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Help Topics
CRM Additional Features
What is the Daily Summary for?
How do I edit the language on my waivers?
How do I add rewards points to a client account?
Where can I view how many rewards points a client has?
How can I review my NPS scores in AXLE?
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CRM Follow Ups
How do I create new follow up buckets?
How do I delete a scheduled follow up?
Where can I see if a client has a scheduled follow up?
What is the difference between a Follow Up List and a Client List?
How do I create a Tagged List?
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CRM General Information
How do I log into the AXLE Portal?
How do I set up users in AXLE?
Do I need to add each employee individually or can I use one login for everyone?
How do I schedule an AXLE onboarding call?
I forgot my AXLE Portal password and can’t log in?
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CRM Marketing Campaigns
How do I set up Zapier?
How do I send emails from my domain name?
How do I respond to a text?
How do I send out a mass email, text, or push notification?
Can I create an email campaign and a text campaign at the same time?
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CRM Pricing
I’m not seeing pricing available in the portal that I set up in Mindbody.
How do I make edits to a package template?
Can we set up pricing that won’t be shown on the app?
How do I set pricing for new clients only?
Can I schedule pricing to turn on and off during a certain period of time?
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CRM Reporting
On my Dashboard what does Active Person mean?
What is Utilization on my Dashboard?
On my Dashboard what does Lead mean?
How do I view booking and sales data for my app, both at the individual location level as well as for the entire organization?
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Mindbody Settings & AXLE
I’ve merged client information but they are still in the duplicate bucket.
How do I change my booking window?
I want to give my members earlier access to class booking. How do I set up class booking windows that are specific to my membership types?
I found a client with multiple accounts. How do I merge them in AXLE?
When a client opts into the roster inside the Early Cancellation window, does the API trigger Mindbody to send a booking confirmation text & email?
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Onboarding
I didn’t get a calendar invite to the onboarding call I scheduled. What should I do?
I’ve had my onboarding call but still have questions. Who should I reach out to?
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Branded App
Does pricing automatically appear on the app?
Do memberships get set up on auto-pay when someone purchases them on the app?
If I add a class, does it automatically show up on the app?
Can I add a package that is for members only?
How do I add or make changes to the pricing showing on the app?
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Phone System
Can I use my existing studio phone number?
How do I listen to my voicemail on the desktop?
How do I temporarily stop calls ringing to my personal phone?
Where can I review and listen to AXLE Talk call recordings?
I downloaded the AXLE Talk app but it’s asking for an activation code. Where do I get that?
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