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Edit log
Updated over a week ago

The edit log displays the activities performed by clients, staff members, WellnessLiving employees, and automated actions performed by the system during the selected date range. A list of activities is displayed under the Activity column, and you can click on individual entries to view more information. 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.

A complete list of trackable activities is displayed under Trackable activities.

Key tips before you begin

  • By 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.

  • We 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 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 for a client’s name first and then adjusting the selected date range for the period you want.

  • If the WellnessLiving support team must perform manual corrections within your business, the activity will be tracked in the edit log and will display WL admin under the Role column.

  • If a client’s notification settings are updated automatically, the activity will be tracked in the edit log and will display System under the User column. A client’s notification settings will be updated automatically when:

    • The client was sent the Notification Opt-In email but didn’t confirm their notification settings within a certain amount of time.

    • The client clicked Unsubscribe in an email and didn’t log in to change their notification settings.

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

View the edit log

  1. Click the App Drawer button then click View All > Edit Log.

  2. 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 then click Export.

Headings in the edit log

Heading

Description

Date

The date and time when the activity occurred.

User

The user who performed the action. For example, if a client profile gets deactivated, the name of the staff member who deactivated the profile is displayed.

Role

The role of the user who performed the action.

Source

The application used to perform the action. The possible applications include:

  • Achieve App – The action was performed in the Achieve Client App.

  • Attendance Web App – The action was performed in the Attendance Web App.

  • ClassPass – The action was performed through ClassPass.

  • Client Web App – The action was performed in the Client Web App.

  • Elevate Staff App – The action was performed in the Elevate Staff App.

  • Google – The action was performed through Google Sign-In or Reserve with Google.

  • Wellhub – The action was performed through Wellhub.

  • Self Check-In Web App – The action was performed on the Self Check-In Web App.

  • Studio – The action was performed in the WellnessLiving Staff Back Office.

  • System – The action was performed automatically by the WellnessLiving system.

  • Undefined – The application in which the action was performed couldn't be determined.

  • Note: The Source column only displays the application when it was used for an action related to creating, modifying, or canceling a service booking.

Activity

A description of the activity.

IP Address

The IP address of the user who performed the action.

Advanced filters in the edit log

Filter

Description

Role

Use this filter to determine which activities are displayed in the edit log based on the role of the user who completed the activity.

Activity

Use this filter to determine which activities are displayed in the edit log. The list of activities you can choose from can be found under Trackable activities.

Trackable activities

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

Activity

Description

ACH/EFT

Adding and removing ACH/EFT information from a client’s profile.

Achieve Setting

Modifying the appearance of your Achieve Client App.

Amended response

Editing a client’s response(s) to a form.

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. If a service is re-booked for a client after it has been previously canceled, the booking appears as a new entry in the edit log.

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.

Business URLs

Adding, modifying, and deleting your business URLs.

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 classes or events.

Client Announcements

Creating, modifying, and deleting client announcements.

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 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.

Deleted [CampaignName]

When a scheduled campaign is deleted. The entry will also include any reasons provided for the campaign’s deletion.

Discount Codes

Creating, modifying, deactivating, and deleting discount codes available for use in your store.

Door Access client group permission

Enabling or disabling the door access settings when creating or modifying a client group.

Door Access connection status

Connecting or disconnecting a Brivo account to WellnessLiving.

Edited [CampaignName]

When a scheduled campaign’s settings are edited.

Family Members

When relationships are added or removed.

FitLIVE

When the recording of a FitLIVE virtual session is paused or resumed.

FitVID Levels

Creating and deleting FitVID levels.

FitVID on Demand Video Categories

When video categories are added and removed.

FitVID on Demand Videos

When FitVID on Demand videos are uploaded.

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.

Message Center

Enabling, disabling, or updating the SMS number for the Message Center.
For more information, see Enabling Message Center.

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.

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.

Purchase Options

Creating, modifying, deactivating, or deleting Purchase Options available for purchase in your store. This activity also covers modifying a client’s Purchase Option, changing the payment method for a client’s Purchase Option, or canceling a client's Purchase Option.

Recurring Appointment Cancel

When a recurring appointment is canceled.

Refunds

Refunding transactions and purchases.

Relationships

When relationships are added or removed.

Report customization

Customizing reports.

Rewards

Modifying your rewards program.

Schedule Design

Modifying the look and feel of your schedule.

Self Check-In Web App

Self Check-In Web App Design

Modifying the look and feel of your Self Check-In Web App.

Staff Back Office

Modifying the look and feel of the Staff Back Office.

Staff Roles

Creating, modifying, and deactivating a staff role.

Staff Time Clock

When a staff member clocks in and clocks out of the time clock.

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.

Types of Belts

Creating, modifying, and deleting belt categories.

Used Prizes

When a redeemed prize is marked as used by a staff member.

Virtual Services

The following FitLIVE activities:

Visit Notes

When a SOAP/QUICK Note is created, edited, or removed for a client.

Wl\Video\Setting\SettingLog

Widget Customization

Creating, modifying, and deleting widget skins.

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