Customers Setup

The Customer Settings page allows you to configure how customer information is managed, displayed, and organized in CloudBridal.

General Settings

• Customer Document Uploads: Enable or disable the ability for customers to upload documents to their profiles
• Archive Settings:
• • Set days after event date to archive customers
  • Set days after last update to archive prospects
  • Archived records remain accessible through the archive toggle in customer lists
• Referral Types: Configure the list of referral sources you want to track for your customers

Required Fields Configuration

Control which key customer fields are mandatory:

• Customer Type: Make customer type optional or required
• Event Date: Make the event date optional or required

We recommend keeping these fields required unless you frequently handle walk-in purchases where this information isn't immediately available.

Customer Types Management

You can completely customize the available customer types you service in your store. When adding or editing a customer type, you have these options:

• Name: E.g. Bride, Bridesmaid, Groom
• Is Primary Customer in Group: E.g. Bride, Groom
• Uses Dress Measurements: Opts orders for this customer type into dress measurements as opposed to tuxedo/suit measurements
• Uses Prom Registry: Whether to enable the prom registry when creating orders for this customer type
• Enable Missing Email Address Alert: Whether to enable the alert that lets you know if there is no email address on record for the customer
• Order Reminder Alert Lead Time (Days): The typical lead time in days for an order. Used for the Order Reminder Alert in the alerts system.

Customer Contact Options

Configure how staff can communicate with customers:

• Email Communication: Enable/disable the ability to email customers
• SMS Messaging: Enable/disable the ability to send SMS messages to customers
• Phone Calls: Enable/disable the ability to call customers
• VoIP Integration: Configure custom URL format for VoIP providers. Use the {TELEPHONENUMBER} placeholder to automatically insert customer phone numbers

Custom Fields

Create additional fields to capture customer-specific information. See Custom Fields for more general details about how custom fields work in CloudBridal.

FAQs

Q: What happens to customer data when archived?

A: Archived customers remain in the system but are hidden from regular views. You can still access them using the archive toggle in the customers list.

Q: Can I recover inactive customer types?

A: Yes, inactive customer types can be viewed by enabling "Show Inactive Types" and can be reactivated if needed.

Updated on: 11/07/2025