Assigning a Book to a School

To enable your school to begin working on their yearbook, you need to assign a book to them. Assigning a book will utilize one of your available licenses. If you don't have any licenses remaining, you'll need to purchase additional ones before assigning a yearbook. For assistance, please contact us at [email protected].

1 - To assign a book, navigate to "Manage Schools" tab in the left-side menu, as shown in the screenshot.

The "Manage Schools" tab displays a list of all active schools, including their School ID and the number of books assigned to each. You can reorder the list alphabetically or by quantity using the up/down arrows.

Tip: If a school is no longer active, you can set it to inactive to view only the schools you are currently supporting. You can reactivate a school at any time. [Click here to learn more].

2 - To assign a new book to a client, click View next to their row.

3 - Click on the Create new book button under their Books tab.

4 - Complete the form to assign a license to the school. 

A - Set the School's Book Title

The title will appear in the school's Book Manager. A clear and descriptive title is important as it helps both you and the school identify the purpose of the book. For example, use the year if it’s a yearbook, such as "2024-2025 Yearbook." This is especially helpful if the school has multiple books, like a supplement or sports book, making it easier for them to log into the correct book.

B - Select the Book Product for the School

Choose the appropriate book product for the school, which can be defined in the "Manage Book Products" tab. Depending on the selected product, certain cover options may be available for activation. Activate only the necessary cover options based on the school's specific requirements.

C - Set the Page Count (Optional)

You can specify a set number of pages, which is particularly useful if the book product allows a certain range of pages. This helps ensure the book meets the desired format.

D - Set Submission Deadlines

Set deadlines for both the book and cover submissions. These deadlines will be visible to the school in their Book Manager, ensuring they are aware of their due dates. Covers are often submitted earlier than the interior pages so they can be preprinted and ready for binding.

E - Add the Book Administrator

In the "Book Administrator" section, enter the contact details of the person responsible for setting up the initial account and managing the book. Ensure the email address is correct, as this is where important access and setup information will be sent.

Once all information is filled in, click ADD to create the book.
An email will be sent to the Book Administrator with instructions to complete registration and set their password credentials.

IMPORTANT: You can create multiple books for a school. For example, you might make a sportsbook or a supplement book. You can create a new book under the same school when the next season begins. This way, all books are under the same school, easing the process for a school to start a new yearbook with previous book assets and layouts.

Once the book has been added, a book will be recorded under the school's book option. Note that the book will be marked as Unregistered until the administrator logs into the account, and that the email invitation will be marked as queued.

The invitation email will be sent to the contact person specified in the book registration form. The email will provide them with the information required to login to their book.

Until the client sets the account password, the book will remain as unregistered - this status will change one the administrator logs into the book following the instructions sent at the time the book was created.