How to use PostPilot

Create a collection, connect your social accounts, schedule posts, and review them with your clients, all from one dashboard. Watch the walkthrough, then follow the steps below.

Video walkthrough

A complete example in about 3 minutes: schedule a LinkedIn post, collect client feedback, fix the post and schedule it again. Use the chapters to jump to any step.

Step by step

1. 1. Create a collection

   • Sign in and go to Collections. Click Create a new Collection and enter a name.
   • A collection holds everything for one brand or entity: its social accounts, posts, media, team and issues.
   • You become the Owner of every collection you create.
2. 2. Connect your social accounts

   • Open Settings → Channel Configurations in the sidebar (Owner only) and click Connect on the platform you want.
   • Authorize PostPilot on the platform. Supported: Facebook, Instagram, X, TikTok, LinkedIn and YouTube.
   • For LinkedIn, choose your personal profile or any organization page where you are an administrator, then click Connect Account.
   • Each collection can connect one LinkedIn account. Connected accounts show as active in Channel Configurations.
3. 3. Create and schedule a post

   • Click Create Post. Step 1: select the connected accounts, write the caption, and optionally add media from your library or upload new files.
   • Click Next. Step 2: choose Schedule for later and pick a date and time. It must be at least 2 minutes in the future.
   • Click Publish Post. With Schedule for later the post is saved as Scheduled and publishes automatically at that time.
   • Choose Publish now only when you want the post to go live immediately.
4. 4. Track posts on the calendar

   • Open Calendar to see every post on its day. Click a post to open it.
   • Drag a Scheduled or Draft post to another day to reschedule it. Published posts cannot be moved.
   • The Dashboard also lists your upcoming scheduled posts.
5. 5. Share with clients using a session

   • Open Team, switch to the Sessions tab and click Create Session. No form is needed.
   • In the Link column, use Open Session to view it in a new tab, or Copy Link to send it to your client.
   • Clients need no account. They get a read-only view of Dashboard, Calendar, Media and Issues, and can comment and report issues.
   • A session expires after 7 days or 50 client actions. You can terminate it at any time.
6. 6. Collect comments and issues

   • Open a post and use the Comments tab for general feedback.
   • Use the Issues tab and Report Issue for something that must be fixed. Give it a title and an optional description.
   • The post status changes to Has Issues, it leaves the Upcoming list, and its scheduled publish is cancelled until the issue is fixed.
   • The team sees the comment and issue on the post, on the Issues page and in the Crew Lounge.
7. 7. Fix, resolve and reschedule

   • Open the post and click Edit. Fix the caption or media, click Next, then Save Changes. The post stays on Has Issues until you resolve it.
   • Open the post’s Issues tab and click Resolve. When no open issues remain, the post becomes a Draft.
   • Click Schedule on the post. It returns to Scheduled and will publish at its date. The date must still be in the future, otherwise edit it first.

Post statuses

Roles

Common questions