You can now add attachments to emails when using the Send Email functionality from the customer/prospect profile.
Added support for order tax exemptions. This allows you to define one or more custom tax rates that you can then apply on an order. You can manage these exemptions in the order settings.
Paid appointments will now pre-authorize the customer’s credit card instead of charging them right away. The appointment is now only charged upon staff confirmation.
Added ability to hide the following system fields on an order: Seamstress, Alteration Price, Additional Work Price, and Additional Fees Price. These fields can be hidden in the order settings.
Fixed issue where creating payments for multiple orders at the same time would cause the newly-created payments to not count toward the customer’s outstanding balance.
Implemented the new Payment Plans feature. This feature allows you to designate future scheduled payments to be paid on a regular interval. For detailed information about configuring and using payment plans, please view the documentation article on the topic.
Added ability to limit order and measurement custom fields to a specific item type. For example, you can create custom fields that will only display if the order item’s type is a veil, dress, and so on.
Added ability to display the customer’s physical address in their receipt. This is enabled by default, but can be hidden in in the receipt/quote template settings
Improved handling of orders in the Cancelled state
Added new alert to the customer profile page if they have any orders that are in the Picked Up state and is not fully paid
The Referral Type field is no longer set as a required field on the customer profile
Added integration with Shopify. For detailed information about the integration, please view the documentation article on the topic. However in short, if you are a current user of Shopify for either e-commerce or simply to display your products on your website, you can take advantage of this new integration to help keep your Shopify product and quantities in sync with CloudBridal.
Added ability for customers to book their own follow-up appointments. To enable this, simply edit one of your appointment types in the appointment settings, and set its Type field to Bookable: Follow-Up. Afterwards, customers who book this appointment type will have the option of entering their email address, which will associate the appointment request with their customer profile. If a profile can’t be found, they will still be able to request an appointment, but they will have to fill out their details as though it is their first visit.
When generating a quote, you will now have the option of entering Additional Quote Details into the quote, which allows you to enter custom one-off text into a quote. This even saves the additional details into the Comments field on the customer’s profile, so you will be able to refer back to the quote details in case you promised something like a special discount.
Fixed issue where a customer’s receipt displays order custom fields in both the header and also in the order details, causing some confusion about duplicate field values.
Added SMS Message Templates feature. This is similar to the existing Email Templates feature, but instead allows you to pre-define common templates that you frequently send by SMS. New templates can be added either directly when sending an SMS message, or in the template settings. After creating a template, you will be able to select it when sending an SMS. Note that the 150 character limit still applies, so your templates should be reasonably short.
Added new Minimum booking lead time (hours) setting in the appointment settings. This prevents customers from booking an appointment slot without providing sufficient notice. By default, this is set to 3 hours, meaning that customers can only book slots that are more than 3 hours in the future.
Added new permission toggle when editing a role: Hide Wholesale Prices. Users with this toggle enabled will be able to view all inventory item details except the Wholesale Price field.
Added new dynamic template fields (Email and SMS templates): Customer Event Date, Customer Next Appointment Date, Customer Next Appointment Start Time, Customer Next Appointment End Time
Added an official way to block appointment schedules in the appointment calendar. Creating a block allows you to prevent prospects from booking appointments during a certain time period. You can block individual schedules, but keep other schedules open. You can also block specific time ranges instead of blocking the schedule for the whole day.
Implemented new Emails Not Delivered dashboard alert, which helps you understand if an email from the Send Email tool is not successfully delivered to a customer or prospect, such as if it goes to their spam or to an email address that was mistyped and does not exist.
Added new columns to Customers/Prospects Registered report: Num Appointments and Appointments, which provide some details about the customer or prospect’s appointment history.
The Appointments Created report is now a bit smarter when resolving a value for the Staff Member column. If an appointment has no assigned staff member, but the corresponding prospect/customer profile does have a staff member on record, it will pull that staff into the report instead of showing a blank value.
Added ability to export appointment calendar to 3rd party service such as Google Calendar, Outlook, etc. In order to export your calendar, you must first set the new Timezone field in the Localization Settings. Afterwards, clicking the Export Calendar button will display a unique link to your calendar that you can add to 3rd party calendars. The unique link takes into account your existing calendar filter options, so you can fine-tune which appointments are exported.
Improved some mobile usability issues with text overflow in the navbar and appointment calendar page.
Introduced a free plan that only includes the appointment calendar feature for up to 50 appointments created per month. Additionally, the Basic tier now has access to 50 free apppointments per month as well. The Core and Ultimate plans remain the same, allowing you to create unlimited appointments.
Added new Rich Text custom field type. This allows you to create a custom field with formattable text such as font size, bullet points, and more.
Added new Multi-Line Text custom field. This is similar to the rich text field, but does not provide any formatting options so it appears visually cleaner if you want a multi-line field without all of the formatting options.
Added new File Upload custom field type. This allows you to create a custom field that allows you to upload a file into that field. This field type is not available for appointment custom fields, but is available on all other entities that support custom fields.
Added localizations to the appointment calendar and staff schedule calendar. This means that the calendar will appear based on your native locale, including things like date formatting, starting day of week, and so on.
Many new improvements to the dashboard. Some of the widgets will now display comparisons to the previous time period, which gives you an idea of how your data points are trending over time. The order counts widget has also been updated to allow you to select a time period, rather than always displaying the Year to Date count. 2 new selectable time periods are available for several widgets: Year to Date and Last Year. The customer counts will now only display actual customer counts and not include prospects in the count. Finally, the inventory widget now has a Total Num Orders column.
Many of the Notes and Comments fields in CloudBridal have been upgraded to a Rich Text Field. This allows you to format your notes using bolding, bullet points, and more.
Added columns to several reports: The Orders Created report now has an Event Date column. The Appointments and Customers Registered reports now contain an Orders column, which has a breakdown of all the customer’s orders if any exist.
Receipt Templates, Quote Templates, and Sales Agreement Templates now allow you to set a Logo/Header Alignment. Previously, the header was always left aligned, but now you can choose to center or right align the header.
Added new alert category: Customer Missing Email Address. This is only triggered for customers, and not prospects. You are able to turn this off in the Alert Settings.
The appointment calendar now has a new filter available: Filter by Appointment Resource.
Appointment permissions are now much more flexible and powerful. There are 4 new permissions that can be set on a role in the roles settings: View assigned, Manage assigned, View by appointment type, and Manage by appointment type. This means that you can now allow certain users to view only the portion of appointments that is relevant for them. For example, you can create a Seamstress role who can only manage appointments with the Alteration appointment type.
Appointment types now allow you to set a Start Date and End Date. This can be configured by updating an appointment type at the bottom of the appointment settings. This is specifically useful for limited-time events that run either in a date range or on a specific date. This prevents prospects from booking appointments for this appointment type outside of the configured date range.
Added a Google Analytics integration which includes page and event tracking. This new integration is available for customers on the Core or Ultimate plans, and can be configured in the Google Analytics settings. Currently, this integration is specifically useful for tracking user engagement in the appointment scheduler tool. For example, if you run paid ads and you want to test the effectiveness of certain ad platforms or how well the ads themselves perform, you can configure an event that is sent to Google Analytics whenever a user books an appointment through the scheduler.
You can now set a Default Order Status in the order settings. Normally, orders always start in the New status, but shops that focus primarily on custom dresses may want to default to the Ordered instead for new orders.
It is now possible to create a new vendor directly when adding a new inventory item.