The edit log

The edit log displays the activities of all your staff members during the selected time period. A list of activities is displayed under the Activity column, and you can click on individual entries to view more information. Staff activity is only recorded in the edit log for one year and any activity that occurred more than one year ago cannot be viewed in the edit log.

Staff member activities include:

  • Creating, scheduling, or booking services;
  • Adding or modifying clients;
  • Adding or modifying products and Purchase Options; and
  • Modifying business settings.

A complete list of trackable activities is displayed below in the trackable activities section.

NoteBy default, information related to client bookings is hidden in the edit log. To view this information, remove the Activity filter at the top left of the log.

NoteWe recommend adding custom search criteria to the Search box before adjusting the selected date range. If you expand the date range before searching for custom criteria, the edit log will generate a list of all the changes made to your business within that date range, which may cause long loading times and make it difficult to find the information you want. For example, try searching a client’s name first and then adjusting the selected date range for the period you want.

NoteIf the WellnessLiving team must perform manual corrections within your business, these corrections will be tracked in the edit log. Under the Staff Role column, the user will be listed as an Admin.

Note Excel files exported from WellnessLiving can only be opened in Excel 2016 (or later) or Google Sheets.

In this article:

    To view the staff edit log:

    1. Click the App Drawer button .
    2. In the App Drawer, click Edit Log.
    3. Adjust the edit log to display the activities you want to view. For more information, see Viewing a report.
      • To search the edit log, add custom criteria to the Search box.
      • To filter the edit log, click the Advanced Filter button and apply any necessary advanced filters, then click APPLY FILTER to update the log.
      • To contact a group of your staff members regarding their recent activity, complete steps 5 to 9 in To contact a group of clients from a report.
      • To export your edit log, click Export, then click CSV, Excel, or PDF for your preferred file format.
        • If Export is not displayed in the edit log header, click the More button The more button displayed at the top of reports. The button is a square with three vertical blue dots and a blue border. and then click Export.

    Edit log headings

    Heading Description
    Date The date and time when the activity being reported occurred.
    User The user who performed the action.
    Staff Role The staff role of the user who performed the action.
    Source The platform from which the actions were performed (e.g., Client Web App, Attendance Web App).
    Activity A description of the action.
    IP Address The IP address of the user who performed the action.

    Trackable activities

    The following table describes all the activities that can be tracked and filtered for when using the edit log.

    Filter Description
    ACH/EFT Adding and removing ACH/EFT information from a client’s profile.
    Achieve Setting Modifying the appearance of your Achieve Client App.
    Appointment Categories Creating, modifying, and deleting Appointment categories.
    Appointment Conflicts Displaying Appointments that are conflicting as a result of availabilities based on location times, Appointment times, and instructor availability.
    Appointments Creating, modifying, or deactivating Appointments.
    Attendance Web App Modifying the look and feel of the Attendance Web App.
    Belts Creating, modifying, deactivating, and deleting belts.
    Book Now Tabs Creating, modifying, and deleting book now tabs displayed on the Client Web App.
    Bookable Assets Creating modifying, deactivating, and deleting assets. This does not include modifications made to the working hours of assets, which can be filtered for using the Bookable Assets Working Hours filter.
    Bookable Assets Categories Creating, modifying, and deleting asset categories.
    Bookable Assets Working Hours Modifying the working hours of an asset.
    Bookings and Visits Booking a service or asset, modifying a booking, and canceling a booking.
    Business Features Documents feature changes made by a WellnessLiving administrator.
    Business General Information Modifying your business’s general information.
    Business Mail Settings Modifying your business email settings.
    Business Policy Modifying your business policies.
    Business Services Modifying your available services.
    Class/Event Schedule Modifications Modifying scheduled Classes and Events. Possible modifications include staff member substitutions, cancellations, and rescheduling a Class or Event.
    Classes/Events Creating, modifying, deactivating, and deleting Class Types or Events.
    Client Fields Creating, modifying, and deleting custom client profile fields, and modifying default client profile fields.
    Client Groups Creating, modifying, and deleting client groups, as well as adding and removing clients from client groups.
    Client Self Check-in Design Modifying the look and feel of your Client Self Check-in Web App.
    Client Types Creating, modifying, and deleting client types, as well as adding and removing clients from client types.
    Credit Cards Adding and removing credit card information from a client’s profile.
    Dashboards Creating, modifying, and deleting dashboards.
    Discount Codes Creating, modifying, deactivating, and deleting discount codes available for use in your store.
    Family Members When relationships are added or removed.
    Franchise Region Creating, modifying, and deleting franchise regions.
    Gift Cards Creating, modifying, and deactivating gift cards.
    Give Point Manually awarding reward points to clients.
    Inventory Modifying the inventory of a product. This includes selling the product.
    Locations Creating, modifying, and deactivating business locations.
    Mail Patterns Modifying the email send rules of any staff or client automated notification.
    Mailchimp/Constant Contact Synchronization Modifying your Mailchimp and Constant Contact synchronizations.
    Mailchimp/Constant Contact Integrations Modifying your Mailchimp and Constant Contact integrations.
    Member Creating, modifying, and deleting staff members.
    Membership Payments Modifying the payment schedule of a client’s membership.
    Membership Transfer Creating, modifying, canceling, approving, and denying a transfer request.
    Online Store Categories Creating, modifying, and deleting categories available in your store.
    Online Waiver Settings Modifying your online waiver and online waiver settings.
    Passes & Memberships Putting a client’s membership on hold, modifying or deleting an existing hold on a client’s membership, and modifying the auto-renewal settings of a client’s session pass or membership.
    Pays For/Paid By When relationships are added for when one client profile is responsible for paying for another client.
    Postcards Creating and modifying your postcard templates or direct mail campaigns.
    Power Search Creating, modifying, and deleting power searches.
    Pricing Options Creating, modifying, deactivating, and deleting of Purchase Options available for purchase in your store, as well as modifying a client’s Purchase Option.
    Prizes When a prize is redeemed for a client.
    Products Creating, modifying, deactivating, and deleting products available in your store.
    Profile Client Adding a client, modifying a client’s profile, and deactivating a client.
    Profile Merges Merging client profiles.
    Profile Staff Adding a staff member, modifying a staff member’s profile, and deactivating a staff member.
    Promote Modifying your Promote settings.
    Purchase Option Sharing When a Purchase Option has been shared with another client through relationships.
    Purchase Option Transfers When a Purchase Option has been transferred from one client to another.
    Recurring Appointment Cancel When a recurring Appointment is canceled.
    Refunds Refunding transactions and purchases.
    Report customization Customizing reports.
    Rewards Modifying your rewards program.
    Schedule Design Modifying the look and feel of your schedule.
    Staff Back Office Modifying the look and feel of the browser version of WellnessLiving.
    Staff Roles Creating, modifying, and deactivating a staff role.
    Staff Time Clock When staff members clock in and clock out.
    Staff Custom Fields Creating, modifying, or removing custom profile fields available in staff member profiles.
    Staff Pay Rates Creating, modifying, and deleting staff pay rates.
    Staff Working Hours Modifying the working hours of any staff member.
    Store Settings Modifying your store settings.
    Suppliers Adding, modifying, deactivating, and deleting your suppliers.
    Tasks Creating, modifying, deleting, and updating the status of tasks.
    Transformation Client Modifying a client’s transformation log.
    Transformation Config Modifying your transformation log settings. This does not include modifications made to the client fields available in the transformation log, which can be filtered for using the Transformation Field filter.
    Transformation Field Creating, modifying, and deleting custom client fields, and modifying default client fields in the transformation log.
    Two-Way SMS Settings When the settings for two-way SMS are changed.
    Types of Belts Creating, modifying, and deleting belt categories.
    Used Prizes When a redeemed prize is marked as used by a staff member.
    Video Categories When video categories are added and removed.
    Videos When videos are uploaded.
    Wl\Video\Setting\SettingLog Modifying your FitVID on Demand settings.
    Widget Customization Creating, modifying, and deleting widget skins.
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