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Configuration

Before you start using BridalOp day-to-day, you'll want to configure it to match how your boutique operates. These settings control everything from your store name and business hours to how payments are processed and what notifications your customers receive.

Most configuration is done from the Settings menu in the sidebar. You don't need to set up everything at once — start with the essentials and fine-tune as you go.

Where to Start

If you're setting up BridalOp for the first time, we recommend going through these in order:

  1. General Settings — enter your store name, address, phone, logo, business hours, and holidays. This is the foundation everything else builds on.

  2. Locations — set up your boutique location(s) with timezone and tax rate.

  3. Payment Settings — connect your payment gateway so you can accept card payments at the POS and collect deposits online.

  4. Booking Settings — create your appointment types, set up fitting rooms, and add any custom booking questions.

  5. Roles & Permissions — configure what each staff role can see and do before inviting your team.

  6. Email & SMS Templates — customize the messages your customers receive.

  7. Policies — create store policies presented to customers during booking and checkout.

All Configuration Pages

Store

PageWhat It Controls
General SettingsStore info, logo, booking portal branding, consignment split, business hours, holidays, notifications, review requests
LocationsBoutique locations with timezone, tax rate, and primary location
ModulesEnable or disable individual feature modules to show or hide them in the sidebar

Sales & Customers

PageWhat It Controls
Booking SettingsAppointment types, fitting rooms, custom booking questions, public booking link
Customer PortalPortal theme, shareable link, and feature toggles for the customer-facing portal
Products & InventoryLookbook display options, public access, product defaults
Payment SettingsPayment gateway connection and default POS gateway selection
Contract TemplatesReusable contract templates with rich text and merge tags
Customer FieldsCustom profile fields for customer records with category grouping
PoliciesStore policies with rich text, versioning, and customer acknowledgment tracking

Communications

PageWhat It Controls
Email & SMS TemplatesCustomizable templates for every notification type, with merge tags and location-specific overrides
AutomationsTrigger-action workflows: auto-send emails, SMS, and staff notifications, or book follow-up appointments when events happen in your shop
SMS CreditsCredit balance, purchase bundles, low balance alerts, transaction history, and send log

Integrations

PageWhat It Controls
Calendar SyncTwo-way Google Calendar sync — push appointments out and import blocking events
Email MarketingConnect Mailchimp, MailerLite, Flodesk, or FluentCRM for automatic customer sync
QuickBooksSync customers, orders, invoices, and payments to QuickBooks Online automatically

Team

PageWhat It Controls
Roles & PermissionsConfigure what each staff role can see and do across all feature areas
Sales GoalsSet monthly revenue targets per location or combined, with a dashboard progress ring
Import DataBulk import customers, vendors, products & inventory, staff, discounts, and gift cards from CSV files
Export DataDownload your data as CSV files — customers, orders, inventory, and 11 other data types

Account

PageWhat It Controls
SubscriptionManage your plan, billing details, payment method, and access the Stripe billing portal