Customer Record Card
Keep one card per customer so the history of what was done, what it cost and when the next visit is due lives in one place.
IM-12 1 page
Invoicing and money · IM-23
Client Appointment and Payment Log
A free printable appointment log — date, time, client, service, charged, paid, how, still owing and the next visit.
Download Free · no sign-up
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Run a week of appointments and the money that goes with them from one page.
Who it is for
Mobile trades, salons, tutors, groomers, cleaners, gardeners, therapists and anyone whose day is a list of visits.
How to use it
- One line per appointment, filled in on the day.
- Record what was charged and what was actually paid — they are not always equal.
- The owing column is your debtor list. Look at it weekly.
- Book the next visit before you leave and write it down.
What is on the sheet
The layout is fixed at a size that fits both A4 and US Letter, so the A4 and Letter files are visually identical and print at full size on either. Rows are set at a height that an adult can actually write a date and a few words into with a pen — most printable tables are built in a word processor and never tested with one.
Questions
Is it safe to keep this on paper?
It holds other people's personal details, so keep it somewhere secure, show it to no more people than need it, and destroy it once there is no longer a reason to hold it. Data protection law applies to a sheet of paper exactly as it does to a database.
Why separate charged from paid?
Because a diary that only records bookings tells you nothing about who still owes you money, which is the thing small service businesses most often lose track of.
Related sheets
Invoice Sheet
Write an invoice by hand when you need one, in a layout that leaves room for whatever your country requires rather than assuming a set of fields.
IM-01 1 page
Invoice and Payment Tracker
See at a glance which invoices are out, which are late and when each was last chased, which is the information that actually gets invoices paid.
IM-07 1 page
One new sheet, most weeks
We are building this library out steadily. Leave an address and we will send the new sheets as they are finished — nothing else, and no more than one email a week.
Sign-up is not live yet — we have not connected an email provider, so this form is switched off rather than quietly collecting addresses.