WordPress customer database
Build better relationships with organized customer data
Store contact details, track appointment history, and add notes all in one place. Know your customers better and provide the personalized service that keeps them coming back.
Customer management features
Know your customers better
Everything you need to track customer relationships and provide personalized service.
Complete customer profiles
Store names, email addresses, phone numbers, and any custom information you need. Everything about a customer lives in their profile for easy access.
Track appointment history
See every past and upcoming appointment for each customer in one place. Know when they last visited and what services they prefer.
Add private notes
Keep notes about customer preferences, allergies, special requests, or anything else important. Only you and your staff can see these notes.
Organize with custom tags
Tag customers however makes sense for your business. VIP clients, loyalty members, first-time visitors. Filter and find customers instantly by tag.
Search and filter easily
Find any customer in seconds by name, email, tag, or appointment history. No more scrolling through long lists or digging through records.
All in WordPress
Customer data lives right in your WordPress dashboard alongside your appointments and bookings. No separate systems to manage or log into.
Customer tracking for every service business
- Consultants and coaches
- Health and wellness professionals
- Beauty and salon services
- Fitness trainers
- Medical practices
- Professional services
- Home service providers
- Tutors and educators
- Real estate agents
- Photography studios
- Repair services
- Legal professionals
Why use Sugar Calendar for customer management?
Remember what matters
Notes help you remember important details about each customer. Their preferences, allergies, special requests, or personal details. Provide personalized service that makes customers feel valued and keeps them coming back.
Find anyone in seconds
Stop searching through spreadsheets or paper files. Search by name, email, or tag to find any customer instantly. All their information and history right there when you need it.
Target your best customers
Use tags to identify VIPs, loyal customers, or specific groups. Makes follow-up and targeted communication simple. Sweet organization that helps you build stronger relationships with the customers who matter most.
See the full picture
Appointment history shows you everything. How often they visit, which services they book, payment status, and more. Understand your customers better and make smarter business decisions.
Explore other powerful features
Everything you need for complete appointment management
Online appointment booking
Let customers book appointments 24/7 with beautiful, mobile-friendly booking forms. No phone tag required.
Accept payments online
Get paid instantly with built-in Stripe integration. Reduce no-shows and manage all your payments in one place.
Automated email notifications
Send confirmation and reminder emails automatically to customers and staff. Keep everyone informed.
Frequently asked questions
Do you have a question about Sugar Calendar customer management? See the list below for our most frequently asked questions.
If your question is not listed here, then please contact us.
Are customer profiles created automatically?
Yes. When a customer books their first appointment, Sugar Calendar automatically creates a profile with their contact information. You can add notes and tags as needed.
Can I see all of a customer’s past appointments?
Yes. Every customer profile shows their complete appointment history including dates, services booked, payment status, and any notes you’ve added.
What kind of notes can I add to customer profiles?
Add any notes you want. Customer preferences, allergies, special requests, personal details, or anything that helps you provide better service. Notes are private and only visible to you and your staff.
How do custom tags work?
Create any tags that make sense for your business, like VIP, loyal customer, first-time visitor, or specific service interests. Tag customers and then filter your customer list by tag to find specific groups quickly.
Can I search for specific customers?
Yes. Search by name, email address, tag, or filter by appointment history. Find any customer in seconds without scrolling through long lists.
Is customer data secure?
Yes. All customer data is stored securely in your WordPress database with the same security measures that protect your entire site. Only you and authorized staff can access customer information.
Can I export my customer list?
Yes. You can export your customer data to CSV format for use in other tools or for backup purposes.
Is customer management included in the free version?
Customer management is a premium feature available with Sugar Calendar Plus, Pro, and Elite licenses. Upgrade to start building better customer relationships.
