Tutorials

Social Calendar

Three walkthroughs using only what the calendar does today.

1. Set up your first content calendar

about 5 minutes

Getting a real week of content planned, from nothing.

  1. 1
    Create your workspace
    Open the calendar and create a client. If this is just for yourself, name it after your own brand.
  2. 2
    Add your first entry
    Pick tomorrow's date, choose the platform you post on most, and write a one-line caption idea. Leave the status as Idea for now.
  3. 3
    Add four or five more
    Spread them across the coming week, mixing platforms if you use more than one. Don't worry about finishing the captions yet — a rough idea per entry is enough at this stage.
  4. 4
    Move your best idea to Draft
    Pick the entry you're most confident about and write the real caption for it, then change its status to Draft.
  5. 5
    Check the week at a glance
    Look at the calendar view and confirm nothing's bunched up on one day with nothing on others. Move entries around if the spacing looks off.

2. Track performance without waiting on platform analytics

about 5 minutes

Turning a posted update into something you can actually report on.

  1. 1
    Post it yourself, on the platform
    This tool doesn't publish for you — post as you normally would, directly on Instagram, LinkedIn, or wherever the entry is for.
  2. 2
    Come back and mark it Posted
    Find the entry and change its status. This unlocks the analytics form for that entry.
  3. 3
    Enter what you know
    Fill in whatever numbers are available to you right now — even a rough estimate is more useful than leaving it blank. You can come back and update it later as the numbers settle.
  4. 4
    Add a note if it matters
    If there's context worth remembering (a client confirmed the number, something unusual happened with this post), use the notes field rather than trying to remember it later.
  5. 5
    Check the report view
    Switch to the report and confirm the numbers you just entered show up in the platform total. This is the same view you'll use monthly once you have several posted entries.

3. Managing multiple clients without mixing up content

about 5 minutes

The workflow for anyone planning content for more than one brand.

  1. 1
    Create a second client
    Use the client selector to add a new workspace, named for the second brand or client.
  2. 2
    Confirm it starts empty
    Switch to it and check that none of your first client's entries appear here. Each client is fully separate.
  3. 3
    Add a few entries for this client
    Follow the same process as tutorial 1, but for this client's platforms and voice.
  4. 4
    Switch back and forth
    Use the client selector to move between the two, and confirm each one shows only its own entries and its own report data.
  5. 5
    Build a weekly habit
    For ongoing multi-client work, plan one client's week at a time rather than jumping between clients mid-thought — it keeps the voice and content consistent per client.