Appointments

• Appointments

  The appointment system in CloudBridal helps you manage your bridal shop's schedule while providing a professional booking experience for your customers. This guide covers how to effectively use the system in your daily operations. Initial Setup To configure your appointment system, refer to the Appointments Setup documentation. Calendar Overview The appointment calendar servSome readers

• Appointments Setup

  This guide will walk you through configuring your appointment system in CloudBridal. We'll start with essential setup steps to get your basic booking system running, then explore additional features to enhance your customer experience and streamline your operations. Essential Setup Before you can start accepting appointments, you'll need to complete these three core steps. Each component works together to create a seamless booking experience for both you and your customers.Some readers

Customers

• Client Portal

  The CloudBridal Client Portal is your clients' self-service hub—a secure, branded space where they can view their information, view appointments and orders, make payments, and review documents. By giving clients easy access to everything they need, you'll reduce administrative work and deliver a modern, professional experience. What is the Client Portal? The client portal is a dedicated online area for each of your customers. Here, clients can: View and manage upcoming and past appointmeSome readers

• 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 prFew readers

• Email & SMS Communications

  Plan Requirement: or Great communication is the foundation of a memorable bridal experience. CloudBridal gives you flexible tools to connect with your customers by email or SMS—whether you want to send a quick message, automate reminders, or streamline your workflow with templates. This guide will help you get started and make the most of these features. Communication Overview CloudBridal supports both email and SMS for custSome readers

• 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 aFew readers

• Pre-Registration Questionnaire

  Plan Requirement: The Pre-Registration Questionnaire allows you to design a customized registration experience for customers before they arrive for their appointment. This pre-appointment data collection streamlines your in-store process and captures valuable customer information. When to Use Pre-Registration Questionnaires Pre-registration questionnaires are most effective when you want to gaFew readers

Inventory

• Vendors

  Managing your vendor relationships is a critical part of running a bridal shop. CloudBridal provides comprehensive vendor management features to help you maintain accurate vendor information, organize color guides, track size charts, and manage order addons. Setting Up Your Vendors We recommend adding your vendors before creating inventory items or customer orders. To manage your vendors: Navigate to the Vendors page from the sidebar Click the *Some readers

• Inventory Management

  CloudBridal provides powerful tools to manage your store's inventory, making it easy to track items, manage variants, process sales, and handle special orders. This guide covers the essential features of the inventory management system. Prerequisites Before you enter any inventory items, you should first ensure that you've properly configured your inventory settings. Please refer to the Inventory Settings documentation fSome readers

• Label Printing & Scanning

  Plan Requirement: or CloudBridal offers advanced label printing capabilities for your inventory items, including customizable layouts and QR code generation for quick scanning. This guide covers both printing labels and using the barcode scanning features. Label Printing Requirements A Dymo LabelWriter Label Printer (550 series recommended) The latest DYMO Connect software installed on your comSome readers

• Inventory Showcase

  The Inventory Showcase is your boutique's digital window display—an interactive gallery that lets clients browse your collection from anywhere. Whether they're dreaming about their perfect dress or preparing for an appointment, the showcase makes it easy for them to explore what you offer, favorite their top picks, and get inspired before stepping into your store. (https://storage.crisp.chat/users/helpdesk/website/-/c/a/0/9/ca09be8644de0800/image1hkjk0a.png =500x375) How Clients Use thSome readers

Sales

• Making a Sale

  CloudBridal streamlines the sales process, from item selection to payment processing and order tracking. This guide walks you through creating different types of orders and managing the sales workflow. Types of Orders CloudBridal supports three different types of orders: Special Order: For items not in your current inventory that need to be ordered from vendors. This tracks the process from initial order to final pickup. From Inventory: For items you currently have in stock,Some readers

• Orders Setup

  The Customer Order Settings section allows you to configure how orders work in CloudBridal. These settings control order statuses, default behaviors, display preferences, and automation rules to streamline your order management process. General Settings Default Order Dates to Today's Date: When enabled, status transition dates automatically set to the current date. For example, changing from "Ordered" to "Arrived" will set the Arrival DateSome readers

• Documents & Agreements Setup

  The Documents & Agreements Settings page allows you to configure how generated documents are displayed. This is essential for presenting order documents, sales agreements, and so on. Document Templates CloudBridal pre-fills several default templates for you to get started with, such as a default special order document, pickup agreement, etc. Each template provides a starting point for generating a document based on a specific situation. For exFew readers

• Sales Tax Setup

  The Taxes Settings page in CloudBridal allows you to configure sales tax rates and rules for your store. These settings determine how tax is calculated and applied to customer orders, helping ensure accurate tax collection and reporting. Tax Configuration Overview CloudBridal offers a flexible tax system that allows you to: Define multiple tax rates and rules Apply different tax rates to different item types Set up threshold-based tax rFew readers

• Prom Registry

  Plan Requirement: The Prom Registry feature helps prevent duplicate dress styles at the same event by tracking which dresses have been purchased for specific schools, venues, or events. This ensures each customer has a unique look for their special occasion. Key Features Track dress registrations by school/venue and season Prevent duplicate dress sales for the same event Support multiple prom seasons simultaneously Generate reports on prom dresFew readers

Payments

• Payments & Processing

  CloudBridal includes various useful features to help you keep track of your customers' payments and outstanding balances. To summarize, there are two primary options for handling payments: Integrated payment processing using the Stripe Integration (Payment Processing). See the linked reference for instructions on how to connect with Stripe. Bring-Your-Own-Processor: Allows you to use your processor oSome readers

• Payment Plans

  Payment plans allow you to establish structured payment schedules for your customers, making it easy to track, collect, and manage installment payments over time. When using the Stripe integration, your clients can even make payments directly online either through their client portal or from a payment reminder email. With dashboard alerts, you are also kept aware of any overdue payments to follow up with the customer accordingly. Configuring Payment Plans See Payments & Processing DocumentFew readers

• Stripe Integration (Payment Processing)

  CloudBridal's Stripe integration provides a complete payment processing solution that allows you to accept payments directly through the application. This integration streamlines your payment workflows and enhances your customer experience. Key Features In-Person Card Reader Payments: Process credit card payments using the Stripe BBPOS WisePOS E card reader Manual Card Entry: Enter card details manually for phone payments Payment Links:Some readers

• Printing Receipts With a Thermal Printer

  CloudBridal supports printing payment receipts directly to thermal receipt printers (80mm paper). This feature allows for faster receipt printing and a more professional checkout experience. Browser Requirements Thermal receipt printing requires a browser which supports WebUSB, an experimental feature only available in the following browsers: Google Chrome Microsoft Edge Printer Compatibility CloudBridal uses ESC/POS commands, the industry-standard protocol for thermalSome readers

Purchase Orders

• Purchase Orders

  Plan Requirement: or Purchase orders in CloudBridal help you track your vendor orders through an intuitive status-based approach. Types of Purchase Orders CloudBridal supports two types of purchase orders: Customer POs: Orders placed for one or more customer special orders. The PO is linked to their order and any status updates for the PO, such as moving it into the Arrived status will update the linked customerFew readers

Internal Operations

• Staff Scheduling & Time Tracking

  Plan Requirement: or Staff management in CloudBridal allows you to both schedule staff for future shifts and track their actual worked hours. This comprehensive approach helps with staff planning, payroll, and performance analysis. Staff Scheduling Schedule your staff members' future shifts to plan coverage and coordinate with appointments: Accessing the Schedule Navigate to the Staff Schedule (https://go.cloudbridFew readers

• Tasks System

  Plan Requirement: or CloudBridal's task management system helps you organize and track work items across your store. From in-store tasks to follow-ups, you can assign responsibilities and ensure nothing gets missed. Getting Started To access the task management system, click on the Tasks tab in the main navigation, or use this link. Task Views Tasks can be viewed in two differentFew readers

Reporting & Analytics

• Reports Tool

  Plan Requirement: or The Reports module provides comprehensive analytics and detailed insights into every aspect of your bridal shop operations. Reports help you track performance, identify trends, and make data-driven decisions to grow your business. Using the Reports Module The reports interface is designed for efficiency and ease of use. The left sidebar organizes all available reportSome readers

• Dashboard & Alerts

  The Dashboard serves as your command center, providing real-time insights into your bridal shop's performance and actionable alerts to keep operations running smoothly. Dashboard Overview The Dashboard is organized into three tabs that provide different perspectives on your business. All users can access the Store Summary tab, while Financial Insights and Outstanding Balances require additional permissions. Store Summary Tab Your primary dashboard view comFew readers

FAQs

• Blocking Time Off

  You can block time off in the appointment calendar if you would like to make sure that clients are not able to book appointments during that time. This is useful if you are taking a vacation or if you are not available for appointments during a certain time of the day. Additionally, you can create a store-wide block for events such as holidays, which is a convenient way to block off all your schedules at the same time. Holidays and Store Closure To mark your store as closed, follow these sSome readers