Features - CloudBridal

Feature Overview

Appointments

Easily configure your weekly schedule so that customers can seamlessly book appointments.
Embeddable appointment scheduler that you can insert into your own website.
Emails related to appointments are extremely customizable.
You can create notes for each calendar day, and mark specific days as closed to prevent customers from booking appointments.
The flexible calendar lets you view your appointments either by day, week, or month.
Customers can pre-register when their appointment is confirmed, saving you a lot of manual data entry.
Managing appointments is a breeze, and it's very easy to set internal notes, resend the confirmation email, view the associated customer's profile, and more!

Easily keep track of your customers and prospective customers, including rich filter options like Customer Type, Associated Staff Member, and Follow Ups
You can send emails to customers directly from CloudBridal. This includes powerful email templates which you can create for common customer messages.
You can also send SMS messages directly through CloudBridal for easy and convenient messaging. When your customer replies back, you'll see an alert and be able to respond to it.
Everything about managing a customer is in one place: their customer profile page. This includes their data, uploaded documents, bridal party info, order history, and much more.
Tracking the status of an entire bridal party is much easier than looking up each member individually.

Don't spend time doing unnecessary data entry. Instead, have your customers pre-register before their appointment with every data point you need to make sure the appointment goes smoothly.
The registration form is fully customizable, and you have the ability to set a question's text content, the types of customers it will display to, if an answer is required, and so much more.
You can even create custom fields, and then create registration form questions whose answers will map to those fields. This allows you to fill in custom data points that are unique to your store.
You have full control over inviting customers to self-register. Whether you want to fully automate this so that customers are invited when their appointment is confirmed, or if you want more control to manually invite customers yourself.

Orders are grouped by their Status so that you can get an overview of your order flow at any given time.
Creating and managing orders is extremely convenient with inventory lookups and field auto-filling.
Receipts and quotes are extremely configurable and convenient to use. You can set custom text, terms and conditions, signature sections, and more! You can even email receipts directly to your customers.
Payment tracking is incredibly detailed. You can enter payments towards a specific order, alterations, additional fees, and more!

Viewing and managing inventory items is flexible and convenient, including searching and filtering options
You can view the order history for specific inventory items
Uploading images of your inventory items helps you be able to view them at a glance without physically searching for them. A featured image will even display on the customer's receipt automatically!
Inventory items are vastly configurable, including the ability to create your own custom fields, showing/hiding default inventory item fields, and even marking fields as required so you don't forget to enter data!

It's very simple to maintain your list of vendors, and all of their contact information is quick to access so that you can efficiently place purchase orders.
Vendor purchase orders are heavily integrated with the rest of the system, so it's incredibly easy to get a list of customer orders that need to be placed for a specific vendor.
Changing the purchase order status will automatically update each customer order's status as well, so you don't have to do any extra work!
You can even print purchase orders for your records, or to email to vendors directly.
Need to update a purchase order? You can do that! Even for actions like adding additional customer orders to an existing purchase order.
Is a customer calling you to check the status of their order? If it's associated to a purchase order, you can see the details directly on the customer's profile!

The CloudBridal Dashboard gives you a high level overview of your store, including alerts, charts, and widgets.
The orders widget gives you a quick overview of your orders for the year.
The popular referral types chart gives you a better understanding of where your referrals are coming from, so you know where to focus your efforts.
The popular event months chart can help you gain perspective to help you plan for the future.
The inventory items value table helps you keep track of the value of your inventory per vendor.
Many of the charts and widgets allow you to select options like the time range that you wish to see the data for.

Your staff members can easily clock in at the beginning of their shift and clock out at the end of their shift.
You have a calendar view that displays your staff's time sheets, where you can check individual shifts and make changes if necessary.
To prevent mistakes, you can assign staff members an individual pin code that they use to clock in.
At the end of the pay period, you can run a report for a given time range to get the exact number of hours that a staff member worked.

Reports provide an incredibly powerful way to get a better understanding of your data.
CloudBridal offers a myriad of report types. For example, the Inventory Performance report lets you see how well your inventory items are selling in a specific time range. There are currently 9 unique reports.
All reports can either be viewed directly in CloudBridal or exported to Excel. By exporting to Excel, you can use Excel's data viewing and filtering capabilities to really make the most out of your data.
All reports also offer the ability to select a custom time range to pull data from.

Every module in CloudBridal offers rich and distinct customization options, so you can truly make it yours.
Various localization settings are provided to better fit your specific locale.
Control how your staff access CloudBridal in detail. By creating roles, you can set up the individual elements that your staff can view and manage.
Inviting and then managing your staff members is a very easy process. Simply add your staff member and then click the Invite button to send them an email invitation, and they will be invited to register for their own account.

Are you coming from another system? Well, CloudBridal offers a self-service data import feature at no extra charge!
CloudBridal provides a convenient excel template where you can enter each of your existing inventory items quickly and efficiently.
Once you fill out the template and upload it, CloudBridal will pre-validate the file to make sure everything is entered correctly. It will even give you a quick overview of the data that it detected.
Once you initiate the import process, CloudBridal works in the background so you can continue using the system. After the import is complete, you will receive an email with the import summary.

One-click connect between CloudBridal and QuickBooks Online. No need to fuss around with any technical keys or links!
You can import your list of vendors from QuickBooks Online into CloudBridal to easily keep the systems in sync.
You can export customers and payments from CloudBridal into QuickBooks Online to save hours of headache in trying to reconcile accounting systems.
The export process allows you to select the year of data to export, and will even highlight how many records will be exported to QuickBooks Online.
The integration process runs in the background, so you can continue to use CloudBridal. Once the process is completed, you will receive a summary email with a high level overview of the results.

Feature Overview

Appointments

Customers & Prospects

Fully Customizable Customer Self-Registration

Customer Orders & Payments

Inventory

Vendors & Purchase Orders

Dashboard & Alerts

Staff Time Tracking

Reports

Settings & Customization

Bulk Data Import

QuickBooks Online Integration