August 2026

v26.8.1 - To view a more readable blog post about the August 2026 release, click here.

• Every plan can now run reports. Payments, Refunds, Sales Tax Summary, Financial Summary and Outstanding Balances are available on Basic, with the rest unlocking as you move up.
• Added five new reports: Stock Aging & Markdown, Buying Budget, Capacity & Utilization, No-Show & Deposit Economics and Activity Log — see Reports & Tools for what each one covers.
• The reports catalog is now organised into Money, Merchandise and People, with a "What are you here to do?" filter. Your inventory tools (Slow Movers, Physical Count, and the rest) now sit alongside the reports.
• Choosing columns, sorting and grouping now works on every plan — saving that arrangement as a custom report still requires Ultimate.
• Financial Summary and Outstanding Balances are now reports in Reports & Tools, where they can be filtered and arranged like any other. Their Dashboard tabs stay in place for this release with a link across, then go away.
• Roles can now be limited to specific reports in your role settings.
• Eight reports were retired in favour of tools that do the job better — see the August release notes for each one and what to use instead.
• Appointment Conversion Tracking now reports the share of customers who bought as its headline rate — a bride who visits three times before buying counts once — with the previous per-appointment figure kept alongside it as close rate. Added a breakdown and filter by customer type.
• Your inventory showcase can now be embedded directly on your own website, so shoppers browse your gowns without leaving your page — see Embedding CloudBridal on Your Website. (The Inventory Showcase is an Ultimate-plan feature.)
• A single collection can be embedded on its own page, so a "Sample Sale" page shows only sample sale gowns, and each collection has a direct link for social bios and website buttons.
• Every inventory item now has a short share link you can text or email to a customer, with a warning when the item isn't currently visible in the showcase.
• Showcase item pages gained a Book an Appointment button, an optional Email Us About This Item button (off by default), a thumbnail gallery, and a full-screen magnifying view.
• Added Fabric Type, Neckline and Embellishment filters for showcase shoppers, and you can now hide individual values within any filter on the Filters & Visibility tab. Hiding a value also takes any item whose only value was that one out of the showcase — tags are the exception, and only leave the dropdown.
• Shoppers can now sort the showcase by Price: Low to High and High to Low, offered only on views where prices are actually displayed.
• The customer profile's Group tab is now an Events tab, and a customer can have more than one event — each with its own date, venue and members with their own roles. Orders link to the event automatically when there's only one, and ask which one they belong to when there's more than one. An event with more than one member also gets a name and an expected party size.
• Two customers can share one event, so a mother and daughter shopping for the same wedding sit on one event rather than two.
• Automated messages and tasks now follow the event rather than the customer: someone in two events gets one reminder per event, timed off that event's own date, and targeting matches the role they hold in that specific event.
• Venue is now captured on the event itself, and can be collected on your booking form (optional, off by default), on prom registrations, and on your pre-registration questionnaire under Customer Registration.
• A sale can now be split between staff members by percentage from the order's Associated Staff card, available once you have two or more active sales associates. Filtering a report by a staff member now returns sales where they were the primary consultant or on the split.
• Staff Member Sales, Appointment Conversion Tracking, Financial Summary, Tips and Cash Flow Summary credit both the money and the sale by percentage on shared sales — a 50/50 sale gives each consultant half the revenue and 0.5 sales, under a Credited Sales column heading. The fractions are deliberate: counting a whole sale against half the money would halve a co-seller's average sale. Header totals stay whole numbers.
• You can now choose how CloudBridal itself looks: seven themes (Default, Blush, Sand, Mocha, Sage, Dusk and Plum) set shop-wide under App Appearance in your branding settings, and overridable per staff member in their Profile. A matching font picker applies to the screen only — printed documents and PDFs keep their own typography. Customer-facing pages keep your own branding untouched.
• Cancelling an order is now a guided action rather than a status you pick. Cancel the whole order or selected items, and record a reason. Cancelling a whole order also asks what should happen to money already collected and whether stock goes back to inventory, and removes any pending scheduled payments so reminders stop. When the order was already picked up and contains a physical item, the action becomes Record Return instead.
• Added Return to Stock, which puts inventory items back on the shelf as a recorded movement at the cost they left with — no more manual stock adjustments after a return.
• Added an editable list of Cancellation Reasons in your order settings.
• When refunding a payment, CloudBridal now asks what the refund is for — cancelling the order, reducing the sale, returning money, or swapping the payment — and on a multi-item order lets you split the credit across items. Store credit is chosen here, in the refund form, rather than earlier in the cancel flow.
• Refunds now handle every payment on the order in one pass, rather than one card at a time with no view of the total. If a card refund fails, it stops there and only retries what hasn't already succeeded.
• An order with a successful card charge can no longer be deleted — refund or cancel it instead.
• A cancelled order's add-on amounts are now fixed, so its total stops moving after the fact.
• Cancelling requires a new Orders → Cancel permission, granted automatically to every role that already had Orders → Manage. Staff signed in during the update need to sign in again to see it.
• On the Sales Tax report's order-based options, a cancelled sale now appears in the month it was originally made with an offsetting reversal in the month it was cancelled; all-time totals are unchanged. Staff sales, conversion and margin figures for past periods may shift for the same reason.
• Appointment types that charge a fee against a linked item can now include sales tax in the fee in your appointment settings. The customer is charged exactly the fee you configured, with the subtotal and tax recorded behind it.
• Online bookings whose card step was started but never finished now surface under Abandoned Online Bookings on your appointments screen, with the customer's contact details so you can follow up. The customer was never charged and no time slot is held; entries drop off after 14 days.
• Appointment types set to Staff Only can no longer be booked through a public booking link.
• Added a Purchasing Email Address in your purchase order settings, used in the purchase order heading and as the reply-to on vendor emails. Leave it blank to keep using your business email.
• The purchase order print view gained a Display Options bar to switch Include Customer Measurements and Include Cost Summary on or off for one specific purchase order.
• A phone number is now required when adding or editing a customer unless you tick No Phone, mirroring the existing No Email option. The flag clears itself as soon as a real number arrives.
• The tip field is back for cash and check payments on shops that also take cards — it was hidden on every new payment, which made Tip Tracking look broken. Choosing a payment method now reveals it.
• Date fields now accept typed dates in your shop's format (6/15/24, 15.6.2024, 2024-6-15), with or without leading zeros, and the calendar opens when you press ↓ rather than the moment you click into the field.
• The Prom Registry screen now shows a sale total per entry, adds a venue filter, links to each customer, and exports to Excel.
• Outstanding Balances now shows an Event Date column alongside the order date, in the table and in the CSV export.
• QuickBooks now leaves your bookkeeper's edits alone — sync updates the money and how it's applied, while the date, payment method, memo and deposit account stay as set in QuickBooks. Sync errors now come with the step that fixes them in your QuickBooks settings, synced orders and payments link straight to the matching QuickBooks record, and rejected records carry a badge in the list.
• Staff appointment update emails now link to the customer's profile, so you can open the record from the notification.
• Added an inactivity lock for shared devices, off until you enable it under Inactivity Lock in your staff settings. After the delay you set, the screen locks until the signed-in staff member re-enters their pin code — the same one used for the time tracker. It locks rather than signs out, so unsaved work survives.
• The lock screen can also switch users, signing the next person in under their own account. Individual staff can be exempted, and staff without a pin code are skipped.
• The lock is aimed at reducing work recorded under the wrong name by mistake. It won't stop someone deliberately using a colleague's screen inside the delay you set, and it isn't a substitute for signing out.
• You can no longer lock yourself out of your own account. On your own staff member record the access type, role and Inactive and Login Suspended checkbox are read-only, and the record can't be deleted — another administrator makes those changes. Assigning yourself a new role to test it was previously enough to lose admin access to your own shop.
• Creating a local account with a username that's already taken now says so, instead of failing with "Unknown error".

July 2026

v26.7.1 - To view a more readable blog post about the July 2026 release, click here.

• 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.
• The Appointment Schedules settings now open with a room-by-weekday grid: each cell shows how that room is bookable that day (fixed hours or staff hours), with warning badges when a schedule needs attention (e.g. no staff rostered), hover shortcuts to add hours, and clickable day headers that jump into an availability preview. Rooms are now created and edited right here too — including an optional public description shown to customers during online booking.
• Managing a specific day is reworked: rooms are grouped by how they're staffed, staff-scheduled rooms can get a per-date booking window plus a live list of who's working that day, and a new Allow bookings without staff coverage option lets a day be booked with nobody scheduled (e.g. a trunk show) — with clear warnings whenever a window reaches beyond staff hours.
• When booking in-app on a staff-scheduled room, the staff field pre-fills with the member who would be auto-assigned (marked "Automatic"), the dropdown flags who's booked, not working, or at their daily limit at that time, and saving re-checks for conflicts — double-booking now requires an explicit "Overbook" / "Assign Anyway" confirmation.
• The staff schedule page now shows how many appointments each shift member has that day, flags unassigned appointments (click to jump to that day), explains which rooms a shift keeps bookable online, and warns when deleting a shift would leave a room unbookable.
• The appointment calendar's greyed-out hours are now computed on the server, so day and week views accurately reflect schedules, staff rosters, and per-date overrides.
• CloudBridal can now be installed as an app on your iPad, phone, or computer (Share → Add to Home Screen on iPad; the Install icon in Chrome/Edge on desktop) — it opens full-screen with its own icon and stays signed in.
• The installed app can receive device notifications even when CloudBridal is closed: new and updated appointments, payments, signed documents, task activity, auto-charge results, and accepted quotes — following each staff member's existing notification preferences, with each notification opening the right page when tapped. Enable per device via the in-app prompt, the notification bell, or Profile → Device Notifications.
• The sidebar can now be pinned collapsed or expanded per device, with smoother pixel-stable animations and hover-to-expand on wide detail screens.
• Inventory search now matches varieties/options and variant sizes and colors — type an option name, size, or color into the inventory search or the order form's item picker to find every item that offers it (including out-of-stock ones).
• When creating a new order or quote, a Preview Document button shows the customer-facing document — watermarked, with terms and merge fields filled in — before you save.
• 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"), a live Preview tab, and flexible Document Header settings. Position the logo, business information, and document/customer information independently on the left, center, or right; elements assigned to the same position stack automatically. A new Additional Business Details field provides a dedicated place for tax registration numbers and other short legal details. The refreshed print layout adapts more cleanly to wide logos and long addresses, while 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: 27/08/2026