Screenshots

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.

What's New

Version 2.0

This release includes bug fixes and recommended features from customers like you. If you notice any bugs or see areas for improvement, please email us at clientnotekeeper@gmail.com. Also, please consider leaving a review, it really helps us out!

Ratings and Reviews

4.6 out of 5

15 Ratings

15 Ratings

Love the Program

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?

Love this App

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

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

Information

Seller
David Kooistra
Size
17.2 MB
Category
Business
Compatibility
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© David Kooistra
Price
$0.99

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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