Dashboard and Home Screen

Web and Mobile

The Home screen is the starting point for clients walking into your studio. Both the web and mobile apps use the same client-facing kiosk layout: studio logo, studio name, and three buttons (Portfolios, New Client, Returning Client). Team members use the navigation (sidebar on web, menu icon on mobile) to do their actual work.

What’s on the Home Screen

The Home screen has three large buttons designed to be tapped on a counter tablet by a client who just walked in:

Portfolios

  • Opens a grid of all active team portfolios
  • Shows portfolio cover images, team member names, and photos
  • Tap any portfolio to view the artist’s full work gallery
  • Useful for clients looking for inspiration or wanting to see an artist’s style

New Client

  • For first-time clients
  • Tapping it goes straight to the intake and consent form (no PIN required, since the client is filling it out themselves)
  • The client fills out personal info, medical history, and signs consent forms digitally
  • After saving the form, a team member can add the client to the queue from there

Returning Client

  • For clients who have been to your studio before
  • Tapping it opens a search modal that requires a Staff PIN first (since this exposes existing client records)
  • Team member enters the PIN, searches by name, phone, or email, and selects the client
  • The intake form opens with the client’s existing info pre-filled, ready for them to update or sign new consents

Studio Branding

  • Studio logo and name displayed prominently
  • The screen is meant to look like a polished, branded counter experience for the client

Web vs Mobile

The two apps share the same Home screen layout, the same kiosk lock, and the same client-facing buttons. Differences are mostly cosmetic:

  • Mobile has a language selector dropdown at the bottom of the Home screen when multiple languages are enabled in Settings > Form Editor. The selector lets the client pick their preferred language for the intake form before they start.
  • Web currently does not show the language selector on Home (it has been moved into the form pages themselves).
  • The unlock control lives in different places on each platform. Mobile has a menu icon in the top-left corner. Web has a lock icon in the sidebar. Both prompt for the team member’s PIN to unlock the app for management features.

Common Workflows

Checking in a first-time client

  1. Client (or a team member) taps New Client
  2. Client fills in personal information (name, sex, date of birth, full address, phone, email)
  3. Client completes the health questionnaire if enabled
  4. Client completes consent acknowledgements and signs
  5. Optional: Client uploads a photo ID if “ID First” is enabled
  6. Save. Team members can then add the client to the queue from the queue page

Checking in a returning client

  1. Client (or a team member) taps Returning Client
  2. Team member enters the PIN to unlock the search modal
  3. Team member searches by name, phone, or email and selects the client
  4. The intake form opens with the client’s info pre-filled
  5. Client reviews, updates anything that has changed, and signs consent
  6. Save

Showing portfolios to a client

  1. Tap Portfolios
  2. Browse the grid with the client
  3. Tap any portfolio to view that artist’s full gallery

Unlocking the App for Team Access

Both web and mobile have a kiosk lock. When the app is locked, the Home screen acts as a client-facing kiosk. Team members unlock the app with their PIN to access the management features.

  • Mobile: tap the menu icon in the top-left corner of the Home screen, then enter your PIN
  • Web: tap the lock icon in the sidebar, then enter your PIN

Once unlocked, the team member has access based on their role (Manager, Artist, Staff, or Health Official). Lock the app again to return the device to the client kiosk view.

See Getting Started for PIN code details and role access levels.

Troubleshooting

Buttons are disabled

  • Check Settings > Subscription, the subscription must be active
  • Contact support if the subscription appears active but the buttons stay disabled

Can’t find a returning client

  • Make sure you entered your PIN first, the search modal won’t accept input until you do
  • Try searching by phone number instead of name
  • Check spelling
  • Search from the Clients page for more options
  • The client may not be in the system yet, use New Client instead

Language selector not showing on mobile

  • Multiple languages must be enabled in Settings > Form Editor
  • Add languages there, then the selector appears on the mobile Home screen

New Client form not saving

  • Check that all required fields are filled. The form requires more than just name and phone, it also needs sex, date of birth, full address, and email
  • Verify internet connection
  • Check subscription status

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