Daily Workflow

This page follows a working day in REV23. Studios that take bookings start with the calendar; walk-in-only studios can skip those steps. Customers can sign release forms on a shared Kiosk device or on their own device through Web Sign. See The Customer Journey for the full path from the first request through aftercare.

How customers sign

Decide this once; the rest of the day builds on it. You can use both methods side by side.

Kiosk — a passcode-protected mode in the app. Customers fill out forms on a shared device in the studio, and the kiosk returns to its idle screen between customers. See Kiosk setup.

Web Sign (browser) — customers sign on their own device via your studio’s sign link: https://<your-studio>.rev23.com/sign. Share it by text, email, or QR code. See Web Sign.

With bookings on, there’s a third path that does the sharing for you: the sign-your-form reminder texts or emails each confirmed customer a private sign link that opens on the day of their appointment, with their appointment’s services already selected. Many customers arrive with the paperwork already done.

All three run the same templates and the same signing flow.

Start of day

Open the Dashboard to see today’s expected bookings, customers waiting after signing, active sessions, and forms that need review.

If you take bookings, also glance at the Bookings queue — pending requests to approve or decline, deposits still unpaid, and reschedules waiting on a new time. A booking that’s still Awaiting deposit on its appointment day is worth chasing before the customer is at the door.

When a booked customer arrives

Today’s bookings are listed on the Dashboard. A booked customer who has already signed also appears in the Waiting room, timed against their appointment — “due in 20 minutes” rather than a raw wait clock, since signing early is paperwork, not arrival.
Use the booking’s current action. If the customer has already signed, select Open on the dashboard or Open visit in the booking detail. If they have not signed, select Begin visit.
If an expected form is still unsigned, Collect the form first opens. Select Text them the link or Email them the link, let the customer scan Sign on their phone with a QR code, or have them use the Kiosk. Wait for Form signed, then select Open visit. If no form is expected, Begin visit goes straight to the visit picker.
Choose the session from the visit picker. Signing or Begin visit creates the service and its sessions; neither starts the work.
Review the Safety Panel — flags, medical conditions, emergency contact — and review the form: ID scan, medical answers, signatures, anything flagged for provider review.
Select Start on the session. This starts the timer and removes the booking from the expected-work queue. If work runs past the booked slot, nothing needs adjusting — the visit ends when you end the session.

When a walk-in arrives

The customer signs on the Kiosk or through your Web Sign link — birthdate, service selection, profile, ID scan, disclaimers, signature.
They appear in the Waiting room with their wait time counting up.
Open the service, review the Safety Panel and the form, and start the session.
If you take online bookings, starting a walk-in’s session offers to hold the artist’s calendar for the length of the work, so nobody books a chair that’s occupied. See walk-in holds.

During and after the session

Perform the work. Document supplies — ink, needles, jewelry — during or after the session.

When you’re finished, end the session and set the end time. That generates the final PDF, locks the session, and starts the customer’s aftercare.

Once every session on the service has ended, the service page asks What’s next:

Book next session — for multi-sitting work. The next appointment is created already tied to this service, so the customer’s project stays one record across visits. If the next session is already booked, this option is replaced by a note showing when.
Mark complete — the normal finish for a walk-in, or work with nothing left to schedule. The customer won’t be asked about continuing it when they next sign in, and you can reopen it anytime.

Studios without the booking feature see Leave it open instead of booking the next session: the next time the customer signs a form for that kind of work, they’re asked whether to continue it or start fresh.

Checkout

With Sales on, take payment straight from the service: the session lands on a cart, any booking deposit applies toward the total, and tips are recorded to the artist. Payment and completion are separate decisions — you can take payment and still book the next session of a bigger piece. Earnings flow into payroll on their own; there’s no separate step to record what anyone is owed.

Between customers

Check the Dashboard for:

Forms to review — signed forms from the last seven days that haven’t been reviewed yet.
Booking requests — new requests and deposit payments land during the day.
New ideas — project requests submitted through your Ideas page.
Birthdays — customers with a birthday today.

Multi-staff studios

A few extra things happen with multiple providers:

Provider selection — during signing, the customer picks who will perform their service (unless the step is hidden in the template, or only one provider is eligible).
Unassigned services — if the customer picks “No Preference” or the step is hidden, the service waits in the Waiting Room unassigned until someone assigns it from the dashboard.
On today — who is scheduled today, their hours, and their current workload.

Managers and counter staff can assign services and review forms from the Dashboard. The web app on a front-desk monitor shows the Waiting Room, active sessions, and today’s bookings.

Returning customers

When a returning customer signs through Kiosk or Web Sign, they verify with a one-time passcode and their saved information is filled in. If they have incomplete services from a previous visit, they can continue an existing service instead of starting a new one. See Returning customers.

End of day

REV23 doesn’t force a close-out. Before you leave:

End any open sessions — the final PDF generates when a session ends, and payroll reports sessions left open. Ending starts aftercare immediately. If a booked session is not ended, aftercare starts at the appointment’s scheduled end; a session without a booking uses the care plan’s configured delay.
Resolve today’s bookings — mark no-shows (the deposit decision is yours, not automatic) and move anything that needs a new date to reschedule.
Complete finished services — piercings are usually one visit and can be completed right away, unless a downsize or follow-up is planned. Leave multi-session work open, or book the next session on the spot.
Review remaining forms — optional, but it puts provider signatures on the final documents.
Close of Day — if you take payments in REV23, the Close of Day report reconciles the cash drawer and reviews the day’s tenders and sales in one place.