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

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.

Reviews

What our users say about us

Stars
Rated 4.6/5 on WordPress logo WordPress
  • Stars
    Sugar Calendar is now my go-to calendar due to its simplicity with adding new events. I’ve found that it was so much easier for my clients to use than some of the other event/calendar plugins out there while providing the features they needed most.
  • Stars
    Sugar calendar is an overall great plugin that’s easy to use, looks clean and was so easy to implement. Im so used to programs having a steep learning curve before I can truly use the program to its fullest potential, this is not the case for Sugar Calendar!
  • Stars
    Sugar Calendar does all that I need. I have never had a problem with it, and support has been responsive when I had questions. It’s easy to install, simple to configure. It looks great on my WordPress theme.

  • Stars
    Sugar Calendar is intuitive, and very user friendly. I love that the learning curve to use the calendar is so low. Even my non-tech clients can get their heads around it.

  • Stars
    Sugar Calendar is a selective and useful approach for time management and scheduling. It gives the exact appointment to the right person, and all the reminders are well set.

  • Stars
    Overall I’ve found sugar calendar to be a robust plugin that’s well maintained and offers everything you would need for a Wordpress plugin like this. It’s extremely user friendly and the simplicity of creating events, adding details, and more make this an amazing plugin.

  • Stars
    This is an incredibly solid plugin to use as a base. I’ve tried several others, and this one is better than all the others I’ve tried!
  • Stars
    Huge fan! Love the simple nature of this plugin. Perfect for a site that just needs a basic calendar with none of the bloat that comes along with The Events Calendar.

  • Stars
    I was just looking for a simple calendar to display a short events list inside a sidebar and a calendar on a single page. This plugin accomplishes this exactly as expected and, unlike the other many calendar plugins, this one provides two blocks which include the events list and also the calendar.

Explore other powerful features

Everything you need for complete appointment management.

Appointment booking

Online appointment booking

Let customers book appointments 24/7 with beautiful, mobile-friendly booking forms. No phone tag required.

Online Payments

Accept payments online

Get paid instantly with built-in Stripe integration. Reduce no-shows and manage all your payments in one place.

Email notifications

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.

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