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 servFew 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. Tip: All appoSome 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 appointmeFew 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: Core or Ultimate 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 custFew 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 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 SetFew readers

• Pre-Registration Questionnaire

  Plan Requirement: Ultimate 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 **Few 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. See the Inventory Item Settings Reference section near the bottom of this article for details. What Inventory Means iSome readers

• Label Printing & Scanning

  Plan Requirement: Core or Ultimate 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 comPopular

• Inventory Showcase

  Plan Requirement: Ultimate 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/ca09be8644dFew readers

• Inventory Transfers

  Inventory transfers move stock between your linked stores with a full audit trail. Use them to rebalance inventory across locations, fulfill a customer order from a sister store's stock, or consolidate dead stock at a single location. Prerequisites Two things must be in place before transfers are available: At least one linked store. Transfers only make sense between linked locations. See [Linking Multiple StFew 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,Few readers

• Tracking Alterations in CloudBridal

  Tracking Alterations in CloudBridal CloudBridal offers three ways to track alterations. Pick one below, then follow that section start to finish - each one is a complete path, so you can ignore the other two. Which Approach Fits Your Store Approach Setup The bride's ticket shows Daily entry A single alteration fee None One "Alterations" line One price field An itemized alterations menu | AbouFew 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 DateFew readers

• Returns, Refunds & Exchanges

  Returns, Refunds & Exchanges CloudBridal handles cancellations, returns and refunds as guided actions that also settle the money, the stock and the upcoming payments in one pass. There isn't a dedicated "exchange" button — exchanges are a return plus a new order. Scenario What you do Cancelling an order Cancel Order on the order Customer returns an item Record Return on the order Money back without cancelling Refund on the payment **Few readers

• Quotes

  Quotes let you put together pricing for a customer and — when you're ready — let them formally accept it from the comfort of their phone, with the deposit handled automatically. This guide walks through the full quote workflow in CloudBridal, from putting together a quick informal pricing summary all the way through a fully signed-and-deposited customer-acceptable quote. Two Kinds of Quote-Like Documents CloudBridal supports two distinct quote-style outputs, depending on how committed the cFew 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 Conversion Tracking

  Sales Conversion Tracking How the system determines whether appointments lead to sales, and how the Conversion Tracking Report works. Overview Sales conversion tracking measures how effectively appointments lead to orders. It connects orders to the appointments that influenced them, so you can see conversion rates and revenue attribution by customer type, appointment type, staff member and referral source. Conversion tracking is opt-in per appointment type. To enable it, turn on **TrackFew 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: Ultimate 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 Export registrations to ExcelFew readers

Payments

• Payments & Processing

  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. See the linked reference for instructions on how to connect with Stripe. Bring-Your-Own-Processor: Allows you to use yourSome readers

• Payment Plans

  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. You can also enable auto-charge to automatically collect payments on their due dates. With dashboard alerts, you are kept aware of any overdue payments to follow upFew 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 thermalPopular

Purchase Orders

• Purchase Orders

  Plan Requirement: Core or Ultimate 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: Core or Ultimate 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: Core or Ultimate 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: Basic and up — each report has its own plan requirement Reports & Tools is where you answer a question about your shop: how sales are tracking, what stock is sitting, who owes you money, what changed and who changed it. Finding a Report The catalog files every report under three columns: Money — Sales & Orders, Cash & Payments Merchandise — Inventory, Purchasing & Vendors People — Appointments, Customers & OutFew 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. Store Summary Your dashboard combines critical alerts with key performance metrics. When issues need attention, alerts appear at the top organized into collapsible groups with action buttons for immediate resolution. For financial figures — sales and payments for a period, or who owes you moFew 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 sFew readers