Skip to main content

💪 How do I get started?

Set up Post Planner in 3 steps, then level up with our 11-step Getting Started checklist

Written by Joshua Parkinson

The fastest way to learn Post Planner is our Getting Started checklist: 11 short steps, each with a quick demo and a full guide.

Start with the quick tour and connecting your social accounts, since everything else builds on them. Then do the rest in any order.

🎥 The 30-second tour

In this article, you'll learn:

🚀 Set up Post Planner in 3 steps

Your Home page shows these 3 steps when you start. Each one gets a green check when it's done:

  1. Connect your Socials — connect at least one social network in Settings > Social Networks, then click each profile you want to post to, so it gets a green check. See How do I connect my social accounts?

  2. Setup your Posting Plan — add posting times to your plan in Plan. Post Planner publishes your queued posts at these times. See How do I set up my Posting Plan?

  3. Create your first Posts — schedule at least one post in the Composer. See How do I create & schedule posts?

NOTE: Your posts go out in your time zone. To check or change it, go to Settings > Account, choose your time zone, check "Apply this timezone to all plans" so your Posting Plan uses it too, and click "Save changes". See Time zone.

✅ The Getting Started checklist

The Getting Started checklist has 11 steps in two groups. Expand any step to watch a quick demo and open its full guide.

Get set up

  • Get a quick tour — a walkthrough of what every tab does, so you know where everything lives. It's the demo at the top of this article.

  • Connect your social accounts — link Facebook, Instagram and more, then activate each one.

  • Organize your content with Buckets — Buckets are content categories (like quotes, promos or tips) that feed your Posting Plan.

  • Build your Posting Plan — set your posting times once, and Post Planner publishes your queued posts at those times.

  • Find great content — discover posts, Streams and ideas to keep your queue full.

  • Create your first post — write a post (or create one with AI), tailor it for each network, and schedule it.

  • Schedule posts in bulk — turn a spreadsheet, a folder of images, Library videos, an RSS feed, content from your feeds or images from the web (with our Chrome extension) into dozens of posts in minutes.

Level up

❓ FAQ

Is there a mobile app?

Yes. Post Planner has an app for iPhone and Android. See How do I access the mobile app?

What happens when my free trial ends?

You choose a paid plan or switch to the Free plan. You can choose a plan anytime in Settings > Subscription. See What happens when your trial ends?

Did this answer your question?