Customer Settings

All Plans

The Customer Settings page allows you to configure how customer information is managed, displayed, and organized in CloudBridal.

Contents

• General Settings
• Required Fields Configuration
• Customer Types Management
• Customer Contact Options
• Custom Fields
• Legacy Features
• FAQs

General Settings

• Customer Document Uploads: Enable or disable the ability for customers to upload documents to their profiles
• Customer Favorite Items: Enable or disable the ability to track customer's favorite dresses and items for quote generation
• Event Date Label: Customize how the wedding/event date field is labeled throughout the system (e.g., "Wedding Date")
• Archive Settings:
  • Set days after event date to archive customers
  • Set days after last update to archive prospects
  • Archived records remain accessible through the archive toggle in customer lists
• Referral Types: Configure the list of referral sources you want to track for your customers

Required Fields Configuration

Control which key customer fields are mandatory:

• Customer Type: Make customer type optional or required
• Event Date: Make the event date optional or required

We recommend keeping these fields required unless you frequently handle walk-in purchases where this information isn't immediately available.

Customer Types Management

Customize how you categorize your customers:

• Add New Types: Create custom customer types specific to your business
• Edit Existing Types: Modify names and properties of existing types
• Order Types: Drag and drop to arrange customer types in your preferred order
• Inactive Types: Hide unused types without losing historical data
• View Options: Toggle between showing active types only or including inactive types

Customer Contact Options

Configure how staff can communicate with customers:

• Email Communication: Enable/disable the ability to email customers
• SMS Messaging: Enable/disable the ability to send SMS messages to customers
• Phone Calls: Enable/disable the ability to call customers
• VoIP Integration: Configure custom URL format for VoIP providers
  • Use the {TELEPHONENUMBER} placeholder to automatically insert customer phone numbers
  • Only available when phone calls are enabled

Custom Fields

Create additional fields to capture customer-specific information:

1. Enable custom fields functionality
2. Add new custom fields with:
   • Field name and type
   • Default values
   • Field limitations and requirements
3. Manage existing custom fields through the table interface

Custom fields allow you to track additional data points beyond the standard customer information fields.

Legacy Features

The Customer Additional Options feature is being deprecated. We recommend migrating to the more robust Custom Fields feature for better flexibility and functionality.

FAQs

Q: What happens to customer data when archived? A: Archived customers remain in the system but are hidden from regular views. You can still access them using the archive toggle in the customers list.

Q: Can I recover inactive customer types? A: Yes, inactive customer types can be viewed by enabling "Show Inactive Types" and can be reactivated if needed.

Q: How do I set up VoIP integration? A: Enable phone calls in Customer Contact Options and enter your VoIP provider's URL format, making sure to include the {TELEPHONENUMBER} placeholder where the customer's number should be inserted.