts and notes pages. Switch to the two-person layout for a second column of appointments, or choose Monday to Friday or every day.
- 452 linked pages in the sample
- Free preview before you pay
- $12 once, or unlimited on Pro
Real pages from this appointment book
Rendered by the same engine that builds yours, in the Blush Boho theme for iPad portrait.
What's inside
The pages, section by section.
Each section gets its own side tab. You can switch any of them off, or add sections from other planners, in the builder.
Biz
Business
Business goals, income & expenses, clients, launches.
- Business Goals1 page
- Income & Expensesevery month
- Client Tracker3 pages
- Launch Plan4 pages
People
Contacts & Dates
Contacts, birthdays and key info.
- Contacts2 pages
- Birthdays & Anniversaries1 page
- Important Info1 page
Plus the linked calendar every planner has
Cover and contents · 2 pages
A cover with your name and a linked contents page that every tab returns to.
Year overview · 1 page
The whole year on one page. Tap any date to open it.
Year goals · 1 page
Your goals and their milestones in one place, filled in by the AI if you use it.
Monthly calendars · every month
A month grid with a focus list and notes. Every date links to its day or week.
Weekly pages · every week
One page per week with your weekly goal actions and priorities.
Daily pages · every day
A page for each day, linked back to its week and month.
Notes · 20 pages
Lined, dotted, grid or blank pages. You choose how many, up to 100.
The sample above comes to 452 pages over 12 months. Yours changes with the months, sections and notes pages you choose.
Who it's for
Who reaches for this one
- Therapists, tutors, trainers and consultants
- Small offices and front desks
- Anyone who books clients by the quarter hour
AI goal planning
Goals people plan with it
Type a goal like one of these and the AI breaks it into a milestone for each month and a small action for each week, then prints them on your month and week pages. You read and edit every line before you download.
Your goal
Fill 25 appointments a week
12 monthly milestonesWeekly actionsA motto each monthYour goal
Confirm every appointment the day before
12 monthly milestonesWeekly actionsA motto each monthYour goal
Cut no-shows in half this year
12 monthly milestonesWeekly actionsA motto each month
Guide
How to use an appointment book
An appointment book needs to be quick to scan at a busy desk: what time, who, and how to reach them. Quarter-hour slots let you book short and long appointments on the same page without guessing where they fit.
Set your hours and days
In the builder choose your opening hours (7am to 9pm by default) and whether you work Monday to Saturday, Monday to Friday or every day.
Book in quarter hours
Write the client and phone number in the slot where the appointment starts, then draw a line down to where it ends.
Check the week
The weekly view shows every day side by side with a row every 15 minutes, which is handy for spotting free time.
Keep client records
Add regular clients to the directory and give them a record page with their appointment history.
Log income
Note the day's takings on the monthly income and expenses page.
What to include in an appointment book
A quarter-hour appointment book should show the day at a glance. This one includes:
Calendar
Daily, weekly and monthly pages
Dated month calendars, a weekly appointment view for every week with a row every 15 minutes, and a daily page for every working day from 7am to 9pm in 15-minute slots.
Clients
Clients
Four client directory pages and 40 client records with contact details, preferences and an appointment history.
- Client Directory · 4 pages
- Client Record · 40 pages
Biz
Business
Business goals, a monthly income and expenses log, a client tracker and launch plans.
- Business Goals · 1 page
- Income & Expenses · every month
- Client Tracker · 3 pages
- Launch Plan · 4 pages
People
Contacts & Dates
Contact pages, birthdays and key information.
- Contacts · 2 pages
- Birthdays & Anniversaries · 1 page
- Important Info · 1 page
Every section can be switched off in the builder, and sections from other planners can be added.
Digital vs printable appointment book
A digital appointment book is easy to change: rub out a cancelled appointment and the slot is clean again.
A printed appointment book on the front desk works for everyone in the office. Print it on US Letter or A4 for the roomiest slots.
- Digital sizes
- iPad portrait, iPad landscape, Android portrait, Android landscape, E-ink
- Printable sizes
- A5 print, A4 print, Letter print, Half letter, Pocket print
An example week in an appointment book
One goal, followed through a single week. The milestone and weekly actions are the kind of lines the AI goal step writes onto your month and week pages; the daily notes are what you add by hand.
Goal
Confirm every appointment the day before
Milestone for March
Every appointment this week confirmed by 5pm the day before
This week's actions
- Check tomorrow's page at 4pm
- Text or call each client
- Tick the slot once confirmed
- MondayConfirmed Tuesday's nine appointments. One moved to Thursday at 2:15.
- TuesdayNo no-shows. Filled the 11:30 gap from the waiting list.
- WednesdayConfirmed Thursday. Two new clients added to the directory.
- FridayWeek total logged on the income page.
- SaturdayHalf day. Booked three repeat appointments for next week.
Formats
Download it for your device.
Every format is included in the price. Switch between them and download again whenever you like.
iPad — Portrait
GoodNotes, Notability, Noteshelf, Xodo, Collanote, ZoomNotes
iPad — Landscape
GoodNotes, Notability, Noteshelf, Xodo
Android tablet — Portrait
Samsung Notes, Penly, Flexcil, Xodo, Noteshelf
Android tablet — Landscape
Samsung Notes, Penly, Flexcil, Xodo
E-ink tablet
reMarkable, Kindle Scribe, Boox, Supernote
Printable — A5
Print at home or at a print shop, fits A5 binders
Printable — A4
Print at home on standard A4 paper
Printable — US Letter
Print at home on US Letter paper
Printable — Half Letter
Fits classic-size disc-bound and half-letter binders
Printable — Pocket
Fits pocket ring binders and travel-notebook covers
Theme
Starts in this look.
Blush Boho
Terracotta, blush and sun-washed arches.
Prefer something else? Pick from 13 themes, including dark mode and an e-ink theme, and change the accent colour.
See all themesCan two people share one book?
Yes. In the builder, choose the 'Appointments for two' day layout. Each day page then has two sets of client and phone columns, with a name line at the top of each, for two staff members or two rooms.
Can I change the opening hours and days?
Yes. Choose the start and end hour in the builder, and whether daily pages run Monday to Saturday (the default), Monday to Friday or every day. The day pages keep 15-minute slots for whatever hours you pick.
Is there a free appointment book?
You can build this appointment book and flip through every page in your browser for free, with a watermark. The tabs and links work in the preview, so you can check the layout before you pay. The clean PDF is $12 once, or included in Pro at $49 a year for unlimited planners. There is no free download of the full planner.
Does it work with GoodNotes, Notability, Samsung Notes and e-ink tablets?
Yes. Download the iPad size for GoodNotes, Notability, Noteshelf, Xodo, Collanote or ZoomNotes; the Android size for Samsung Notes, Penly, Flexcil or Xodo; or the E-ink size for reMarkable, Kindle Scribe, Boox and Supernote. The links work in any app that follows PDF links, usually in read mode rather than pen mode. Every size is included in the price.
Can I print the appointment book?
Yes. Choose A5, A4, US Letter, Half Letter or Pocket in the builder for a printable PDF with a wider inner margin for hole punching. Printable and digital sizes come with the same purchase, so you can use the appointment book on a tablet and print the pages you want on paper.
Is the appointment book dated or undated?
Dated by default, starting in January 2027. You can pick any start month and year (including this month), a length from 3 months to 5 years, and Monday or Sunday weeks. Or switch to undated and write the dates in yourself, so a skipped week isn't wasted.
Does the AI fill in the appointment book for me?
Only the goal parts, and only if you want it to. Type up to six goals and the AI writes a milestone for each month and a short action for each week onto your month and week pages, plus a motto for each month. You can edit every line before you download. Everything else, from the calendar pages to the trackers, is yours to fill in by hand. You can try it 3 times a day without an account.
How many pages is the appointment book?
With the default settings it comes to about 471 pages. That includes 12 month pages, 53 weekly pages, 313 daily pages, the Clients, Business and Contacts & Dates pages and 20 notes pages. Switching off daily pages or sections makes it shorter, and the builder shows the total as you change things.
Make it yours in about a minute.
Set your dates, device and goals, flip through the preview free, and pay only when it's right.
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