Settings

Settings (CRM)

This article walks you through the Settings section of your CRM, where you manage business details, billing, communication, users, finance, integrations, and API access.

For formatting reference, see:

The Key Steps

  1. Click Settings in the left-hand navigation menu of your CRM.

From here, you’ll see multiple sections on the left-hand side:

  • General
  • Billing
  • Communication
  • Communication Wallet
  • Users
  • Roles & Permissions
  • Finance
  • Apps
  • API

General Settings

  1. Click General.

This is where you manage your core business information.

You can update:

  • Business Name
  • Industry (Martial Arts or Dance)
  • Location Name
  • Logo
  • Time Zone
  • City & Address
  • Social Media Links

Beta Features

  1. Review and opt into available Beta Features.

For example:

  • Directory Listing – Lists your location in a public explore directory to help improve visibility and SEO in your area.

You can enable or disable beta features individually.

Billing

  1. Click Billing.

Here you can:

  • View your active Market Muscles subscription
  • See billing details
  • Review payment history

If you are on a demo account, no active subscription will appear.

Communication Settings

  1. Click Communication.

This section allows you to configure:

  • From Email Name
  • From Email Address
  • Reply-To Email Address
  • Custom Sending Domain (for email verification and deliverability)

You can also configure your TCPA consent message, which will be included in automations requiring SMS consent.

Communication Wallet (SMS & Calls)

  1. Click Communication Wallet.

This is where you manage SMS and call credits.

Current rates:

  • $0.01 to send SMS
  • $0.01 to receive SMS
  • $0.04 per call

You can:

  • Manually top up credits
  • Enable Auto Top-Up (automatically charges your Market Muscles account when balance is low)

Charges will appear as Market Muscles — not Twilio.

You can also view:

  • Transaction history
  • Manual adjustments
  • Previous payments

Users

  1. Click Users.

This is where you manage team access.

You can:

  • Invite a new user
  • Enter their email address
  • Assign a role (Owner, Admin, Staff)
  • Assign permission levels
  • Choose which locations they can access (if multi-location)

Roles & Permissions

  1. Click Roles & Permissions.

Here you can:

  • View existing roles
  • Create a new custom role
  • Edit permissions for each role

When creating a role:

  • Name the role
  • Select specific permissions
  • Restrict access based on job function

This allows you to lock down system access based on responsibilities.

Finance Settings

  1. Click Finance.

This is where you configure your payment gateway and financial settings.

Payment Gateway

You can connect:

  • Stripe
  • Authorize.net
  • PayPal

Processing fees are typically 2.9% + $0.30 per transaction.

You may also enable ACH bank transfers.

⚠️ Important:
Once a gateway is selected and you have active subscriptions, you cannot switch gateways unless all active subscriptions are canceled.

Additional Finance Settings

You can also configure:

  • Location Currency
  • Exchange tracking (for reporting only)
  • Tax Rate

Taxes can be applied to:

  • Memberships
  • Events & Seminars
  • Point of Sale items

You’ll also see a fee summary breakdown including subtotal and total charge.

Apps & Integrations

  1. Click Apps.

This is where you manage integrations.

Examples include:

  • KickSite (requires subdomain & client ID)
  • Facebook Ads account selection
  • SMS & Phone Number settings

You can:

  • View your assigned phone number
  • Configure call routing
  • Enable automatic call recording
  • Disconnect integrations if needed

API Access

  1. Click API.

Here you can:

  • Create a custom API key
  • Name your API
  • Use it for external integrations (e.g., Zapier or custom builds)

This is ideal for advanced users who want to create custom workflows or integrations outside the system.

Summary

The Settings section allows you to:

  • Manage business details and branding
  • View subscription and billing information
  • Configure email and SMS communication
  • Control user access and permissions
  • Set up payment processing and taxes
  • Manage integrations and phone settings
  • Create custom API connections

If you need assistance configuring any of these settings, the Market Muscles Support Team is always happy to help!