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CloudBridal Documentation

Welcome to the documentation for CloudBridal. This is an invaluable reference for those interested in learning more about how to use and configure the features.

In order to get the most out of CloudBridal, we recommend reading through all of the documentation as you get started with the system. This will set you on the path to success, as you will be familiar with all of the features and how they interact with each other. Take your time, though! You don’t have to read everything in one sitting, and you can spend as much time as you want simply exploring the system.

Getting Started

  1. Creating an Account
  2. Subscription and Billing Management
  3. Getting In Touch
  4. Keeping Track of Updates

Configuring CloudBridal

  1. Your Profile and 2FA
  2. General Settings
  3. Appointment Settings
  4. Dashboard Alert Settings
  5. Managing Your Staff Members
  6. Customer Order Settings
  7. Payment Settings
  8. Customer Settings
  9. Customer Self-Registration Settings
  10. Inventory Item Settings
  11. Receipt & Quote Settings
  12. Vendor Purchase Order Settings
  13. Work Order Settings
  14. Managing Custom Fields

Using CloudBridal

  1. The Basic Workflow
  2. Initial Data Import
  3. Dashboard & Alerts
  4. Vendors
  5. Inventory
  6. Appointments
  7. Prospects & Customers
  8. Orders
  9. Payments
  10. Payment Plans
  11. Reports
  12. Staff Time Tracking
  13. Purchase Orders
  14. Work Orders
  15. QuickBooks Online Integration
  16. Shopify Integration

Related Posts

Appointment Settings
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