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Initialize a new MBOS installation

Chapter 3.0 Captured · Installation & Setup Complete the required first-run setup in the correct order before personalizing the website. Navigate: WordPress Dashboard What does this control? Chapter 3 prepares Bookly, Jetpack CRM, Mail Campaigns, and MBOS so the seeded website and business workflows can operate correctly. How do I complete it? Upload and activate…

Chapter 3.0

Captured · Installation & Setup

Complete the required first-run setup in the correct order before personalizing the website.

Navigate: WordPress Dashboard

What does this control?

Chapter 3 prepares Bookly, Jetpack CRM, Mail Campaigns, and MBOS so the seeded website and business workflows can operate correctly.

How do I complete it?

  1. Upload and activate every required plugin.
  2. Complete Bookly’s initial setup wizard.
  3. Complete Jetpack CRM’s initial setup wizard.
  4. Allow Mail Campaigns to complete its first-run initialization.
  5. Validate and apply the MBOS seed package.
  6. Update the Bookly staff member details.

Why is this useful?

Completing these tasks in sequence prevents missing database tables, unfinished plugin setup, and incomplete seed imports.

How do I verify it?

  • All required plugins are active.
  • Bookly opens without displaying its setup wizard.
  • Jetpack CRM opens to its dashboard.
  • Mail → Campaigns loads normally.
  • The MBOS Seed Engine reports a completed import without validation blockers.

Important:

  • Complete Chapter 3 in order. Do not seed MBOS before the other plugins have finished their first-run initialization.

Still need help?

If this article didn’t solve the problem, send WNYpress the details and we’ll help you with the next step.