Customers Setup

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

Customer Types

You can completely customize the customer types your store serves. Click Add customer type, or click a type to edit it:

• Name: E.g. Bride, Bridesmaid, Groom
• Main customer in a group: The person a group is built around, such as the bride, groom or prom-goer
• Dress measurements: Take dress measurements for this type, as opposed to tuxedo/suit measurements
• Prom registry: Let staff add this type's orders to the prom registry

Drag types to reorder them. Open a type you no longer use and click Deactivate. Deactivated types are hidden until you tick the box above the list to show them.

Two alerts that depend on the customer type are set in Store alerts: which types are checked for a missing email address, and each type's typical order lead time for the order reminder alert. See Dashboard Alerts.

Customer Details

• Event date name: What your shop calls the big day, such as "Wedding date". Customers see it too.
• Require a customer type: Staff must choose a type when they add a customer.
• Require event date (shown with your own event date name): Staff must enter it when they add a customer. Turn it off if many customers don't have an event, like walk-in shoppers.
• Let staff upload documents to customer profiles: Adds an uploads section to each profile, for files such as signed contracts or photos.

Phone number and email address are always required, since both drive receipts, reminders, and client portal sign-in. When a customer genuinely has neither, tick They don’t have a phone or They don’t have an email on their form to save without one. The checkboxes only appear while that field is empty, and CloudBridal clears the flag automatically as soon as a real value arrives — whether you type it in, import it, or text a receipt to a walk-in.

Contacting Customers

• Allow staff to email customers: Shows email options for staff on profiles, appointments and payments. Automatic emails go out either way.
• Allow staff to text customers: Shows texting options for staff, and lets customers agree to texts when they book.
• Allow staff to call customers: Adds a call button to customer profiles. For calling services with their own link, set a Calling link and put {TELEPHONENUMBER} where the number goes.

Lists

• How customers found you: The referral choices customers pick from when they book online or register.

Custom Fields

Under Your own fields, create additional fields to capture customer-specific information. See Custom Fields for more general details about how custom fields work in CloudBridal.

Keeping Your Lists Tidy

Archiving moves customers whose event is long past, and prospects who've gone quiet, out of your lists. Set how many days after the event date customers are archived, and how many days after their last update prospects are archived. Nothing is deleted.

FAQs

Q: What happens to customer data when archived?
A: Archived customers remain in the system but are hidden from regular views. Turn on Show archived in the customer list filters to see them.

Q: Can I recover inactive customer types?
A: Yes. Tick the box above the customer types to show inactive ones, open the type, and click Reactivate.

Updated on: 19/10/2026