How can we help?
Short how-tos for every part of BridalIQ POS, written for owners and staff.
Getting started
- Getting started: signing in and who can see whatSign in with a code instead of a password, add your team, and learn what owners, managers, staff and seamstresses can each see.
- Your planSee which plan your store is on, what it includes, how many people can sign in, and what happens to your records if the plan changes.
- Signing out everywhereLost a phone or signed in on a shared computer? Sign yourself, or someone on your team, out of every device at once.
- The desk computerOne shared computer at the desk: each person taps their name and types their PIN, and everything they do is kept in their name.
- Fingerprint and face sign-inSign in and clock in with your fingerprint or face (passkeys) instead of a code. Owners choose how each role signs in.
- Your tasks and giving tasks to peopleSee your tasks first when you sign in, give one or several tasks to someone, and see everyone's tasks by person.
- Team, roles and outside partnersGive each person the access they need: owner, manager, staff, seamstress, your accountant, or an outside agency like WedGen that books appointments. Make your own roles.
- Getting help from BridalIQLet BridalIQ support look at your store and fix a problem, for as long as you choose. See everything they looked at and changed, and end it any time.
- The test drive and the guided tourTry BridalIQ POS with a sample store of made-up brides and gowns, take the guided tour, and tell us what you think. Nothing is sent or charged.
Appointments
- Booking appointments and fitting roomsBook a bride into a fitting room, move or cancel a visit, block off a room, and keep a waitlist.
- Staff schedule, time off and payrollBuild the week's schedule, let staff ask for days off and PTO, clock in and out, and send hours to Gusto, ADP or QuickBooks Payroll.
- Your online booking pageLet brides book from your website: pick which appointments they can book, how far ahead, and whether you confirm first.
- What the numbers meanHow close rate, show rate, average ticket, came in, gowns sold and stock ratio are figured, the same on every screen.
- Brides move or cancel onlineHer confirmation, reminder and client page carry a link to move her appointment to another open time or cancel it. You set how close to the day she can.
- Prep cards and the getting-ready checklistBefore a bride walks in, see everything the store already knows about her and a short checklist for her visit.
- The Front door tabletA tablet at the entrance where each customer signs herself in, so every walk-in is counted and close rate is honest.
- Check-in and outcomes: purchased, thinking, walkedMark brides as confirmed and checked in, then record how the visit went so your close rate and follow-ups take care of themselves.
- Your website: booking, leads, feedback and morePut booking, a lead form, feedback, testimonials and what is in the store on your own website, and swap out the BridalLive code.
- Setting up your storeThe first time you open a new store, the POS walks you through nine short steps. Skip any of them and come back later. Add another store from the store switcher.
- Start a ticket from her appointmentClick her name on the calendar and open a sale, special order or layaway filled in from her appointment. Her visit closes at the sale.
- Details your store asks forChoose which appointment details are required when booking in the store, online, and before a ticket starts from an appointment.
Customers
- Customers, weddings and wedding partiesKeep every bride, her wedding date and her whole party together, with measurements, notes, purchases and messages on one page.
- Prom registry: same dress, same schoolMake sure no two girls from one school wear the same dress in the same color to prom. The register warns you, and a list shows girls what is taken.
Register
- Writing a sale and signing the agreementRing up a sale, a layaway or a quote, scan or search items, print or email the receipt, and have her sign your sales agreement on screen.
- Paid in full: taken homeThe payment that pays a ticket off marks what she takes home picked up. Untick anything she leaves with you.
- Special orders from ticket to pickupFollow a gown from the day she says yes to the day she takes it home: deposit, order, arrival, ready and picked up.
- Deposits, payments and refundsTake a deposit or a payment by cash, check, card, gift card or store credit, and give money back.
- Payment plansSplit what a special order or layaway still owes into payments with due dates, see who is late, and send reminders.
- One payment for several ticketsShe pays once for her layaway and her special order: one card swipe, one pay link or one cash payment, split across her tickets.
- Returns, exchanges, store credit and gift cardsTake items back into stock, swap them for something else, give store credit, and sell or redeem gift cards.
- Cash drawer and end of dayOpen the drawer with a count, record cash paid out, paid in and dropped to the safe, and close the day with a count and the bank deposit.
- Orders from your websiteOrders placed on your website come into the POS as tickets by themselves, from the order email or the website's order file.
Ordering and stock
- Purchase orders and receivingOrder brides’ gowns and stock from vendors, track ship dates, receive what arrives and print its tags.
- Market orders and POs from invoicesTake a photo of the order sheet you wrote at market and it becomes a purchase order. An invoice with no PO can become one too.
- Getting ready for marketPlan a buying trip: a budget and open-to-buy by department, vendor, price band and silhouette, suggested from your history and stock.
- Vendor invoices and bills without QuickBooksCheck every vendor invoice against your PO and what arrived, pay bills, see what you owe each vendor, and send your accountant a file. No QuickBooks needed.
- Vendor invoices that come in by themselvesVendor invoices reach the POS by themselves: from your store's invoice email address and from vendor portals like Essense and Jovani. Scans and photos are read by AI.
- Every dress has its own barcodeEach piece gets its own tag, so scanning finds that exact dress. Print labels, tag old stock, and keep your BridalLive tags working.
- Inventory, stock adjustments and countsSee what is in stock by size and color, fix stock, count the store by scanning, and move stock between your stores.
- QuickBooks from the POSConnect QuickBooks Online, pick who posts to it, choose your accounts, share one company between stores, and fix anything that needs a look.
- Card payments and pay linksTake cards on a Stripe card reader at the register, text or email a bride a pay link, save her card for her payment plan, refund to her card, and see what Stripe paid you.
Alterations and rentals
- AlterationsTrack every alteration from quote to pickup on one board, with a price list, seamstresses, fittings and due dates.
- Tux rentalsBook tuxes for the whole groom’s side, collect sizes, order from the rental company, and check them out and back in.
- Measure once: sizes from measurementsType his measurements once and the sizes fill his rental and his ticket; book everyone measured in one go.
Reports and messages
- Reports and commissionsSee how the store is selling, how each consultant is doing, what is owed, and what each person earns. Owners and managers only.
- Consultants: the team table and each consultant's yearSee every consultant side by side for any dates, sort by any column, and open one consultant's year by month next to the store. Staff see their own numbers, never money.
- Time to saleHow long from check-in to the sale, by consultant, appointment type and week, with walk-aways and pickups counted apart.
- My timesA consultant's own time from check-in to the sale, close rate and walk-aways, next to the store's average time. No money.
- Designer performanceBy designer: pieces on hand and on order, 12 months sold, average price, profit per gown, sell-through and months of stock. Owners and managers.
- Messages, reminders and automationsSend confirmations, reminders and follow-ups on their own, text or email a bride yourself, and build automations like “Dress arrived”.
- Texting and email (built in)Turn on texting from your store's own number and email from your store's name. BridalIQ sets it up; you fill in one form.
Moving over and more
- Moving over from BridalLiveBring your vendors, inventory, customers, upcoming appointments and open tickets over with BridalLive's own exports, or ask BridalIQ to do it for you.
- Working offlineWhen the internet drops, keep checking brides in, taking cash and checks and ringing up stock. Everything is sent when you are back online.
- The client portal for bridesGive each bride her own page with her appointments, order status, alterations, party and balance. No password needed.
- Your phone: quick view and alertsSee today, sales and appointments laid out for your phone, put the POS on your home screen, and get an alert for new orders, bookings, check-ins, no-shows and a summary each morning and evening.
- Switch day: stop using BridalLiveThe switch-day assistant checks your store is ready, compares practice moves with BridalLive, walks you through the day one step at a time and emails you a report the next morning.