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.
• Family and guardian accounts One parent login can manage several children, pay their fees, and open a family statement that summarises invoices already issued.
• 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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