How to Set Up Social Planner in HighLevel

You just sold a massive omnichannel marketing package to a high-ticket client. You promised them consistent, engaging content across Facebook, Instagram, and LinkedIn. Monday morning hits, and you have five different browser tabs open. You are frantically downloading images, copying captions, and manually pasting them into each native platform.

Then a client calls. You get distracted. You forget to hit “Publish” on LinkedIn. The image formatting on Instagram gets cropped weirdly because you were rushing. You are spending hours every single week playing glorified social media manager instead of acting like a high-level agency owner. It is an unscalable, chaotic mess.

You cannot scale an agency if you are manually posting to five different apps every day. HighLevel’s Social Planner fixes this instantly. You can draft, schedule, and automate your entire content calendar across every major platform from one single dashboard. Let us get your content engine running on absolute autopilot.

Part 1: Explore and Connect Your Accounts

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Even before connecting accounts, you can navigate to Marketing > Social Planner to explore the tool. You can click Schedule Now to view the composer, click Upload A CSV to test bulk scheduling, or explore the Create Evergreen Post, Create Recurring Post, and Create RSS Post features.

When you are ready to go live, let’s link your platforms:

1. Inside the Social Planner, choose the social account you want to connect by clicking its button (e.g., Facebook).
2. Log in to your Facebook account when prompted.
3. Choose at least one Facebook page you would like to manage.
4. Verify your connection. Your CRM is now tethered to your social profile.

Part 2: Create a Post from a Template

Stop staring at a blank page. Let us use pre-made designs to get content out fast.

1. Navigate to Marketing > Social Planner, click New Post, and select Social Planner Templates.
2. Search, browse, and filter through the available templates to find the perfect fit for your brand.
3. Preview a template you like, then click Continue.
4. To schedule your selected template, click Select Socials (the plus icon on the right).
5. Fill out the necessary details in the Schedule Post modal, picking your specific accounts and timing.
6. Click Schedule Posts. Your content is locked and loaded.

Part 3: Build Custom Posts and Manage Media

Want to craft your own unique angle? It takes just a few clicks.

1. Inside the Social Planner, click New Post > Create New Post.
2. Enter your post details, select your specific social accounts, and add your text.
3. Add images or videos from the Media Library using the video and Image Icon on the panel. You can preview your media in the composer on the left side.
4. Pro Tip: If you are using video, hover over the media and click the pencil icon on the video thumbnail. Click the custom thumbnail tab to upload an eye-catching cover image. (Custom thumbnails are currently supported for Facebook Pages, Instagram Business Accounts, LinkedIn Profiles/Pages, and YouTube Videos/Shorts).
5. Choose to save for later, post now, schedule for later, send for approval, or schedule as recurring.

Part 4: Scale Across Multiple Platforms

Managing one page is great. Managing ten is how you scale.

1. Click Settings (the gear icon) inside the Social Planner.
2. Select the additional social accounts you wish to connect to the CRM.
3. Click Connect Social and follow the standard authentication prompts.

Automating your social media calendar ensures your brand stays highly visible and relevant 24/7, without dragging your team into daily administrative busywork.

Frequently Asked Questions

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