Kiosk & Web Sign

REV23 Cloud provides two ways for customers to fill out and sign release forms:

• Kiosk — A dedicated, passcode-protected mode in the REV23 iOS app. Ideal for in-studio use where customers fill out forms on a shared device.
• Web Sign — A browser-based experience customers can access from any device (phone, tablet, or computer) via a link or QR code.

Both use the same templates and walk the customer through the same signing flow. The differences are primarily in how the experience is launched and a few platform-specific features.

Web Sign

Web Sign allows customers to fill out forms from their own device by visiting your studio’s unique URL:

https://<your-studio>.rev23.com/sign

Web Sign must be enabled per template in the template settings.

Customers can fill out their form ahead of time — hours or even days before their appointment. When they arrive, the form is already signed and ready for the provider to review.

Timing guidance

Use the template’s Start Message (web variant) to tell customers when to fill out the form. For example: “Please complete this form within 24 hours of your appointment.” This prevents forms from being submitted too early while still giving customers the convenience of signing from home. See Messages for how to set web-specific messages.

Sharing the Link

There are several ways to share your Web Sign link with customers:

• QR Code — Display the QR code from the app for customers to scan with their phone.
• Direct Link — Text, email, or post the link directly.

Web Sign Configuration

• Enable web signing — Must be turned on in the template settings for the template to be available via Web Sign.
• Allow guardian web signing — Optionally allow guardians to co-sign remotely from a separate device.
• Redirect URL — Set where the customer is taken after completing the form. If not set, the customer is redirected to the studio’s URL. If no studio URL exists, the Continue button is hidden.
• Messages — Templates support separate messages for the iOS app and Web Sign. For example, a Finish Message like “Please hand the iPad back to your artist” would not make sense on a web form, so you can tailor the messaging for each experience. See Messages.

Kiosk Setup (iPad)

Each time you enter Kiosk Mode on the iPad, the Kiosk Setup wizard walks you through configuration.

Passcode

You are prompted to create a numeric passcode (4–6 digits). This passcode is required to exit Kiosk Mode and return to the main app. Since the setup wizard runs each time you enter Kiosk, you can easily change your passcode whenever needed.

Optionally enable Face ID or Touch ID as an alternative to the passcode when exiting Kiosk Mode.

Slideshow

You can select a photo album to use as a portfolio slideshow on the idle screen. Albums are recommended over individual photos because you can manage them in the Photos app and sync them across devices via iCloud.

• Album — Select a photo album from your device’s photo library.
• Start slideshow after — How long the idle screen waits before beginning the slideshow (30 seconds, 1 minute, 2 minutes, or 5 minutes).
• Slide duration — How long each photo is displayed before transitioning (3, 5, 8, or 12 seconds).
• Shuffle — When enabled, photos display in a random order.

Prevent Auto-Lock

When enabled, the device will not automatically lock while in Kiosk Mode. This is recommended for unattended kiosk devices so the screen stays on and ready for customers.

Your previous settings are remembered between sessions, so you can quickly confirm and continue or make adjustments as needed.

Entering Kiosk Mode (iPad)

From the iPad, enter Kiosk Mode from the Menu button. If a user has access to log onto the app, they can put the app in Kiosk Mode. The user does not need additional permissions — Kiosk Mode runs as its own special user that has only the permissions required to fill out a release form.

Idle Screen (iPad)

When Kiosk Mode is active and no customer is filling out a form, the idle screen is displayed. The idle screen shows your studio logo in full screen with a Tap to Begin prompt.

If a slideshow album is configured, the selected photos will crossfade on screen after the configured start delay. When a customer taps the screen, the slideshow dismisses and the form flow begins.

Exiting Kiosk Mode (iPad)

To exit Kiosk Mode, tap the lock icon in the bottom-left corner of the screen, or swipe up. You will be prompted for your passcode or, if enabled, Face ID/Touch ID.

Failed Attempts

After 5 failed passcode attempts, a 30-second lockout is enforced before you can try again.

Customer Flow

The following steps describe the complete flow a customer goes through when signing a form, whether through Kiosk or Web Sign. Some steps may be skipped depending on the template configuration, the customer’s age, or whether they are a returning customer.

Birthdate

The customer is first asked to enter their birthdate. The app calculates their age and checks it against the template’s age requirements.

If the customer’s birthday is today, a birthday message is displayed.

Web Sign

On Web Sign, this step includes an automated spam check to prevent bot submissions.

Customer Lookup

The customer enters their name, plus either an email address or phone number. The app uses this information to search for an existing customer record.

• Returning customer — If a match is found, the customer is sent a one-time passcode (OTP) via text message or email. After entering the code, their previously saved information is pre-filled and they can make corrections as needed.
• New customer — If no match is found, the customer proceeds to fill out their information from scratch.

Barcode Scanning (iOS)

On iOS, the customer can scan the barcode on the back of their driver’s license or government-issued ID as an alternative to manual entry. The app automatically extracts key information including name, address, and birthdate.

Service Selection

The customer selects the service they are having done. First they choose a Category (Tattoo, Piercing, etc.), then one or more Service Types within that category.

Multiple service types can be selected as long as they are in the same category. For example, a customer can select multiple piercings, but cannot combine a tattoo and a piercing — two separate forms would need to be filled out.

Only service types that have a template mapping and users with an assigned seat will appear.

One or both selection steps are skipped if:

• There is only one detected category (e.g. a tattoo-only studio skips category selection).
• There is only one detected service type in the selected category.

Continue Existing Service Configurable

If the customer is identified as a returning customer — either through a one-time passcode or barcode scan — and has incomplete services (services that have not been marked complete), they are given the option to continue an existing service or start a new service.

Choosing to continue adds a new session to the existing service, keeping all work together under one project. This is especially useful for multi-session tattoos, microblading touch-ups, or permanent makeup follow-ups. See Continuing Existing Services for more on how this works.

If the customer has no incomplete services, or if they are a new customer, this step is skipped.

This step can be hidden per template using the Continue Previous Service step in the template designer. When hidden across all templates in a category, customers always start a new service instead of being prompted.

Provider Selection Configurable

After selecting a service type, the customer chooses which user (provider) will perform the service. A user appears in this list only if:

• They have a seat assigned.
• They have a category or service type license for the selected service type.
• If you have multiple studios, they have a studio assignment in the current studio (or have no studio assignments, meaning they work in all studios).

A No Preference option appears when there are two or more eligible providers. This allows the customer to proceed without selecting a specific provider, which is useful for studios where staff decides who performs the service.

This step is skipped if there is only one eligible provider.

Start Message Configurable

The template’s Start Message is displayed (if configured). Use this to welcome the customer and provide instructions. If a guardian is required, the Guardian Message is shown immediately after. See Messages.

Profile Configurable

The customer fills out their profile information. The fields shown on this page are driven by the template — common fields include name, address, and contact information. Field visibility and requirements are configured in the template settings.

ID Scan Configurable

The customer is prompted to scan their government-issued identification. Both platforms use a document scanner with auto-cropping and edge detection. On Web Sign, customers can also upload an existing file instead of scanning. A secondary ID scan can also be configured in the template for additional verification.

Guardian Contact

If a guardian is required, the guardian provides their name, contact information, and a photo of their government-issued identification. This step is always required when shown.

Selfie Configurable

The customer is optionally prompted to add a photo for their profile. This helps studios build relationships with customers by recognizing them on repeat visits. Both platforms use the device camera. On Web Sign, customers can also upload an existing file and crop it.

Minor Pictures

Customers under the age of eighteen (18) are not prompted for this step. This is by design for safety and privacy reasons.

Source Configurable

The customer is prompted to answer where they heard about the studio. This is configured from the Sources list. If the customer is returning and has already provided this value, this step is skipped.

Communication Preferences Configurable

The customer can opt in to email updates and text messages. This step is hidden by default — enable it in the template settings. REV23 does not send marketing emails or texts — this step collects the customer’s preference only. You are responsible for managing your own email and marketing lists based on these responses, which can be automated with webhooks.

Contacts Configurable

Controlled by the template settings, customers can be prompted for emergency contact and physician contact information.

Medical Conditions Configurable

Customers are prompted to fill out their medical profile with any allergies, diseases, or medical conditions. This list is configured in Medical Conditions.

If the customer is returning, these are automatically filled out with past answers — except medical conditions flagged as Required. Required conditions must be explicitly set each session.

Session Details Configurable

The customer provides details about the work being performed — placement, side, description, and quantity. Which fields appear depends on the service category and template configuration.

Disclaimers Configurable

The customer is presented with disclaimers, which are the sections and blocks configured in the template. See Templates for more information.

Sections marked as Parent/Guardian Section are skipped if a guardian is not required.

Signatures Configurable

The customer is prompted to sign the form. Depending on the scenario, 1, 2, or 3 signature boxes may appear:

Signature	Displayed when…
Customer Signature	The customer meets the Required Age, or a guardian is required and the template’s Require Minor Signature setting is enabled.
Guardian Signature	The customer is below the Required Age (a guardian is required) and the Guardian Signature field is enabled in the template. Enabled by default in all default templates.

Provider Signature

The provider signature is not collected during the signing flow. Instead, it is captured when a staff member reviews the form in the app. If a provider has a default signature set in their user profile, it can be applied during review. This allows the provider to sign off after verifying the session details.

Finish Configurable

Once complete, the template’s Finish Message is displayed (if set). On the iPad, Kiosk returns to the idle screen after a short period. On Web Sign, the customer is redirected to the configured Redirect URL or studio URL.

Guardian / Minor Flow

When a customer does not meet the Required Age but does meet the Minimum Age defined in the template settings, a guardian is required.

When a guardian is required:

• The guardian must provide their contact information and scan their government-issued identification.
• Any template sections marked as Parent/Guardian Section are shown.
• If the Guardian Signature field is enabled in the template, the guardian must sign.

See the Guardian Behavior Summary in the Templates documentation for full details on how guardian settings affect the flow.

Inactivity Handling (iPad)

Kiosk Mode includes automatic inactivity handling to prevent abandoned forms from blocking the device.

• Entry step — If no interaction occurs for 1 minute on the initial entry step, Kiosk automatically returns to the idle screen.
• During the form — If no interaction occurs for 5 minutes, a warning banner appears with a 60-second countdown. The customer can tap I’m here to reset the timer and continue. If the countdown expires, Kiosk returns to the idle screen.

Web Sign

Web Sign does not have inactivity timeouts since each customer uses their own device.

Returning Customers

When a returning customer verifies their identity with a one-time passcode (OTP), their previously saved information is pre-filled throughout the form. This includes their profile data, contacts, and medical conditions (except conditions flagged as Required, which must be answered each time).

If the customer has incomplete services from a previous visit, they are given the option to continue an existing service rather than starting a new one.

Platform Differences

Feature	Kiosk (iOS)	Web Sign (Browser)
Idle screen / slideshow	Yes	No
Passcode-protected exit	Yes	No
Inactivity timeout	Yes	No
Barcode scanning (driver’s license)	Native scanner	Not available
ID scanning	Yes	Yes
Selfie	Device camera	Device camera or file upload with crop
Automated spam check	No	Yes (on birthdate step)
Provider signature	Not during signing — collected at form review	Not during signing — collected at form review

Guided Access (iPad)

Guided Access is an iPadOS feature that locks the device to a single app, preventing customers from navigating away. This is particularly useful if you leave one or more iPads unattended for customers to fill out their forms.

Setting Up Guided Access

1. Open the Settings app on your iPad.

2. Tap Accessibility > Guided Access.

3. Turn on Guided Access.

4. Tap Passcode Settings, then tap Set Guided Access Passcode and create a passcode. Optionally enable Face ID or Touch ID as an alternative.

5. Set Display Auto-Lock to Never (recommended for unattended kiosk iPads so the screen stays on).

Entering Guided Access

1. Open REV23 Cloud and enter Kiosk Mode from the main menu.

2. Triple-click the Top Button to bring up the Guided Access overlay. On older iPads with a Home button, triple-click the Home button instead.

3. Tap Start in the top-right corner. The iPad is now locked to REV23 Cloud.

Exiting Guided Access

1. Triple-click the Top Button (or Home button on older iPads).

2. Enter your Guided Access passcode (not the Kiosk passcode), or authenticate with Face ID / Touch ID if enabled.

3. Tap End in the top-left corner to exit Guided Access.

Tip

If you enabled Face ID or Touch ID for Guided Access, you can also double-click the Top Button to authenticate biometrically and exit directly.