Upload and activate the required plugins

Chapter 3.1

Captured · Installation & Setup

Upload and activate MBOS, Bookly, Jetpack CRM, Mail Campaigns, and the required Jetpack CRM extensions.

Navigate: WordPress Dashboard → Plugins → Add Plugin / Installed Plugins

What does this control?

These plugins provide scheduling, customer management, email campaigns, invoicing, automations, and the MBOS operating layer.

How do I complete it?

1. Upload each supplied plugin ZIP from Plugins → Add Plugin → Upload Plugin.
2. After each upload, select Activate Plugin.
3. Open Plugins → Installed Plugins.
4. Confirm that every required plugin listed in this article is present and active.

Required plugins

• Bookly
• Jetpack CRM
• Jetpack CRM Extension: Advanced Segments
• Jetpack CRM Extension: Automations
• Jetpack CRM Extension: Bulk Tagger
• Jetpack CRM Extension: Client Portal Pro
• Jetpack CRM Extension: Invoicing Pro
• Jetpack CRM Extension: Mail Campaigns
• Jetpack CRM Extension: System Emails Pro
• Mobile Business OS

Why is this useful?

The first-run setup screens and MBOS Seed Engine depend on these plugins being installed and active.

How do I verify it?

• Each required plugin shows a Deactivate link rather than Activate.
• No required plugin reports an activation error.

Important:

• The screenshot shows the required plugins selected before bulk activation. Plugin version numbers may be newer than those shown.