Prep cards and the getting-ready checklist

Before a bride walks in, her consultant sees one card with everything the store already knows about her, and a short checklist for the visit.

What is on a card

Her name, the time, type, consultant and room, her wedding date and days to go, budget, style, guests, second contact, whether her interview is done, her inspiration photos, how she heard about you, and her earlier visits. Each detail says where it came from. Something nobody has given is marked not asked yet, never left blank. Staff see only that she has an open order; managers and owners also see the ticket and what she owes. Phone and email show only to people who may see contact details.

The checklist for each kind of visit

Each kind of visit starts with these steps. An owner or manager can change them in Settings.

• Bridal: Confirmed, Interview done, Inspiration photos, Second contact.
• Mothers: Confirmed, Inspiration photos.
• Prom and formal: Confirmed, Interview done, Inspiration photos.
• Tux and bridesmaids: Confirmed.
• Other visits: Confirmed. This includes alterations, pickups, returns, second looks, follow-ups, fittings and try-ons.

A step ticks itself when her record can answer it (confirmed on the Calendar, interview answered, a photo added, a second contact on file). The others you tick by hand; we keep who and when. The steps are the same ones as the Bridal journey on the To do list.

Second looks and other follow-up visits

A visit called second look, 2nd look, follow up, fitting or try-on keeps the short checklist (Confirmed only). Its card instead shows From her last visit with the date and consultant: what she tried, liked and said, why she walked away, how it ended, her interview answers, style and budget, the inspiration photos already added, and whether she has an open order. If she has been in more than once, the most recent visit shows and and N earlier visits opens the rest.

Inspiration photos

Use Add photo on a card. Only JPG and PNG photos are accepted, and the file itself is checked, not its name. If a photo is refused: Please use a JPG or PNG photo. On an iPhone: Settings › Camera › Formats › Most Compatible, or take a screenshot of the photo. Photos stay on her customer record, up to 30, 8 MB each. Removing one hides it; the file is kept.