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Printable customer information sheet

Remember each customer’s details and history.

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Processed in your browser. Nothing is uploaded.

How to make a customer information sheet

  1. 1

    Change the title, and add a name or subtitle if you like.

  2. 2

    Choose A4 or US Letter, and portrait or landscape.

  3. 3

    Pick a colour, and switch on “Fillable PDF” if you want to type into it.

  4. 4

    Download the PDF and print it at 100% scale.

About this customer information sheet

Small businesses win loyalty by remembering their customers: a salon that knows your preferred shade, a tailor who has your measurements, a shop that remembers your birthday. A customer information sheet keeps one customer’s contact details, preferences, special dates, purchase or service history and notes in one place.

Store sheets in a binder alphabetically, or keep fillable PDFs in a folder.

What’s on the page

  • A header with name, phone, email, address, birthday, customer since.
  • Labelled boxes for Preferences, Notes.
  • History: a table with columns for Date, Product or service, Amount, Staff, Notes.

Tips

  • Record preferences after every visit.
  • Ask permission before sending birthday offers.
  • Keep sheets secure; they contain personal data.

Made to fit, then printed

Everything on this customer information sheet can be changed before you print: the title, the colour, the paper size and orientation. The page is drawn on your device and nothing is uploaded. Find more printables.

Frequently asked questions

Is it okay to keep customer information on paper?

Yes, if it’s stored securely and you only keep what you need. Many data protection laws apply to paper records too.

Can I fill in the customer information sheet on my phone or tablet?

Yes. Switch on “Fillable PDF” before downloading and the PDF gets typing boxes and tick boxes you can use in most PDF apps. Or print it and use a pen.

Will it print well in black and white?

Yes. The layout uses light fills and clear lines that print cleanly in grey. Choose the “Grey” colour to save colour ink entirely.

What paper size should I print on?

Choose A4 or US Letter before downloading, and print at 100% or “Actual size”. Portrait and landscape layouts are both available.

Can I remove the atifo.app line at the bottom?

Yes. Switch off “Show atifo.app credit” in the Look section and the PDF has no branding at all.

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