This guide walks you through how to connect, manage, and schedule content across Facebook, Instagram, and other socials using the Content Planner inside your OS. From setting up integrations and organizing your content calendar, to creating posts, tracking performance, and using advanced features like CSV uploads and recurring schedules—you’ll learn how to run a consistent, professional, and automated social media presence from one central hub.

In this particular section, you can oversee your various social media platforms, enabling you to publish content on Facebook, Instagram, and even Google My Business!

Additionally, you can efficiently manage your posting schedule by utilizing the calendar feature, which provides you with a comprehensive weekly and/or monthly overview of your planned posts across all channels. This ensures a well-organized and consistent social media presence for your brand.

Depending on your user permissions, you may not have access to all of the components.

Once you are done connecting your accounts, you'll be ready to start posting! To keep track of each one, you can find them listed in the three sections on the left side of the page. These three sections include a dropdown menu where you can toggle on and off social media channels, a connected socials counter box, and the accounts stats table. This allows for easy navigation and tailoring of content to reach more potential audiences.

To connect a new account click on the two triangles icon, this will open the list of currently connected accounts. In the list click Add Account

Select the desired account from the pop-up menu and login as usual to connect it.

Here you can see the amount of likes, comments, and shares your posts have received. The statistics shown will be for the top-performing posts based on likes or recently published Posts.

When you're ready to start scheduling your posts, click the 'Open Planner' button.

A calendar view will appear on your screen. Here you can assign social media posts to their respective days of the week or month and ensure they’re ready to be published on your page or group. Previously published posts will also be visible here, including the engagement they received.

To manage the social Planner settings, click on the "Gear" button to make edits. Once you click on the Gear button, it directs you to the settings page where you can manage your social accounts and notifications.

By clicking on +New Post you can create and publish posts for the connected accounts.

By scrolling down on the main page you'll find all your posts, even if unpublished, separated into different categories for you to preview, approve, and manage.

And there you have it! Now that you've got the basis down you can use your Social Planner to become a Social Media Superstar and keep an active, relevant, and fresh presence. If you'd like to know more about how to post to specific social media please take a look around this category!

When you're ready to publish new content, all you have to do is click the blue "New Post" button in the top right corner of your page. Alternatively, there's also a "New Post" link at the bottom of your posts list.

Then you can click on “Create New Post” in this next step.

Select the social media accounts or groups you want to share the post to.

Type in the text content you'd like to publish. You can also add rich media, hashtags, and more in this field.

Get creative with adding formatting elements like bolded and italicized text, images, and even videos before hitting the “Save” or “Post” button!

With the icons below you can personalize the post even more, this is what each of them does:

If you select Google Business Profile (formerly known as Google My Business), you can choose between Call to Action, Event, or Offer options. Additionally, you can select the appropriate button label.

You can preview all your content here before you post it.

You will be able to “Apply Watermark”, select “Category” and add “Tags” also, under the “Advanced Options”.

You can save this update as a draft until you are ready to post it.

When you click on the "Post" button, it gives you three (3) different sending options and delete options to choose from:

Post Now: This will allow you to send this post to the selected social channels/accounts.

Schedule Post: This will allow you to schedule a post for a later date or time. Choose the date and time from the calendar and time slot.

Send Post for Approval: This allows you to send for approval first within your agency or organization. Choose the date and time from the calendar and time slot, and select an approver. You can add notes as well.

Schedule Recurring Posts: This feature allows you to schedule a post to recur within a specific time frame of your choosing.

Delete: If you want to delete any of your content, click on the delete button, which shows the "Delete confirmation" page. Be sure to want to delete it because it can't be undone.

Click on the "New Post" button and select the "Upload from CSV" button to direct you to the upload page.

The date format accepted is YYYY-MM-DD HH:mm:ss. Use the 24-hour format. (example 2025/05/23 20:15)

The Text column will support captions and hashtags.

In the link column, it is an OG meta tag, and it accepts one link.

The image and video column will accept the multiple image(s) and video(s) comma-separated. For GIF, it will support one GIF only.

CSV import supports up to 90 posts per CSV.

Once you have uploaded the CSV file, click the 'Next' button.

Once the user adds the CSV file and Selects the Socials, there will be an option to Select an Approver.

Once the posts are imported, they are reviewed by the chosen approver. Once approved, they are scheduled on the social calendar.