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

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. 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 → Forms & Care → Release Form Templates.

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

3. Select 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. Select 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. It may be hidden by default. Enable it for adults while keeping it off for minors.

1. Select the Steps tab in the Template Designer.

2. Find Communication Preferences in the list. Each step has two sets of toggles — one for adults and one for minors.

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 on the customer details step. To collect it, turn it on and make it required for everyone.

1. Select 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

To collect initials for photography consent, add an initials block to an existing section.

1. Select 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. In the Add block bar at the bottom of the section, select Initials. (Less common block types live under More.)

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.

   Caution

   Sample wording, not legal advice — have consent language reviewed against your local requirements before using it with customers.

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. Select the Settings tab and find Age Requirements.

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. Select 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 → Forms & Care → 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.

The next customer who signs for a mapped service type will use these settings: no selfie step, Communication Preferences for adults, a required Occupation field, the photo-consent initials block, and no continuation prompt for returning customers.

Save or activate your changes

If the revision you edited has no signed forms, Save updates it directly. An active revision is ready for the next signing as soon as it is saved.

If the revision already has signed forms, the button reads Save as Draft. REV23 creates a new draft rather than changing the revision attached to those forms. The draft is not used for signing until you activate it:

1. Open the Revision History from the Template Designer.

2. Find your draft revision.

3. Select 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.