Setting up your agency in Planable takes five steps: create your account, set up your company account, create a workspace per client, choose an approval workflow, and create your first post.
This guide walks you through each step, so you can manage every client's content, approvals and calendar in one place.
→ How to create your Planable account
→ How to set up your company account
→ How workspaces work
→ How to create a workspace for a client
→ How to create and schedule your first post
→ Ways to view your content
→ Frequently asked questions
How to create your Planable account
Go to Planable.io and click Try for free.
Create your account by entering your name, email address and a password.
How to set up your company account
Next, you create your company account. It holds all your client workspaces.
Add your agency name and logo
Tell us about your role and goals
Pick the option that fits you best, then choose your top goals.
Estimate your team members and clients
Select how many team members and clients you expect to be active users in your workspace.
Good to know: This estimate does not generate any charges. It only helps us understand your needs.
Connect your pages
You can connect your pages directly, or create a mockup page instead.
Your first workspace is now ready.
How workspaces work
Workspaces replace folders, drives, scattered files and endless email threads. Each one groups the people, social media accounts and content calendar for one brand, which makes managing multiple brands simpler.
A workspace is a collaborative space for a brand's content, where you create, review, collaborate on and publish posts.
💡 Pro tip: One workspace is typically used for one brand, company or client. If you have 3 clients, you need 3 workspaces.
You can explore the app in your new workspace, or experiment in the Sample workspace, which works as a playground.
What the Sample workspace looks like
From the Sample workspace, click the Home icon in the top left of your screen to go to the main Dashboard.
How to create a workspace for a client
You can create a new workspace from the Dashboard at any time.
When you set up a new workspace, Planable asks you to do four things.
1. Give it a name
2. Invite your collaborators by email
As an agency, you can separate your team members from your clients and decide which permissions each of them has.
Find more information in User permissions.
3. Add your client's pages
→ How to connect a social media page to your workspace
→ How to connect a Universal content page to your workspace
4. Select your approval workflow
Almost done. Now select the approval workflow you want to use.
There are four approval workflows to choose from:
| Workflow | Best for | Availability |
|---|---|---|
| None | One-person teams. Nobody needs to approve posts. | All plans |
| Optional | Flexible teams. Posts can be scheduled and published with or without approval. | All plans |
| Required | Teams that need a sign-off. No post can be scheduled or published until at least one approver approves it. | Pro and Enterprise plans |
| Multi-level | Complex approvals involving several parties, such as your team, clients, internal stakeholders or legal. | Enterprise plans; contact us for details |
Other useful approval settings
If you select an approval workflow other than None, the same approval settings include a few options that further customize how you collaborate:
- Schedule posts automatically on approval: when an approver approves a post that already has a date and time, Planable schedules it automatically.
- Lock content after approval: makes the approver's word final. Nobody can change anything about the post (text, media, date and time, image order, link URLs and so on) after it is approved.
- Automatic reminders for pending approvals: nudges approvers when posts are still waiting for them. See Automated reminders for approvals.
💡 Pro tip: To change a post after it has been approved, unapprove it or turn off the Lock content setting.
How to create and schedule your first post
To create a post, click the Compose button in the top right corner.
You can also create a post from the Calendar view.
When creating a post, you can:
- Select the pages to create, schedule or publish the post on
- Generate captions with AI
- Add and edit an image (drag and drop or upload)
- Add a GIF
- Add and edit a video
- Add a link
- Add a label
There are many more features to explore while you create your first post.
💡 Pro tip: A more detailed guide is available in Create a post. To schedule it, see How to schedule a post.
Ways to view your content
Planable has four ways to view and manage your content.
Feed view
Feed view shows content exactly as it will look on Facebook, X, Instagram, Threads, LinkedIn, Google Business Profile, YouTube, Pinterest and TikTok, with the same cover and profile pictures as the real accounts. You can scroll through it like a newsfeed. More on Feed view.
Calendar view
Calendar view shows your content by week or month across all your pages, so you can plan one integrated content strategy across multiple channels.
You can view content for several pages at once and create posts directly from the calendar at a specific time. To change a post's date and time, drag and drop it to another time slot. More on Calendar view.
Grid view
*Grid view is available on the Pro and Enterprise plans.
Grid view is where you plan and preview your Instagram posts. Drag and drop posts in the grid, see all your upcoming content at a glance and organize your Instagram profile. More on Grid view.
List view
*List view is available on the Enterprise plan and during the free trial (50 posts in total).
List view gives you a quick preview of posts across all your pages and lets you run bulk actions on several posts at a time. More on List view.
Frequently asked questions
How many workspaces does an agency need?
Use one workspace per client or brand. If you manage 3 clients, create 3 workspaces. Each workspace keeps its own pages, members, approval workflow and content.
Can I keep my clients separate from my team?
Yes. When you invite people, you choose whether each person is a team member or a client, and which permissions they have. Clients only see what you choose to show them.
Which approval workflow should an agency choose?
Required approval suits most agencies that need client sign-off on every post (Pro and Enterprise plans). Multi-level approval fits processes with several reviewers, such as team, client and legal (Enterprise plans).
Is there a place to test Planable without affecting real pages?
Yes. Use the Sample workspace as a playground, or create a mockup page instead of connecting a real social media account.
If you have other questions, browse our Help Center. To see Planable in action, book a demo with our Customer Support team.