The edit log

The edit log displays the activity of all your staff members during the selected time period. Staff member activity includes 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.

NoteIn the event that the WellnessLiving team must perform manual corrections within your business, these corrections will also be tracked in the edit log.
NoteStaff edit logs are only maintained for one year. Any staff activity that occurred more than one year ago will not be viewable in the edit log.

NoteExcel 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. Use the viewing tools to view the staff edit log:
      • Click QUICK Stats to filter by date, then click APPLY CHANGES to update the log.
      • Click the Filter button to filter by Staff Role or Activity, then click APPLY FILTER to update the log.
      • Click QUICK Contact to message your staff members regarding their recent activity.
      • Click Export to export your edit log.

    Trackable activities

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

    FilterDescription
    ACH/EFTAdding and removing ACH/EFT information from a client’s profile.
    Achieve SettingModifying the appearance of your Achieve Client App.
    AppointmentCreating, modifying, and deactivating Appointments.
    Appointment CategoriesCreating, modifying, and deleting Appointment categories.
    Appointment TypesCreating, modifying, deactivating, and deleting Appointment Types.
    Attendance Web AppModifying the look and feel of the Attendance Web App.
    BeltsCreating, modifying, deactivating, and deleting belts.
    Book Now TabsCreating, modifying, and deleting book now tabs displayed on the Client Web App.
    Bookable AssetsCreating 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 CategoriesCreating, modifying, and deleting asset categories.
    Bookable Assets Working HoursModifying the working hours of an asset.
    Bookings and VisitsBooking a service or asset, modifying a booking, and canceling a booking
    Business FeaturesModifying your business features.
    Business General InformationModifying your business’s general information.
    Business Mail SettingsModifying your business email settings.
    Business PolicyModifying your business policies.
    Business ServicesModifying your available services.
    Class/Event Schedule ModificationsModifying scheduled Classes and Events. Possible modifications include instructor substitutions, cancellations, and rescheduling a Class or Event.
    Classes/EventsCreating, modifying, deactivating, and deleting Class Types or Events.
    Client FieldsCreating, modifying, and deleting custom client profile fields, and modifying default client profile fields.
    Client GroupsCreating, modifying, and deleting client groups, as well as adding and removing clients from client groups.
    Client Self Check-in DesignModifying the look and feel of your Client Self Check-in App.
    Client TypesCreating, modifying, and deleting client types, as well as adding and removing clients from client types.
    Credit CardsAdding and removing credit card information from a client’s profile.
    DashboardsCreating, modifying, and deleting dashboards.
    Discount CodesCreating, modifying, deactivating, and deleting discount codes available for use in your online store.
    Franchise PushPushing settings to franchise locations. This filter is only available to franchisor businesses.
    Franchise RegionCreating, modifying, and deleting franchise regions.
    Gift CardsCreating, modifying, and deactivating gift cards.
    Give PointManually awarding reward points to clients.
    InventoryModifying the inventory of a product. This includes selling the product.
    LocationsCreating, modifying, and deactivating business locations.
    Mail PatternsModifying the email send rules of any staff or client automated notification.
    Mailchimp/Constant Contact IntegrationsModifying your Mailchimp and Constant Contact integrations.
    Membership PaymentsModifying the payment schedule of a client’s membership.
    Membership TransferCreating, modifying, canceling, approving, and denying a transfer request.
    Online Store CategoriesCreating, modifying, and deleting categories available in your store.
    Online Waiver SettingsModifying your online waiver and online waiver settings.
    Passes & MembershipsPutting 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.
    PostcardsCreating and modifying your postcard templates or direct mail campaigns.
    Power SearchCreating, modifying, and deleting power searches.
    Pricing OptionsCreating, modifying, deactivating, and deleting of Purchase Options available for purchase in your store, as well as modifying a client’s Purchase Option.
    ProductsCreating, modifying, deactivating, and deleting products available in your store.
    Profile ClientAdding a client, modifying a client’s profile, and deactivating a client.
    Profile MergesMerging client profiles.
    Profile StaffAdding a staff member, modifying a staff member’s profile, and deactivating a staff member.
    PromoteModifying your Promote settings.
    RefundsRefunding transactions and purchases.
    Report customizationCustomizing reports.
    RewardsModifying your rewards program.
    Schedule DesignModifying the look and feel of your schedule.
    Staff Back OfficeModifying the look and feel of the staff back office.
    Staff Custom FieldsCreating, modifying, or removing custom profile fields available in staff member profiles.
    Staff InformationModifying information in staff member profiles.
    Staff Pay RatesCreating, modifying, and deleting staff pay rates.
    Staff RolesCreating, modifying, and deactivating a staff role.
    Staff Time ClockAdding, modifying, and removing a time clock entry.
    Staff Working HoursModifying the working hours of any staff member.
    Store SettingsModifying your store settings.
    SuppliersAdding, modifying, deactivating, and deleting your suppliers.
    TasksCreating, modifying, deleting, and updating the status of tasks.
    Transformation ClientModifying a client’s transformation log.
    Transformation ConfigModifications made to 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 FieldCreating, modifying, and deleting custom client fields, and modifying default client fields in the transformation log.
    Types of BeltsCreating, modifying, and deleting belt categories.
    WidgetsCreating, modifying, and deleting widget skins.

     

    Was this article helpful?
    (123 out of 124 people found this article helpful)
    Still need help? Contact us
    Cancel