Set up your workspace
New accounts confirm their email and then answer four short setup steps; everything you enter can be changed later in Settings.
Last updated- Sign up and open the confirmation link we email you. Spending that link is what signs you in.
- Personal information: your name, company, industry, team size and role.
- Create your workspace: a Workspace name, and a logo if you want one.
- Connect a channel: pick a platform from the list and press Connect.
- Choose your plan: pick a plan and a billing period, and start the trial.
What the plan step does
The plan step starts a 7-day trial on the plan you choose, with a card added at the start. The step is only marked done when the payment provider confirms the subscription; a click alone never settles it. The page tells you "Your plan is confirmed." when it has. How the trial works has the details.
Change it later
Open Account Settings from the account menu. Profile holds your details and your own time zone. General holds the workspace name, which is shown in the sidebar and in invitations, and the default time zone. General is available to the workspace Owner.
A workspace with one person shows Calendar, Channels, Posts, Drafts and Workflows, plus Tags and Media Library under Library. Customers appears once you have customers, and Approvals appears when approvals are on or a post is waiting for review. Team and roles live in Settings.
If it did not work
Until setup is finished, the app opens the setup steps instead of the calendar. If the confirmation email does not arrive, use the resend control on the waiting page; it says when you can ask again.
If you return from the payment page and the plan is not confirmed yet, wait a moment and reload. When you come back to the billing screen, the app asks the payment provider directly what your subscription is, so a delayed message does not strand you.