For agencies / Getting started

Take the product tour

A two-minute walk through the app on a private sample client, for admins and creatives.

Who can do this: All staff

The first time you sign in, a short tour walks you through the app. It runs on a sample client, Sample: Café Nomad, with a draft plan named for the sample month, such as October feed, so you can see a real plan without touching a real client.

What the tour covers

The tour highlights one control at a time and opens the page it belongs to. Before each new page it first points at the menu item that opens it, so you learn where to find the page later. On a phone or tablet the menu is folded away, so the step points at the Menu button instead and tells you which item to select. The tour never opens the menu for you; select Next to go on.

It covers, in this order:

For admins, the Agency menu item, then the agency page's tabs: Details for your agency's name and website (keep the name on one line without web addresses or special control characters), Team for inviting admins and creatives, and Activity for who did what.
Your account, opened from your name in the menu: Profile and Notifications.
Clients: where an admin adds a client, or, for a creative, the clients assigned to you.
Draft plans and New plan: plans start as drafts, so your client can't see them yet.
Adding photos to the grid.
The post panel from top to bottom: Details, where format and size decide how Instagram crops the photos; the planned posting date, which is a guide for your client and not a promise; Media, the post's photos and videos; adding an alternative, and switching between grids.
Marking a post Already live.
Captions, which are optional: add options for your client to choose from, or share the plan without them.
The Internal note and To client comments.
The last step of your role: creatives end at Submit for review, admins at Approve and share.

The sample client is private

Only you see the sample client. It never reaches a real client, nobody receives an email from it, and it is left out of the client list when you start a new plan. You can't invite people to it. Selecting Approve and share or Submit for review on the sample is harmless.

Move around the tour

Use Next and Back, or the arrow keys. The count includes every step for your role from the welcome card onward, including the sample steps. Close tour hides the tour and keeps your place until the last step. If you close it earlier, the button in the top toolbar, or in the menu on phones, shows your step, and picks the tour up again where you left off. On the last step, closing it or pressing Escape finishes the tour, like Done, and hides the toolbar button. The menu next to the step count has Restart tour, Remove sample and Don't show again.

Take the tour again

Open Account, then Profile, and select Take the tour again under Product tour. The tour starts from the welcome card with a fresh sample client.

Notes