Getting started

Don't know where to start? Here's how to make your first steps in Planable - create a workspace, invite people and create a post.

Vlad Calus avatar
Written by Vlad Calus
Updated over a week ago

After signing up in Planable and completing the onboarding process you'll be able to create a new company to start creating content. The typical workflow is to create a company, then add the logo, invite people, create your first workspace and then connect the pages in the workspace.

Where do I start?

Is it your first time in Planable? Awesome, welcome on board! 

First, let's create a company. Click on your profile icon button in the top right corner. Then click on the "New company account" button from the dropdown menu.

Company accounts are a way to organize your resources (workspaces, pages, collaborators, and clients) in your Planable dashboard.

Add a name & logo. 

Choose what best describes your setup. This will help us organize your company and give you the best onboarding experience. You can choose between an agency if you manage multiple workspaces, and a brand, if you manage one workspace only. 

Then choose how many persons will be involved in your creative process within Planable.

Then invite your team into the company account. It helps you add people to your "company" which will automatically add them directly to the new workspace when you create them (instead of manually adding the user each time). 

Afterward, create a workspace, add a name, and then connect all the social accounts you need (Facebook, Twitter, Instagram, LinkedIn, GBP, YouTube, TikTok, and Pinterest ). 

Now, you're ready to start collaborating. Below, you can see a demo Facebook carousel with comments and internal notes. You can write a comment on the right side, each comment is separate for each and every post. 

You can write a comment on the right side of the post to collaborate, exchange feedback, give ideas, and discuss the post with things like - "let's change the hashtag, emoji, caption, or media file". 

After that, you can ask for approval from your teammates or clients. 

Then, you can easily schedule the post on social media. 

That's it, now you're ready to build a global brand on social media using Planable! If you have any questions or issues, please reach out anytime to our team using Intercom (green icon, in the right bottom corner). 

Start testing Planable 👇

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