Run every client's social in one place without mixing them up: separate accounts, calendars, brand voices and sign-off rules per client, one subscription for the agency.
The example below uses a fictional client, Fernhill Florals, to show the agency workflow.
Standard covers 3 clients, Professional covers 10 and Enterprise has no client limit, each with every Team feature for every client, billed monthly. Each includes a 14-day free trial, once per agency. If you are moving one client over first, start on Free.
10 questions
Yes. Approval is switched on per client, and each client has its own owner and admins who can approve.
Neither. You pay one subscription per agency, and plans differ by number of clients. Users and connected accounts are unlimited on Team, Standard, Professional and Enterprise.
No. Client users only see the clients they were added to, and someone added to a single client goes straight to that client's calendar.
Standard covers 3 clients, Professional 10 and Enterprise an unlimited number, each with every Team feature for every client. All three are billed monthly and include a 14-day free trial once per agency.
The agency client list shows, per client, the connected accounts, posts waiting for approval and posts that need work, with a capacity meter such as "3 of 10 clients".
Owners and admins manage everything in every client; editors write and submit across all clients; viewers read and comment. Client users get their own owner, admin, editor or viewer role per client.
Not yet. Approvers see the number of posts waiting next to Approvals in the sidebar, so agree a review rhythm with each client.
Yes. Each client has its own logo and colour, and the agency can add its own logo, so everyone can see which brand they are working in.
Create each client, connect its accounts and load upcoming posts from a spreadsheet with bulk upload. There is no importer from other tools, and past analytics stay where they are.
Adding the next client is refused with a suggestion to move up a plan; existing clients keep working. Enterprise has no client limit.
Start on the Free plan with one client. Upgrade when you need approvals, more people or more clients.
Moving an agency to a new scheduler is mostly about not losing anything and not posting anything twice. A step-by-step checklist from inventory to cut-over to cancelling the old tool.
Read more: Switching social media schedulers: a migration checklist for agenciesMost monthly social reports are exported charts nobody opens twice. A structure for a one-page report that answers the client's question, explains the numbers and ends with decisions.
Read more: How to write a monthly social media report clients actually readAI can draft a caption in seconds, but someone still signs it off. A practical checklist for reviewing AI-assisted social posts: facts, claims, voice, per-network fit and accessibility.
Read more: Reviewing AI-written captions: a checklist before anything is approved
