Eleven steps, and the order matters. Everything we generate for you reads your brand profile, so until you've built it in step 4, nothing else will run.
Two can only be done by you personally.
| # | Step | What waits until it's done |
|---|---|---|
| 1 | Create your account | Everything |
| 2 | Check your business | Everything below |
| 3 | Brand settings and logo | Nothing β but your posts come out unbranded |
| 4 | Build your brand profile | All posts, schedules and pillar suggestions |
| 5 | Set your content pillars | Themed rotation on your schedule |
| 6 | Connect your social accounts | Publishing β posts still get created |
| 7 | Wallet or plan | Posts get created, then fail when charged |
| 8 | Set your posting schedule | Posting without you lifting a finger |
| 9 | Create a post and approve it | Knowing it all works |
| 10 | Lead follow-ups (optional) | Follow-up emails |
| 11 | Invite your team (optional) | Nothing β only needed if more than one person manages this brand |
Gathering these now is what keeps this to one sitting rather than a fortnight of half-finished setup.
Sign up with your email, then click the link we send you. Your account stays locked until you do β that's what stops someone registering with an address that isn't theirs.
The form also asks whether you're signing up as a Business or an Individual β this shapes everything after this.
Both are just a starting default β nothing here is locked in. You can switch how any single post sounds at generation time regardless of which you picked, and change this brand's default mode later from its Settings page.
What happens next depends on which you picked: pick Individual and the form also
asks for your industry β write it the way you'd say it out loud,
Dental clinic, Law firm, Interior design, and we
match it against our design library so a recognisable trade gets you templates built for
your profession β and your first brand is created automatically with it; see step 2.
Business signups skip that question here and add their first brand themselves in
step 2 instead, since your business name is very likely different from your own name, and
guessing it for you would just mean an immediate rename.
If you registered yourself rather than being set up by us, you'll also have a few free posts waiting to try things out with.
If you signed up as an Individual, this is already done β signing up created your first brand automatically, using your name and the industry you chose in step 1. Open it to rename it if you'd like something other than your own name, or fix the industry if you picked the wrong one.
If you signed up as a Business, you'll land here to add your first one now β pick your industry and type the actual business name (not necessarily the same as the name you signed up with).
Either way, whether this brand is set to Business or Personal mode came from your step 1 choice β check it under Settings if you're not sure, and change it there if it's wrong. This is what step 4's question wording and your default posting voice follow, for this brand specifically.
If you run more than one business, or the agency set up the wrong number of brands for you, add each additional one from here too β they keep separate settings, schedules and accounts, and each can be its own mix of Business or Personal mode regardless of what the first one is set to.
Open the Settings tab and work down the page:
solid #FFFFFF background
here by hand forces every single image flat and white.This is the one that unlocks everything else. We ask eleven questions, one at a time, and turn your answers into the profile that every future post is written from. Read the questions before you sit down to it. If this brand is set to Individual mode (from step 1), several questions are worded to ask about you directly rather than "your business" β same eleven questions either way, just phrased for who's actually answering.
Pillars are the handful of themes your posts rotate through, so you're not saying the same thing every week. Open the Pillars tab and either press Suggest pillars with AI β which reads the profile you just built β or write your own.
Read whatever comes back before you keep it. Every future post is built from these, so a pillar that isn't quite right shapes months of content rather than one weak post.
Open Social Connections. Each one signs you into your own Instagram, Facebook or LinkedIn account, so you need to do this yourself β we never ask for and never hold your passwords.
Posts are charged either against a wallet balance or a plan with monthly quota. If you signed up yourself, you'll have a few free posts to try things with first.
This is the step that's easiest to forget, because nothing stops you until it's too late. With no balance and no free posts left, a post is still written and its image still generated β it only fails at the very end, when it's charged. That looks like something broke, when really it's just an empty wallet.
Open the Calendar tab and add a slot. Each one sets how often, what time of day, what kind of post, which pillars it rotates through, and which of your accounts it publishes to.
Start smaller than you think you want. Three posts a week that you're happy with is far easier to increase than five you're quietly embarrassed by.
Open Generate and press Quick generate. This is the test of everything you've just set up β your profile, your pillars, your colours and logo, your balance and your connected accounts, all in one go.
Then read it the way one of your customers would. If it feels generic, the profile is probably thin β go back to step 4 and add the detail rather than settling for it. That's much cheaper to fix now than after fifty posts.
Only if you're using the lead follow-up feature. Under Manage My Leads:
Only if more than one person needs to help manage this. Open Team in the top bar β you'll only see it as the account owner β and invite someone by name and email.
They get their own login by email, separate from yours. Change or remove anyone's access at any time from the same page.
These are what step 4 asks you. Reading them beforehand is the difference between specific answers and "we provide quality service to our valued customers".
Shown below in Business wording. Six of the eleven are worded differently for a brand set to Individual mode β marked β below, with the Individual wording alongside. The other five ask exactly the same thing either way.
Three things account for nearly every question we get during setup.
| What you're seeing | What it almost always is |
|---|---|
| The Generate buttons are greyed out | Step 4 isn't finished. Answering the questions isn't enough β you have to press Build brand profile at the end. |
| Your posting has quietly stopped | Same thing. Scheduled posting stays paused while there's no brand profile. |
| A post was created, then failed | No wallet balance, no plan quota, and no free posts left. Step 7. |