CBS CMS — how-to guides

Step-by-step picture guides for each role — and the narrated training videos.

► Watch the training videos

Rep

Taking an order on the phone

Everything a rep needs: sign in, take a customer through the three-step deal screen, then send their proof — or the full deal with the invoice — before you hang up. You never touch the admin system.

Open guide →Manager

Running the daily office

The day-to-day engine room: work the dashboard, handle orders, confirm and chase payments, deal with replies, and get books printed, posted and dispatched to schools.

Open guide →Owner

Setting up & overseeing

You can do everything in the Manager guide — this covers the owner-only controls: setting up a campaign and its payments, branding, staff and roles, the numbers, and the safety switches.

Open guide →
How to use these. Read top to bottom — each numbered step shows the real screen, what to click, and the narration to record over it. Start new staff on the guide for their role: Reps take orders on the phone; Managers run the daily office work; Owners set everything up and keep an eye on the numbers. Built on a safe training copy of the system, so nothing here sends real emails, texts or card charges.