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Care Plans

A care plan is the template behind every care journey. It defines what your customers see, when they receive messages, and how their healing progress is tracked. You build a plan once, map it to service types, and REV23 handles the rest automatically.

Location: Settings > Care > Care Plans

Two starter templates are available when creating a new care plan:

  • Quick Setup — A single aftercare email and a 2-week check-in. Includes placeholder content that demonstrates markdown formatting.
  • Comprehensive — Three healing stages, three scheduled messages, and a 28-day duration with a progress bar. Also includes placeholder content as a formatting guide.

Both templates are starting points. Edit the content to match your studio’s aftercare instructions.

You can also duplicate an existing plan to create variations (e.g. a version for color tattoos vs. black-and-gray), or use the Add Samples button to populate sample plans for selected service categories.

The care plan editor uses collapsible sections. The header area shows the plan name (inline-editable), description, stats, and action buttons: Assign (opens Care Plan Mappings), Share, Preview, and Save. A sticky save bar appears at the bottom when you have unsaved changes.

A visual timeline at the top of the editor shows the full journey at a glance. It displays:

  • Phases (before service / after service)
  • Message dots
  • Follow-up markers
  • Service date marker
  • Healing end marker

The timeline updates in real-time as you edit the plan’s stages, messages, and settings.

  • Healing duration — How long the healing process lasts (days, weeks, or months).
  • Auto-start delay — How long to wait before aftercare begins automatically if the session is not ended (default: 4 hours). If the session is ended before the delay elapses, aftercare starts immediately. See When Aftercare Starts for details.
  • Progress bar — Toggle whether customers see a healing progress bar on their care page.

An optional section for instructions your customer should follow before their appointment. Uses a markdown editor with an Edit/Preview toggle.

Common precare topics:

  • No alcohol before appointment
  • No retinol or exfoliating products
  • Moisturize the area
  • Eat a full meal beforehand
  • Specific preparation for PMU (no blood thinners, antivirals for lip procedures)

Precare content is displayed on the public care plan page, which you can share on your website or in confirmation emails so customers can prepare ahead of time. See Precare for details on how precare delivery works today.

The main aftercare content — the equivalent of a printed aftercare sheet. Uses a markdown editor with an Edit/Preview toggle.

This content appears on the customer’s care page and on the public care plan page. Common topics include washing routine, what to avoid, what’s normal during healing, warning signs to watch for, and product recommendations.

Define the phases of the healing process as a visual timeline. Each stage includes:

  • Name — e.g. “Initial Healing”, “Peeling Phase”, “Final Healing”
  • Timing — Before or after the service
  • Start and end day — When this stage begins and ends. Stages auto-increment their start day based on the previous stage.
  • Duration — Auto-computed from start and end days.
  • Instructions — Stage-specific guidance in markdown.
  • Image — Optional photo showing what the area typically looks like during this stage.

On the customer’s care page, completed stages show a checkmark, the current stage shows a pulsing dot, and future stages are dimmed.

Automated emails sent at specific times relative to the service. Each message includes:

  • Timing — When to send (minutes, hours, days, weeks, or months before or after the service). Aftercare messages are timed relative to when aftercare actually starts — see When Aftercare Starts.
  • Subject line
  • Message body — Supports template variables for personalization.

Messages are grouped by timing (before/after) in the editor. You can add as many messages as your care plan needs.

Use template variables to personalize messages with customer and service details. Insert them from the variable picker in the message editor. Available variables include fields like customer name, service type, artist name, studio name, and a link to the care page.

Two optional follow-up prompts that appear on the customer’s care page after a configurable delay:

Review prompt — Asks the customer how their experience was. The response is sentiment-gated:

  • Positive or neutral → Redirects to your studio’s review platform (Google, Yelp, or Facebook). Requires review platforms to be configured.
  • Negative → Feedback is sent privately to the studio, giving you a chance to address the issue before it becomes a public review.

Rebooking prompt — A custom follow-up message encouraging the customer to book their next appointment (e.g. a touch-up or downsizing). Appears after a configurable delay.

For the review prompt to work, you need to configure at least one review platform URL. This is done in Settings > Studios > [your studio] > Social tab, under Review Platforms. You can add Google, Yelp, and/or Facebook review links. Positive and neutral feedback directs customers to the configured review platforms. See Studios for setup details.

Artists can also configure their own review links on their profile. When an artist has review links set up, they appear alongside the studio’s review links on the care page review prompt, giving satisfied customers the option to review the artist directly.

Different service types have different healing characteristics. Use this as a starting point when configuring your plans:

TattooPiercingPMU / Microblading
Healing duration14–30 days56–365 days (varies by placement)14–42 days (varies by procedure)
Progress barYesConsider disabling (long timelines can be discouraging)Yes
Auto-start delay4 hours (default)1–2 hours4 hours
Review prompt timingDay 14Varies by piercing typeAfter healing completes
Precare emphasisLightLightCritical (retinol, blood thinners, antivirals for lips)
RebookingUsually not neededDownsizing at 4–6 weeksTouch-up at 6–8 weeks

Tips:

  • Tattoo — A standard 4–5 stage progression works well (fresh, peeling, itching, settling, healed).
  • Piercing — Create different plans per placement. A lobe piercing heals in weeks; cartilage and surface piercings take months. Disabling the progress bar avoids showing “Day 45 of 365” which can feel discouraging.
  • PMU / Microblading — Stage images are especially valuable during the “ghosting” phase (days 5–10) when color fades dramatically. Reassuring customers that this is normal prevents unnecessary panic.