get setup

How to Create, Preview, and Schedule Posts With The Social Planner

Learn how to create and schedule posts inside OTMS, including platform selection, first-comment links, media uploads, Google Business Profile post types, previews, approvals, and scheduling.

Watch the Training Video Below

Do It Now: Quick Steps

  • Go to Marketing → Social Planner (top ribbon).

  • Click New Post → Create new post.

  • In Post to, select the platforms you want (ex: Facebook + Google Business Profile).

  • In Type content, write your main caption.

  • Insert media (graphic, video, file)

  • Review your post in the live preview panel for each platform.

  • Choose how the post is published (Save for later, Post now, Schedule, Send for Approval, Recurring, Queue)

Pro Tip

Want to stay consistent without feeling overwhelmed? Batch your content weekly and pre-schedule everything in one sitting.

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