Prospects & Customers

CloudBridal provides a comprehensive system for managing both prospects and customers throughout their journey with your boutique. This guide will help you understand how to effectively use these features to grow and manage your business.

Understanding Prospects vs Customers

In CloudBridal, contacts are categorized as either prospects or customers:

• Prospects: Individuals who have not yet placed an order
• Customers: Individuals who have at least one order in the system

When a prospect places their first order, they are automatically categorized as a customer. Both types share most management features, allowing for a seamless transition through the sales process.

Managing Your Contact List

Creating New Contacts

You can add new prospects or customers in several ways:

1. First-time confirmed appointment bookings are automatically converted to prospects - Recommended
2. Click "New Prospect" or "New Customer" from the list view
3. Add members through the group management feature

Contact Profiles

A contact's profile serves as their central hub for managing their relationship with your boutique. This includes everything from their order history, their communications with you, and much more.

Info Panel

The info panel on the left side of the profile serves as a way to quickly access key information about the contact, such as their name, contact details, and customer type. Key features include:

• Editing the contact's information by clicking the "Edit" button (pencil icon)
• Inviting the contact to your client portal in the actions menu (ellipsis icon)
• Uploading images and documents to the contact's profile in the uploads section

Overview Tab

The overview tab provides the core actions for managing the contact, including:

• Internal notes: Allows you to capture important information about the contact that you can use as a reference throughout the customer journey. This area also surfaces appointment notes and first-time appointment custom fields.
• Orders: Shows all orders/sales associated with the customer and allows you to create new orders. Also shows the customer's overall balance due.
• Payments: Shows all payments associated with the customer and allows you to record new payments. If you use the Stripe Integration, you can also process payments from this section.
• Order Documents: Shows all documents that have been generated for the customer related to their orders. This can include documents like order summaries, sales agreements, pickup agreements, and more.
• Appointments: Shows all appointments associated with the customer and allows you to create new follow-up appointments.
• Measurements: Shows all measurements associated with the customer and allows you to create new measurements.

Communications Tab

Plan Requirement: Core or Ultimate

The communications tab provides a view of all email and text communications that you have had with the customer. To read more about communications in CloudBridal, you can refer to Email & SMS Communications.

Email

The emails section shows all Outbound emails sent to the customer. It includes key details like the delivery status so that you can see if the email was opened or bounced.

SMS

The SMS section shows all text messages sent and received with the customer. Whenever you receive a new text message, you will also be notified both in the message center and in the customer's profile.

Pausing Communications

If a customer wants to opt out of communications, you can pause all communications by editing the contact and checking the "Pause Communications" option. This will prevent all outbound communications from being sent to the customer. They can also opt out of individual communication channels either by clicking the unsubscribe link from an email, or by texting STOP.

Tasks Tab

Tasks allow you to standardize your workflow and ensure that nothing falls through the cracks. When linked to a contact, you can even leverage automatic due dates based on fields like the event date, order date, etc. To learn more about tasks and how to use them, check out the Tasks documentation.

Favorites Tab

The favorites tab allows you to keep track of the contact's favorite items. There are two types of favorites:

• Showcase Favorites: These are items that the contact has favorited from the Inventory Showcase.
• In-Store Favorites: These are items that you have added as favorites to the contact's profile. Many times, clients are not ready to purchase an item right away, so you can add it to their favorites list to keep track of it for later.

This tab is also where you can create basic quotes for items.

Group Tab

The group tab allows you to put multiple contacts together into a group. This is common for things like bridal parties, where you may want to manage all of the bridesmaids and the bride in one place and handle their orders and communications together.

Updated on: 11/07/2025