For clients / Getting started

Take the tour

A short walk through reviewing the plan you open, and a tour of the app.

Who can do this: Clients

Before you start

There are two short tours, one for the plan you open and one for the app. The steps below are the plan tour; the app tour follows.

The first time you open a plan you can still review, for example from the "Plan shared" email, a tour opens by itself and stays on that plan. It never approves or chooses anything for you. On a completed or read-only plan it waits for the next one; Take the tour still works there, without the grid, caption, suggestion and story steps.

Steps

Read Here's how to review this plan and select Next.
Follow the steps. Each one spotlights a part of the plan:
- Your plan, page by page: the pages menu lists every page of the plan, and a tick shows what you approved. The tour opens the pages menu for this step and for Download, also on a small screen where it starts closed.
- Choose a grid: your agency offered more than one version of the feed, and you choose one before you approve its posts. This step only appears when the plan has more than one grid.
- Approve a caption: selecting the caption you want approves the post, and selecting it again withdraws it. This step shows on the first post that has captions, isn't live yet and, once you've chosen a grid, is on that grid.
- Suggest a caption: if no caption fits, write the one you'd post, and your agency sees it next to theirs. This step shows on the same post when you can still suggest there.
- Play a video: select play to watch the video in place, with sound. This step shows on the first video that plays in the plan.
- Approve a story: select the story's caption, or its box when it has none, to approve it. This step shows on the first story still waiting for you.
- Comments: ask your agency anything about the page you are on. On a phone, the tour points at the round comments button, which opens them in a sheet from the bottom; select close or tap outside the sheet to go back.
- Download: save the plan as a PDF or PowerPoint.
- You're set: the last card says where to find the tour again.
Use Back and Next, or the ← and → keys. Steps the plan can't show are skipped, and the step count shows only the steps you get. To leave early, select the close button or press Escape.

To see it again, open the pages menu and select Take the tour, on a computer or a phone.

The app tour

The plan tour opens by itself on the first plan you can still review. The app tour opens by itself on the first page with the app menu that you open, for example your home page or Account; it never opens on a plan. It runs on your own pages: it builds no sample and approves or changes nothing for you. It has the same steps whether or not you have a client yet.

Read the welcome card and select Next.
Follow the steps. Each one spotlights a part of the screen and takes you to the page it is on. Before most new pages, the tour first points at the menu item that opens it. On a phone or tablet it points at the Menu button instead and tells you which item to select; the tour doesn't open the menu for you.
- Your account: select your name in the menu to open Profile and Notifications.
- Plans to approve: the plans your agency shared, and how many posts still wait for you. With none waiting, you see "No plans waiting for your approval."; with no client yet, the list says "No plans shared with you yet."
- You're set: the closing card.
Use Back and Next, or the ← and → keys, to move between steps. The step count includes all the steps for your role, from the welcome card onward.
Select Done on the last card. Closing the last card or pressing Escape there also finishes the tour and hides its toolbar button. To leave early, select the close button or press Escape. The button at the top then shows how far you got, such as Tour · 3/6. Select it to pick up where you stopped. An open plan fills the screen and has no such button: go back to Plans to approve to find it.

Take the tour again, under Account, Profile.

What happens next

The tour never switches your client in Unit. It stays on the client you were on, and Plans to approve shows that client's plans. Choose Don't show again to hide the tour and its button.

Notes