New Client Flow Overview
Since new clients are excited about tattoos, NOT paperwork, TRF app turns their waiver experience into an engaging five-minute lobby side quest. Without needing help from studio staff, the client steps up to the iPad, photographs her ID, and the app guides her through a smooth-flowing info-gathering interface.
Client-Driven Auto-Advancing UI
TRF programmatically moves the client to the next required input, triggered by prominent buttons and natural visual flow. This eliminates guesswork, and tapping the gold arrow at the top inspires intuitive backward and forward movement through the app.
The client will provide data in six distinct sections:
ID CAPTURE/ID VERIFY
BIO
THE ART
SOCIAL
HEALTH
LEGAL
The New Client Flow is designed on the feedback of thousands of clients and artists in several countries over a decade in the market. Most clients say it is easy and fun, and they “actually read a waiver for a change.”
Protecting artists, studios, and trees while informing clients of their rights is winning for all of us.
The New Client Experience
Upon arriving and settling in, studio staff prepare the client with simple instructions: “Grab your ID and any other documents we need to know about, and step up to the iPad.”
Tapping the first TRF screen, they will see:
Welcome message: Each client will see a customizable message as they start the app. It can be a friendly hello, some legal disclaimers, or an invitation to an art show. (This feature is configured in Settings>Form Options Tab.)
ID CAPTURE
Step 1: This step asks the client to photograph their ID using the front— or rear-facing iPad camera. The final PDF waiver will show a clear color photograph of the ID.
Options
Reverse camera: Allows the choice of front- or rear-facing camera.
Flash: Toggles the front-facing camera flash to illuminate the ID.
Start Over: Resets TRF to the welcome page.
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ID VERIFY
Step 1.5: This step asks the client to be sure the photo of their ID is clear and legible. Other options are:
Retake: the photo just taken (optional).
Select ID Type: Driving license, passport, state ID card, or government ID card (required).
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Settings button: Choose to start a new waiver or proceed to Settings
BIO
Step 2: This section gathers the basic biographical information most legal systems require for legally binding waivers. This information will be recorded on the final PDF waiver. All information is required unless stated otherwise as ‘optional.’
Name: First and last
Gender: female, male, non-binary, prefer not to respond, other (prompts text input)(toggle this question on/off in Settings)
Pronouns: she/her, he/him, they/them, other (prompts text input)(toggle this question on/off in Settings)
Date of birth: scroll to align the proper day, month, and birth year.
Address Formatting: This screen adapts dynamically to your studio's backend settings. In the STUDIO tab of settings, owners can enable the "Most clients have U.S. addresses" feature to automatically assume U.S. formatting on this screen. If this default setting is turned off (such as for international or Spanish-speaking studios), the client is presented with international address fields by default. However, the client can still tap a button on the BIO screen to instantly toggle standard U.S. location fields (state, ZIP, state, etc.) if they need them.
Client address
Client phone number
Emergency Contact: name and phone number required
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Settings button: Choose to start a new waiver or proceed to Settings.
THE ART
Step 3: This section asks the client to describe their desired tattoo, where on their body, and the artist who will work for them. This information will be recorded on the final PDF waiver.
Tattoo Description: a brief description of the art.
Tattoo Location: The client chooses from drop-down menus where they will be tattooed on their body.
Artist: The client selects their artist from a drop-down, the artist having been listed previously by management in TRF settings.
Optional Client Notes: If this option is presented to the client (based on the choice management made in TRF settings), they can enter any words they'd like here. These comments will be shown on the final PDF waiver.
?: Tips for using the interface
Settings button: Choose to start a new waiver or proceed to Settings
SOCIAL
Step 4: This section asks how the client found the studio and requests permission to market to and connect with them on social media. This information will be recorded on the final PDF waiver.
How did the client find the studio? The options are Facebook, Instagram, X, Web Search, Referral (with text input field), and Other (with text input field).
Marketing Opt-in: The client is offered the option to receive marketing messages and permission to connect with them on social media. A text input field for the email address will appear.
Email & Opt-In Settings: In settings, management can turn on the Automatic Emailer. If enabled, this feature forces an email address from the client to complete the form, ensuring compliance with health and legal codes. However, this does not automatically opt them into promotional marketing—clients must still manually select the OPT IN toggle to grant permission for promotional newsletters and social media requests.
?: Tips for using the interface
Settings button: Choose to start a new waiver or proceed to Settings
HEALTH
Step 5: This section asks the client to provide health information relevant to their tattooing process and healing. They may answer from the provided options, choose OTHER to type their response, or choose NONE to proceed through this section. The questions are preloaded into the app, but studio management ultimately controls whether they are shown or hidden from client view. All queries require input to proceed through the app and will be shown on the final PDF waiver.
Allergies: A standard list is preloaded.
Diseases: A standard list is preloaded.
Health Conditions: A standard list is preloaded.
Medications: The options are NONE and ‘Yes, please list them.’
Time of last meal: The menu offers options from 1 to 8+ hours ago, and the Apple clock is visible at the top left of the iPad for reference.
?: Tips for using the interface
Settings button: Choose to start a new waiver or proceed to Settings
LEGAL
Step 6: This section presents individual legal clauses for the client to read and initial. The UI is designed so clients see only one clause at a time, increasing their likelihood of reading the legal terms. The app programmatically moves the client through each clause for initialing and then to a screen requiring the client’s legal signature.
The clauses are preloaded, gathered from the tattoo industry over a decade, and can be shown, hidden, removed, or edited individually. Studio management may also add their own clauses.
?: Tips for using the interface
Settings button: Choose to start a new waiver or proceed to Settings
THE HANDOFF
The client flow ends on a lock screen that tells them they are finished.
Handoff Message: Nicely Done. PLEASE TELL STUDIO STAFF TO TAKE OVER FROM HERE.
Artist Passcode: Artist Tap to Begin. The artist enters their specific PIN (or the default Master Passcode: 1234) to access the Artist Notes pane and finalize the session.