Getting started with Planable

What is Planable?

Planable is where social media teams actually collaborate, not just pass feedback around. It’s a dedicated space to build, discuss, and refine content together before it ever reaches the world.

From idea to copy, design, account, and approval, every stage happens in one place. No spreadsheets, no email back and forth, just a fast and visual way to create, review, and publish social content as a team.

And it’s not just for social. Planable supports all your marketing content, from social posts to blogs, newsletters, press releases, and content briefs.

How everything fits together in Planable

A company account

We help your agency have control over all clients' processes through the company account. This is the first step to make sure your agency can manage all the clients in one single place. Here are some guidelines on how to set up a company account.

Start with a free company account so you can try all of Planable's features without any cost. After you reach the 50 posts limit you will have to upgrade to one of our paid plans—all about our plans and pricing here.

If you don't already have an account, create one here.

Your company account is like a house and your agency is its owner. A house like this one. (bear with us, we'll build on this metaphor as we go)

Workspaces

Inside your company account, you can create a dedicated space for each client, which is a workspace. Managing social for three clients? Then you'd have three workspaces. Check out this article to find how to create a workspace.

If the company is your house, workspaces are the rooms. Each client or brand gets their own dedicated space (room).

Channels (pages)

Inside each client's workspace, you can connect two types of channels: social media pages and universal content pages. Or you can ask each of your clients directly to connect them in Planable. Just make sure you temporarily provide them with the Administrator role in the workspace so that they can do so.

• Social media accounts are simply pages or profiles you connect to your workspace. Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, etc. — we've got them all covered.

• If you need something that isn't strictly social, that's what universal content pages are for. Like blog posts, newsletters, press releases or even a page for content briefs.

If workspaces are rooms in your house, think of pages as the furniture – each piece serves a specific purpose.

Inviting members in the workspace

Planable gives you complete control over your workspaces which means you have the flexibility to customize each workspace differently, depending on each client's preferences and workflow.

You can set exactly who can approve, edit, and schedule posts inside each workspace and who can have admin rights inside each workspace.

There's also the Team/Client role - team members are able to see everything (including internal notes), while clients... well, only see what you want them to see. This means you can discuss your initial content drafts privately before presenting polished content. 😏

For more details on how to invite members in the workspace and adjust permissions, access the complete guide here.

After all, what's the point of having the perfect furniture in the rooms if there's nobody there? Like a party with no guests.

Creating posts

We've made it simple in Planable to preview exactly how your content will look before publishing.

Planable supports various formats across platforms: text, images, reels, stories, carousels, GIFs and more. The creation process is intuitive: select pages, add media, include GIFs, links, emojis or hashtags. Select the date and time and the post can be scheduled.

For client work which is in the ideation phase, use the "hide from client" feature to keep drafts private until they're review-ready.

For a complete step-by-step guide on creating posts in Planable, check out our detailed article.

If workspaces are rooms in your house and pages are the furniture, then posts are those design elements that make the space uniquely yours.

Collaboration

You're going to love how easy we've made this for your team and your clients. On the right side of every post, you'll find the collaboration section.

We've brought the best parts of Google Docs straight into social media planning. Leave comments on any part of a post and collaborate without emails or spreadsheet chaos.

Just like you're used to, you can highlight text and leave suggestions for specific changes. Your team can accept or decline these edits in one click.

Planable saves every iteration of your work, which means you can preview and restore previous versions whenever you need.

For more on how to collaborate and leave feedback in Planable, check out this article.

This feedback process is like the conversations happening inside the rooms—what brings the space to life.

Approval workflow

This is where your content stops being a draft and starts becoming something real. Planable offers flexible approval options to match exactly how your team works.

Choose the approval type that fits your team: from optional approvals to even multiple approval level.

You can set who can approve content, lock posts after approval to prevent last-minute changes or enable automatic scheduling upon approval to save time.

The best part? You can set a different, customized approval workflow for each client workspace, adapting to their specific needs and processes.

For complete details on setting up your ideal approval workflow, check out our guide.

Important details you don't want to miss

Beyond the core features, Planable offers some features that make content management even easier.

With Campaigns, you can organize related content in one place—from campaign goals, external links to media assets, posts and analytics. Track progress in the calendar view, manage to-do lists and analyze performance without jumping between tools.

Labels let you categorize and filter posts however makes sense for your team. Tag content by author, content type or anything else (ToFu, BoFu perhaps?)—one post can even have multiple labels.

The timetable saves you from repeatedly selecting posting times. Set up your preferred schedule once and quickly select from available time slots when creating content. For frequent publishers, this feature alone saves hours each week.

You can store and reuse all your brand assets in the Media Library. You can also access content exported directly from Canva—all without leaving Planable.

Viewing your content

Feed View: See posts exactly as they'll appear on social platforms with actual profile pictures and cover images.

Calendar View: Get a weekly or monthly overview of content across all channels.

Grid View: Plan your Instagram aesthetic by arranging posts in a visual grid.

*Available on Pro and Enterprise plans.

List View: It's where you get a quick preview of posts across all your pages and can do bulk actions for multiple posts at a time.

*Available on Enterprise plan.

Beyond content creation and collaboration, Planable also provides Analytics and Engagement (replying to comments) features to help you track performance and interact with your audience after your content goes live.

If you have any other questions or curiosity we invite you to take a look through our Help Center.

If you're at least half as excited as we are about all these features, book a demo with our Customer Support Team to find out more.

Start testing Planable👇

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