Question 1

How to Edit or Delete an Appointment

Accepted Answer

This video guide will walk you through how to edit, cancel or delete an appointment.

Question 2

Using Autoflows

Accepted Answer

Autoflows are created when triggering events happen. Examples of triggering events could be an appointment being created, an appointment itself or a customer (new sale) being added just to name a few. The information in this guide will talk you through how to apply autoflows relating to appointments such as booking confirmation messages, appointment reminders and appointment messages. The same rules are applied can be applied for other autoflows whenever you notice the pop up in the system.

When certain triggering events happen you will see the autoflow pop up menu. The most noticeable times you will see this will be when you manually add an appointment to the diary and when you add a new customer (new sale). The image below shows the autoflow pop up for when an appointment is added and is illustrated with descriptions of what each component means.

The autoflows pop up will show any available autoflows related to the action that has just happened. You can click between My and Default autoflows using the bar at the top of the pop up. Any autoflow which is set to 'active' in the autoflow settings will have a green action status and automatically be selected to send and any which are 'inactive' will show as an orange action status. You can override this by clicking on the send button to unselect / select an autoflow if you wish.

You can also se

Question 3

How to add Images Against Products

Accepted Answer

This guide will explain how you can add images to your products, search via images and choose a cover image for each product

Once you have added or imported your products you may find you want to upload an image against a product to remind you what it is.

How to Upload Images

1. Click on the Products tab and find the product you want to upload. Click on it so it expands and shows you all variations, and then click on one to open up the product information.

2. Click on the images tab pictured below and then click 'add image'.

3. Choose the image you want to upload from the window that will pop open and click open.

4. The image should now be uploaded. You can add any notes you want to by typing in the notes box and hitting save.

5. If you want to add another image against the same product you can click 'add image' again and repeat the process.

![](https://d1pnnwteuly8z3.cloudfront.net/images/0eff8085-394f-49bd-ba68-6aaaf81f7ed6/ec52225b-706

Question 4

How to Add a New Product

Accepted Answer

This guide will tell you how to add your suppliers to mybridal and how to manually upload all your products.

This guide will discuss how to manually add products to mybridal. This is perfect for if your current inventory records are on paper or if you just want to start fresh with mybridal.

If you have your data digitally held somewhere such as in excel, sheets or another system then you may wish to import your products digitally. You can learn how to do this here.

The first thing you will need to do is visit settings > defaults and add your suppliers, categories, colours and sizes as described in the video below.

${frame}Embedded content

Once you have set up everything you need in defaults, you can move on to actually adding your products manually. This video below will show you how to do this.

${frame}Embedded content

Question 5

How to Add A Second Appointment

Accepted Answer

This guide will show you how to add a second appointment to the diary for customers that have already been to visit you before.

If a person has previously attended for an appointment and comes back and asks you to book a 2nd appointment you are able to add a 2nd appointment without having to ask for their details again.

The best way to deal with this is to ask their name and then find their original appointment by searching the diary or by going to more > apps and searching for them there. You can then click o the appointment to open it.

Once you are on the pop up for the original appointment and you can then ‘copy’ the appointment which pulls across all the customers contact details without you having to ask again. When you click copy it asks you if you want to link the appointments together and if you want to pull across all the data. We would suggesting toggling all these options on.

It will then populate the appointment form and you can just change the date, time and appointment type and then click submit to add the new appointment to the diary.

![](https://d1pnnwteuly8z3.cloudfront.net/

Question 6

How to Add a New Sale

Accepted Answer

This guide will walk you through how to add a new sale (create a customer) in mybridal

${frame}Embedded content

Once your sale has been added a customer profile will have been created for your bride. This next video talks through how to find the sale information on the customers profile and how to access the sale receipt.

${frame}Embedded content

To learn more about how to set up an autoflow to automatically send your customer a copy of their sale receipt click here.

Frequently Read Articles

Browse All Categories