Getting Started

Everything in REV23 lives in your Cloud — a private database, file storage, and web address for your studio. Setup creates it first; How REV23 is organized explains the pieces.

Set up REV23

1. Go to cloud.rev23.com and create a REV23 Account.

2. Choose your Cloud name. It becomes the web address you and your team use, such as scrantontattoo.rev23.com. Use a short version of the studio or artist name.

3. Complete the setup wizard:

   • Choose Just me for an individual account or Shop / Studio for a team.
   • Select the services you offer.
   • Enter the studio name, location, contact details, and optional logo. Check the detected time zone and confirm it before continuing.
   • For a Shop / Studio account, state whether the owner also provides services and select the owner’s services when applicable.
   • Turn on the Booking, Sales, and Payroll features you plan to use. Every feature is included in the plan and can be changed later.
   • Choose whether to add sample supplies and products. REV23 sets up services, release forms, and care plans either way.

4. Review the responsibility notice for signed forms and customer identity, then complete setup.

5. For a Shop / Studio account, add the team members who will use REV23 and select the services each person performs.

Individual accounts receive an artist seat (what the subscription bills on) and the selected skills (the services they perform) during setup. Shop / Studio accounts continue through team setup before opening Get Started.

Finish setup in Get Started

After initial setup, REV23 opens Get Started. Its steps come from your enabled features and update from the settings already saved in REV23.

The page can include:

• Booking — team, hours, service duration, who accepts online bookings, optional deposits, and the public booking page.
• Forms — release forms, a link to try the customer signing flow, and the choice to send care emails automatically.
• Sales — service prices, applicable jewelry pricing, sales tax, and payment methods.
• Payroll — compensation and the start of pay tracking for each studio.

Some steps do not apply to every studio. For example, a studio can take bookings without deposits, and a business in a state without sales tax does not need to create a tax rate. Those choices do not prevent the rest of setup from completing.

You can leave Get Started and return from the dashboard or a setup reminder. When you turn on a feature later, REV23 adds its setup steps there.

Check the included defaults

REV23 creates service types, release form templates, and care plans for the services selected during setup. Review these before using them with customers:

• Check Service Types and remove or edit anything the studio does not offer.
• Review the included release form in the Template Designer, including its questions, consent language, age requirements, and print settings.
• Check Template Mappings so each service uses the correct form.
• Review the included Care Plans and their mappings before turning on automatic care emails.

Sign a test form

1. In Get Started, open Sign your first form and select Try it.

2. Open the sign page or scan its QR code. Complete it as a customer would. The signing flow collects customer details, the selected services, and the required signatures.

3. If the selected services use different form templates, finish each item in the form checklist. REV23 collects shared customer information once, then presents each required form in turn.

4. Return to REV23 and review the signed form from Release Forms or Forms to review on the dashboard. Check the customer’s identity, answers, medical information, and signatures before beginning work.

5. Open the created service and sessions to assign the provider, record work and supplies, and run the session. Ending a session generates its release form PDF and starts mapped aftercare if it has not already started.

See Kiosk and Web Sign for the customer signing options and Release Forms for review, PDF generation, and record retention.

How REV23 is organized

• Cloud — the database, file storage, and web address (scrantontattoo.rev23.com) covered by the subscription. Support and the API documentation may call it a tenant.
• Studio — a location, or a part of the business with its own calendar, forms, sales, and payroll, inside a Cloud. Every Cloud starts with one. Add studios to share customers, templates, and settings across locations, or create separate Clouds to keep their data independent. See Studios.
• REV23 Account — an email-based sign-in used across REV23. The subscription owner signs in with it, and service providers can link one to their studio user. See REV23 Account.
• Studio Account — a username and password stored in the Cloud. Staff can sign in with the Cloud’s address and their studio credentials. See Users.