Client Encounter Logs

NOW $3.00


To track client encounters effectively, you can utilize an encounter log. This log will help you keep a record of when you see a client, the frequency of their texts or calls, and any tasks you need to complete for their next visit. By consolidating all client encounters in one place, you can stay organized and provide better service. There are multiple options available for creating this log, including customizable templates in Canva, Google Forms, Google Docs, or a Word file with links.


To use Google Forms for tracking client encounters, you can duplicate the form for each client and utilize the submission view to enter the encounter information. This method allows you to conveniently monitor various types of encounters alongside your clients.


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