See who changed what

Softalon keeps a log of changes in your salon. Every time a record is created, updated or deleted, for example an appointment, a client or a service, an activity is added. Each activity says who did it, what changed and when.

1. 1

   Step 1 of 3

   Open Activities

   In the sidebar, select Activities. The newest activities are listed first. Scroll down to load more.

   You will see:

   A list of entries, each with the type of change, a one-line description and how long ago it happened.

2. 2

   Step 2 of 3

   Search or filter the list

   Type in Search by description... to find activities by their description, such as a client's name.

   To narrow the list further, select the filter button next to the search box and fill in any of these, then select Apply:

   • Resource: the kind of record, written as it appears before the dot in an activity's type. For example, enter booking/appointment to see only appointment changes.
   • Resource ID: the ID of one record, to see only its history.
   • Occurred At: a date range.
3. 3

   Step 3 of 3

   Open an activity

   Select an activity to expand it.

   • For an update, you see the record before and after the change side by side, so you can spot exactly which fields changed.
   • For a new or deleted record, you see its data.
   • Performed by: shows who made the change: a team member, a client, an app, or System for automatic changes.

   Use the menu on the activity to Copy Activity ID or Copy Activity Payload if support asks for it.

See the history of one record

You don't have to filter by hand to see the history of a single record. Open the record and select its Activities tab. The tab is available on:

• a client
• a team member
• a service
• a product
• a location

The tab shows the same list, already limited to that record.

How descriptions are written

Each description names who made the change, the action (such as created, updated or deleted), the kind of record and the record's name. For updates, a short summary of the changed fields follows. If Softalon can't tell who made a change, the description starts with "Someone".