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
• Event Date Label: Rename the "Event Date" label across the app — for example, to "Wedding Date"
• 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

Field Setup

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.

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 No Phone or No 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.

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: 21/08/2026