Today’s update doesn’t add any new features, but we have instead tightened up the consistency and usability of the UI. Our goal is to make CloudBridal intuitive and easy to use, and making the UI more consistent goes a long way to reduce overall confusion.

Customer Details Page

One paradigm that we have been shifting to throughout the UI is for action buttons to appear on the top left of a page. Previously, the customer details page had action buttons appearing in a few different places: top left for creating follow-up appointments, above the orders section to create an order, and within the bridal party section to print a customer receipt. This update unifies these all to the top-left of the customer details page like we have in other pages.

 

Customers, Orders, and Inventory List Pages

These list pages now also follow the paradigm of actions on the top left. We have also adjusted the headers to save on vertical page space and to reduce the number of UI elements on the page.

 

Appointment History

The customer’s appointment history now defaults to a condensed view (like the orders and bridal party) to make the customer details page less cluttered on the initial page load. Expanding the history will show the detailed view that was there before. Our goal here was to make the page less confusing and more accessible at first glance, while allowing users to drill down into detailed views if needed.

 

Bridal Party

The bridal party section has also been slightly adjusted to reduce the amount of UI elements in it.

Appointment follow-ups just got even easier to use. Now you can create them directly from the appointment calendar, whereas before you were only able to create them from a customer’s page. When creating a new appointment from the calendar, you will have the ability to Lookup existing customer at the top right of the dialog. This approach will let you easily glance at your appointment availability and book a follow-up directly.

 

Today’s update brings several new changes to follow-up appointments. These changes include the ability to set a state on follow-up appointments, as well as you being able to view and manage the appointment history of a customer.

Highlights

  • [New] Follow up appointments now include an Appointment Status field, which is used to track the status of a customer’s appointments throughout time. Typical values for this status include 1st Fitting, 2nd FittingPickup, and so on. These values are fully configurable in the settings, so you can add or remove statuses based on the way you prefer to track them.
  • [New] A customer’s page will now display and let you manage their entire appointment history so that you can better keep track of your progress with that customer.
  • [UI] Headers have been largely standardized throughout the app to better improve its usability.
  • [Fix] The Customer Notes field on an appointment can now be scrolled through if its contents go beyond the textarea height.

Customer types have now been improved to better support a wider variety of store types. More specifically, you can now disable customer types that you don’t service in your store. When you disable a customer type, you will no longer see it in any dropdown lists, filter selections, statistics, and so on. This will reduce record keeping mistakes and also improve the user experience. This also means that CloudBridal can now support a wider variety of customer types without interfering in your business.

The supported customer types list in CloudBridal is now:

  • Bride
  • Bridesmaid
  • Mother of Bride/Groom
  • Flower Girl
  • Prom
  • Quinceañera

You can enable/disable customer types by navigating to Settings > General and then scroll down to Configurations.

 

Based on your selections, your interface will change. For example, with the above selection, this is what your Customers page filters would look like:

 

Appointments are now more flexible than ever. Previously, they worked great to capture new potential customers by allowing you to take appointment requests for initial consultations with customers. The problem though is that they did not allow for any type of follow up appointments to be created like alterations or fittings. Now, we have enhanced the appointments tool to allow you to create and track various different types of appointments.

Overview

Appointment types can now be marked as Internal Use Only, which designates them as an appointment type that can only be created by a staff member, and is not able to be requested by a customer through the appointment booking tool.

 

 

Staff members can now create follow up appointments directly from a customer record. This will automatically associate their customer details with the appointment so that you don’t have to type any of it in. Instead, you just have to fill out appointment details like type, date, start time, end time, schedule, and staff member.

 

 

Appointments in the appointment calendar can now be filtered by appointment type in order to display just the type you care about. In addition, a convenient Internal Only filter has been added, which will display just internal appointment types.

 

Although CloudBridal is already a feature-rich product, we have decided that starting to track our updates and new features will have value to our customers. We hope that reviewing our releases will help you learn about our new features so that you can integrate them into your workflow. As always, if you have any ideas for new features, feel free to reach out so that we can discuss it with you.