Ideas

Ideas collects project requests before they become bookings. Customers submit what they want, reference photos, a budget, and their availability. You can review the request, record your interest, schedule a consultation, estimate the work, and book it when both sides are ready.

How ideas arrive

The public ideas page can be shared as a link or QR code for the whole Cloud, one studio, or one artist. Submissions through Ideas for me are assigned to that artist. On broader links, the customer can choose a Preferred Artist. REV23 also assigns the idea automatically when only one artist matches. Choosing No artist preference when several artists match sends it to the Studio queue.

Returning customers verify their identity with a one-time code before REV23 fills in their saved details. A new customer record is created for a new customer. The request then collects:

• Preferred artist and service type
• Whether this is their first time receiving that service
• Work type: New, Continuation, Touch Up, or Cover Up
• Description, placement, size, style, and color preference
• Budget range and up to five reference photos
• Required days and times of availability, plus optional preferred dates

Cover-up and continuation requests prompt the customer for photos of the existing work. Submitted availability is what determines whether an idea appears under Available now.

Staff do not create standalone ideas. An idea comes from a customer submission, an approved consultation’s Start an idea action, or the idea-intake API. API submissions always create a new customer record; returning-customer verification is available only on the public page.

New submissions notify the assigned artist by push and in-app notification. An unassigned submission sends no notification and remains under New requests for studio staff to review.

Queues

• New requests — ideas that no one has reviewed yet. These also count under Needs you on the dashboard.
• Waitlist — reviewed ideas with artist interest recorded and no consultation or booking underway.
• Available now — waitlisted customers whose submitted availability matches the current day and time. Preferred dates must also include today when the customer provided them. This queue always uses the current studio and its local time.
• All ideas — every idea, with a status filter.

Search covers customer names and request text. You can filter by artist, including Needs artist for unassigned ideas, and switch between All Studios and Current Studio outside the Available now queue. Focus opens the list filtered to your own work.

Each result includes the customer request, assigned artist, estimate, follow-up date, and the next available action.

Statuses

REV23 calculates an idea’s status from its history. There is no status field to edit.

Status	When it applies
Booked	A live booking exists for the work.
Declined	The idea was declined and has not since been booked.
Consulted	The consultation was completed.
Consult scheduled	A consultation is on the calendar.
Waitlist	An artist recorded interest.
New	None of the other conditions apply.

Recording Cold, Warm, or Hot interest moves an idea to the waitlist. The level records the artist’s interest in taking the project and only affects the queue. Select the active level again to clear it.

Booked takes precedence over the other statuses. An idea with a live booking remains Booked even if it was declined earlier.

Review an idea

Open an idea to review and edit the customer’s references, description, placement, size, style, color preference, budget, availability, and preferred dates. The same page also holds the studio’s work on the request:

• Schedule consult adds a consultation to the calendar. Use Mark complete after it happens; the action can be undone.
• Estimate records a price range, session count, and time per session. The estimate follows the idea into booking, where the time per session becomes the starting appointment length.
• Follow up records a date and time and can be used to sort the list. It does not send a reminder.
• Notes records internal details about the request. Customers cannot see them. Decline and pass reasons are added here automatically.

Book the work

Book appointment opens a booking with the customer and assigned artist already selected. The available services are limited to the artist’s skills, and the estimate is included. REV23 saves any unsaved estimate changes before opening the booking.

Send booking link creates a private booking invite for the agreed service. The customer chooses a time from the artist’s availability before the link expires. Using the link closes the idea.

Both methods link the booking to the idea. When the visit starts, the service remains linked to the original request and the idea shows Booked.

An approved consultation on the calendar also has Start an idea. It creates an idea for the consultation or reopens the existing one instead of creating a duplicate.

Booking from an idea requires the Booking feature, an assigned artist, and calendar access. Booking on another artist’s calendar requires Bookings → Edit (Everyone). The rest of Ideas works without Booking.

Pass, decline, or delete

• Pass assigns the idea to another eligible artist or returns it to the Studio queue. The receiving artist gets a push and in-app notification; passing to the Studio queue sends no notification. Interest and consultation marks are cleared, but the request, references, notes, and estimate remain. The idea appears as New for the next person.
• Decline closes the idea for the studio without messaging the customer. The optional reason is saved in Notes. Reopen restores the idea using the history that still applies.
• Delete permanently removes spam or junk, including its references and notes. If the customer has no service history and you can delete customers, REV23 can also remove the customer record.

Pass is available only when the idea is assigned and another active artist has skills that cover the work. It is not available while the idea has a live booking or consultation, or while the idea is declined. A solo studio with no other eligible artist can decline the idea instead.

Webhooks

Ideas supports these webhook events:

Event	Description
idea.created	An idea was submitted by a customer, through the intake API, or from a consultation.
idea.declined	An idea was declined.

Permissions

Manager, Front Desk, and Booking roles include Ideas → View / Edit with View (Everyone). Artists with skills can view and edit ideas assigned to them. Ideas → View (Everyone) is required for the artist and Needs artist filters. Editing covers assignment, interest, passing, declining, estimates, and deletion. See Roles & Permissions.