The map: what each menu section is for

Result

Your sub-account speaks your team's language, runs on your business's time zone, and you can explain what each floor of the menu is for.

Estimated time

50 minutes

Cost

US$ 0.

Analogy

Step-by-step guide

Today you choose the interface language. If part of your team works in Spanish, AXIS always gives both names: the English interface label and, in parentheses, the Spanish one. The Spanish interface is only partly translated and some names are wrong (Opportunities shows as «Clientes Potenciales», Pipelines as «Secuencia» and Memberships as «Suscripciones»), which is why AXIS gives both names.

1. 01

   Set the sub-account's language

   Settings → Business Profile → Platform LanguageCopy path

   In a Spanish-language account: Configuración → Perfil de empresa → Idioma de la plataforma

   Go into your sub-account (check the switcher in the top left) and open Settings → Business Profile.

   Scroll to the Business Physical Address section. Under Platform Language, choose the language most of your team uses (Spanish shows as Spanish) and save.

   If someone prefers another language, they change it for their own user under Settings → My Profile, in Platform Language. It doesn't affect anyone else.

   Key points

   • The sub-account language is everyone's default; the one in your profile applies only to you. That's how a bilingual front desk works in one account.
   • My Profile only appears in Settings if you're a user of the sub-account. That's why you added yourself in mission 2.
   • If a screen has no translation, it shows in English. That's normal.

   Source: F7

2. 02

   Set your business's time zone

   Settings → Business Profile → Time ZoneCopy path

   In a Spanish-language account: Configuración → Perfil de empresa → Zona horaria

   On the same Business Profile page, in the Business Physical Address section, find Time Zone, next to the business address.

   Choose the time zone where your business serves customers, not yours if you live elsewhere. Options look like GMT-04:00 America/New_York (EDT): offset, zone name and abbreviation. For the practice account, U.S. Central Time: the one with America/Chicago.

   Save.

   Key points

   • Workflows set to the account's time zone run their timed actions on it. If it's wrong, reminders go out at the wrong hour.
   • The business time zone is one for the whole sub-account. A teammate in another state sees appointments in their own time without changing it.
   • They do it under Settings → Calendars → Preferences → My preference → View appointments in, which defaults to Business timezone. It's also under Settings → My Profile → Calendar.

   Source: F8, F9, F10

   Settings → Business Profile

   General InformationLocation ID: covered in your screenshot

   Business Physical Address

   1Platform LanguageThe language most of your team uses

   2Time ZoneWhere your business serves customers: America/Chicago for the practice account

   Workflows set to the account’s time zone use it; each calendar takes the time zone of its availability schedule

   Settings → Business Profile → Business Physical Address

3. 03

   Walk the floors of the menu

   Use the interactive below: tap each section and read what it's for.

   Then walk your real menu top to bottom without setting anything up yet. Just look at what's on each floor.

   Write down the three sections you'll work in this week: Contacts (mission 6), Opportunities (mission 7) and Automation (mission 11).

   Key points

   • Order and names can vary slightly between accounts: HighLevel renames sections (Media Library became Media Storage), and some only appear on certain plans or permissions.
   • Calendars holds your schedule: you see appointments there. Each calendar and its notifications are set up under Settings → Calendars. You'll do it in mission 9.

   Source: F1, F2, F3, F4, F5, F15, F16, F6, F13, F14

4. 04

   If your menu doesn't match AXIS

   First, check the switcher: the agency menu and the sub-account menu are different.

   Some features are early access and live under Settings → Labs. If a lesson uses one, it will say so.

   The agency can hide features in each sub-account, and each user's permissions also change what they see.

   Launchpad, the getting-started task list, shows in the menu, but a brand-new sub-account may open on Dashboard instead. HighLevel rolls it out gradually: if you don't see it, you're not missing anything.

   Key points

   • Ask AI and AI Agents show in the menu even without an AI plan. Ask AI requires an AI plan (pay per use, AI Growth or AI Employee). AI Agents has a free tier and bills AI token usage. You don't need them in AXIS Launch.

   Source: F1, F11, F12, F6, F14

Interactive

The building directory

This interactive is used inside your AXIS account.

If it breaks

The mistakes that repeat most, and the way out.