Training and Help

Add Replacement Code

In order to add a custom replacement code go to the Replacements tab under the MBR CRM menu. Once you click on the tab, you

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Appointment Notification

The MBR CRM Booking calendar sends an appointment notification when a contact interacts There are two types of notifications. Contact Notification Admin Notification Contact Notification

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Broadcast Reporting

Once you have sent a broadcast you can see its effectiveness through the broadcast reporting dashboard                  

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Calendar Settings

MBR CRM Booking Calendar provides calendar settings that allow owners to manage their appointments efficiently and with ease General Settings Booking Calendar contains distinct setting

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Create a Web Form

You can use Web Forms to collect contact information and start funnels. This is generally the most common tool to capture contact data. MBR CRM

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Custom Fields in Forms

You can collect custom information about a contact using custom fields As an example, add an “input” field in the form builder. Clicking the button

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Database Issues

If you are experiencing database issues then it’s most likely a result of the Databases not being installed properly during activation. You can manually re-install

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