Tutorial: Customize a Template

This tutorial walks you through seven common template customizations so you can see how steps, fields, blocks, and mappings work together. By the end you will have:

• Turned off the Customer Picture step.
• Enabled the Communication Preferences step for adults (kept hidden for minors).
• Made the Occupation field visible and required.
• Added a photo consent initials block.
• Set a minimum age for piercings.
• Disabled the Continue Previous Service prompt so customers always start fresh.
• Verified the template is mapped to the correct service type.

Tip

If you loaded sample data during setup, you already have default templates to work with. Pick one to follow along — you can always undo your changes or create a new revision. This tutorial uses the Tattoo and Piercing templates as examples, but the same steps apply to Microblading, Permanent Makeup, Removal, and Adornment templates.

Open the Template Designer

1. Go to Settings → Templates.

2. Select the template you want to customize — for example, the Tattoo Release Form.

3. Tap Design to open the Template Designer.

4. The Template Designer opens with the Sections tab showing your disclaimer content. The other tabs — Steps, Fields, Messages, and Settings — are along the top.

Turn off Customer Picture

The Customer Picture step asks the customer to take a selfie during signing. Not every studio needs this — if you do not use customer photos, you can hide the step entirely.

1. Click the Steps tab in the Template Designer.

2. Find Customer Picture in the list.

3. Toggle the adult Visible switch to off.

4. Save the template.

The selfie step will no longer appear during signing. If you decide you want it back later, toggle it on again.

Note

Customer Picture is always hidden for customers under 18, regardless of this setting.

Enable Communication Preferences for adults

The Communication Preferences step lets customers opt in to email updates and text messages. By default it may be hidden. Let’s turn it on for adults while keeping it off for minors.

1. Click the Steps tab in the Template Designer.

2. Find Communication Preferences in the list. Each step shows two sets of toggles — one for adults and one for minors (shown in purple).

3. Toggle the adult Visible switch to on. Leave Required off — opting in should be optional.

4. Make sure the minor Visible switch is off. Minors do not need to see marketing preferences.

5. Save the template.

Now when an adult customer signs a form using this template, they will see a step asking whether they want to receive email updates and text messages. Minors skip it entirely.

Make Occupation visible and required

Occupation is a profile field that appears on the customer details step. Some studios like to collect it — knowing what your customers do is useful for bartering opportunities. Let’s turn it on and make it required for everyone.

1. Click the Fields tab in the Template Designer.

2. Find Occupation under the Customer fields.

3. Toggle the adult Visible switch to on and the adult Required switch to on.

4. Toggle the minor Visible switch to on and the minor Required switch to on as well (or leave it off if you only need it for adults).

5. Save the template.

The customer will now see an Occupation text field on the profile step and will not be able to continue until they fill it in.

Note

Fields inherit their guardian (minor) settings from the adult settings when the guardian-specific toggle is not explicitly set. If you only turn on the adult toggles, minors will also see the field by default. Use the minor toggles to override this behavior when you want a different experience for minors.

Add a photo consent block

Some studios want customers to initial that they consent to being photographed. Let’s add an initials block to an existing section.

1. Click the Sections tab to return to the disclaimer content.

2. Find the section where you want the consent statement — for example, Disclaimers — or create a new section if you prefer to keep it separate.

3. Click the + button (or Add Block) at the bottom of the section. Select Initials from the block type menu.

4. In the block text, type something like:

   I consent to having photographs taken of my procedure and the finished result. I understand these photos may be used for the studio’s portfolio, social media, or promotional materials.

5. Toggle Required to on so the customer must provide their initials before continuing.

6. Optionally toggle Provider Review to on if you want the provider to see this response highlighted when reviewing the form before starting the session.

7. Save the template.

During signing, the customer will see the consent statement and must type their initials (matching their name) to proceed. If you place this block in a Parent/Guardian Section, the guardian’s initials are required instead.

Set a minimum age for piercings

The default Piercing Release Form allows minors of any age with a guardian. If your studio only pierces minors who are at least 8 years old, you can enforce that directly in the template.

1. Open the Piercing Release Form in the Template Designer.

2. Click the Settings tab. Age Requirements is the first card at the top.

3. Required Age should already be set to 18 — this is the age at which a customer can sign without a guardian.

4. Set Minimum Age to 8. This means customers aged 8–17 can sign with a parent or guardian present, but anyone under 8 is turned away entirely — service types mapped to this template will not appear for them.

5. Save the template.

Now if a 6-year-old’s birthdate is entered during signing, the piercing service types will not be available. An 8-year-old will see the full guardian flow — guardian details, guardian signature, and any Parent/Guardian sections you have configured.

Tip

If you want different age rules for specific piercings, create a separate template with stricter age requirements and map it to those service types. For example, you might allow ear lobe piercings at age 8 but require 16+ for cartilage. See Template Mappings for how to set up service type overrides.

Disable the Continue Previous Service prompt

When a returning customer has incomplete services, REV23 normally asks if they want to continue where they left off or start a new service. Some studios prefer customers always start fresh — for example, a walk-in tattoo studio where each visit is treated as a new project. You can hide this prompt per template.

1. Open the template in the Template Designer — for example, the Tattoo Release Form.

2. Click the Steps tab.

3. Find Continue Previous Service in the list.

4. Toggle the adult Visible switch to off.

5. Save the template.

Returning customers using this template will no longer be asked to continue a previous service — they will go straight to service selection.

Caution

The prompt is only skipped when all templates in the selected category hide this step. If you have multiple templates mapped to service types in the same category and any of them leave Continue Previous Service visible, the prompt still appears. To fully disable it for a category, hide the step in every template mapped to that category’s service types.

Verify the template mapping

Your template changes only apply when the template is actually used during signing. Template mappings control which template is used for each service type.

1. Go to Settings → Template Mappings.

2. Look at the category row for the service type you are targeting — for example, Tattoo.

3. Confirm that the template you just edited is assigned to this category. If you created a new template instead of editing an existing one, select it from the dropdown.

4. If you need this template for a specific service type only (not the whole category), find that service type in the list and assign the template there. Service type mappings override category mappings.

That’s it. The next time a customer signs a form for a mapped service type, they will see your changes — no selfie step, Communication Preferences for adults, the Occupation field, the photo consent initials block, and no continuation prompt for returning customers.

Activating your changes

If the template has already been used to sign forms, your edits were saved as a draft revision rather than modifying the active version. This protects existing signed documents.

1. Open the Revision History from the Template Designer.

2. Find your draft revision.

3. Click Activate and confirm.

The draft becomes the active revision and will be used for all new signings. Previously signed forms remain tied to the revision they were signed with. See Revisions for more details.