Contact Settings
Preferences
Choose your default state and if you want the Contacts Notes to print when you print the Contact Information Sheet.
Active vs. Inactive Contacts
BridalLive allows you to mark contacts as either Active or Inactive to help keep your database organized and focused on current business.
- Active Contacts are your standard, visible contacts and will appear in searches and reports by default.
- Inactive Contacts are not deleted, but are hidden from most default searches and lists to reduce clutter.
Key Notes:
- Inactive contacts still exist in your system and can be accessed at any time.
- They simply do not appear in default search results unless filters are adjusted.
- To view inactive contacts, update your search filters to include Inactive or All Contacts.
- This is helpful for maintaining historical data without impacting day-to-day workflows.
Categories
Categories are a great way to segment your contacts into groups. Some businesses categorize contacts by type (Bride, Bridesmaid, Prom, etc.), while others use behavioral groupings (Bride - Purchased Gown, Bride - No Purchase, Bride - Visited, etc). The possibilities are flexible based on your workflow.
BridalLive is loaded with pre-defined categories. You may edit, delete, or add your own.
With BridalLive's Smart Flow feature, categories can be automatically assigned when specific actions occur, such as purchasing a gown.
How Heard Types
Understanding where your customers are coming from is critical. The How Heard Types screen allows you to track your marketing channels by assigning them to contacts.
Using the How Heard Effectiveness Report, you can evaluate which channels are driving results.
BridalLive is loaded with pre-defined how heard types. You may edit, delete, or add your own.
Event Locations
Event Locations allow you to track where and when your contacts’ events are taking place.
- For weddings, you may use general descriptions (Church, Beach) or specific venues (Chateau Elan, ABC Event Facility).
- For Prom/Homecoming, use the school name and date, and update annually as needed.
BridalLive is loaded with pre-defined event locations. You may edit, delete, or add your own.
Activity Settings
Preferences
Choose how appointments display on your calendar, either by Appointment Type Color or Associate Profile Color.
Additional options include:
- Allow appointments outside employee schedules
- Print Contact Notes on Appointment Sheet
- Print Appointment Notes on Appointment Sheet
Public Calendar URL allows integration with external calendars like Google Calendar or Outlook. These systems control how frequently they refresh, so updates may not appear immediately.
Appointment Types
Appointment Types help organize your calendar with predefined durations and colors, which can be adjusted during booking.
To allow online booking, set the “Book Online” option to Yes.
BridalLive is loaded with pre-defined appointment types. You may edit, delete, or add your own.
Calendar Black Out Dates
Use Black Out Dates to prevent appointments from being scheduled on specific days, such as holidays or inventory days. You can also include notes for context.
Task Types
Task Types organize your store’s to-do list, from operational tasks to customer follow-ups.
Smart Flows can automatically create tasks based on behavior, such as completing an appointment.
BridalLive is loaded with pre-defined task types. You may edit, delete, or add your own.