HELP CENTER

Support

Guides for everything in the client portal - connecting your social accounts, posting and scheduling, answering comments and messages, and fixing the occasional hiccup. Can't find what you need? Ask the assistant in the corner or contact us.

Getting started

Getting Started with Your Client Portal

Learn how the invite-only client portal works: accepting your invite, the business questionnaire, your consultation and proposal, and task checklists.

Connecting accounts

How to Connect Facebook and Instagram to Your Portal

Connect your Facebook Page and Instagram account to the portal with Meta's official login, fix missing Pages, and add more Pages later by reconnecting.

How to Prepare Your Instagram Account for Posting

Switch Instagram to a professional account, link it to your Facebook Page, and turn on message access so you can post and reply to DMs from the portal.

How to Connect Your YouTube Channel

Connect your YouTube channel to the client portal with Google sign-in, then schedule video posts with titles, tags, playlists, and custom thumbnails.

How to Connect Pinterest Boards

Learn how Pinterest boards connect to the client portal, what every pin needs, and how destination links send local shoppers straight to your website.

Posting & scheduling

How to Create and Schedule Social Media Posts

Write one post, pick your connected accounts, and publish now or schedule for later. Learn media rules, crop presets, and what each platform needs.

How to Post for Multiple Business Locations

Group your connected social accounts by business location, then post a promo to one city or every store at once, all from one composer in your portal.

Comments & messages

How to Respond to Comments and Reactions on Your Posts

Reply to comments, like them on Facebook, hide or delete spam, and understand reactions on your posts - right from the engagement view in your portal.

Manage Facebook and Instagram Messages in One Inbox

Answer Facebook Messenger and Instagram DMs from one inbox in your client portal. Learn how the 24-hour reply rule works and what to do when it expires.

Troubleshooting

Fix Social Account Connection Problems

Fix expired social connections in your portal: reconnect Facebook, Instagram, YouTube, or Pinterest, restore missing Pages, and manage app access.

Still need a hand?

We're a small team, but we read every message and reply as fast as we can - usually within one business day.