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Getting Started

Set up your workspace, connect channels, and publish safely

Use this checklist to get a new workspace ready without skipping the setup steps that usually cause publishing failures later.

1. Set up the workspace basics

  1. Confirm your workspace name, primary brand, and support email before inviting teammates.
  2. Set your default locale and time zone so scheduled publish times are predictable across Calendar and queue views.
  3. Add any baseline brand assets you reuse often: logo, thumbnail style, watermark, or reusable CTA blocks.

2. Connect channels cleanly

  1. Go to Settings → Accounts and select a platform.
  2. Approve OAuth for each brand or profile you manage. SyncPostly supports multiple accounts on the same platform.
  3. After each connection:
    • Confirm the expected page, profile, or channel appears in the list.
    • Add a label so later filters in Compose and Calendar stay readable.
    • Run a refresh once if the token age or permission set looks wrong.
  4. If a page or profile is missing:
    • Refresh the token from the Accounts list.
    • Ensure you have admin or publisher permission on the source platform.
    • For Meta, confirm you selected the right Business and Page in the prompt.

3. Build a reusable posting workflow

  1. Draft once in Compose, then use Platform tabs to tailor copy per network.
  2. Save common hooks, CTAs, or product blurbs as Snippets so you do not rewrite them for every post.
  3. Open Calendar and define time zones, quiet hours, and any recurring publishing windows.
  4. For higher volume periods, switch to Queue scheduling instead of managing every timestamp manually.
  5. Before publishing, preview the per-platform payload to confirm caption length, media ordering, and thumbnail choices.

4. Publish your first low-risk post

Start with a simple text-plus-image post to one or two connected accounts. That gives you a clean end-to-end check for OAuth, media processing, scheduling, and post result tracking before you attempt bulk uploads or more complex video workflows.

Preflight checklist

  • At least two platforms connected and refreshed.
  • Time zone and quiet hours reviewed.
  • Caption reviewed in each active platform tab.
  • Media assets already uploaded and marked ready.
  • A fallback draft saved in case a platform throttles or rejects the first run.

Table of Contents

1. Set up the workspace basics2. Connect channels cleanly3. Build a reusable posting workflow4. Publish your first low-risk postPreflight checklist