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 12 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

  • 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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