Home›Help center›Account & staff

• 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.
• 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 My Lists Create and restore tags for customers, bookings, and more in Revively Settings → My Lists, and manage related catalogs like capabilities and health funds.
• How to manage health funds Maintain the health fund catalog in Revively My Lists, 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 My Lists 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.
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