The Basic Workflow

It's important to understand the recommended workflow for using CloudBridal effectively. Each store is unique, so feel free to adapt as needed. CloudBridal is flexible, and some features may not be available depending on your product tier. Here's a high-level overview of the client workflow:

1. Clients typically start by booking an appointment through your website.
2. Once the appointment is confirmed (either automatically or manually by your staff), the system creates a profile for the client. This profile stores all their information, including contact details, order history, and appointment history.
3. Before their appointment, you can optionally engage clients to view your inventory showcase and mark favorite items. They can also pre-register for the appointment, providing more information about their preferences.
4. During the appointment, use the client's profile as needed. You can add notes, measurements, favorite items, and more. This is also where you'll enter their sale if they place an order.
5. To enter a sale, refer to the Orders documentation for more details. This is when you'll enter order details, have them sign the receipt/sales agreement, and process their payment.
6. Clients often make special orders for dresses. The customer's order has an Order Status field to track the special order status throughout the process.
7. Use the Purchase Orders feature to track and manage vendor orders. Any changes to the purchase order automatically update the customer's order status. Alternatively, manually update the status if you prefer not to use purchase orders.
8. When the dress arrives, transition the order to the Arrived status either through the purchase order or manually on the customer's order, depending on your use of the purchase orders feature.
9. Proceed with the fittings and alterations process with the client. Book follow-up appointments as needed, just as with the initial appointment.
10. As you work with the client, continue adding notes, creating new sales, taking additional payments, and performing any other necessary actions.
11. When the dress is finalized and picked up by the client, transition the order to the Completed status. This is also a good time to ensure all payments are entered and the client receives their final receipt and pick-up slip.

This workflow is not exhaustive. CloudBridal offers many other features to enhance your experience and efficiency, which are covered in the detailed documentation that follows. This overview provides a general idea of what to expect and how it may align with your current workflow.