Managing a client’s transformation log

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

To add a new transformation log entry and compare past transformation logs as a client, see Client Web App: Adding and comparing transformation logs.

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:

  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 ENTER NEW TRANSFORMATION LOG.
  5. Enter the client’s information in the required fields.To update only the client’s weight, select the Update weight only checkbox and fill in the WEIGHT field.
  6. Click SAVE.

To modify a 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. 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 updated information in the required fields. To update only the client’s weight, select the Update weight only checkbox and fill in the WEIGHT field.
  7. Click SAVE.

To compare two transformation logs:

  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 .
Was this article helpful?
(12 out of 16 people found this article helpful)
Still need help? Contact us
Cancel