Question 1

Getting Started Checklist

Accepted Answer

This streamlined checklist outlines the essential steps to set up CloudBridal for your bridal or formal wear business. Focus on these key configuration tasks to get your system up and running quickly.

Initial Setup

1. Set Up Your Business Profile

Navigate to General Settings
Enter your business name, address, and contact details
Upload your logo (used in receipts, client portal, and more)
If desired, set up an email signature. This is included automatically with all outgoing emails to your customers.

2. Key Configurations

These configurations feed into the overall system so it's important to do them first.

Set up your served customer types in Customer Settings in the Customer Types section. CloudBridal includes some default types, but you can deactivate them as needed.
Set up your sales taxes in the Tax Settings. You can apply these taxes to your item types in the next step.
Set up your inventory item types in Inventory Settings in the Inventory Item Types section. In CloudBridal, this can include both physical goods (e.g. Dress, Accessory) as well as categories like services, fees, etc. You don't need to worry about every single toggle in the form, just focus on getting the main categories defined.

| Tip: For item types that don't have physical inve

Question 2

Introduction

Accepted Answer

CloudBridal Documentation

Welcome to the CloudBridal documentation. This is your comprehensive resource for learning how to use and configure CloudBridal's powerful features to transform your bridal or formal wear business.

CloudBridal is a complete business management system designed specifically for bridal shops and formal wear retailers. From appointment scheduling and inventory management to customer tracking, order processing, and reporting, CloudBridal offers all the tools you need to streamline your operations and enhance your customer experience.

To maximize your experience with CloudBridal, we recommend exploring the documentation in sections as you begin using the system. This will help you understand all the features and their interactions. Take your time and explore the system at your own pace.

Getting Started

Creating an Account

To use CloudBridal, you must register for an account.

Visit https://go.cloudbridal.com/signup.
Enter your email and password or click the Google button to register with your Google account.
After registering, you'll be prompted to enter additional details to set up your profile, such as your country and bridal shop name.
Once you've entered your details, you'll be taken to the Dashboard page, where you can start using CloudBridal. Your 30-day free trial will begin at this point, which you can manage in the [Subscription Settings](https://go.cloudbridal.com/settings/subsc

Question 3

2025 Updates

Accepted Answer

August 2025

v25.8.2 - ${color}[#259306](CURRENT VERSION)

${color}#000000 Mailchimp integration${color}[#000000](, which allows you to automatically sync your CloudBridal customer/prospect contact data into Mailchimp for bulk marketing email purposes.)
${color}[#000000](You can now include a )${color}[#000000](Confirmation Link)${color}[#000000]( in appointment reminder email & SMS messages - this is automatically included for emails, but must be manually inserted into your appointment reminder SMS templates through the new )Appointment Confirmation Link smart field. Your customers can click this link to confirm their attendance for the appointment. Once a customer confirms their appointment, a blue thumbs-up icon will display on the event in the appointment calendar.
The unregistered customers dashboard alert now only surfaces first-time appointment types.
When adding a note in the customer's profile, CloudBridal will now warn you if you attempt to leave the page without saving your notes.
Admins and users with the "Delete Payment" permission are now able to reassign payments to a different order.
Updated the sidebar and top navigation styling and responsiveness.
Customer POs now surface each order's notes to make it easier to reference those notes on PO creation. Additionally, there is a new field for each customer order in the PO where you can enter per-order notes. *

Question 4

Twilio Integration (SMS)

Accepted Answer

The Twilio Integration allows you to integrate with Twilio to send and receive SMS messages directly in CloudBridal. This has many advantages over our built-in messaging including removing the 150-character limit on SMS messages, the ability to receive images, allowing you to use automated SMS messaging functionality like appointment reminders and automated rules-based messaging, and enabling you to take advantage of Twilio native features like Bring Your Own Number, Call Forwarding, and more.

Alternatively, if you are based in the United Kingdom, you also have the option of using the Vonage integration instead of Twilio.

Requirements

Twilio Setup

In CloudBridal, ena

Question 5

Appointments Setup

Accepted Answer

This guide will walk you through configuring your appointment system in CloudBridal. We'll start with essential setup steps to get your basic booking system running, then explore additional features to enhance your customer experience and streamline your operations.

Essential Setup

Before you can start accepting appointments, you'll need to complete these three core steps. Each component works together to create a seamless booking experience for both you and your customers.

| Tip: All appointment setup is handled in Settings > Appointments.

Creating Appointment Types

Appointment types define the different services you offer and how they operate. Common examples include bridal appointments (typically 90-120 minutes), bridesmaid appointments (60 minutes), alterations fittings (30-45 minutes), and prom/formal appointments (60 minutes). Your specific setup may vary.

General Settings:

Name: The name of the appointment type that the customer sees when booking.
Description: An optional description you can use to provide details about the appointment.
Appointment Stage: Choose between first-time or follow-up. First-time appointments will always create a new customer profile when the appointment is confirmed. On the other hand, follow-up appointments are tied to an existing customer profile.
Who Can Book: Choose whether the appointment is bookable both by Customers (through the booking to

Question 6

Stripe Integration (Payment Processing)

Accepted Answer

CloudBridal's Stripe integration provides a complete payment processing solution that allows you to accept payments directly through the application. This integration streamlines your payment workflows and enhances your customer experience.

Key Features

In-Person Card Reader Payments: Process credit card payments using the Stripe BBPOS WisePOS E card reader
Manual Card Entry: Enter card details manually for phone payments
Payment Links: Send payment links via email, SMS, or direct URL
Client Portal Payments: Allow customers to pay online through their client portal
Payment Plans: Create structured payment schedules customers can pay online
Appointment Fees: Collect appointment booking fees or deposits
Tip Collection: Capture tips during the payment process

Connecting to Stripe

To set up the Stripe integration:

Available Payment Features

In the Stripe Integration Settings, there are three features you can enable depending on your processing needs. These can be enabled independently of

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