Get the Planly Playbook. Plan smarter, not harder.
A short, hands-on tour of every Planly feature your team will use, in the order you'll need it. Set up roles, schedule a month of posts, get approvals and build your link in bio.
14 day free trial. Cancel anytime.
Five chapters. One workspace your whole team shares.
Each chapter is interactive: tap through roles, send a test post for approval and build a sample link in bio page.
- 1
Meet Planly
Connect Facebook, Instagram, TikTok, LinkedIn, X, YouTube, Pinterest, Threads, Mastodon and Bluesky in one place.
- 2
Set up your team
Owner, Admin and Member roles, and the setup we suggest for in-house teams and agencies.
- 3
Schedule posts
One composer for images, carousels and video. Upload a CSV to load a full month at once.
- 4
Resources, analytics & engagement
Where your files live, how content performs and how to reply to your community.
- 5
Addto.bio
Your branded link in bio page, with your colors, logo and a custom domain.
A playbook for your plan.
The playbook opens on the edition that matches your plan, and you can switch any time.
For in-house social and marketing teams
- Give every teammate the right role before you post
- Plan from one shared calendar and media library
- Load a month of content in one CSV upload
- Track reach and reply to comments from one inbox
For agencies managing client accounts
- Approval flow: nothing goes live until it's approved
- Relay sends a Slack message when a client's post goes live
- A separate workspace for each client
- One branded link in bio page per client
Ready in about two minutes.
- 1
Start your free trial
Create your Planly account. The trial runs 14 days and you can cancel anytime.
- 2
Open the Playbook
Find it in your Planly menu as soon as you log in.
- 3
Follow along
Work through each chapter inside your own workspace while you set things up.
Plan smarter, not harder.
Start your trial and the Planly Playbook is waiting in your account.
Start free trial & get the playbook14 day free trial. Cancel anytime.