Plugin Settings and Front-end Pages

This guide covers the Clinical Training Logbook admin menu, the Plugin Settings page and its tabs, and how the plugin connects to the front-end pages students and trainers use. It is written for site administrators. The program itself (levels, clinics, interventions, requirements) is set up on a separate page — see Program catalogue.

The Clinical Training Logbook menu

Activating the plugin adds a top-level Clinical Training Logbook menu (clipboard icon) to wp-admin. Clicking the menu name opens Plugin Settings. Every screen in this menu is limited to administrators (users who can manage site options). Students never see it.

Free plugin menu, in order:

Menu item	What it is
Logbook Entries	Read-only list of submitted entries — Logbook entries and reports
Reflections	Read-only list of student reflections — Reflections, journal and feedback
Activity Log	Record of admin changes, such as catalogue edits and entry voids — Logbook entries and reports
Plugin Settings	Site-wide settings (this guide)
Logbook Configuration	Your program catalogue — Program catalogue

🔒 Pro feature — requires the Pro plugin.

With Pro active, the menu is reorganised into three groups (daily operations, reports and analytics, configuration), separated by thin dividers:

Menu item	What it is
Student Allocations	Assign students to levels and cohorts — Student allocations
Logbook Entries	Pro’s full reports screen: filters, entry detail, exports, reassignment — Logbook entries and reports
Reflections Overview	Pro’s reflections screen, with trainer feedback and export — Reflections, journal and feedback
Cohort Progress	Progress across a cohort — Cohorts and cohort progress
Usage Analytics	Intervention usage across students — Usage insights
Activity Log	As in Free
Plugin Settings	As in Free, plus Pro tabs
Logbook Configuration	As in Free, plus the Cohorts tab

Trainers do not get this menu. With Pro, they land on the Trainer Workspace page when they log in — see Trainer workspace.

The Plugins screen also shows a Settings link on the plugin’s row, which opens Plugin Settings.

Plugin Settings

Go to Clinical Training Logbook → Plugin Settings. The page opens on the Site Setup tab.

Tab	Purpose	Full guide
Site Setup	Page assignments, appearance, demographics, roles, login destination, offline drafts, uninstall options	Below
Evidence Defaults	Allowed upload file types, helper text under the notes upload, and file clean-up rules	Evidence storage and privacy
Reflection Settings	The reflection helper text on the entry form, and reflection feedback options	Reflections, journal and feedback
Upgrade to Pro	A summary of what Pro adds, with a Learn more about Pro link. This is the only place the free plugin mentions Pro. It disappears once Pro is active.	—

🔒 Pro feature — requires the Pro plugin.

Pro adds three tabs:

Tab	Purpose	Full guide
Cloud Storage	Store evidence on Bunny.net or Google Drive, migrate existing files, clean up unlinked files	Cloud storage
Notifications & Review	Weekly reminder emails and the two-track evidence review	Reminder emails, Evidence review
Licensing	Licence key activation, and the Pro data-on-uninstall option	Licensing and updates

Each tab has its own save button and only saves the fields on that tab. After saving you return to the same tab with a confirmation, such as “Site Setup saved.” or “Evidence defaults saved.”

Evidence Defaults at a glance. Accepted types offers PDF (.pdf), Word (.docx), Word (.doc), Rich Text (.rtf), Plain Text (.txt) and Image files (.jpg, .png, .gif, .webp). All are ticked by default. Notes upload helper text is shown under the upload field. Under File lifecycle, Delete replaced evidence files is off by default. Whether evidence is required is set per clinic type on Logbook Configuration → Clinic Minimums & Evidence, not here.

Site Setup

The Site Setup tab is grouped into sections. Click Save Site Setup at the bottom to save everything on the tab.

Pages

Setting	Default	What it does
Entry form page	The page created or adopted on activation (Log a Treatment)	The page holding [dclb_entry]. Links from the overview (for example, editing an entry) point here.
Overview page	The page created or adopted on activation (My Logbook)	The page holding [dclb_overview]. The logbook navigation links and the Student login destination point here.

If both pickers are set to the same page, a warning appears under Overview page. Choose different pages so the overview’s “Logbook” link doesn’t loop back to the entry form. See Front-end pages for how pages are assigned.

🔒 Pro feature — requires the Pro plugin.

With Pro active, this section adds:

Setting	Default	What it does
My Usage button label	Blank — shows My Usage	Text on the student navigation button that links to the usage page. Leave it blank to use the default.
Reflective Journal page	Created or adopted on Pro activation	The page holding [dclb_journal]
Usage page	Created or adopted on Pro activation	The page holding [dclb_usage]
Trainer Workspace page	Created or adopted on Pro activation	The page holding [dclb_trainer_workspace]

The Reflections button label is on the Reflection Settings tab.

Appearance

Setting	Default	What it does
Primary accent color	Blank — inherits your theme’s colour (placeholder #0f5c75)	Buttons, pills and progress bars on the student pages. Pick a colour with the colour picker or type a hex code.
Secondary accent color	Blank — falls back to a mint accent (placeholder #5de0e6)	Gradients and supporting highlights.
Disable plugin dark mode adaptation	Off	When ticked, “Force the logbook to always use light-mode color tokens.” The plugin’s screens then ignore the visitor’s dark-mode preference. Use this if your theme is light-only or dark mode causes readability problems.

An invalid hex code is discarded on save and the field goes back to blank (inherit).

Demographics

Setting	Default	What it does
Sex field label	Blank — shows Sex assigned at birth	Label for the sex field on the entry form.
Sex field helper text	Blank — shows the built-in explanation of why sex assigned at birth is recorded	Text under the sex selector. Limited HTML such as links is allowed.
Age ranges for progress	None	Rows of Label, Min age and Max age used to group client ages in the student’s demographic breakdown. Ranges include both ends. Leave Max age blank for an open-ended range such as 65+. Click Add age range for more rows. Rows with no label are dropped on save, and a max lower than the min is raised to the min.

Leaving a label field blank always shows the default in the reader’s language.

Roles

Setting	Default	What it does
Eligible student roles	Subscriber (plus Administrator)	Only users with a ticked role can open the entry form and be treated as students. Administrator is always included, so you can test, and cannot be unticked. If you untick every role and save, the setting returns to the default (Subscriber).
Student login destination	Off	See Student login destination.

🔒 Pro feature — requires the Pro plugin.

Setting	Default	What it does
Additional trainer role	Administrator	Gives trainer access to one more WordPress role. A user has trainer access if any of these is true: they are an administrator; they hold the Clinical Trainer role; they are assigned as a trainer on a cohort (which limits them to that cohort’s students); or they hold the role selected here. Leave it on Administrator unless another role also needs trainer access. Changing it never removes access granted by the other routes. See Trainer workspace.

In the free plugin this setting is hidden, and any stored value is kept if Pro is deactivated.

Offline draft autosave

Setting	Default	What it does
Enable offline draft autosave	Off	Saves the student’s in-progress entry in their browser, so a crash, accidental navigation or dropped connection doesn’t lose it. Drafts are tied to the logged-in user, expire after 24 hours, and are deleted on submit and on logout.
Also save client demographics (name, age, sex) in drafts	Off (shown only when autosave is on)	Includes identifying client details in the browser draft. The reflection text is saved either way.

Privacy: browser storage is not encrypted. Anyone using the same browser profile — for example on a shared clinic computer — or other scripts on the page can read it. Turn autosave on only if your students mostly use personal devices. See Logging treatments.

Data management and uninstall

Setting	Default	What it does
Delete this plugin’s data — its database tables and settings — when it is uninstalled	Off	When on, deleting the plugin from Plugins removes all logbook tables (entries, catalogue, activity log) and settings.
Also delete all uploaded evidence files when the plugin is uninstalled	Off	When on, deleting the plugin also removes the private evidence files and plugin-managed media files.

With both off (the default), uninstalling keeps everything, and reinstalling restores it. Stored cloud-storage credentials and the encryption key are always removed on uninstall. The front-end pages the plugin created are never deleted. Deactivating the plugin removes nothing.

🔒 Pro feature — requires the Pro plugin.

These options cover the free plugin only. Pro’s tables (cohorts, allocations, audit log and so on) have their own Delete data on uninstall option on Plugin Settings → Licensing. See Licensing and updates.

More on privacy and uninstalling: Evidence storage and privacy.

Front-end pages

Students and trainers use the logbook through ordinary WordPress pages that hold the plugin’s shortcodes. The plugin keeps track of which page holds each one.

Surface	Shortcode	Default page (address)	Tier
Entry form	[dclb_entry]	Log a Treatment (/log-a-treatment/)	Free
Overview	[dclb_overview]	My Logbook (/my-logbook/)	Free
Reflective journal	[dclb_journal]	Reflective Journal (/reflective-journal/)	Pro
Usage	[dclb_usage]	My Usage (/my-usage/)	Pro
Trainer workspace	[dclb_trainer_workspace]	Trainer Workspace (/trainer-workspace/)	Pro

How pages are assigned (keep → adopt → create). When the free plugin is activated, and again when Pro is activated, each surface is checked in this order:

1. Keep — a published page is already assigned, so nothing changes.
2. Adopt — no assignment, but a published page already contains the shortcode. That page is assigned (the oldest one, if there are several).
3. Create — otherwise, a new published page with the default title and address is created and assigned.

The same check runs once after a plugin update that changes the database, so sites that had pages before the update adopt them rather than gaining duplicates. Outside activation and those updates, nothing is created automatically.

Changing an assignment. Use the pickers under Pages on Site Setup, then click Save Site Setup. The plugin uses the assigned page for its links, so:

• If you move a shortcode to another page, update the picker to match.
• A page counts as assigned only while it is published. A draft, private or trashed page is treated as unassigned, so links to it disappear. With Pro, the matching setup checklist step also becomes unticked.
• If you delete an assigned page, the next activation or database update creates a fresh one. If you don’t want that, assign a different page.
• Activation never adds pages to your navigation menus. Add them under Appearance → Menus or in the Site Editor.

Full shortcode options are in the Shortcode reference.

Student login destination

By default WordPress sends a student who logs in to their wp-admin profile screen, which is a dead end for a logbook user. Student login destination fixes this.

Where: Plugin Settings → Site Setup → Roles → Student login destination.

Setting: “After logging in, send students to the overview page instead of the WordPress dashboard.” Default: off. It is off by default because your site may already redirect logins somewhere else.

When it is on, a user is sent to the Overview page after logging in only if all of these are true:

1. The user is not an administrator (administrators are never redirected).
2. The user has one of the Eligible student roles.
3. The login didn’t already ask for a specific destination. For example, a student who clicked a link to a page that required login goes back to that page.
4. An Overview page is assigned and published. If not, the setting does nothing, and Site Setup shows “No overview page is assigned yet, so this setting has nothing to redirect to.”

🔒 Pro feature — requires the Pro plugin.

Trainers are handled separately, and automatically: with Pro, a trainer who is not an administrator (for example, a user with the Clinical Trainer role) lands on the Trainer Workspace page after logging in, as long as a Trainer Workspace page is assigned and the login didn’t ask for a specific destination. Trainers also get a dashboard widget linking back to the workspace. There is no setting to turn this off. See Trainer workspace.

Worked example

A myotherapy college uses a membership plugin that gives students the custom role Student Member. The administrator:

1. Ticks Student Member under Eligible student roles and unticks Subscriber, because subscribers are newsletter readers, not students.
2. Turns on Student login destination, so students land on My Logbook after logging in.
3. Sets Primary accent color to the college’s teal and ticks Disable plugin dark mode adaptation, because the college theme is light-only.
4. Leaves offline draft autosave off, because students log entries on shared clinic-room computers.
5. Leaves both uninstall options off, so entries are kept as assessment evidence even if the plugin is removed.
6. Clicks Save Site Setup, logs in as a test student, and confirms they land on My Logbook.

Troubleshooting

Problem	Fix
Students land on their profile screen after logging in	Turn on Student login destination, make sure their role is ticked under Eligible student roles, and check that Overview page is assigned to a published page. Another plugin’s login redirect may also take priority.
A student sees no entry form	Their role isn’t ticked under Eligible student roles, or (Pro) they have no active allocation. See Troubleshooting.
The “Logbook” link on the overview loops back to the entry form	Entry form page and Overview page are the same page. Assign different pages.
A picker shows — Select page —	The assigned page was deleted, trashed or unpublished. Pick the page that holds the shortcode, or publish one, and save.
“You do not have permission to modify logbook settings.”	Only administrators can change these settings.