To view the 2025 updates, you can click here.

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: 19/05/2026