Creating an effective onboarding process for your clients as an agency using Planable can significantly enhance collaboration and streamline your content planning and approval workflows.

In Planable, the workspace stands for the collaborative place for each brand's social media content. This helps manage your content, approvals, and schedules separately, making sure everything is organized to fit your needs.

One workspace may be used for one client.

If you have 3 clients, it means that you need 3 workspaces.

You can create a workspace by clicking on the "Create a workspace" button in the Dashboard.

Now that you've created the workspace, it's time to add your client's pages.

At the moment, you can connect:

First, go to the "Channels" section and then click on the "+" button:

Select one social media channel you want to connect to:

Afterward, click on "Add Pages" and follow the instructions when adding a page to your workspace and click on the page to confirm the connection.
Then your page will appear in the workspace.

If you don’t have access to the social media pages, but your client does, you can invite them to Planable with a role that allows them to connect these pages for you. In the "Inviting your Clients" section below, you'll find instructions on how to send an invitation to your client, granting them the appropriate permissions to link the social media pages on your behalf.

Once the workspace is set up, you can invite your clients to the workspace. You can send invitations via email directly from Planable, making it easy for clients to join and start collaborating, or invite them by generating an invite link.

Be mindful that the Client membership is not available on the Basic Plan.

We created the simplest roles in Planable, for every one of your teammates or client in the fastest way. You can invite collaborators for every workspace, different for each.

Also, you can easily manage their permission and grant them only the ones they need, such as Approve, Edit, Publish and Administrate.

Once the workspace is set up, your client(s) will receive an email invitation to create their account. They can sign up using Google, Facebook, or their email and password. After creating their account, they can always log in at app.planable.io.

After doing all of the above, you are ready to create the content, collaborate on it with your team and clients and schedule it on the desired platforms.

Once the post is ready for review, you can leave your feedback in the comment section. Also, make sure the right people see your comments by tagging them in the comments section. You can do this, by typing @ + their NAME or selecting a user from the list.

There’s also the option to attach files in the comment section.

For precise and specific feedback, use annotations to highlight the exact text you want to change or remove. Annotations will show up in the comment section with the rest of the feedback.

To leave a suggestion, you need to select the piece of text you'd like changed and select "Suggest edits". The selected text will show up in the "Suggestion box", and you can make any edits you need. Then, the post's creator will be able to accept the suggestions, updating the post accordingly.

For instances where you want to share exactly how the copy should be changed, you can use suggestions.
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Highlight the text you want and edit it directly. Your suggestion will show up in its dedicated section showing exactly what was changed (added or removed). The creator of the post can accept or decline your suggestion. If they accept it, the copy of the post is automatically adjusted to the reviewed version.

Often a comment needs to be seen by your team only, private from the client. Transform any comment, annotation, or suggestion into an internal note to discuss posts behind the scenes with your internal team only. They are marked with a yellow background.

You can create an internal note only if you have a user assigned as a client in your workspace — it will allow you to create both internal notes and internal posts (find out more).

Initial Training Session:

Conduct a training session with your clients to familiarize them with Planable’s features and functionalities. Highlight how they can provide feedback and approve content.

Provide Resources:

Share helpful resources and guides from Planable’s help center to support your clients as they navigate the platform.