Client Portal

Ultimate Plan

The CloudBridal Client Portal is your clients' self-service hub—a secure, branded space where they can view their information, track appointments and orders, make payments, and sign documents. By giving clients easy access to everything they need, you'll reduce administrative work and deliver a modern, professional experience.

Contents

• What is the Client Portal?
• Enabling and Customizing the Portal
• How Clients Access the Portal
• What Clients Can Do
  • Dashboard & Navigation
  • Personal Information
  • Appointments
  • Orders & Payments
  • Documents
  • Inventory Showcase
• Best Practices & Tips
• Customization & Control
• FAQs

What is the Client Portal?

The client portal is a dedicated online area for each of your customers. Here, clients can:

• See upcoming and past appointments
• View and pay for orders
• Access and e-sign important documents
• Review their personal details
• Browse your inventory (if enabled)

Everything is designed to be mobile-friendly and easy to use, so your clients can manage their bridal journey from any device.

Enabling and Customizing the Portal

Getting started is simple. Go to Settings > Client Portal and enable the feature. You can customize the welcome message, set your branding colors, and choose which modules (orders, appointments, documents, pre-registration, inventory showcase) are available to clients. This lets you tailor the portal to fit your boutique's workflow and style.

How Clients Access the Portal

Clients receive an email invitation to the portal when they book an appointment or when you send an invite from their profile. Each client has a unique link for secure access. You can also include the portal link in your appointment confirmation emails using the Client Portal Link smart field—perfect for giving clients a seamless experience.

Tip: Want to see the portal from your client's perspective? From the customer profile, use the action menu (ellipsis) and select Invite to Client Portal. You'll get a preview link to browse the portal as that client.

What Clients Can Do

Dashboard & Navigation

When clients log in, they're greeted with a personalized welcome message and a dashboard showing their most important info—upcoming appointments, pending actions, and quick links to key areas.

Personal Information

Clients can review their contact details, event date, and other profile info. If anything needs updating, they're prompted to contact your boutique directly, ensuring you always have accurate records.

Appointments

The portal displays all upcoming and past appointments. Clients can see details, review history, and (if enabled) request new appointments. Appointment notifications and reminders are also visible here, helping clients stay organized.

Orders & Payments

Clients can view all their orders, see payment schedules, and pay outstanding balances online. Payment history and receipts are always available for reference. This makes it easy for clients to stay on top of their financial commitments and for you to reduce payment-related follow-ups.

Note: Processing payments through the portal requires using the Stripe integration.

Documents

All important order documents which you save in CloudBridal—like contracts, agreements, and receipts—are accessible in the portal. If enabled, clients can also e-sign documents and download copies for their records. The portal highlights any documents that still need attention, so nothing slips through the cracks.

Inventory Showcase

If you enable the Inventory Showcase, clients can browse your collection and favorite items they love. This is a great way to engage clients before their appointment and help them come prepared with ideas.

Best Practices & Tips

• Write a warm, clear welcome message to set expectations and guide clients.
• Enable pre-registration to collect additional client info before appointments, making consultations smoother.
• Upload documents promptly for e-signature to keep the process moving.
• Keep payment schedules up-to-date so clients always know what's due.
• Preview the portal as a client to ensure everything looks and works as intended.

Customization & Control

You have full control over what clients see in the portal. Enable or disable modules like orders, appointments, documents, pre-registration, and inventory showcase to match your boutique's needs. Branding options let you set colors for the navigation bar and background, ensuring the portal feels like an extension of your business.

FAQs

How do clients access the portal? Clients receive an email invitation when they book an appointment or when you send an invite from their profile. You can also include the portal link in your emails using the smart field.

Can clients edit their information? Clients can view their details but cannot edit them directly. They should contact your boutique for any changes.

Is the portal mobile-friendly? Yes, the portal works on all devices, including smartphones and tablets.

What if a client hasn't signed a document? The portal will show notifications for any pending documents, and you can track which ones still need signatures.

Can I customize what clients see? Absolutely. You can enable or disable modules in the portal settings to control what's visible to clients.