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Settings Reference

This page lists every setting in Dantian Clinical Training Logbook, with its label as it appears on screen, what it does, its default, and the values it accepts. The settings sit on two screens under the Clinical Training Logbook admin menu. Both need the manage_options capability, which administrators have by default.

Plugin Settings: site-wide options on the Site Setup, Evidence Defaults and Reflection Settings tabs. While Pro isn’t active there’s also an Upgrade to Pro tab.
Logbook Configuration: your program structure on the Levels, Clinic Types, Interventions, Requirements and Clinic Minimums & Evidence tabs.

Pro adds the Cloud Storage, Notifications & Review and Licensing tabs to Plugin Settings, and a Cohorts tab to Logbook Configuration. It also shows extra rows on Site Setup, Evidence Defaults and Reflection Settings, which are marked below.

How saving works. Each tab, and each separate form within a tab, has its own save button, and that button only saves its own form. Changes you make on one tab are lost if you move to another without saving. Text fields whose default is “built-in text” show that text as a placeholder. Leave them blank to keep the built-in wording, which is translated for each viewer’s language.

Site Setup tab

Screen: Plugin Settings → Site Setup · Save button: Save Site Setup

Pages

Setting	What it does	Default	Allowed values
Entry form page	The page holding `[dclb_entry]`. Edit links and Log a Treatment buttons point here.	The Log a Treatment page created on activation	Any page, or — Select page — for none
Overview page	The page holding `[dclb_overview]`. The My Logbook link and the student login destination point here.	The My Logbook page created on activation	Any page, or none

If the entry form page and the overview page are the same page, the screen shows a warning. Choose different pages for each.

Setting	What it does	Default	Allowed values
My Usage button label	Text on the navigation button that links students to their usage report	Blank (shows My Usage)	Any text
Reflective Journal page	The page holding `[dclb_journal]`	The Reflective Journal page created when Pro is activated	Any page, or none
Usage page	The page holding `[dclb_usage]`	The My Usage page created when Pro is activated	Any page, or none
Trainer Workspace page	The page holding `[dclb_trainer_workspace]`. Trainers are sent here after logging in.	The Trainer Workspace page created when Pro is activated	Any page, or none

When Pro is deactivated, these rows are hidden but their saved values are kept.

See Front-end pages and the Shortcode reference.

Appearance

Setting	What it does	Default	Allowed values
Primary accent color	Colour for buttons, pills and progress bars	Blank (uses your active theme’s colour)	A hex colour such as `#0f5c75`. An invalid value is saved as blank.
Secondary accent color	Colour for gradients and supporting highlights	Blank (uses the plugin’s mint accent)	A hex colour such as `#5de0e6`
Disable plugin dark mode adaptation	Keeps the logbook in light-mode colours even when the visitor’s device prefers dark mode	Off	On / off

Demographics

Setting	What it does	Default	Allowed values
Sex field label	Label for the sex field on the entry form	Blank (shows Sex assigned at birth)	Any text
Sex field helper text	Text shown under the sex selector	Blank (shows the built-in explanation of why sex assigned at birth is recorded)	Text with limited HTML, such as links
Age ranges for progress	Age bands used in the overview’s demographics summary. Each band has a Label, Min age and Max age. Ranges include both ends, and you leave Max age blank for an open-ended band such as 65+. Use Add age range to add a row.	None. No bands exist until you add them.	Any number of bands. A row with no label is dropped, and a max below the min is raised to the min.

The sex options on the entry form are fixed: Male, Female and Intersex.

Roles

Setting	What it does	Default	Allowed values
Eligible student roles	Decides who counts as a student: who appears in admin student lists and pickers, and who the login redirect and (Pro) allocation and reminder lists include. It does not stop other logged-in users opening the entry form. See User roles and permissions.	Subscriber, plus Administrator	Any combination of the site’s roles. Administrator is always included and can’t be unticked. If you untick everything, the setting falls back to Subscriber.
Student login destination	After login, sends users with an eligible student role to the Overview page instead of the WordPress dashboard. Administrators are never redirected, and a login that asked for a specific destination (for example a password-reset or deep link) keeps it.	Off	On / off. It does nothing until an Overview page is assigned, and the screen tells you so.

Setting	What it does	Default	Allowed values
Additional trainer role	Gives trainer access to one more role. It is only one of four ways someone becomes a trainer. The others are being an administrator, holding the Clinical Trainer role, and being named as a trainer on a cohort. Changing it never removes access granted those other ways.	Administrator	Any one role on the site

See Who counts as a trainer.

Offline draft autosave

Setting	What it does	Default	Allowed values
Enable offline draft autosave	Saves an in-progress entry in the student’s own browser, so a crash, an accidental navigation away or a dropped connection doesn’t lose it. Drafts belong to the logged-in user, expire after 24 hours, and are deleted on submit and on logout.	Off	On / off
Also save client demographics (name, age, sex) in drafts	Also keeps the client’s name, age and sex in the browser draft. It only appears once autosave is on. The reflection text is saved either way.	Off	On / off

Browser storage isn’t encrypted, so anyone with access to that browser profile can read it. Leave autosave off if your students share computers. See Logging treatments.

Data management

These two options only take effect when the plugin is deleted from the Plugins screen. Deactivating it changes nothing.

Setting	What it does	Default	Allowed values
Delete this plugin’s data — its database tables and settings — when it is uninstalled	Removes the logbook’s database tables and settings on uninstall	Off (keep everything)	On / off
Also delete all uploaded evidence files when the plugin is uninstalled	Removes the evidence files kept in the plugin’s private storage on uninstall. This works on its own: it deletes files even if the data option above is off.	Off	On / off

Saved Bunny and Google Drive credentials and the encryption key are always removed on uninstall, whatever these options say.

Pro has its own Delete data on uninstall option on the Licensing tab. Note how the two interact. When you uninstall Pro while the free plugin is still installed, Pro deletes its own data if either its own option or the free plugin’s Delete this plugin’s data option is on. See What happens on uninstall.

Evidence Defaults tab

Screen: Plugin Settings → Evidence Defaults · Save button: Save Evidence Defaults

These defaults apply across the whole site. Whether notes or a reflection are required is set per clinic type on the Clinic Minimums & Evidence tab.

Setting	What it does	Default	Allowed values
Accepted types	File types students can upload as treatment notes. The upload dialog and the server check both use this list.	All six ticked	PDF (.pdf), Word (.docx), Word (.doc), Rich Text (.rtf), Plain Text (.txt), Image files (.jpg, .png, .gif, .webp). Ticking nothing restores the full default list.
Notes upload helper text	Text shown under the treatment-notes upload field	Blank (shows “Upload scans or documents that summarise diagnostics and treatment outcomes.”)	Text with limited HTML
Delete replaced evidence files	When a student replaces the notes on an existing entry, deletes the old file if nothing else uses it. Only files the plugin manages are deleted.	Off	On / off
Cleanup providers: WordPress media (plugin-marked files only)	Includes the plugin’s on-server evidence store when looking for unlinked files	On	On / off

The image option accepts .jpg, .jpeg, .png, .gif, .webp and .heic files.

Upload size (free plugin). There’s no size setting in the free plugin. An evidence file can be up to 25 MB, or your server’s PHP upload limit if that is lower.

Setting	What it does	Default	Allowed values
Cleanup providers: Bunny tracked objects	Includes Bunny CDN files in unlinked-file checks	On	On / off
Cleanup providers: Google Drive indexed objects	Includes Google Drive files in unlinked-file checks	Off	On / off

The Unlinked Files Cleanup section on the Cloud Storage tab has its own copies of these three provider checkboxes. Ticking one there adds that provider to a single preview. Unticking one there doesn’t remove a provider that’s ticked here: a provider switched on on Evidence Defaults is always included in the preview.

Reflection Settings tab

Screen: Plugin Settings → Reflection Settings · Save button: Save Reflection Settings

Setting	What it does	Default	Allowed values
Reflection helper text	Text shown under the reflection box on the entry form, unless the clinic type has its own reflection prompt	Blank (shows “Capture insights, surprises, or follow-up plans—collected once per entry.”)	Text with limited HTML

Minimum word counts and whether a reflection is required are set per clinic type on Clinic Minimums & Evidence.

Setting	What it does	Default	Allowed values
Reflections button label	Text on the navigation button that links to the student’s reflective journal. The journal page itself is assigned on Site Setup.	Blank (shows Review Reflections)	Any text
Enable reflection feedback	Lets trainers (in the Trainer Workspace) and administrators (on Reflections Overview) leave feedback on student reflections	Off	On / off
Feedback email notification	Emails the student when feedback is left on their reflection	Off	On / off

See Reflections, journal and feedback.

Upgrade to Pro tab

Screen: Plugin Settings → Upgrade to Pro (free plugin only)

This tab has no settings. It lists what Pro adds and has a Learn more about Pro link. It disappears when Pro is active.

Cloud Storage tab

Screen: Plugin Settings → Cloud Storage. Each section saves separately. For setup steps, see Cloud storage.

General Storage (Save Storage Preference)

Setting	What it does	Default	Allowed values
Active storage	Where new evidence uploads go. Files already uploaded stay where they are.	Auto — use highest-priority configured provider	Auto (Bunny CDN if configured, otherwise Google Drive, otherwise on-server storage), Bunny CDN, Google Drive, WordPress media library. A provider that isn’t configured shows “(not configured)” and can’t be chosen.

The WordPress media library option is the plugin’s private on-server evidence store. Despite the name, it doesn’t use the public Media Library.

Bunny Storage (Save Bunny Settings)

Setting	What it does	Default	Allowed values
Storage zone name	Your Bunny.net storage zone	Blank	Text
Storage region	The region your storage zone is in	— Select region —	Falkenstein (de), New York (ny), Los Angeles (la), Singapore (sg), Sydney (syd), London (uk)
Storage API key	The storage zone password	Blank	Text. It’s never shown again after saving. Leave it blank to keep the saved key.
Pull zone hostname	Your pull-zone hostname, without `https://`	Blank	For example `yourzone.b-cdn.net`
Pull zone token key	Token authentication key for the pull zone	Blank	Text. It’s never shown again. Leave it blank to keep the saved key.
Max upload size (MB)	Largest evidence file accepted for Bunny uploads	50	1 to 500. The real limit is whichever is lower, this value or your server’s PHP upload limit. The screen warns you if this value is higher.

wp-config.php alternative. You can define any of DCLB_BUNNY_STORAGE_ZONE, DCLB_BUNNY_REGION, DCLB_BUNNY_API_KEY, DCLB_BUNNY_PULL_ZONE, DCLB_BUNNY_PULL_TOKEN and DCLB_BUNNY_MAX_SIZE in wp-config.php. A defined constant always beats the saved value. When the credentials are defined there, the credential fields are hidden. A Clear stored Bunny credentials from the database checkbox then lets you remove the copies saved in the database.

Google Drive Storage (Save Google Drive Settings, Test Connection)

Setting	What it does	Default	Allowed values
Drive folder ID	The Shared Drive folder that evidence goes into. Service accounts can’t upload to a personal “My Drive” folder.	Blank	The ID from the folder’s URL
Service account JSON	The service account key downloaded from Google Cloud Console. It’s stored encrypted and never shown again.	Blank	The full JSON key. It is only saved if it contains `private_key` and `client_email`. Leave the box blank to keep the saved key.

wp-config.php alternative. Define DCLB_GDRIVE_SERVICE_ACCOUNT_JSON and the text box is disabled. A Remove stored key from the database checkbox then appears. If you define DCLB_SECRET_KEY, the key that encrypts saved credentials stays out of the database. Then a database dump alone can’t decrypt them.

Storage Migration

These are actions rather than settings. Choose Bunny → Google Drive or Google Drive → Bunny, then Check pending files and Run migration. Both providers must be configured first.

Unlinked Files Cleanup

Choose which providers to include, select Preview unlinked files, review the list, tick I understand selected files will be permanently deleted and cannot be recovered., then select Delete selected files. Nothing here is saved as a setting. Providers switched on under Evidence Defaults → Cleanup providers are always included, even if you untick them here.

Evidence Delete Failures (Admin)

This is a log of evidence files that couldn’t be deleted, with a Clear failure log button. It has no settings.

Notifications & Review tab

Screen: Plugin Settings → Notifications & Review. The tab has three sections. Each saves separately, and if you try to save one while another has unsaved changes, the screen asks you to confirm.

Email Notifications (Save Notification Settings)

Setting	What it does	Default	Allowed values
Enable reminders	Sends a weekly digest to students who have saved entries with missing evidence	Off	On / off
Send on	Day of the week the digest goes out	Monday	Monday to Sunday
Send at	Time of day, in the site’s timezone	09:00	Any time (24-hour)
Email subject	Subject line of the digest	Blank (shows “Reminder: incomplete logbook entries — {your site name}”)	Text
Email body	Body of the digest	Blank (uses the built-in template)	HTML. Placeholders: `{first_name}`, `{last_name}`, `{incomplete_count}`, `{treatment_list}`, `{site_name}`, `{site_url}`, `{unsubscribe_url}`

If you remove {unsubscribe_url} from a custom body, students can no longer unsubscribe themselves. Digests only go to students with a current active allocation. See Reminder emails.

Per-Student Reminder Opt-Out

This section lists every user with an eligible student role, 20 per page, and shows whether each one is Subscribed or Unsubscribed to the weekly digest. Use Opt out or Re-enable to change one student. Everyone starts subscribed.

Privacy & Notes Review (Save Review Settings)

Setting	What it does	Default	Allowed values
Enable privacy review	Lets trainers review entries for patient-identifiable information	Off	On / off
Enable notes completeness review	Lets trainers flag entries whose treatment notes are insufficient	Off	On / off
Progress counting: Exclude flagged entries from requirement progress counts	Flagged entries don’t count towards progress until they’re resolved	On	On / off
Privacy flag reasons	Quick-select reasons offered when flagging a privacy issue, one per line. Trainers can also type their own.	Blank (offers the four built-in reasons)	Text, one reason per line
Notes incomplete reasons	Quick-select reasons for flagging notes as incomplete, one per line	Blank (offers the four built-in reasons)	Text, one reason per line
Privacy Flag → Enable email	Emails the student when an entry is flagged for privacy	On	On / off
Privacy Flag → Email subject	Subject of that email	Blank (shows “Action required: Privacy issue with your treatment notes”)	Text
Privacy Flag → Email body	Body of that email	Blank (uses the built-in template)	HTML. Placeholders: `{first_name}`, `{last_name}`, `{treatment_date}`, `{treatment_number}`, `{flag_reason}`, `{entry_url}`, `{site_name}`
Privacy Flag → Student banner	Banner shown on the student’s entry form while the entry is flagged	Blank (uses the built-in banner)	HTML. Placeholder: `{flag_reason}`
Treatment Notes Incomplete → Enable email	Emails the student when an entry is flagged as incomplete	On	On / off
Treatment Notes Incomplete → Email subject	Subject of that email	Blank (shows “Action required: Your treatment notes are incomplete”)	Text
Treatment Notes Incomplete → Email body	Body of that email	Blank (uses the built-in template)	HTML. Same placeholders as the privacy email.
Treatment Notes Incomplete → Student banner	Banner shown while the entry is flagged as incomplete	Blank (uses the built-in banner)	HTML. Placeholder: `{flag_reason}`

The flag emails only send while their review track is turned on. See Evidence review.

Licensing tab

Screen: Plugin Settings → Licensing

Setting	What it does	Default	Allowed values
License Key	Activates your Pro licence on this site so the site receives Pro updates. Buttons: Activate License, Deactivate, Activate a Different Key.	Blank (status Inactive)	Your licence key. Once saved it’s shown masked.
Delete data on uninstall	When Pro is uninstalled, permanently deletes Pro’s tables and settings: cohorts, allocations, audit logs, evidence objects and Pro configuration. Cloud-stored evidence files are also removed, on a best-effort basis. Saved with Save Data Retention Setting.	Off	On / off

Licensing never turns features off. Without an active licence, Pro keeps working and only automatic updates stop. Licence credentials are always removed on uninstall. See Licensing and updates.

Settings on other Pro screens

Setting	Where	What it does	Default
Lock a student’s allocation automatically when its level is complete	Student Allocations → Automatic locking	Locks an allocation once every required requirement for its level is met. You can still unlock it by hand.	Off
Count treatments logged before cohort assignment	Cohort Progress toolbar	Includes entries logged before the student joined the cohort in the cohort’s totals	On

Logbook Configuration tabs

Screen: Clinical Training Logbook → Logbook Configuration. These tabs hold your program catalogue. Each item is a record you add, edit and delete, not a single on/off setting. The full guide is Program catalogue. Here are the fields and their starting values:

Tab	Fields (as labelled)	Notes
Levels	Name, Slug, Description, Sort Order	Students log entries against a level.
Clinic Types	Name, Slug, Applies To Levels, Sort Order	Each clinic type must apply to at least one level.
Interventions	Label, Slug, Category, Description, Applies To Levels, Clinic Types (optional)	Leave levels empty to apply to all levels, and clinic types empty to show for every clinic.
Requirements	How many times an intervention must be logged for a level	See Requirements.

Clinic Minimums & Evidence tab

You set these per level and clinic type with Set Clinic Minimum.

Setting	What it does	Default	Allowed values
Minimum Count	Treatments a student must complete at this clinic type	0	0 or more
Require treatment notes to be uploaded	Makes a notes upload part of a complete entry	Off	On / off
Require written reflection	Makes a reflection part of a complete entry	Off	On / off
Enforcement (notes and reflection)	What happens when required evidence is missing at save. The free plugin only has Hard, so no selector is shown.	Hard — block save until provided	Free: Hard. Pro adds Soft — allow save, show warning and Reminder chain — allow save, escalating email reminders.
Reflection minimum words	Minimum length a required reflection must reach	0 (no minimum)	0 or more
Reflection prompt	Replaces the site-wide reflection helper text for this clinic type	Blank	Text with limited HTML
Clinic notes for students	Notes shown in the student’s overview under program progress	Blank	Text with links and lists

Cohorts tab

Create Cohort fields: Cohort Name, Level, Program Stream, Intake Year, Trainers, Dates (start and end, for information only), Bridge Options, Notes, and Capture requirement snapshot immediately after saving. The Trainers list shows administrators, users with the Additional trainer role, and users with the Clinical Trainer role (or any role with the same trainer capability). See Cohorts and cohort progress.

wp-config.php constants

Constant	Effect	Plugin
`DCLB_EVIDENCE_PRIVATE_DIR`	Puts the private evidence store in a folder you choose. Use a path that isn’t publicly reachable.	Free
`DCLB_SECRET_KEY`	Keeps the key that encrypts saved credentials out of the database	Free (used by Pro’s cloud credentials)
`DCLB_BUNNY_STORAGE_ZONE`, `DCLB_BUNNY_REGION`, `DCLB_BUNNY_API_KEY`, `DCLB_BUNNY_PULL_ZONE`, `DCLB_BUNNY_PULL_TOKEN`, `DCLB_BUNNY_MAX_SIZE`	Bunny settings. A defined constant overrides the matching saved setting.	Pro
`DCLB_GDRIVE_SERVICE_ACCOUNT_JSON`	Google Drive service-account key	Pro

Store credential values only in wp-config.php or your host’s secrets manager. Never put them in documentation or shared files.

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