This article gives definitions for some of the most commonly used terms in BridalLive.
Appointment Blocks
A specific time and time frame for fitting rooms. This feature allows you to ensure that appointments can only be scheduled at certain times.
Appointment Request Form
An online form which allows customers to request appointment times which fit into their schedules. When a request is made, BridalLive sends an alert and the appointment can be added to the calendar, or the customer can be contacted to look for alternate times.
Appointment Scheduler
An online form which allows customers to schedule their own appointments from the appointment blocks that the store has set up, based on availability from the Smart Book algorithm.
Appointment Sheet
A sheet with appointment details, including the time, date, appointment type, contact information, event information, interview form answers, and any measurements, notes, or favorite items that might be associated with the contact. This form is often printed for each appointment on the day of the appointment, as it gives a comprehensive view of what an associate would need to know for an appointment.
Appointment Types
A classification to determine what the customer's goal for the appointment is. These appointment types can be edited and created to best fit your individual store's needs.
Associate View
A calendar viewing option which allows you to see what appointments each associate has at any is doing for any given time throughout the day. This option gives the associates a way to see all of their appointments for the day in chronological order.
Attention Items
On the BridalLive Dashboard, a list of activities which might require attention, such as past due tasks and incomplete appointments in the past.
Authorized Device
A device that has permissions to use BridalLive. By default, all devices are authorized to use BridalLive.
Billing Portal
Linked from BridalLive, the webpage where you can add or change the credit card you use for your BridalLive account. This is also where you may view past invoices and statements.
BridalLive Community
An exclusive group for Bridal Store owners that are active BridalLive customers. This community shares ideas and best practices about running a bridal store. Additionally this group helps shape the future of BridalLive!
Bulk Actions
A list of actions that may be applied to all of the selected list entries.
Calendar Blackout Dates
A feature which allows you to enter dates that you do not want appointments booked, i.e. Holidays, Closed Days, Inventory dates, etc.
Cancelled Order
A special order which has been created for a customer, but the customer has decided not to purchase.
Categories
1). In the Marketplace, a differentiation between item types and departments.
2). In Contacts, a specific group to which a customer is assigned for more specific and targeted marketing.
ChargeItPro
A credit card processing company which integrates with BridalLive. ChargeItPro is the recommended credit card processing company with BridalLive.
Checked-in Appointment
An appointment for which the customer has shown up and is waiting to be seen. The option to check in is on the appointment screen indicated by an hour glass.
Confirmation Number
A number or code provided by the vendor which is sent to acknowledge and verify that the vendor has received the purchase order.
Confirmed Appointment
An appointment for which the customer has acknowledged that they will attend the appointment. The option to manually confirm the appointment is on the appointment pop-up indicated by a thumbs up.
Dashboard
The main landing page within BridalLive. Options such as clocking in and out and viewing tasks, appointments, attention items, and notes for the day are found on this screen. Also known as the Home screen.
Delete
To completely remove information from BridalLive. Deleting items, transactions, or contacts can have ramifications on reporting, so deleting is usually not recommended and is reserved for simple mistakes.
Department Code
An abbreviation or series of numbers and/or letters which refers to a specific Department in your store. This allows you to see which Department the item came from if it needs to be restocked, and allows you to run reports based on Departments in your store.
Deposit Requirement
The amount of money your store requires a customer to pay in order to place a Purchase Order. Some stores set this to 100%, while others choose to set this lower.
Download Queue
The location in the BridalLive Marketplace where dresses that you downloaded are held until you add them to My Items. The maximum number of items in the download queue is 100.
DYMO
An individual label printer which is compatible for printing item labels with BridalLive.
Email Template
A document which merges information in BridalLive to create an email which is sent to the customer.
End of Day Procedure
Tasks and steps to perform at the end of each business day to ensure your store stays organized. Steps include closing pending appointments, reconciling payments, and balancing your cash drawer.
Event Location
Where the event that the item is being purchased for is being held. This is used for prom registry as well as other events and can help in determining the customer's needs.
Event Type
A classification which allows you to differentiate between different events such as weddings, prom, bridal shower, or homecoming.
Export
To bring data from within BridalLive to an outside source, usually Excel or another spreadsheet application.
Favorites
An item that a customer wants to save to consider purchasing at a later date. To access these, go to the customer's Contact and click Favorites.
Fitting Room View
A calendar viewing option which allows you to see what is happening in each fitting room at any given time.
For Pickup
The quantity awaiting customer pickup. To be considered "awaiting pickup", an item must be received with a completed Receiving Voucher, on a pending special order, and not marked as sold. Additionally, items on a pending layaway will be counted here too.
Gallery
A way to view items available by filtering for what the customer is asking for, such as necklines, silhouettes, and lengths. This view includes pictures to allow for easy searching.
Getting Started Guide
A series of articles and videos which help a new user go through the process of setting up a new BridalLive account.
Help Center
A website which contains articles explaining almost anything you need to know about BridalLive.
How Heard Type
A field which allows you to enter which form of marketing brought your customer to your website or store. This can be tracked later so that you can discover what the most effective marketing currently for your store.
HTML
A website writing language used to create pages on the World Wide Web. HTML is a set of codes or HTML tags that provide a web browser with directions on how to structure a web page’s information and features. In BridalLive, the email templates and website forms are created using the HTML language.
Import
To bring data from an outside source to BridalLive. Usually, the source is Excel or another spreadsheet application.
In Stock
The quantity currently available for customer purchase. This figure does not include the quantity 'on order' or 'awaiting pickup'.
Interview Form
A website form which gathers information about the customer's preferences before the appointment. This allows your sales consultants to better prepare for the appointment.
Inventory Cost
The amount you paid for this item when you originally purchased it from the vendor.
Inventory Item
Any tangible product (special order items included). Quantity on Hand is automatically changed for this Item Type.
Item Name
How your store refers to this item. This will only differ from the Vendor Item Name if you private label your inventory. This Item Name is what will appear on the item label and the receipt.
Item Number
A unique number which allows BridalLive to discern which item you are dealing with, even if the name changes.
Item Type
A categorization of the item as Inventory Item, Non-Inventory Item, Service, or Rental. This categorization allows BridalLive to automatically update the Quantity on Hand for Rental and Inventory Items.
Journal
An accounting record where all business transactions are originally entered. A journal details which transactions occurred and what accounts were affected.
Labels
A small piece of paper attached to an item and giving information about it. In BridalLive, you can print these labels and scan them for inventory or transactions.
Layaway
A transaction in which an item is already in the store, and a customer makes payments towards the purchase of the item until the balance is paid. The item is taken home by the customer when the balance is fully paid.
MailChimp
A third-party email marketing tool which integrates with BridalLive for emails such as appointment reminders, confirmations, follow-ups, and vendor purchase orders. MailChimp allows you to send mass marketing emails to your customers.
Marketplace
An online virtual bridal market of vendors and stores. By connecting vendors and stores, BridalLive eases the ordering and prospecting process. This feature allows you to download items to your store, request to sell with a certain vendor, and see what is available from your favorite vendors.
Merge Key
An email creation tool which allows BridalLive to pull information specific to the customer or vendor. This means less time spent looking up dates, times, and addresses, and more time running the store.
Mixed Special Order
A transaction in which one item needs to be ordered, but others will be taken home today.
Monthly Sales Goals
A specified amount of sales that is set for an employee or team member to be achieved within a month.
Non-Inventory Item
Items which do not take up physical space in the store, such as fees, extra charges, etc
Notifications
Alerts at the top of BridalLive which inform you when an appointment is scheduled, confirmed, or cancelled, and when an interview form or feedback has been submitted. You will also receive notifications about changes in BridalLive here. These alerts do not go away until they are dismissed. Once dismissed, these forms can be seen under Marketing Tools at the top of BridalLive.
On Order
The quantity on order with the vendor. To be considered "on order", an item must be on a pending purchase order and not received.
OpenEdge
A credit card processing company that BridalLive integrates with.
Opt In
To decide to be involved in something. If a customer opts in to text messages and emails, they have agreed to accept those communications from your store.
Opt Out
To decide not to be involved in something. If a customer opts out to text messages and emails, they no longer wish to accept those communications from your store.
Order Cost
The amount you will pay your vendor to re-order this item. In most cases, this will be the same as inventory cost. However, it could be different if the price changed since your initial purchase.
Physical Inventory
The process by which you account for every item in your store. To perform a Physical Inventory, you will use printed labels from BridalLive. This is best to do at one time when the store is not open. To do this, you will walk around your store and scan every item. The full process can be found in the Perform a Physical Inventory help article.
Pick Up Slip
A piece of paper used for identifying items that you are storing for customers in your store and can be printed when creating a Receiving Voucher for those particular items.
Private Label
The practice of re-naming inventory items with your own store name rather than using the style number/name given by the manufacturer. This is mostly done to primarily to prevent price shopping by customers or to prevent brides using your shop for "trying on" and then purchasing elsewhere.
Prom Registry
The Prom Registry is intended for stores that sell prom dresses to their customers and register those dresses to the school that they are being worn at. This prevents two people from wearing the same dress at the same event.
Prompt to Register
A setting that causes a window to prompt the associate to register the item in the Prom Registry when added to the transaction.
Publish
An option within BridalLive to publically display the feedback from your customer to your website. For the feedback to publish to your website, the Testimonials Widget needs to be installed on your website.
Purchase Order
An order placed to a vendor either for stock or a customer.
Quantity on Hand
The number of that item that are physically in the store at a specific time.
Re-order Point
The quantity at which you need to order more of a product.
Receiving Voucher
Used to receive merchandise in to your store. They are always paired with 1 or more Purchase Orders. When you have placed an order with your vendor and the item has arrived in your store you will create a Receiving Voucher to receive the items and increase the Quantity on Hand for those items.
Referral Link
A hyperlink which directs a bridal shop owner whom you refer to sign up for BridalLive. When the owner uses the link you send them, you receive a referral incentive when they set up payment. Your store's referral link is found by clicking "Get Free Months!" in the top of BridalLive.
Rental
An item that is is available to rent, such as a tuxedo. Quantity on Hand is automatically changed for this Item Type.
Reports
Accounts of everything that has happened in the store. These reports allow for accounting, inventory, and appointments to run smoothly.
Resource Videos
A collection of videos going over important steps to follow for processes in BridalLive. These are effective for use when training new employees.
Retail Price
The price at which an item will be sold to the customer.
Return
A transaction in which the item is added back to inventory and any applicable payments are refunded to the customer.
Sale
A transaction in which payment is made in full and the customer takes the item home that day.
Sales Agreements
A contract under which the ownership and possession of a good, or entitlement to a service, is transferred from a seller to a buyer in exchange for a specified sum of money (or its equivalent). In BridalLive, Sales Agreements are pre-loaded with Agreements drafted with an attorney. If you wish to change them, you may do so in Settings > Point of Sale > Sales Agreements.
Service
An item type which is not tangible, and is used when a service is performed for a customer, such as alterations.
Smart Book
An algorthim in BridalLive which determines the appoitnment availability for your business. Smart Book takes into account your staffing, appointment types each user can take, appointment types available for certain fitting rooms, and fitting room availability to determine what appointments are available.
Smart Filter
A pre-set filter which searches for information that you may find beneficial or may use often.
Smart Flow
A series of triggers and associated actions which allows for automatic marketing, organization, or processes. When the trigger criteria has been met, a button will appear giving the option to process Smart Flows, which completes the associated actions.
Smart View
A broad overview of activity, event management, and special orders which might need attention. This feature is designed to help prevent oversight and miscommunication regarding important processes in your store.
Special Order
A transaction in which the item(s) needs to be ordered from a vendor. Payments may be taken towards this purchase. The Special Order is completed when the store-owner wants to recognize revenue, sales tax and adjust inventory. This is typically when the ownership of the product changes hands to the customer, the merchandise has been received and the order has been paid in full.
Status
The official position of this item, contact, or user.
Submitted Date
The date the Purchase Order was submitted to the Vendor.
Task
A piece of job to be done or undertaken. In BridalLive, this can include writing a note to a customer, calling a customer, sending appointment reminders and confirmations, or creating a Purchase Order for a Bridesmaid Party.
Tax Code
The tax rate for a transaction or item. To create new tax codes, go to Settings > Point of Sale > Tax Codes.
TeamViewer
A third-party screen sharing tool which allows a BridalLive support technician to log into your computer to see what you see and assist. TeamViewer can only be used to access your computer when you give a password to your technical support specialist, and then only for the active session. This ensures your computer's security.
Text Message Template
A form used to create canned SMS text messages that can be sent out later to contacts. These messages can contain info about appointment confirmations, promotions, etc. You will need to have a Twilio account and have your account information entered into BridalLive (under Settings -> Messaging -> Twilio.com Settings) before you can begin sending SMS.
Transaction Number
A reference number assigned by BridalLive to each transaction, including Special Orders, Sales, Layaways, and Returns. This number makes accessing specific transactions simple through searching.
Twilio
A third-party text message (SMS) marketing tool which integrates with BridalLive for texts such as appointment reminders, confirmations, and follow-ups.
User
The people that have access to your BridalLive account. Users can be Employees, Seamstresses, Accountants, etc. Each user can be setup with a list of appointment types they can handle, a work schedule and monthly sales goals. Additionally, each can be assigned a Role which controls the features they can access.
User Roles
A feature which allows you to control the level of access your users have to BridalLive. For instance, you may want to prohibit your Sales Consultants from accessing the Reports and Settings modules.
Vendor Code
An abbreviation or series of numbers and/or letters which refers to a specific Vendor. This allows you to see which Vendor to order an item from without having to print the entire Vendor Name on a receipt or report.
Vendor Item Name
How the manufacturer of this product refers to this item. This will only differ from the Item Name if you private label your inventory. This value will be used on Purchase Orders and Receiving Vouchers.
VIP
Very Important Person. This contact might require special assistance or consideration. TThe VIP setting can be used to help identify contacts with special situations (i.e. important notes to read). When checked, the contact's name will be highlighted throughout the program.
Void
To nullify a transaction. When voiding, Quantity on Hand will change accordingly. Reports will not reflect any payments on voided transactions, as the payments are considered void as well.
Web Forms
Forms which may be added to your website to integrate information gathered from your website into BridalLive. Examples include the Appointment Scheduler, Appointment Request Form, Lead Form (Long and Short), Interview Form, Feedback Form, and Testimonials.
Wedding Registry
A list of people in a wedding party along with their items. The event date and location are associated with the wedding event. This is a great place to keep all of the bride's wedding party organzied. You can register the dress, create transactions, and purchase orders all from the Wedding Registry.
Work Schedule
The times and days employees are expected to work. This can be set up as a recurring schedule so that the appointment scheduler can have the expectation far in advance what hours will be staffed.
Appointment Blocks
A specific time and time frame for fitting rooms. This feature allows you to ensure that appointments can only be scheduled at certain times.
Appointment Request Form
An online form which allows customers to request appointment times which fit into their schedules. When a request is made, BridalLive sends an alert and the appointment can be added to the calendar, or the customer can be contacted to look for alternate times.
Appointment Scheduler
An online form which allows customers to schedule their own appointments from the appointment blocks that the store has set up, based on availability from the Smart Book algorithm.
Appointment Sheet
A sheet with appointment details, including the time, date, appointment type, contact information, event information, interview form answers, and any measurements, notes, or favorite items that might be associated with the contact. This form is often printed for each appointment on the day of the appointment, as it gives a comprehensive view of what an associate would need to know for an appointment.
Appointment Types
A classification to determine what the customer's goal for the appointment is. These appointment types can be edited and created to best fit your individual store's needs.
Associate View
A calendar viewing option which allows you to see what appointments each associate has at any is doing for any given time throughout the day. This option gives the associates a way to see all of their appointments for the day in chronological order.
Attention Items
On the BridalLive Dashboard, a list of activities which might require attention, such as past due tasks and incomplete appointments in the past.
Authorized Device
A device that has permissions to use BridalLive. By default, all devices are authorized to use BridalLive.
Billing Portal
Linked from BridalLive, the webpage where you can add or change the credit card you use for your BridalLive account. This is also where you may view past invoices and statements.
BridalLive Community
An exclusive group for Bridal Store owners that are active BridalLive customers. This community shares ideas and best practices about running a bridal store. Additionally this group helps shape the future of BridalLive!
Bulk Actions
A list of actions that may be applied to all of the selected list entries.
Calendar Blackout Dates
A feature which allows you to enter dates that you do not want appointments booked, i.e. Holidays, Closed Days, Inventory dates, etc.
Cancelled Order
A special order which has been created for a customer, but the customer has decided not to purchase.
Categories
1). In the Marketplace, a differentiation between item types and departments.
2). In Contacts, a specific group to which a customer is assigned for more specific and targeted marketing.
ChargeItPro
A credit card processing company which integrates with BridalLive. ChargeItPro is the recommended credit card processing company with BridalLive.
Checked-in Appointment
An appointment for which the customer has shown up and is waiting to be seen. The option to check in is on the appointment screen indicated by an hour glass.
Confirmation Number
A number or code provided by the vendor which is sent to acknowledge and verify that the vendor has received the purchase order.
Confirmed Appointment
An appointment for which the customer has acknowledged that they will attend the appointment. The option to manually confirm the appointment is on the appointment pop-up indicated by a thumbs up.
Dashboard
The main landing page within BridalLive. Options such as clocking in and out and viewing tasks, appointments, attention items, and notes for the day are found on this screen. Also known as the Home screen.
Delete
To completely remove information from BridalLive. Deleting items, transactions, or contacts can have ramifications on reporting, so deleting is usually not recommended and is reserved for simple mistakes.
Department Code
An abbreviation or series of numbers and/or letters which refers to a specific Department in your store. This allows you to see which Department the item came from if it needs to be restocked, and allows you to run reports based on Departments in your store.
Deposit Requirement
The amount of money your store requires a customer to pay in order to place a Purchase Order. Some stores set this to 100%, while others choose to set this lower.
Download Queue
The location in the BridalLive Marketplace where dresses that you downloaded are held until you add them to My Items. The maximum number of items in the download queue is 100.
DYMO
An individual label printer which is compatible for printing item labels with BridalLive.
Email Template
A document which merges information in BridalLive to create an email which is sent to the customer.
End of Day Procedure
Tasks and steps to perform at the end of each business day to ensure your store stays organized. Steps include closing pending appointments, reconciling payments, and balancing your cash drawer.
Event Location
Where the event that the item is being purchased for is being held. This is used for prom registry as well as other events and can help in determining the customer's needs.
Event Type
A classification which allows you to differentiate between different events such as weddings, prom, bridal shower, or homecoming.
Export
To bring data from within BridalLive to an outside source, usually Excel or another spreadsheet application.
Favorites
An item that a customer wants to save to consider purchasing at a later date. To access these, go to the customer's Contact and click Favorites.
Fitting Room View
A calendar viewing option which allows you to see what is happening in each fitting room at any given time.
For Pickup
The quantity awaiting customer pickup. To be considered "awaiting pickup", an item must be received with a completed Receiving Voucher, on a pending special order, and not marked as sold. Additionally, items on a pending layaway will be counted here too.
Gallery
A way to view items available by filtering for what the customer is asking for, such as necklines, silhouettes, and lengths. This view includes pictures to allow for easy searching.
Getting Started Guide
A series of articles and videos which help a new user go through the process of setting up a new BridalLive account.
Help Center
A website which contains articles explaining almost anything you need to know about BridalLive.
How Heard Type
A field which allows you to enter which form of marketing brought your customer to your website or store. This can be tracked later so that you can discover what the most effective marketing currently for your store.
HTML
A website writing language used to create pages on the World Wide Web. HTML is a set of codes or HTML tags that provide a web browser with directions on how to structure a web page’s information and features. In BridalLive, the email templates and website forms are created using the HTML language.
Import
To bring data from an outside source to BridalLive. Usually, the source is Excel or another spreadsheet application.
In Stock
The quantity currently available for customer purchase. This figure does not include the quantity 'on order' or 'awaiting pickup'.
Interview Form
A website form which gathers information about the customer's preferences before the appointment. This allows your sales consultants to better prepare for the appointment.
Inventory Cost
The amount you paid for this item when you originally purchased it from the vendor.
Inventory Item
Any tangible product (special order items included). Quantity on Hand is automatically changed for this Item Type.
Item Name
How your store refers to this item. This will only differ from the Vendor Item Name if you private label your inventory. This Item Name is what will appear on the item label and the receipt.
Item Number
A unique number which allows BridalLive to discern which item you are dealing with, even if the name changes.
Item Type
A categorization of the item as Inventory Item, Non-Inventory Item, Service, or Rental. This categorization allows BridalLive to automatically update the Quantity on Hand for Rental and Inventory Items.
Journal
An accounting record where all business transactions are originally entered. A journal details which transactions occurred and what accounts were affected.
Labels
A small piece of paper attached to an item and giving information about it. In BridalLive, you can print these labels and scan them for inventory or transactions.
Layaway
A transaction in which an item is already in the store, and a customer makes payments towards the purchase of the item until the balance is paid. The item is taken home by the customer when the balance is fully paid.
MailChimp
A third-party email marketing tool which integrates with BridalLive for emails such as appointment reminders, confirmations, follow-ups, and vendor purchase orders. MailChimp allows you to send mass marketing emails to your customers.
Marketplace
An online virtual bridal market of vendors and stores. By connecting vendors and stores, BridalLive eases the ordering and prospecting process. This feature allows you to download items to your store, request to sell with a certain vendor, and see what is available from your favorite vendors.
Merge Key
An email creation tool which allows BridalLive to pull information specific to the customer or vendor. This means less time spent looking up dates, times, and addresses, and more time running the store.
Mixed Special Order
A transaction in which one item needs to be ordered, but others will be taken home today.
Monthly Sales Goals
A specified amount of sales that is set for an employee or team member to be achieved within a month.
Non-Inventory Item
Items which do not take up physical space in the store, such as fees, extra charges, etc
Notifications
Alerts at the top of BridalLive which inform you when an appointment is scheduled, confirmed, or cancelled, and when an interview form or feedback has been submitted. You will also receive notifications about changes in BridalLive here. These alerts do not go away until they are dismissed. Once dismissed, these forms can be seen under Marketing Tools at the top of BridalLive.
On Order
The quantity on order with the vendor. To be considered "on order", an item must be on a pending purchase order and not received.
OpenEdge
A credit card processing company that BridalLive integrates with.
Opt In
To decide to be involved in something. If a customer opts in to text messages and emails, they have agreed to accept those communications from your store.
Opt Out
To decide not to be involved in something. If a customer opts out to text messages and emails, they no longer wish to accept those communications from your store.
Order Cost
The amount you will pay your vendor to re-order this item. In most cases, this will be the same as inventory cost. However, it could be different if the price changed since your initial purchase.
Physical Inventory
The process by which you account for every item in your store. To perform a Physical Inventory, you will use printed labels from BridalLive. This is best to do at one time when the store is not open. To do this, you will walk around your store and scan every item. The full process can be found in the Perform a Physical Inventory help article.
Pick Up Slip
A piece of paper used for identifying items that you are storing for customers in your store and can be printed when creating a Receiving Voucher for those particular items.
Private Label
The practice of re-naming inventory items with your own store name rather than using the style number/name given by the manufacturer. This is mostly done to primarily to prevent price shopping by customers or to prevent brides using your shop for "trying on" and then purchasing elsewhere.
Prom Registry
The Prom Registry is intended for stores that sell prom dresses to their customers and register those dresses to the school that they are being worn at. This prevents two people from wearing the same dress at the same event.
Prompt to Register
A setting that causes a window to prompt the associate to register the item in the Prom Registry when added to the transaction.
Publish
An option within BridalLive to publically display the feedback from your customer to your website. For the feedback to publish to your website, the Testimonials Widget needs to be installed on your website.
Purchase Order
An order placed to a vendor either for stock or a customer.
Quantity on Hand
The number of that item that are physically in the store at a specific time.
Re-order Point
The quantity at which you need to order more of a product.
Receiving Voucher
Used to receive merchandise in to your store. They are always paired with 1 or more Purchase Orders. When you have placed an order with your vendor and the item has arrived in your store you will create a Receiving Voucher to receive the items and increase the Quantity on Hand for those items.
Referral Link
A hyperlink which directs a bridal shop owner whom you refer to sign up for BridalLive. When the owner uses the link you send them, you receive a referral incentive when they set up payment. Your store's referral link is found by clicking "Get Free Months!" in the top of BridalLive.
Rental
An item that is is available to rent, such as a tuxedo. Quantity on Hand is automatically changed for this Item Type.
Reports
Accounts of everything that has happened in the store. These reports allow for accounting, inventory, and appointments to run smoothly.
Resource Videos
A collection of videos going over important steps to follow for processes in BridalLive. These are effective for use when training new employees.
Retail Price
The price at which an item will be sold to the customer.
Return
A transaction in which the item is added back to inventory and any applicable payments are refunded to the customer.
Sale
A transaction in which payment is made in full and the customer takes the item home that day.
Sales Agreements
A contract under which the ownership and possession of a good, or entitlement to a service, is transferred from a seller to a buyer in exchange for a specified sum of money (or its equivalent). In BridalLive, Sales Agreements are pre-loaded with Agreements drafted with an attorney. If you wish to change them, you may do so in Settings > Point of Sale > Sales Agreements.
Service
An item type which is not tangible, and is used when a service is performed for a customer, such as alterations.
Smart Book
An algorthim in BridalLive which determines the appoitnment availability for your business. Smart Book takes into account your staffing, appointment types each user can take, appointment types available for certain fitting rooms, and fitting room availability to determine what appointments are available.
Smart Filter
A pre-set filter which searches for information that you may find beneficial or may use often.
Smart Flow
A series of triggers and associated actions which allows for automatic marketing, organization, or processes. When the trigger criteria has been met, a button will appear giving the option to process Smart Flows, which completes the associated actions.
Smart View
A broad overview of activity, event management, and special orders which might need attention. This feature is designed to help prevent oversight and miscommunication regarding important processes in your store.
Special Order
A transaction in which the item(s) needs to be ordered from a vendor. Payments may be taken towards this purchase. The Special Order is completed when the store-owner wants to recognize revenue, sales tax and adjust inventory. This is typically when the ownership of the product changes hands to the customer, the merchandise has been received and the order has been paid in full.
Status
The official position of this item, contact, or user.
Submitted Date
The date the Purchase Order was submitted to the Vendor.
Task
A piece of job to be done or undertaken. In BridalLive, this can include writing a note to a customer, calling a customer, sending appointment reminders and confirmations, or creating a Purchase Order for a Bridesmaid Party.
Tax Code
The tax rate for a transaction or item. To create new tax codes, go to Settings > Point of Sale > Tax Codes.
TeamViewer
A third-party screen sharing tool which allows a BridalLive support technician to log into your computer to see what you see and assist. TeamViewer can only be used to access your computer when you give a password to your technical support specialist, and then only for the active session. This ensures your computer's security.
Text Message Template
A form used to create canned SMS text messages that can be sent out later to contacts. These messages can contain info about appointment confirmations, promotions, etc. You will need to have a Twilio account and have your account information entered into BridalLive (under Settings -> Messaging -> Twilio.com Settings) before you can begin sending SMS.
Transaction Number
A reference number assigned by BridalLive to each transaction, including Special Orders, Sales, Layaways, and Returns. This number makes accessing specific transactions simple through searching.
Twilio
A third-party text message (SMS) marketing tool which integrates with BridalLive for texts such as appointment reminders, confirmations, and follow-ups.
User
The people that have access to your BridalLive account. Users can be Employees, Seamstresses, Accountants, etc. Each user can be setup with a list of appointment types they can handle, a work schedule and monthly sales goals. Additionally, each can be assigned a Role which controls the features they can access.
User Roles
A feature which allows you to control the level of access your users have to BridalLive. For instance, you may want to prohibit your Sales Consultants from accessing the Reports and Settings modules.
Vendor Code
An abbreviation or series of numbers and/or letters which refers to a specific Vendor. This allows you to see which Vendor to order an item from without having to print the entire Vendor Name on a receipt or report.
Vendor Item Name
How the manufacturer of this product refers to this item. This will only differ from the Item Name if you private label your inventory. This value will be used on Purchase Orders and Receiving Vouchers.
VIP
Very Important Person. This contact might require special assistance or consideration. TThe VIP setting can be used to help identify contacts with special situations (i.e. important notes to read). When checked, the contact's name will be highlighted throughout the program.
Void
To nullify a transaction. When voiding, Quantity on Hand will change accordingly. Reports will not reflect any payments on voided transactions, as the payments are considered void as well.
Web Forms
Forms which may be added to your website to integrate information gathered from your website into BridalLive. Examples include the Appointment Scheduler, Appointment Request Form, Lead Form (Long and Short), Interview Form, Feedback Form, and Testimonials.
Wedding Registry
A list of people in a wedding party along with their items. The event date and location are associated with the wedding event. This is a great place to keep all of the bride's wedding party organzied. You can register the dress, create transactions, and purchase orders all from the Wedding Registry.
Work Schedule
The times and days employees are expected to work. This can be set up as a recurring schedule so that the appointment scheduler can have the expectation far in advance what hours will be staffed.