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Getting started

What Social9 does, what you need before you start, and the order to set things up in.

On this page

Social9 posts to your social accounts for you. You write a post once (or let the AI write it), pick where it goes and when, and Social9 sends it out on time.

It can also plan a whole week of posts for you in your brand's voice. That part is called Autopilot. You decide how much it is allowed to do on its own.


The Social9 home screen: this week at a glance and the Get going checklist

What you need#

ThingWhyRequired
A name for your brandPosts are always written for one brandYes
Your website addressSocial9 reads it and fills in your brand profile for youNo
Logins for your social accountsYou sign in once to give Social9 permission to postYes, to post
A cardOnly for a paid plan. The Free plan needs no cardNo

You do not need a developer. There is nothing to install.


The order to do it in#

  1. Create your workspace and brand: tell Social9 about your business
  2. Connect your accounts: sign in to the networks you post on
  3. Get your first post out: write it, pick a time, schedule it
  4. Choose a plan: when you need more accounts, credits or people

The Home page shows a Get going checklist with the same steps. The goal is one post live and three more scheduled.


Where things are#

The menu on the left of the dashboard has three parts.

SectionPagesWhat they are for
MainHome, Approvals, Calendar, Create, Upload, Analytics, LibraryYour week, writing and scheduling posts, and seeing what went out
Brands & channelsBrands, ChannelsYour brands and the social accounts they post to
SettingsWorkspace, Members & roles, Billing & plan, Usage, Connected appsTimezone, your team, your plan, and AI apps you have connected

At the top of every page you will find:

  • The brand switcher, to work on one brand or All brands
  • Your plan, with the AI credits you have left this month. Click it to see what you have used
  • Search, to jump to any page. Press Ctrl + K (or Cmd + K on a Mac)

Next steps#

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