Help category
Getting started
Set up Planner, connect your social channels, and learn the essentials.
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Guides
22 guides
Getting started
Connect a social channel to Planner
Connect a social channel to Planner for auto-posting, or enable reminder-only publishing.
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Find your way around Social Planner
Find your way around Social Planner: the sidebar, the three post views, the calendar, and your first scheduled post.
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Connect your social accounts
Link Instagram, Facebook, TikTok, LinkedIn, Pinterest, YouTube, Threads, and X to a workspace, and learn what each one can publish.
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Link Instagram to a Facebook Business page
Link your Instagram account to a Facebook Business page so Planoly can tag locations, users, collaborators, and products, and show Instagram analytics.
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Link and auto-post to Instagram
Link Instagram to a workspace and schedule posts, carousels, reels, and stories that publish automatically, with the options and limits Planoly checks.
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Link and auto-post to Facebook
Link a Facebook Page to a workspace and schedule Page posts, Reels, and Stories that publish automatically, with the caption, media, and cover photo rules Planoly checks.
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Link and auto-post to YouTube
Link a YouTube channel to a workspace and schedule videos and Shorts that upload automatically, with title, visibility, and notify-subscribers options.
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Link and auto-post to LinkedIn
Link a LinkedIn profile or company Page to a workspace and schedule posts that publish automatically, with the caption and media rules Planoly checks.
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Link and auto-post to Pinterest
Link Pinterest to a workspace and schedule pins that publish automatically, including board, title, and destination link requirements.
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Link and auto-post to TikTok
Link TikTok to a workspace and schedule videos or photo carousels that publish automatically, with privacy, branded content, and sound options.
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Refresh a channel connection
Re-authorize a social channel when its connection breaks, its access token expires, or your Instagram grid stops syncing.
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Reminder-only, linked, and deleted channels
What reminder-only, linked, and deleted channels can and cannot do, and what happens to your content when you switch between them.
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Why you have two workspaces after migrating
Why migrating to Social Planner can leave you with two workspaces for the same Instagram account, and how to merge down to one.
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Use Planoly on the mobile app
A tour of the Planoly mobile app: the tab bar, post views, the post builder, scheduling, the media library, and your profile settings.
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Set up the Planoly MCP
Connect the Planoly MCP to Claude, ChatGPT, or Gemini so your AI assistant can read your calendar, build posts, and pull analytics.
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Navigate your workspace
How a workspace holds your channels, posts, and media, and how to plan for several channels at once from one screen.
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Link and auto-post to Threads
Link Threads to a workspace and schedule threads that publish automatically, with the caption, media, and timing limits Planoly checks.
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Share photos and videos to Planoly
Send photos and videos from any app on your phone straight into the Planoly post builder using the share sheet.
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Fix Facebook linking errors
What each error on the Unable to connect screen means when you link a Facebook Page or an Instagram account through Facebook, and how to clear it.
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Frequently asked questions
Short answers to the questions people ask most: which networks Planoly supports, what each plan includes, why a post did not go out, and where to go next.
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Plan and post to X
X is reminder-only in Planoly. Add the channel, plan the post, and publish it yourself when the reminder arrives.
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Where to start
The order to do things in a new Planoly account, from connecting a channel to scheduling your first post, with the article for each step.
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