The Social Planner lets your practice write, preview, and publish content to all of your connected social accounts from one place. You can post right away or schedule ahead so your feed stays active even during busy clinic days. This guide walks through the full "compose and schedule" workflow for a single post.
Make sure you have at least one social account connected in Social Planner (Facebook Page, Instagram Business profile, LinkedIn, Google Business Profile, Pinterest, and others). If no accounts are connected yet, Social Planner will prompt you to connect one before you can publish. Connecting an account is a one-time step handled in Social Planner settings.
From the left sidebar, go to Marketing.
Click Social Planner.
Click the + New Post button.
Choose + Create New Post to open the post composer.
In the Post to section, select the social accounts you want this post to publish to. You can select one account or several at once.
Selecting multiple accounts publishes the same content everywhere. If you want to tailor the wording, media, or hashtags separately for each platform, you can turn on per-platform customization once more than one account is selected. That workflow is covered in the "Customizing Posts for Each Social Platform" guide.
In the content editor, type the caption for your post. A few things to keep in mind as you write:
Each platform enforces its own character limit. If your caption is too long for one of the selected accounts, Social Planner shows a warning so you can trim it before publishing.
You can add hashtags directly, or apply a saved hashtag group to append a whole set at once (see the "Group Hashtags in Social Planner" guide).
You can insert a shortened, trackable link using the built-in link shortener (see the "Using the Link Shortener in Social Planner" guide).
If you would like help writing the caption, you can use the built-in AI content tools to draft or resize copy for the platform you are posting to.
Use these limits as a guide when writing a caption that will publish to more than one platform:
Platform | Character limit |
|---|---|
Facebook pages and groups | 5,000 |
Instagram profiles | 2,200 |
LinkedIn pages and profiles | 3,000 |
Google Business Profile | 1,500 |
You can attach images or video to make your post stand out, which is especially useful for treatment promos, before-and-after highlights, event announcements, and seasonal specials. Add media from your file library or upload a new file.
A few things to know about media:
If a file is still uploading, switching between selected social accounts can discard the in-progress upload. Wait for uploads to finish before changing accounts.
If a video thumbnail is still processing, changing accounts or toggles can interrupt that processing. You may need to reapply the thumbnail.
If you are posting before-and-after or other patient photos, confirm you have the patient's written consent to use their image publicly, and avoid including any information that could identify a patient without permission.
Use the preview pane to see how your post will appear on each selected platform before it goes live. Check that the caption, media, hashtags, and any shortened links look the way you expect on every account.
Once your content is ready, you have two options:
Post now: Publishes the content to all selected accounts immediately.
Schedule: Click the arrow next to the post button and choose Schedule Post. Pick the date and time you want the post to go live, then confirm. Scheduling lets you plan content in advance and keep a consistent posting cadence.
When scheduling, you can also review the suggested Best Time to Post options, which recommend high-engagement time slots based on your audience's activity. See the "Best Time to Post in Social Planner" guide for details.
After scheduling, your post appears in the Social Planner calendar and list views, where you can edit, reschedule, or delete it before it publishes.
Where do I find the Social Planner?
Go to Marketing in the left sidebar, then click Social Planner.
Do I have to connect a social account before I can post?
Yes. You need at least one connected account to publish. If none are connected, Social Planner prompts you to connect one first.
Can I post to more than one platform at the same time?
Yes. Select every account you want in the Post to section and the same content publishes to all of them, unless you turn on per-platform customization to tailor each one.
What happens if my caption is too long for one platform?
Social Planner shows a warning when your content exceeds a selected platform's character limit. Trim the caption or use per-platform customization to write a shorter version for that network.
Can I schedule a post for a specific date and time?
Yes. Click the arrow next to the post button, choose Schedule Post, set your date and time, and confirm.
Can I edit or cancel a scheduled post?
Yes. Scheduled posts appear in the Social Planner calendar and list views, where you can edit the content, change the time, or delete the post before it publishes.
Can I add images or video to a post?
Yes. You can attach images or video from your file library or upload new files while composing the post.
Is it safe to post before-and-after patient photos?
Only with the patient's written consent to use their image publicly. Never include information that could identify a patient without permission.
