Managing a client’s transformation log

Your staff members can view, compare, add, and modify transformation log entries on a client’s profile.

To add a new transformation log entry and compare past entries as a client, see Client Web App: Managing your transformation log.

NoteOnly staff members with the Edit client transformation log staff role permission can view, compare, add, and modify a client’s transformation log.
NoteIf two transformation logs are entered on the same day, only one transformation log is displayed for that day and the most recent input is shown.

In this article:

    To add a transformation log entry:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Transformation Log.
    4. Click NEW TRANSFORMATION LOG.
    5. Enter the client’s information in the required fields.
      • To update only the client’s weight, select the Use previous measurements and update weight only checkbox and fill in the WEIGHT field.
    6. Click SAVE.

    To modify a transformation log entry:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Transformation Log.
    4. Under Client History, find the transformation log you want to modify.
    5. Under the ACTION column, click the More button  and select Edit.
    6. Enter the client’s information in the required fields.
      • To update only the client’s weight, select the Use previous measurements and update weight only checkbox and fill in the WEIGHT field.
    7. Click SAVE.

    To compare two transformation log entries:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Transformation Log.
    4. Click Compare Progress and select the date you want to compare on the calendar.
      • To remove a transformation log from the comparison, click the Remove button .

    To add or replace a client image on the transformation log:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Transformation Log.
    4. Add a new photo or replace an existing image on the client’s transformation log:
      • To add a new image:
        1. Click browse and select a new image from your files.
        2. Select the area of the image you want to appear in the client’s transformation log.
        3. Click Apply.
      • To replace an existing image:
        1. Hover over the existing image.
        2. Click Remove current image, and then click OK.
        3. Click browse and select a new image from your files.
        4. Select the area of the image you want to appear in the client’s transformation log.
        5. Click Apply.
          • You can only add images in .gif, .jpeg, .png, or .bmp format.
          • This option will only be available if Progress Picture is enabled in your transformation log settings.
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