Customers

Customer records keep contact details, identification, safety information, notes, files, services, bookings, sales, and credits together. Open Customers from the main navigation.

Customer list

Use the customer list to search records, filter for upcoming birthdays, add a customer, import or export customer data, and find possible duplicates.

When it is a customer’s birthday, a cake icon appears beside their name across the app. The Birthdays filter groups birthdays into Today and Upcoming for the next seven days.

Creating customers

Customers normally create or verify their own record through the customer signing flow in Kiosk or Web Sign. To add someone without a signed form, open Customers, select Add customer, and enter their profile details.

REV23 checks for an existing record as the customer signs in. If a match is found, the customer verifies their identity with a one-time code before saved details are filled in.

Customer record

Open a customer to see the parts of their record. Some tabs appear only when the related feature is enabled or when you have permission to view them.

Tab	Contains
Profile	Name, contact details, birthdate, communication preferences, source, and profile picture.
Identification	Saved identification and customer photos.
Safety	Flags, medical conditions, emergency contact, and physician contact. Medical details require Customers → Medical Info.
Notes	Internal notes with their author and timestamp. Notes are visible to studio staff.
Files	Files attached to the customer record.
Services	The customer’s services, sessions, and signed forms.
Bookings	Upcoming and previous bookings when Booking is enabled, plus the per-customer Online booking block.
Sales	Completed and open sales when Sales is enabled.
Credits	Deposits, studio credit, and related credit activity when Sales is enabled.

Flags and medical conditions also appear in the Safety panel during a session. The panel opens automatically when the customer has safety information that needs attention. Notes can be added from the customer record or from that panel.

Importing customers

Imports add basic customer profile information. They do not import services, bookings, signed forms, sales, or other history. Starting with Kiosk or Web Sign instead lets each customer create a complete, current profile.

This customer-list import is separate from the support-assisted REV23 Desktop migration. Use the migration when the studio needs to bring eligible appointments, service history, balances, and notes into REV23 instead of importing contact records alone.

REV23 accepts CSV exports from:

• REV23
• REV23 Desktop
• Voluta TRF
• Voluta PRF
• DaySmart
• StabPad
• Generic CSV

To run an import:

1. Open Customers and select Import.
2. Select the format that produced the CSV file. Use Generic CSV only when the file follows the REV23 column layout below.
3. Drop the CSV into the dialog or select it from the device.
4. Select Import and leave the dialog open while REV23 processes the file. Only one customer import can run at a time.
5. Review the totals for Imported, Duplicates, Skipped, and Errors. Expand the errors when a row could not be imported.

Generic CSV columns

A Generic CSV file must include a header row. Column names must match the names below exactly; their order does not matter. The five bold columns must be present, although an individual row can leave a value empty.

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

For example, rename a column called First Name to FirstName before importing it.

Review import history

Open Settings → Customers → Import History to review previous imports. Each entry keeps its format, status, totals, and row errors, so you can investigate a failed or partial import after closing the import dialog.

Moving from REV23 Desktop

A one-time REV23 Desktop migration is coordinated with REV23 Support. Unlike the customer-list importer, it can move customer contact records, appointment and service history, deposits, store credits, gift cards, and staff notes. Photos, ID images, signatures, consent forms, documents, Social Security numbers, and medical information are not transferred.

Exporting customers

Open Customers and select Export to download the customer list as a CSV file. Exporting requires Customers → Export, which is included in the Manager role.

Merging duplicate customers

Potential duplicates share a last name and birthdate. Merging moves related services, notes, and files into the record you keep, fills empty profile fields from the selected records, and permanently deletes the merged records. A merge cannot be undone.

Review duplicates from the customer list

1. Open Customers and select Find Duplicates.
2. Search by last name when you need a specific customer, or review the detected groups. Select Load more to continue through a large result set.
3. Open a group and confirm which record REV23 will keep.
4. Select the records to merge into it.
5. Select Merge, review the confirmation, and complete the merge.

If two records belong to different people, select Not a duplicate. REV23 removes that pair from future duplicate results.

Keep the customer you already opened

1. Open the customer record you want to keep.
2. Open the actions menu and select Merge duplicates.
3. Select the matching records to merge into the open customer.
4. Select Merge, review the confirmation, and complete the merge.

This entry point always keeps the customer record you started from.

Webhooks

Customers support the following webhook events:

Event	Description
customer.created	A customer object was created.
customer.updated	A customer object was updated.