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

What you need#
| Thing | Why | Required |
|---|---|---|
| A name for your brand | Posts are always written for one brand | Yes |
| Your website address | Social9 reads it and fills in your brand profile for you | No |
| Logins for your social accounts | You sign in once to give Social9 permission to post | Yes, to post |
| A card | Only for a paid plan. The Free plan needs no card | No |
You do not need a developer. There is nothing to install.
The order to do it in#
- Create your workspace and brand: tell Social9 about your business
- Connect your accounts: sign in to the networks you post on
- Get your first post out: write it, pick a time, schedule it
- 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.
| Section | Pages | What they are for |
|---|---|---|
| Main | Home, Approvals, Calendar, Create, Upload, Analytics, Library | Your week, writing and scheduling posts, and seeing what went out |
| Brands & channels | Brands, Channels | Your brands and the social accounts they post to |
| Settings | Workspace, Members & roles, Billing & plan, Usage, Connected apps | Timezone, 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#
- Create your workspace and brand: the two questions Social9 asks, and what it fills in for you
- Creating posts: everything about writing, images and scheduling