Creating and Managing Booking Customers

Would you like to keep track of customers for your events and bookings? Sugar Calendar’s customer management system helps you organize customer information, track their booking history, and maintain detailed records for future reservation.

In this guide, we’ll show you how to create and manage customers in the Bookings plugin.

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Accessing the Customer Management Area

To access your customer management area, navigate to your Sugar Calendar Bookings interface and click on the Bookings » Customers section in the sidebar menu.

This page displays all your customers in a table format, showing their names, assigned tags, email addresses, phone numbers, and any notes you’ve added about them.

When users book an appointment on your site, their details will be added to the customer list as well. However, you can manually create customer s from the admin dashboard.

Creating a New Customer

To add a new customer to your system, click the Add New button at the top of the Customers page.

This will open the Add New Customer dialog box where you can enter the customer’s information.

Fill in the customer information fields:

• Customer Name: Enter the customer’s full name (this field is required)
• Email: Add the customer’s email address for communication and booking confirmations
• Phone: Include the customer’s phone number with country code selection
• Notes: Add any additional information about the customer that might be helpful for future reference
• Tags: Assign tags to categorize and organize your customers

Once you’ve entered all the necessary information, click the Add New button to save the customer to your system.

Managing Existing Customers

Your customers list provides several tools to help you manage your customer database effectively.

Filtering Customers

You can filter your customer list using the tag dropdown and search functionality:

• All tags: Use this dropdown to filter customers by their assigned tags
• Filter: Click this button to apply your tag filter
• Search: Use the search box to find specific customers by name, email, or phone number

Bulk Actions

For managing multiple customers at once, use the bulk actions feature:

1. Select the customers you want to manage by checking the boxes next to their names
2. Choose an action from the Bulk actions dropdown
3. Click Apply to perform the selected action on all chosen customers

Editing Customer Information

To modify an existing customer’s details, click the Edit link next to the customer’s name in the list.

This opens the Edit Customer dialog where you can update any of the customer’s information including their name, email, phone number, notes, or tags.

After making your changes, click Save Edits to update the customer’s information in your system.

Deleting Customers

To remove a customer from your system, you have two options:

Individual Deletion

Click the Trash link next to the customer you want to remove.

A confirmation dialog will appear asking if you’re sure you want to delete the customer. Click Yes to confirm the deletion.

Bulk Deletion

To delete multiple customers at once:

1. Start by selecting the customers you want to delete by checking their boxes
2. Then, choose “Delete” from the Bulk actions dropdown
3. Finally, click Apply to delete all selected customers

That’s it! You now know how to create and manage customers in Sugar Calendar.

Next, would you like to learn how to use customer information when creating bookings? Check out our guide on creating and managing bookings for more details.