For agencies
Set up your agency, build content plans with your team, and share them with clients for approval.
Admins set up the agency, its clients and its team. Creatives prepare plans for the clients assigned to them. Admins review plans and share them with clients.
Contact, at the foot of the app menu, at the end of every docs page and on the welcome page, opens a form: pick a topic, write to us, and we reply by email.
Quick start
Add a client and add its users.
Create a plan and fill the grid with posts and stories.
Select Approve and share when the plan is ready.
Getting started
- Add a client
Add a client to your agency so you can plan content for it.
- Take the product tour
A two-minute walk through the app on a private sample client, for admins and creatives.
- Home
The page you open after signing in: how much storage your agency uses and which plans are waiting on someone.
Clients & team
- Add client users
Give people access to a client's plans and send their welcome sign-in link.
- Invite staff and set roles
Invite Admins and Creatives to your agency and choose which clients each Creative works on.
- Client settings
What you can set on a client's page: its profile, default hashtags, users and email, archiving and deleting.
- Delete a person
Delete a Creative so their name, email and sign-in are gone, while the work they did stays. Client users are removed from a client instead.
Planning
- Create a plan
Start a new content plan for a client.
- Edit posts and stories
Arrange the feed, fill in each post and story set, and approve them internally before sharing.
- Work in the table
See every post, alternative and story of a plan in one list, and edit topics and planned dates in place.
- Add media and import from Drive
Upload photos and videos to a post or story set, fill empty slots in one go, or import from Google Drive.
- Comments and internal notes
Leave notes your team sees, or comments your client sees, on any post, story or grid.
- Live updates
Plans, lists and notifications follow other people's changes without reloading.
- Posts outside a plan
Create a post or story for a client without a plan, work on it in a panel, and add it to a plan later.
Alternatives
- How alternative grids work
Offer your client other versions of some posts as extra grids, and let them choose one.
- Add an alternative
Add another version of a post on a new grid, blank or from a post that is not in a plan, and remove a grid you no longer need.
Sharing & approval
- Preview a plan as your client
See the app exactly as one of your clients sees it, without changing anything.
- Share a plan with your client
Approve a finished plan so your client can see it, comment and approve its posts.
- How client approval works
What your client approves, what you see when they do, and what asks them to approve again.
- Unshare, complete or delete a plan
Take a shared plan back, close a finished one, or delete a plan you no longer need.
- Export a plan
Export a plan as a PDF or a PowerPoint deck to keep a snapshot or share it outside the app.
Recently deleted
- Recently deleted
Where deleted plans, grids, stories, alternatives, captions, comments and media wait for 15 days, and how to bring them back.
Dates and going live
- Set a planned posting date
Tell your client when you plan to post each item. The date is a guide and can still change.
- Mark posts live
Record which posts are already on Instagram.
Notifications
- Choose your notifications
See what happened on your plans, and choose which emails, popups and sounds you get.
Your account
- Change your password
Change your password when you know it, or reset it from the sign-in page when you don't.
- Choose a colour
Pick the colour of the menu and buttons: Midnight, Aubergine or Pine.
- Delete your account
Permanently delete your own account and personal details, as an Admin or a Creative.
Admin
- Activity log
A record of who changed what in your agency, and when.
- Who is online
See who in your agency has the app open, and choose whether your clients see it too.
- Delete your agency
Schedule your whole agency for deletion, with 15 days to change your mind.