Learn how to set up a Planable account and create, review, and collaborate on marketing content.
→ What is Planable?
→ How everything fits together
→ Creating posts
→ Collaboration
→ Approval workflow
→ Other features worth knowing
→ Viewing your content
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
A company account
The company account gives your agency control over all your clients’ processes. It’s the first step to managing every client in one single place — see how to set up a company account.
Start with a free company account so you can try all of Planable’s features at no cost. After you reach the 50-post limit, you’ll need to upgrade to one of our paid plans — everything about plans and pricing.
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 create a dedicated space for each client — a workspace. Managing social for three clients? Then you’d have three workspaces. See how to create a workspace.
If the company is your house, workspaces are the rooms. Each client or brand gets their own dedicated space.
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 client to connect them directly — just make sure you temporarily give them the Administrator role in the workspace so they can.
- Social media accounts are the pages or profiles you connect to your workspace — Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, and more. We’ve got them all covered.
- Universal content pages are for anything that isn’t strictly social — blog posts, newsletters, press releases, or even a page for content briefs. Everything you need to know about universal content.
If workspaces are rooms in your house, think of pages as the furniture — each piece serves a specific purpose.
Inviting members to the workspace
Planable gives you complete control over your workspaces, which means you can customize each one 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 has admin rights.
There’s also the Team/Client role. Team members see everything, including internal notes, while clients only see what you want them to see. This means you can discuss your initial content drafts privately before presenting polished content.
💡 Pro tip: For full details on inviting members and adjusting permissions, see Invite & manage users.
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 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, then pick the date and time and schedule the post.
💡 Pro tip: For client work still in the ideation phase, use internal posts to keep drafts hidden from clients until they’re review-ready.
For a complete step-by-step guide, see Create a post.
If workspaces are rooms in your house and pages are the furniture, then posts are the 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 collaborating and leaving feedback, see Leaving feedback and Annotations.
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 all the way to multiple approval levels.
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.
Good to know: You can set a different, customized approval workflow for each client workspace, adapting to their specific needs and processes. For the full setup, see Approval workflows.
Other features worth knowing
Beyond the core features, Planable offers a few more things that make content management even easier.
Campaigns
With Campaigns, you can organize related content in one place — campaign goals, external links, media assets, posts, and analytics. Track progress in the calendar view, manage to-do lists, and analyze performance without jumping between tools.
Labels
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.
Timetable
The timetable saves you from repeatedly selecting posting times. Set up your preferred schedule once and quickly pick from available time slots when creating content. For frequent publishers, this feature alone saves hours each week.
Media Library
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. More on Feed view.
Calendar view
Get a weekly or monthly overview of content across all channels. More on Calendar view.
Grid view
Plan your Instagram aesthetic by arranging posts in a visual grid. More on Grid view.
*Available on the Pro and Enterprise plans.
List view
Get a quick preview of posts across all your pages and run bulk actions on multiple posts at a time. More on List view.
*Available on the Enterprise plan.
After your content goes live
Beyond content creation and collaboration, Planable also provides Analytics and Engagement (replying to comments) to help you track performance and interact with your audience.
If you have any other questions, take a look through our Help Center. And 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.