July 2026

v26.7.1 - Not Yet Released

• The appointment engine has been rebuilt to be more flexible: existing fixed-hours schedules and slot availability work exactly as before, and each schedule in your appointment settings can now alternatively follow staff working hours — a chosen group of staff members or any capable staff member — with one staff member auto-assigned per booking (in listed order or balancing the daily load).
• For staff-based scheduling, staff members can be limited to specific appointment types and given a max appointments per day, plus a portrait photo and title shown to customers.
• The customer-facing online booking page has been completely redesigned with a modern two-column layout: a live summary panel builds up beside the booking steps (duration, price, date, time, staff/room), with a refreshed appointment-type list, a new time picker, clearly distinguished waitlist times, and a polished confirmation screen.
• Each appointment type can now show staff and rooms to customers during online booking — hidden, shown after booking, or customer chooses (with photos, titles, and room descriptions).
• Added exclusive appointment types that reserve the whole store — while one is booked, nothing else can be booked at the same time.
• A new Preview Availability tool in appointment settings shows which times customers can book on any date — and why other times are unavailable.
• Customers can now sign documents on your Stripe smart card reader (BBPOS WisePOS E and Stripe Reader S700/S710). The in-store flow lets the customer review the full document, then sign on the screen or on the reader.
• Added signature acknowledgments: up to three "I agree" prompts per receipt template (e.g. "All sales are final") that customers must accept before signing — enforced on every signing channel and printed beside the signature.
• Receipt templates now support a printed Document Title (like "Sales Receipt" or "Rental Agreement") and a live Preview tab, alongside a refreshed, cleaner printed layout. The document viewer adds an Audit Trail tab showing how and when each signature was captured.
• STOP and START texts are now honored automatically: texting STOP blocks all texts to that customer (staff can't override it), texting START restores them, and every message — automated or manual — passes a consent check with the reason shown when a send is blocked.
• Customer profiles now show what each customer can receive per channel (texts/emails, updates/marketing), and staff can record marketing consent directly on the profile.
• Email and SMS templates now carry a purpose (transactional vs. marketing) in your template settings; marketing templates only send to customers who opted in, and likely-marketing templates are flagged for your review.
• You can now skip any upcoming automated message for a customer from their message timeline (and restore it later), and Send Early is available on all upcoming messages.
• The online booking form no longer requires consent checkboxes to book — customers see a clear text-message disclosure plus an optional marketing opt-in, matching carrier (A2P/10DLC) registration requirements.
• The inventory showcase now supports curated collections — saved filters with a title, tile image, pinned featured items, and optional per-collection pricing reveal. With at least one collection, the showcase opens on a collection landing page with live item counts and an "All Items" tile.
• Added an opt-in showcase search box (Enable Search by Item Name in showcase settings) so customers can search by item or designer name.
• The Stock purchase order editor now groups lines by item type, adds a Variety column (with one-click wholesale cost fill), and keeps each line linked to the right inventory item even if it's renamed before receiving.
• On the order form, sizes in a vendor's size chart or size guide are now clickable — click a size to fill it into the order item.

June 2026

v26.6.1 - To view a more readable blog post about the June 2026 release, click here.

• Added credit card surcharging (requires the Stripe integration — applies only to Stripe-processed payments): pass card processing fees on to customers as a percentage you set in your Stripe settings, available for stores in the US, Canada, Australia, and New Zealand. In the US and Canada surcharges apply to credit cards only (debit and prepaid cards are exempt); in Australia and New Zealand they apply to all card types. Surcharges are itemized at checkout and on receipts, work for in-store card-reader payments, can be waived per payment, and come with a downloadable, pre-filled surcharge sign.
• You can now refund to store credit instead of the original payment method. When refunding a fully-paid order, choose to convert the refund into store credit the customer can apply to any future order.
• Refund dialogs now have a dedicated tip field, so you can return goods while letting your consultant keep the tip — or return the tip on its own.
• You can now release order overpayments as store credit instead of refunding to the original card.
• The inventory showcase now has customer-facing product detail pages — click any item for a full image gallery, vendor and style details, a rich description, and pricing when you choose to show it.
• You can now customize your showcase in showcase settings: set a custom Showcase Name (used across navigation, the portal, and page titles), rename the Made to Order and In Stock price labels, add a store-wide item disclaimer, and independently choose whether to show retail (made-to-order) prices, sale (in-stock) prices, or both.
• Each customer profile now shows an Automated Message Timeline — the emails and texts coming up next, grouped into upcoming, pending, already sent, and won't-send (with reasons). You can send any upcoming message early directly from the timeline.
• You can now preview email and SMS templates before sending from your Emails & SMS settings, and templates are now grouped by whether they send automatically or manually.
• Added new template merge fields for the assigned sales associate's and seamstress's first name, plus a direct link to the customer's saved favorites.
• Customers can now remove themselves from a waitlist from their request page, and each customer is limited to one active waitlist request to avoid accidental duplicates.
• The Cash Flow Summary report has been redesigned as a clear waterfall (payments + tips + surcharges − refunds = net), with tips and surcharge refunds broken out.
• You can now disable online card payments for specific item types, so their balance is tracked but no payment is collected online — useful when payment is handled elsewhere.
• Inventory items now have a friendly item number shown on the item edit form.
• After a batch of scheduled payments is auto-charged, the store now receives an auto-charge run summary email recapping which payments succeeded and which failed.
• You can now remove a staff member from the schedule for a single day (a one-off shift) without changing their recurring schedule.

May 2026

v26.5.1 - To view a more readable blog post about the May 2026 release, click here.

• Customer-acceptable quotes (Ultimate): the big new way to close sales remotely. Build a quote as a draft special order, then share it — CloudBridal generates a quote document from your existing template, optionally has a staff member sign off on it, then emails the customer a secure portal link. The customer reviews, accepts, and pays the deposit (with Stripe enabled) in one flow, and the draft becomes a confirmed order with the deposit recorded. You can share multiple quotes in one bundle, and pending quotes are surfaced as alerts on the dashboard and customer profile. Enable in Client Portal Settings under Enable Quote Sharing. A new Quotes tab on the Orders page splits quotes into Drafts, Awaiting Customer, and Recently Accepted. See the Quotes guide for the full workflow.
• Added new Sales Tax Collected report on the Reports page — a focused summary view with your choice of reporting basis (Order Date of Sale, Order Completed Date, or Payment / cash basis), Net Tax Collected, Tax Refunded, and a per-rate breakdown.
• The client portal now has a quiet security layer for return visits. The first time a customer clicks their invitation link they're recognized instantly — no extra steps. If they come back later in a different browser or on another device, CloudBridal sends a quick one-time code by email (or text, if a phone number is on file) to confirm it's really them. Customers never have to create or remember a password.
• Added inventory transfers between linked stores. Initiate transfers from either side, see cross-store stock while composing, review a receive preview before confirming, and view a full audit trail. Access from the Transfers tab on the Inventory page. Requires the Inventory Transfers permission. See the Inventory Transfers guide for the full workflow.
• Polish across the app. Several core surfaces received significant UX tweaks this release. The Orders fulfillment page moved to a grouped card layout with per-item purchase-order chips and inline payment summaries — cleaner, easier to scan, and friendlier on mobile. The Customers list got tighter status summary cells, a redesigned name cell, a sort selector, and a better small-screen layout. The customer profile picked up new alerts for pending quotes and signature requests alongside cleaner per-order cards. The Purchase Orders workflow was refined too. And the Client Portal saw a broad refresh — its home page, notifications area, and order/payment surfaces have all been smoothed out for a more consistent customer experience.
• New options on each inventory item type in Inventory Item Settings:
• Eligible for Purchase Orders — turn off for item types you never order from a vendor (e.g., alterations, service fees) so they don't clutter PO candidate lists.
• Default Vendor — pre-fills the vendor when adding new items of this type. Especially useful for services you provide yourself (alterations, in-house customization) — set your own store as the default vendor and skip selecting one each time.
• Don't Count Orders Toward Customer Conversion — orders of this item type don't convert a prospect into a customer, and they're excluded from customer conversion metrics. Useful for incidental purchases like alterations or service fees, so a shopper who only buys an alteration stays classified as a prospect.
• Add-ons can now be defined per inventory item in addition to per vendor. On purchase orders, you explicitly check which add-ons are included per item, and inclusion drives the PO total and the printed PO.
• You can now customize the email sent when sharing a document for e-signature, including the subject and body.
• You can now attach files to automated email templates in Settings > Email & SMS. Attachments are sent along with the email each time the template fires.
• The Subscription settings page has been refreshed. Plan changes now show a detailed preview of exactly what will be charged today (including prorations and discounts), and reactivating a paid subscription no longer re-charges you for periods you've already paid for.

April 2026

v26.4.1 - To view a more readable blog post about the April 2026 release, click here.

• Added Inventory Physical Count (True-Up) tool for conducting barcode-scanned physical inventory counts with discrepancy detection, stock adjustments, and post-count disposal. Access from the Inventory tools menu.
• Added Inventory Management Tools suite including disposal candidates, discontinued items with stock, slow movers analysis, missing wholesale prices, and bulk price updates. Access from the Inventory tools menu.
• Branding settings (colors, logo, email signature) are now consolidated into a single Branding page with global defaults and optional per-area overrides. You can also now select a custom Font Family for all customer-facing pages.
• E-signed documents now show additional detail including signing channel (in-store, email, or direct link), view tracking, and a printable summary of document events.
• Added optional order progress indicator in the client portal showing a visual timeline from ordered through arrival to completion. Enable in Client Portal Settings with configurable buffer days.
• You can now customize the success message shown to customers after booking an appointment, with separate messages for confirmed, pending, and waitlisted outcomes. Configure per appointment type in Appointment Settings.
• Appointments involving a payment or saved card now ask customers to acknowledge your cancellation/no-show policy before booking. A printable record is available via View Policy Acknowledgment in the appointment's actions menu.
• The public appointment scheduler now pre-loads monthly availability so customers can quickly see which dates have open slots. If you prefer not to show this, you can disable it with the "Show date availability indicators on booking page" toggle in Appointment Settings.
• The staff schedule now displays the number of appointments booked per day and shows a visual indicator when the store is closed.
• You can now include discontinued items with remaining inventory in the Inventory Showcase.
• Upload portrait photos for staff members in Staff Settings or your Profile. Portraits appear in staff selection dropdowns, the appointment calendar, customer info panels, and the navigation bar.
• Upload images for appointment types in Appointment Settings that display in the public booking flow.
• Appointment emails now include a calendar invite that adds the appointment to your customer's calendar. Rescheduling or cancelling updates the event automatically. Optionally include invites in staff emails too — enable in Appointment Settings.
• Appointment emails have a refreshed design with a prominent date/time/status section and cleaner layout.

March 2026

v26.3.1 - To view a more readable blog post about the March 2026 release, click here.

• Redesigned the Reports tool with the ability to save custom report configurations. You can now customize which columns are displayed, how data is sorted and grouped, set default filters and date presets, and save these configurations for quick access. Requires Ultimate plan.
• Added four new reports: Cash Flow Summary, Task Completion Analytics, Sales Patterns, and Open Orders. These can be accessed in the reports tool.
• The Appointment Conversion Tracking report now supports drill-down into detailed appointment and order lists.
• When changing financial details on an order, CloudBridal now creates an adjustment record that preserves the original values alongside the changes. View the full adjustment and refund history in the new Adjustments section on any order. Adjustments are recorded with their own dates, keeping your financial period reports accurate.
• Task templates now support automation settings that automatically create tasks when customers, orders, appointments, or payments are created or updated. You can also schedule automations based on important dates (e.g., 30 days before a customer's wedding date). Configure automation rules and conditions in Settings > Task Management. Requires Ultimate plan.
• Tasks can now be linked to appointments and payments in addition to customers and orders, providing more context for your team.
• The Client Portal has been refreshed with a cleaner layout and improved order views. Each order now displays add-on details, alteration information, additional work, additional fees, and customer-facing notes with explicit dollar amounts for what's been paid and remaining balance.
• Returning customers can now book appointment types through the Client Portal that were previously restricted to first-time customers only.
• You can now customize the email subject and body when sending generated documents (receipts, quotes) to customers. Configure this per-template in the Email tab of each document template in Docs & Agreements settings.
• Added configurable starting points for auto-generated reference numbers (Customer #, Order #, Payment #, Purchase Order #) in Settings > Configurations. Useful when migrating from another system.
• Streamlined the customer pre-registration form to avoid collecting duplicate information. Fields already known from the appointment booking are now pre-populated.
• Stores using the QuickBooks integration can now map CloudBridal tax rates to QuickBooks tax codes, ensuring accurate tax handling in synced invoices.
• Dashboard alerts now support direct order resolution — click an order-related alert to open the order directly and take action.

January 2026

v26.1.1 - To view a more readable blog post about the January 2026 release, click here.

• Refreshed CloudBridal interface & styling. In general, the positioning of elements and the functionality remains the same. However, you will notice differences with colors, icons, buttons, UI elements (date pickers, select fields, etc.). If you notice any major issues or functionality that no longer works as expected, please report to support@cloudbridal.com.
• Implemented card-on-file functionality when using the Stripe integration. This allows cards to be saved to a client's profile and used for future payments, including automated charging for scheduled payments.
• Added new report: Order Margins Report, which allows you to analyze margins and profitability based on sales data.
• Added new Postmark integration in the integration hub, which you can read more about at this link. This allows you to send emails using your actual domain instead of being relayed through CloudBridal's domain. Doing this can improve (reduce) email spam rates and improve branding in outbound emails, so it's a good idea to use if you send a lot of emails through CloudBridal.
• You can now mark custom measurement fields as required for specific vendors in the measurement settings. This is useful if a certain vendor may require specific measurements to determine a size so that you remember to take those measurements.
• When entering vendor size charts, you can now enter non-numeric data (e.g. bra cup size) into columns.
• Added new smart fields for appointments: Day of Week (e.g. Sunday, Monday), Appointment Type Name, and Appointment Link. These can be included in email and SMS templates related to appointments to further customize your messaging to clients.
• The "Email" field can be marked as required for appointments when booking as a staff member in the appointment settings, which can help reduce mistakes.
• Added new data import tool to automatically import appointment data when migrating from a different appointment system to the CloudBridal appointment system. See Initial Data Import.

Updated on: 14/07/2026