Customers

Customers are the people you tattoo, pierce, perform permanent makeup on, and provide services to. Their records store contact information, medical conditions, flags, notes, emergency contacts, and a full history of services and signed release forms.

Creating Customers

Customers primarily create themselves when they fill out a release form through Kiosk or Web Sign. You can also create customers manually from the app.

Importing Customers

You can import a CSV (comma separated values) file of your customers from a number of existing relevant apps.

Note

Only customer profile information is imported, not history.

If we do not have support for the app you wish to import from, you can format your CSV file to match our layout and use the Other file type.

Your CSV file must have a header and column names must match our expected values. Rename any column from your existing file to match our expected values, for example if the CSV you wish to import uses First Name as the column for a customer’s first name, you must change that to be FirstName (without a space) for REV23 to import the file. The order does not matter. The bold fields below are required to be in the file, though they don’t necessarily need data in them.

• FirstName
• LastName
• Email
• PhoneNumber
• Birthdate
• MiddleName
• Nickname
• Gender
• Street
• City
• State
• PostalCode
• Country
• Occupation
• Notes

Exporting Customers

You can export your customer list to CSV. A user must be assigned the export:customer permission to perform this operation.

Medical Conditions

Customer medical conditions can be securely stored and viewed from the customer profile. Only users with the medical:customer permission are able to view the details — without it, you’ll see a count but not the specifics. See Medical Conditions for more information.

Flags

Customers can be flagged for past behavior to alert you to a potential issue. You can apply multiple flags to a customer, each with an optional note, and will see visual indicators in the customer record when flags are present. See Flags for more information.

Emergency & Physician Contacts

Each customer can have an emergency contact (name, phone, relationship) and a physician contact (name, phone, practice) on file. These are displayed in the Safety Panel during sessions and can be edited from there.

Notes

You can add notes to a customer profile to record anything relevant — behavior observations, preferences, medical discoveries, or internal reminders. Notes are visible to all staff and show the author and timestamp.

Notes can be added from the customer profile or directly from the Safety Panel during a session, so you can capture information without navigating away from the work at hand.

Safety Panel

When a customer has flags or medical conditions on file, the Safety Panel on their session automatically expands to ensure staff see the information before starting work. This panel also provides quick access to emergency contacts, physician info, and notes. See Services & Sessions for more information.

Merging Duplicate Customers

From the Customer List, tap Find Duplicates to scan for potential duplicates. The app groups customers that share the same birthdate and last name.

For each group, you will see a target customer (the record that will be kept) and one or more potential duplicates. You can:

• Select duplicates to merge — Check the ones you want to merge into the target. All related data (services, notes, files) is transferred to the target record. The duplicate records are permanently deleted.
• Mark as “Not a Duplicate” — If two customers are flagged but are actually different people (e.g. twins, family members), you can exclude them so they are not flagged again.

Merging attempts to fill gaps in the target record using the most recently entered information from the duplicates.

Webhooks

Customers support the following webhook events:

Event	Permission	Description
customer.created	read:customer	A customer object was created.
customer.updated	read:customer	A customer object was updated.