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The Social Planner on mobile lets you manage your social media presence from anywhere. Create posts, schedule content, view your publishing calendar, and publish directly to connected accounts — all from your phone.
Access to the Social Planner may depend on your user permissions. Contact your account administrator if this feature is not visible.

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Accessing the social planner

From the main dashboard, tap the apps section, then select Social Planner.

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Calendar views

The Social Planner offers three views to help you plan and review content:
ViewDescription
MonthlyHigh-level overview of posts scheduled across the month
WeeklyWeek-at-a-glance for detailed planning
ListChronological list of all scheduled, published, and draft posts
Each post in the calendar shows the caption, media preview, post status, type, date, and which social platforms it will publish to.

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Managing connected accounts

From the main Social Planner screen, you can view connected social accounts or link new ones. Tap Manage Accounts to add or disconnect platforms.

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Creating a new post

1

Tap the + button

Tap the floating + button at the bottom-right of the Social Planner screen.
2

Select accounts

Choose which connected social accounts the post should publish to, then tap Create.
3

Compose your post

Add text in the blank canvas. You can also add photos, videos, and files.
4

Customize per platform

Toggle Customize Post to create platform-specific variations — for example, choosing between a feed post and a Reel for Facebook.
5

Add media

Tap the Media option to add files from:
  • Your device camera
  • Photo library or gallery
  • Files app
  • Media Storage library in the platform
6

Configure post options

On the Post Options page, add a follow-up comment, choose how the post appears on each platform, then tap Apply.
7

Advanced settings

Tap Advanced Settings to apply your watermark, optimize media dimensions for each platform, and assign categories and tags.
8

Publish or schedule

Tap Post and choose your publishing option (see below).

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Publishing options

OptionDescription
Post nowPublish immediately to selected accounts
Save for laterSave as a draft to edit and publish later
Schedule postSet a specific date and time for publishing
Schedule recurring postsSet the post to repeat at defined intervals (weekly, monthly, etc.)

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Viewing published posts

Once a post is published, tap the redirect icon on the post card to open and view the live post on its respective social platform.
Last modified on March 4, 2026