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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

  1. Add a client and add its users.

  2. Create a plan and fill the grid with posts and stories.

  3. 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

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

Notifications

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.