Planly Playbook
The Planly Playbook for the Team planThe Planly Playbook for the Agency plan

Plan smarter, not harder.

A short tour of every feature you will use day to day, in the order you will need it. Set up your team, schedule content, track results and build your link in bio.

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Example data shown. Looking for the Agency playbook? Looking for the Team playbook?

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Your plan, at a glance.

Both plans start with a 14 day free trial.

1Meet Planly

One workspace. Shared by everyone.

Planly is a social media scheduler that brings planning, publishing, storage, analytics and community replies into one workspace. On the Team and Agency plans, that workspace is shared: everyone works from the same calendar, the same media library and the same inbox.

Tap an area to see what lives there

Connect your channels

Connect Facebook, Instagram, TikTok, LinkedIn, X, YouTube, Pinterest, Threads, Mastodon and Bluesky, then plan and publish to all of them from one place.

2Set up your team

Three roles. Set them first.

Your team has three roles: Owner, Admin and Member. Set them up before you schedule anything, so the right people can connect channels, invite colleagues and approve content.

The three roles

Pick a role to see what it can do.

    Good to know: "If granted" means the permission is off by default but can be switched on for that person. Try the switches above.
    See all three roles side by side

    Suggested setup by team type

    3Schedule a post, carousel or video

    Every post starts in the composer.

    Build every post in one place. Pick your channels, add your media, write your caption and choose when it goes live. The same four steps work for images, carousels and videos, so there is only one flow to learn.

      CSV upload

      Load a full month at once

      Need to load a full month at once? Upload a CSV with your posts and Planly fills the calendar for you.

      Example calendar
      Agency only

      Approval Flow

      Nothing goes live until it's approved. Only Admins, or people the Owner delegates access to, can approve.

      Creator Account manager Client

      Try it. Send a post for approval.

      Agency only

      Relay: get notified in Slack

      Relay connects Planly to Slack. When a post goes live, Planly sends a message to the Slack channel you choose, so your team and clients know it is published without opening Planly.

      • The Slack channel must be public. Private channels cannot receive Relay messages.
      • Use one channel per client or per campaign to keep updates organized.
      Try a channel
      4Resources, Analytics and Engagement

      Everything around the post.

      These three sections cover everything around the post: where your files live, how your content performs and how you reply to your community.

      5Addto.bio

      Your branded link in bio.

      Addto.bio is a link in bio page built into Planly. It works like Linktree, but it lives where you already manage your content and carries your brand's look. Add as many blocks as you need and connect your own domain.

      Try building your page

      Tap each step and watch the page take shape.

      Your page
      YB
      Your brand
      Everything we are sharing right now

      Example page

      1

      Choose a theme

      2

      Set your brand colors

      3

      Add your logo

      4

      Add as many blocks as you need

      5

      Connect a custom domain

      Use a domain such as

      links.yourbrand.com

      Agencies: build one page per client inside each client workspace.