Getting Started With Your Plan

Your first steps, the menu and adding modules

Each brand has its own plan, made of modules: Social Scheduling, AI Content Studio, Sites & Funnels, Conversations and CRM + Automations. Bundles such as Creator, Starter Site, Growth and All-in combine them. Facebook and Instagram ads come with every plan.

Your recommended plan

At the end of sign-up we recommend a plan from the goals you picked, for example Starter Site if you want your first sale, or Creator if you want to post every day. The pricing page highlights it, and you can still pick any plan or module.

Welcome to your plan

After you pay, this page shows what the plan includes, where each part lives in the menu, your credit balance and your first three steps. Open it again from Subscription > What's in my plan and how to start.

Getting started on the dashboard

  • Steps are grouped by the modules your brand has. The ones that match your goals come first and are marked Your goal.
  • Each step ticks itself off once you have done it, for example when a social account is connected or a post is scheduled.
  • Show me how opens the page and starts its tour.
  • Hide removes the list for this brand. It comes back only when you add a module, with that module's steps.

The menu

Sites only shows when the brand has Sites & Funnels, and CRM only with CRM + Automations or Conversations, unless the brand already has a site, contacts or conversations. Modules you do not have are listed under Add to your plan, which opens Subscription with the Add Module window. A brand with no plan has one Choose a plan link.

Credits: a brand on a plan spends its own credit pool, shown on the dashboard and on Subscription, where you can also buy credit packs for it.

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