Templates

Templates define what your release forms contain — the disclaimers customers read, the questions they answer, and the signatures they provide. A template is made up of sections (groups of related content) and blocks (individual paragraphs, checkboxes, questions, etc.).

Depending on your needs, a template can be as simple as a single disclaimer with a signature, or as detailed as a multi-section questionnaire. You can create different templates for tattoo, piercing, and other service categories, each with their own age requirements and guardian flows. Templates live at Settings → Forms & Care → Release Form Templates.

New to templates? The tutorial walks through customizing one end to end — enabling steps, changing field visibility, adding a consent block, and verifying mappings.

REV23 samples can be edited directly; copying one first is optional. When you save changes, REV23 removes the Sample designation, treats the template as yours, and keeps its existing mappings. Copy a sample when you want a separate template with its own content or mappings.

Caution

The default templates provided by REV23 are intended as a starting point. They do not constitute legal advice and may not meet the specific requirements of your jurisdiction. Consult with your local health department or legal counsel to ensure your release forms are compliant.

Key concepts

• Steps — The pages a customer moves through during signing (profile, ID scan, medical conditions, disclaimers, signatures, etc.). Steps are predefined by REV23, but you control which are visible and required.
• Fields — Individual inputs within a step (e.g. ID Number, Expiration Date, Address).
• Sections — Groups of related content you define — like “Disclaimers” or “Photo Consent.”
• Blocks — The individual items inside a section — a paragraph to read, a checkbox to agree to, a yes/no question, a photo upload, etc.
• Messages — The Start, Guardian, and Finish messages shown during signing but not printed on the form.

For the full reference on building and editing templates, see the Template Designer.

Mappings

You can have separate templates for each service category type (Tattoo, Piercing, Permanent Makeup, Microblading, Removal, Adornment). When you create a template, map it to the appropriate category so the app uses it during signing. You can also create overrides for specific service types or studios.

Permissions

Editing templates and their mappings takes Templates → Manage — included in the Manager role. See Roles & Permissions.