1. Initial Set Up
Click 'sign up for free trial' on our website and complete the initial set up questions about your store.
For more information click here.
2. Add Additional stores
If you have more than one boutique then please email help@mybridalsoftware.com when you set up your free trial and we will grant you access to add the additional store(s). Once you have access you can go to settings > stores > + new store.
3. Add your logo
You can do this by going to settings > account > and upload or drag and drop your logo. This will be used for sales receipts and on the online booking system (if you want it displayed). If you have more than one boutique using different logos you can assign each boutique it's own logo when you create a new store.
4. Request any Existing Data Imports
If you have any information stored digitally either in another online system or in spreadsheets like excel we can normally help to import your data across into mybridal to save you manually having to add everything. We commonly do this for inventory but also can help with sales information, customer contact information, orders and appointments.
If you are using another digital system or have information in spreadsheets that you would like to import across to mybridal you can do this by emailing and asking for further instruction from help@mybridalsoftware.com and we can assist you with this.
*Coming soon* Ability to self serve and upload all your data using our excel template.
5. Add Staff Members & User Profiles
If you want your staff members to have their own login you can add a new user profile for them (growth or advanced plan). You can do this by visiting settings > users. You can choose if each user is a 'user' or 'admin' and select what access each user has by going to the permissions tab. Make sure you have the toggle on for 'new employee' to add this user as a staff member
If you want to share one login (starter plan) you can add your staff by going to staff > staff > + new employee > complete the details.
This will allow you to have your staff available in the drop down menus when booking an appointment or adding a sale.
For each user profile you can set the 'notifications'. Examples of these are receiving email notifications when an appointment is booked using the online booking system or when an appointment is cancelled.
6. Set Up Payment Integration
If you want to charge for appointments or save customer card details at the point of booking online you will need to complete this step.
This can be done by going to settings > integrations and clicking 'connect'. Currently the only available option for a payment integration is Stripe. Follow the steps Stripe walks you through.
For further information click here.
7. Set Defaults
Go to settings > defaults and work your way through each section. You have the ability to customise a lot of different settings in defaults and by removing anything not relevant to your business and adding in everything that is, mybridal will start to feel much relevant and familiar to you in no time.
The system may come preloaded with some standard bridal industry options. You can delete these by clicking on each one or edit them to suit your business. If you have done any imports of data these may have pre-populated some of the defaults such as product suppliers.
The different sections to work through are:
Diary - Appointment Types, Booking Types and Groups (commonly used as fitting rooms).
Products - Suppliers, Categories, Sizing and Colours
Sales - Charges, Terminology Used, Comments (common phrases to add to your sale receipt).
Payments - Comments (common phrases to add to your sale receipt).
Analytics - Week / Month start dates if your month does not start on the 1st.
Timesheets - Options to round up / down on timesheets
8. Manually Add Products
If your inventory is recorded on paper or you just want to start fresh you can add your products manually. You can do this by visiting Inventory > Products and + New product.
9. Decide if you want to use Enquiry Forms
Enquiry forms are a secondary level of data gathering that can use either send to your bride to complete pre appointment, be completed by your bride when they arrive for their appointment or can be completed during the appointment by yourself or your staff.
They are typically used to gather more information than what the booking form gathers at the time of booking and may include questions are designers, dress styles, budget, partners name, general wedding vibe etc.
Some people like to add a few more questions to the booking form and not use enquiry forms at all, or some people like to send a link in the booking confirmation message saying 'please click the link to provide some additional information before attending your appointment' so the brides can click the link and fill out the enquiry form. It is complete personal preferance.
10. Customise Booking / Enquiry Form
Go to tools > forms and click the eye (preview) button to view our default booking and enquiry forms. If you want to customise these, you can copy them and then make any changes you want. As soon as a form is set to 'live' the system will use the new form you have created instead of the default.
For more information click here.
11. Set up your Booking System
If you plan on using our online booking system on your website you can set up your appointment availability by visiting tools > booking config.
You can also configure how the booking system will look by going to settings > booking settings and choosing your colours and fonts for the booking system. You can test your appointment availability here and see how your booking form will look.
For more information click here.
12. Templates
Go to Automations > templates to view our existing message templates. You can set up templates for email and SMS messages which can then either be manually sent to your customers or you can use autoflows (next step) to create rules which will schedule the messages to send at the relevant time without you having to do anything.
For more information click here.
13. Autoflows
Go to Automations > Autoflows to set up your autoflows which will use triggers to work out when messages should send automatically.
Fore more information click here.