Setting Up Social Planner

The Social Planner is your centralized hub for scheduling and publishing posts across Facebook, Instagram, Google Business Profile, LinkedIn, TikTok, YouTube, Pinterest, and X. This guide walks you through connecting your accounts, understanding the interface, and scheduling your first posts.

Prerequisites

Before you begin, make sure you have:

• Administrator or user access to the sub-account where you want to manage social media
• Login credentials for the social media accounts you plan to connect (Facebook, Instagram, LinkedIn, Google Business Profile, etc.)
• Admin or page manager permissions for Facebook Pages or LinkedIn company pages you want to connect
• Instagram Business account (not a personal account) if you plan to schedule Instagram posts
• Google Business Profile ownership or management access for GBP posting

Connect Your First Social Account

The Social Planner requires at least one connected account before you can create posts.

Navigate to Marketing > Social Planner in your sub-account dashboard. The main calendar view appears, displaying a monthly layout of all scheduled, published, and draft posts. At the top of the screen, look for the Settings gear icon and click it. Select Connect Social to open the platform connection menu.

Choose the social network you want to connect first. For most businesses, starting with Facebook makes sense because it also unlocks Instagram connectivity. Click the Facebook button, then log in using the Facebook account that manages the Page you want to connect. Facebook prompts you to authorize access and select which Pages you want to link. Choose your Page and click Authorize.

Once connected, your Facebook Page appears in the channel selector whenever you create a new post. The Settings panel shows the connection status as active with a green indicator. Return to the main Social Planner screen and repeat this process for each additional social account you want to manage.

For Instagram Business accounts, connect them through the Facebook connection flow. Instagram Business accounts must be linked to a Facebook Page. Once both are connected, Instagram appears as a separate channel option in the post composer.

For Google Business Profile, select GBP from the connection menu and authorize with the Google account that owns or manages your business listing. Select your location from the list of available profiles and confirm the connection.

For LinkedIn, you can connect both personal profiles and company pages. Choose the appropriate option, log in, and authorize access. If connecting a company page, make sure you have admin permissions.

Explore the Social Planner Interface

The Social Planner offers three views for managing content. Toggle between them using the tabs at the top of the screen.

Calendar View displays a visual monthly layout showing all scheduled, published, and draft posts. Each date shows the number of posts scheduled for that day. Click any date to see post details or add a new post for that specific day. Drag existing posts to different dates to reschedule them quickly.

List View presents upcoming posts in chronological order with status indicators. This view makes it easy to scan your posting schedule, edit individual posts, or delete drafts. Use this view when you need to review post details without the visual context of the calendar.

Content View organizes posts by type. The Recurring Posts tab shows parent posts that repeat on a schedule. The Drafts tab displays saved posts that have not been scheduled yet. The Published tab archives posts that have already gone live. Use this view to manage recurring content and review past performance.

Create and Schedule Your First Post

From the Social Planner calendar, click the New Post button in the top-right corner. Select Create New Post from the dropdown menu to open the post composer.

The composer opens with a channel selector at the top. Click Select Socials (the plus icon) and choose the connected accounts where you want to publish. You can select multiple channels at once. If you select more than one, the composer displays a Customize Each Post button that lets you tailor captions, hashtags, and media for each network individually.

Write your post content in the main text editor. Format your message with bold text, hashtags, and links as needed. The composer displays a character count for each selected platform, warning you if your message exceeds any platform’s limits.

To add images or videos, click the media icon in the composer toolbar. You can upload files from your computer, pull assets from the Media Library, or use Generate Image with AI to create custom visuals through Content AI. Facebook and Instagram support image carousels, so you can add multiple images to a single post. Other platforms like Google Business Profile support only one image per post.

For video posts, select the video type based on your target platform: standard video, Facebook Reels, Instagram Reels, YouTube Shorts, or TikTok videos. Upload your video file and optionally add a custom thumbnail by hovering over the video preview and clicking the pencil icon.

When your content is ready, choose a publishing option at the bottom of the composer:

• Post Now publishes the post immediately to all selected channels
• Schedule for Later opens a date and time picker so you can set a specific publish time
• Save for Later saves the post as a draft without scheduling it
• Send for Approval routes the post through your team’s approval workflow before publishing
• Schedule as Recurring creates a repeating post on a daily, weekly, monthly, or yearly schedule

Select Schedule for Later, choose a date and time, and click Schedule. The post appears on the calendar at the scheduled time. The status indicator shows it is queued for automatic publishing.

Set Up Your First Recurring Post

Recurring posts let you schedule evergreen content that repeats automatically. This is ideal for weekly tips, monthly promotions, daily quotes, or annual reminders.

From the Social Planner, click New Post and select Create New Post. Compose your content and attach media as usual. When you reach the publishing options, select Schedule as Recurring instead of scheduling once.

Choose your repeat frequency: Daily, Weekly, Monthly, or Yearly. Set the start date and time for the first post in the series. Define the end date (optional). If you leave the end date blank, the post repeats indefinitely until you manually delete the parent post.

Click Schedule to create the recurring series. The parent post appears in the Content > Recurring Posts tab. Individual scheduled instances (child posts) appear on the calendar. Editing the parent post updates all future instances. Editing a single child post affects only that occurrence.

Configure Approval Workflows

If you manage client accounts or work with a team that requires review before posts go live, enable the approval workflow.

When creating or scheduling a post, select Send for Approval from the publishing options. A dropdown appears asking you to choose an approver from your team members. Select the appropriate person and click Submit for Approval.

The approver receives an in-app notification and can review the post. They can approve it (which queues it for the scheduled time), reject it with feedback (which returns it to draft status), or request edits. Rejected posts remain in the Drafts tab where you can revise and resubmit them.

This workflow is especially valuable for agencies managing multiple client accounts where content must be reviewed and approved before publishing.

Test Your Setup

Verify that your Social Planner is configured correctly by checking these items:

• All intended social accounts show as connected in the Settings panel with green active indicators
• You can see the calendar, list, and content views and toggle between them
• When you create a new post, all connected accounts appear in the channel selector
• A test post scheduled for a future date appears on the calendar at the correct time
• Any recurring posts you created show a parent entry in the Content > Recurring Posts tab and individual child posts on the calendar

If any connected account shows a disconnected status, click Settings > Connect Social and reauthorize the account. Expired tokens are the most common cause of connection issues.

Next Steps

Now that your Social Planner is set up, explore these advanced features:

• Learn about bulk scheduling with CSV uploads for managing large content calendars in the Social Planner guide
• Set up GMB Posting to automatically publish updates and offers to your Google Business Profile
• Use Content AI to generate social media captions and images directly in the post composer
• Configure Social RSS to automatically share new blog posts and content from RSS feeds
• Organize your visual assets in the Media Library for quick access when creating posts