Help category

Getting started

Set up Planner, connect your social channels, and learn the essentials.

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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Getting started

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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