Planable Onboarding

Pick the path that fits your team and start creating content with confidence.

→ Checklist for agencies
→ Checklist for in-house marketing teams
→ Master the Basics live sessions
→ Helpful resources

Checklist for agencies

For teams managing content for multiple clients — with clear brand separation, client collaboration, and approval chains that hold up.

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Best for

    Checklist for in-house marketing teams

    For brand teams, in-house marketers, and individuals managing their own social presence — from first workspace to a repeatable publishing routine.

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    ✓
    Best for

      Master the Basics — live onboarding sessions

      Save your seat →

      A free, ~40-minute live session for new customers, hosted monthly by our Customer Success team. We walk through workspace settings, creating and reviewing posts, custom views, campaigns, and analytics — then stay on for questions about your specific setup.

      Helpful resources

      Documentation, strategy guides, and product updates for going deeper once the basics are in place.

      Help Center
      Setup guides, feature documentation, platform-specific notes, and troubleshooting.
      Planable blog
      Social media strategy, workflow how-tos, templates, and content inspiration.
      What's new
      Every new feature, improvement, and fix as it ships — worth a monthly skim.
      Getting started with Planable Set up your agency Build a content system Approvals & workflows Planable Analytics Questions on pricing

      Not finding what you're looking for? Our support team is here to help: reach us through the in-app chat or reach out at support@planable.io, and we'll point you in the right direction.

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