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• Quick start - your first day on Revively Set up your workspace, services, and online booking on Revively in under an hour - a step-by-step quick start for new operators.
• Create your first booking Learn how to create, reschedule, and manage bookings on the Revively calendar, including multi-resource appointments and cleaning buffers.
• Set up services and resources Build your service catalog and model rooms, equipment, and cleaning buffers so the Revively scheduler books only when everything is free.
• Your catalogue explained - services, packages, classes, courses, programs, and items Understand the six catalogue entities in Revively, where each one shows up for staff and customers, and how they relate to bookings, credits, and invoices.
• Set up your business identity and branding Fill in your business name, ABN, address, and social profiles in Revively, upload a logo, and pick a brand colour for your portal, invoices, and emails.
• Service staffing modes Choose whether a service is booked with a practitioner, needs staff on site, or needs no staff, and set the default for new services.
• How to import from another booking system Move customers, staff, services, packages, gift vouchers, and appointments into Revively from Mindbody, GetTimely, Fresha, and others - with a preview before anything is written.
• Choosing a vertical pack for your business Pick the right Revively vertical pack for spas, gyms, salons, clinics, and studios so starter services, resources, and defaults match how you operate.
• Prepare for a white-glove migration Checklist of logins, legal documents, terminals, and entity lists to gather before Revively migrates your business from another booking system.
• How to set business hours and holidays Configure Revively business hours, closures, and holidays so online booking and the scheduler only offer appointment times when you are genuinely open.

• Your online booking portal Brand your Revively booking portal, set business hours, and let customers book services on your own subdomain with SMS and email confirmations.
• Publish your services and share online booking Turn on online booking, copy Instagram bio links and per-service URLs from Online Sharing settings, and let customers book from social, your website, and QR codes.
• Recurring classes and waitlists Build weekly class timetables with capacity limits, automatic waitlist promotion, and roster check-in on Revively.
• How to set up your online storefront homepage Turn on the Revively storefront so customers land on a branded homepage with your services, shop, class timetable, and gift cards - all on your own subdomain.
• How to sell a multi-week course Sell a finite class series - an 8-week beginner course - as one purchase in Revively, so the buyer gets a seat in every session and pays once.
• How to run ticketed events and workshops Create a paid event in Revively, add ticket types, publish a branded booking page, sell tickets, and check attendees in on the door.
• How to use front desk check-in Check in today's bookings and classes from the Front desk board, take payment, and print a customer check-in QR for the foyer.
• How to use the mobile day board Sign in to the Revively staff mobile app to run today's schedule, check guests in, search customers, and create walk-in bookings from your phone.
• How to set membership policies - freezes, commitments, and fees Configure minimum commitments, cancellation notice, freeze rules and fees, late-cancel and no-show penalties, and past-due grace on Revively memberships.
• How to reduce no-shows with deposits and reminders Cut no-shows on Revively with payment policies, automatic SMS reminders, and pay-now links tied to your own connected Stripe account at checkout.
• How to sell class packs and memberships Sell class packs and recurring memberships on Revively so customers prepay for visits and entitlements apply automatically when they book online or in person.
• How to set up a class display board Show today's classes on a reception TV with a Revively display board - no special hardware required, just a browser and a shareable public URL.
• How to set up multi-resource bookings Model sauna circuits and coupled treatment rooms in Revively so a booking only opens when every required resource is free, including cleaning buffers.
• How to use a custom domain for online booking Point your own domain at the Revively customer portal so clients book on your brand URL instead of the default your-business.revively.app subdomain.
• How to set up customer self check-in with a QR code Print a QR code so customers check themselves into classes from their phone in Revively, and control which classes allow online check-in.

• Connect Stripe for payments Connect your own Stripe account to Revively to take online and in-person card payments, with funds settling directly to you.
• Connect PayPal for online payments Connect your PayPal Business account to take online wallet, Pay Later, and guest card payments through Revively.
• Invoices, walk-in sales, and refunds Invoice from a booking, ring up a walk-in sale with services, retail items, and packages on one invoice, then take payment or issue a refund in Revively.
• How daily summaries work A detailed guide to the daily summary - total receipts vs recognised revenue, the balancing line, and exactly how every transaction type (sales, deposits, gift cards, packages, deferred revenue, refunds) is posted to Xero or QuickBooks with the correct GST treatment.
• How to sell retail items online and at the desk Add retail products to your Revively catalogue with sizes and prices, list them in your online shop with photos, and add them to any invoice at the front desk.
• Payment policies and payment plans Every payment policy option in Revively explained - pay in full, deposits, instalment plans, discounts, lead-time windows, due dates, auto-charge, and reminder timing.
• Payment methods, bank deposits, and PayID Choose how customers pay you - card, cash, EFTPOS, bank deposit, and PayID. Confirm deposits when they land, or let Xero mark the invoice paid.
• Connect Square for payments Connect your existing Square account to Revively for online card payments and Square Terminal, and pair readers with a Devices API code.
• How to create discount codes and promotions Create percent or fixed-amount discount codes in Revively, scope them to services, classes, packages, or items, schedule them, and apply them at checkout.
• How tax rates and invoice numbering work Set your GST registration and tax rates in Revively, choose a default rate, and understand how tax and invoice numbers appear on customer invoices.
• How to take in-person payments with Stripe Terminal Take EFTPOS and in-person card payments on Revively with Stripe Terminal - funds settle directly to your own connected Stripe account, not Revively.
• How to sell and redeem gift cards Sell stored-value gift cards on Revively online or at the desk, then redeem the balance at booking checkout or against an invoice on the customer profile.
• How to set up SmartPay terminals Enable SmartPay in Revively, pair your EFTPOS terminal with an 8-digit code, and take in-person card payments at the desk.
• Customer account credit Prepaid account balance per customer, staff adjustments with audit trail, credit-first checkout, refunds to credit, and migration import of legacy unapplied credit.
• How to connect Xero for accounting Connect Xero to Revively on Growth and Pro plans to map GST tax rates today, with full invoice and payment sync planned for a future release.
• How to connect QuickBooks Online for accounting Connect QuickBooks Online to Revively on Growth and Pro plans for daily summary sync - map tax codes and chart of accounts after OAuth.
• How to track stock with inventory adjustments Track quantity on hand for retail items in Revively using the inventory adjustment ledger, and let paid sales reduce stock automatically.

• Invite your team Add bookable practitioners and non-billable ops staff to your Revively workspace with role-based permissions, provider details, and per-workspace access.
• The customer portal How customers sign in to your Revively portal to manage bookings, complete forms, view invoices, and update their details.
• How to manage your customer list Add and find customers in Revively, use the customer profile tabs, filter by tag, status, and packages, and keep contact and consent details accurate.
• Performance metrics and progress charts Define metrics and metric groups, assign them to customers, log values from staff or the portal, and read progress charts with goals and reviews.
• Levels - tracks, skills, rubrics, and grading Set up Revively Levels - configure the grading rubric, build tracks and skills, assess on the class roster, promote customers, and gate portal enrollment by level.
• How to set staff roles and permissions Use role templates, access scopes, and per-permission overrides in Revively to control which schedules, customers, and locations each team member can see and change.
• How to sync Google and Apple Calendar Sync Revively bookings to Google Calendar and Apple Calendar so staff see appointments on the personal calendars they already check every day.
• How to edit your email and SMS templates Edit the confirmations, reminders, follow-ups, and SMS Revively sends on your behalf - with merge tags, section blocks, and a live preview before you save.
• How to run multiple locations in one workspace Add multiple locations to one Revively workspace with per-site hours, resources, and reports while billing and staff access stay unified under one account.
• How to build intake forms and waivers Create digital intake forms and waivers on Revively that customers complete on any phone, with signed answers stored on their profile and booking.
• Waivers on bookings and classes Turn on waivers, attach them to services, classes, and events, mark them required at check-in, and review signed copies before the session starts.
• How to use reports and analytics Open Revively reports for overview, revenue, collections, daily summary, and Pro advanced sections for operations, utilization, customers, staff, and services.
• How to manage team tasks Create, prioritise, complete, and dismiss operational tasks in Revively - including follow-ups from customers and form submissions.
• How to set up SMS messaging Send Revively transactional SMS for bookings and invites, and provision a dedicated Australian number on Pro from Settings → SMS number.
• How to use tags and categories Create and restore tags for customers, bookings, and more in Revively Tags & Categories, and manage related catalogs like capabilities and health funds.
• How to manage health funds Maintain the health fund catalog in Revively Tags & Categories, restore defaults, and use funds on staff provider credentials and invoice claim details.
• How to add customer notes Add pinned and timestamped notes on a Revively customer profile, optionally tag them, and keep medical notes and session notes in the right place.
• How to set staff capabilities Define capability types in Revively Tags & Categories and assign them to staff with optional expiry so scheduling knows who can run which resources.
• How to connect GymMaster Find your GymMaster site name and Staff API key, then import members into Revively from Settings → Integrations.
• Meet Emma - staff AI helper How Emma saves management time with plain-English booking, customer, and ops actions - plus example prompts and what she can do today.
• How to connect Zoom for online classes Connect Zoom so Revively creates meeting links automatically for online and hybrid class sessions, and learn where customers find the join link.
• How to manage compliance documents Upload, review, and approve licences and certificates for customers, staff, and resources in Revively, with expiry reminders and booking gates.
• How to use training partners Link a flight school and a university or company in Revively so the partner can monitor cadet progress read-only, with cohorts and shared access scopes.
• How to manage your subscription and plan Choose a Revively plan, add seats and modules, watch your usage meters, update your card, and understand what happens at the end of your trial.
• How to use the support inbox Handle customer questions in one thread in Revively - reply by email, SMS, WhatsApp, or Messenger, and track status, priority, and tags on each ticket.
• How to set staff working hours and block time Give each staff member their own working roster in Revively, block out admin, breaks, and maintenance, and understand how availability is calculated.
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• How to send campaigns with Revively Reach Send segmented marketing email from Revively Reach - build audiences from tags, classes, and events, respect marketing consent, and track delivery and unsubscribes.
• How to generate descriptions and hero images with AI Use Revively's AI helpers to draft customer-facing descriptions and generate hero images for services, classes, packages, events, and retail items before you publish them online.
• Reach sending domain and DMARC How Reach sends from the shared marketing domain, how to add your own domain, and what DKIM, Return-Path, and DMARC records mean.
• Reach links, attribution and tracking How Revively tracks where your customers come from - trackable short links and QRs, visitor capture on your booking site, and the Attribution reports that tie Instagram, flyers, Google and email to real bookings and revenue.

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